{"url":"https://etfiq.com/compare/any/usvm-vs-vbr","section":"compare","title":"USVM vs VBR: ETF Returns, Fees and Overlap | ETFIQ","description":"USVM vs VBR to Oct 28, 2026: one-year total return +19.6% against +17.6%, expense ratio 0.29% against 0.05%. 21% of their weight is in the same names.","as_of":"Oct 28, 2026","structured_data":[{"@type":"FAQPage","mainEntity":[{"@type":"Question","name":"Which returned more over the last year, USVM or VBR?","acceptedAnswer":{"@type":"Answer","text":"In the year to Oct 28, 2026, with distributions reinvested, USVM returned +19.6% and VBR +17.6%."}},{"@type":"Question","name":"Which is cheaper, USVM or VBR?","acceptedAnswer":{"@type":"Answer","text":"VBR is cheaper, by 0.24 percentage points a year. That is about $24 on $10,000 held for a year. Fees come from each fund's prospectus."}},{"@type":"Question","name":"How much do USVM and VBR overlap with the S&P 500?","acceptedAnswer":{"@type":"Answer","text":"By their latest filed holdings, 5% of USVM and 30% of VBR by weight is stocks the S&P 500 already holds."}}]},{"@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"ETFIQ","item":"https://etfiq.com/"},{"@type":"ListItem","position":2,"name":"Compare ETFs","item":"https://etfiq.com/compare/"},{"@type":"ListItem","position":3,"name":"USVM vs VBR","item":"https://etfiq.com/compare/any/usvm-vs-vbr"}]},{"@type":"WebPage","name":"USVM vs VBR: ETF Returns, Fees and Overlap","description":"USVM vs VBR to Oct 28, 2026: one-year total return +19.6% against +17.6%, expense ratio 0.29% against 0.05%. 21% of their weight is in the same names.","url":"https://etfiq.com/compare/any/usvm-vs-vbr","dateModified":"2026-10-28","speakable":{"@type":"SpeakableSpecification","cssSelector":[".verdict",".lede",".faq"]},"isPartOf":{"@type":"WebSite","name":"ETFIQ","url":"https://etfiq.com"}},{"@type":"Dataset","name":"ETFIQ comparison of USVM and VBR","description":"USVM vs VBR to Oct 28, 2026: one-year total return +19.6% against +17.6%, expense ratio 0.29% against 0.05%. 21% of their weight is in the same names.","dateModified":"2026-10-28","creator":{"@id":"https://etfiq.com/#org"},"license":"https://etfiq.com/license/","isAccessibleForFree":true,"url":"https://etfiq.com/compare/any/usvm-vs-vbr","publisher":{"@id":"https://etfiq.com/#org"},"inLanguage":"en","creativeWorkStatus":"Published","distribution":[{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/alternatives.json"},{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/core.json"},{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/crypto.json"},{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/funds.json"},{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/income.json"},{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/leverage.json"},{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/thematic.json"}]},{"@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"ETFIQ","item":"https://etfiq.com/"},{"@type":"ListItem","position":2,"name":"Compare ETFs","item":"https://etfiq.com/compare/"},{"@type":"ListItem","position":3,"name":"USVM vs VBR","item":"https://etfiq.com/compare/any/usvm-vs-vbr"}]},{"@type":"WebPage","name":"USVM vs VBR: ETF Returns, Fees and Overlap","description":"USVM vs VBR to Oct 28, 2026: one-year total return +19.6% against +17.6%, expense ratio 0.29% against 0.05%. 21% of their weight is in the same names.","url":"https://etfiq.com/compare/any/usvm-vs-vbr","dateModified":"2026-10-28","isPartOf":{"@type":"WebSite","name":"ETFIQ","url":"https://etfiq.com"},"speakable":{"@type":"SpeakableSpecification","cssSelector":[".verdict",".lede",".faq"]},"publisher":{"@id":"https://etfiq.com/#org"}}],"characters":5395,"truncated":true,"content":"ETFIQ / Compare ETFs / USVM vs VBR \n \n Data as of Oct 28, 2026.\n ETFIQ etfiq.com \u00b7 independent ETF data \n USVM vs VBR: Differences, Returns & Fees\n Over the year to Oct 28, 2026, USVM returned +19.6% to VBR's +17.6%; 21% of their weight is in the same names.\n Copy this for sharing \n VBR costs 0.24 points a year less; their one-year returns differ by 2.0 points.\n USVM and VBR at a glance. As of Oct 28, 2026. Source: ETFIQ. USVM VBR \n Expense ratio 0.29% 0.05% \n Net assets, USVM as of Jun 30, 2026 and VBR as of Sep 30, 2026 $1.7bn $35.1bn \n Total return, 1 year +19.6% +17.6% \n What it tracks Nas","source":"ETFIQ, independent ETF data. Recomputed nightly from public filings and prices.","publisher":{"@id":"https://etfiq.com/#org","name":"ETFIQ","url":"https://etfiq.com"},"license":"https://etfiq.com/license/","license_text":"Data ETFIQ computes is free to use with attribution: ETFIQ (etfiq.com). Issuer data stays under its owner's terms.","citation":"ETFIQ, USVM against VBR, data as of Oct 28, 2026. https://etfiq.com/compare/any/usvm-vs-vbr","a":{"ticker":"USVM","name":"VictoryShares US Small Mid Cap Value Momentum ETF","issuer":"VictoryShares","desk":"core","as_of":"2026-10-28","verdict":"USVM tracks an index and returned +19.6% over the past year.","url":"https://etfiq.com/funds/usvm","key_facts":[{"label":"Total return, 1 year","value":"+19.6%","as_of":"2026-10-28","source":"computed by ETFIQ from Tiingo daily prices"},{"label":"Expense ratio","value":"0.29%","as_of":"2025-10-24","source":"485BPOS XBRL, Oct 24, 2025"},{"label":"Holdings","value":"288","as_of":"2026-06-30","source":"its SEC filing (Form N-PORT)"},{"label":"Below its high","value":"\u22125.3%","as_of":"2026-10-28","source":"ETFIQ"},{"label":"12-month yield, capital gains included, on its starting price","value":"2.2%","as_of":"2026-10-28","source":"computed by ETFIQ from Tiingo daily prices and distributions"},{"label":"Last payment (paid monthly), ex-date Oct 8, 2026","value":"$0.2459","as_of":"2026-10-08","source":"Tiingo end-of-day distributions"},{"label":"Net assets","value":"$1.7bn","as_of":"2026-06-30","source":"SEC filing, whole fund, as filed for Jun 30, 2026"}]},"b":{"ticker":"VBR","name":"Vanguard Morningstar Small-Cap Value ETF","issuer":"Vanguard","desk":"core","as_of":"2026-10-28","verdict":"VBR tracks an index of Small-Cap Value and returned +17.6% over the past year.","url":"https://etfiq.com/funds/vbr","key_facts":[{"label":"Total return, 1 year","value":"+17.6%","as_of":"2026-10-28","source":"computed by ETFIQ from Tiingo daily prices"},{"label":"Expense ratio","value":"0.05%","as_of":"2026-04-28","source":"485BPOS XBRL, Apr 28, 2026"},{"label":"Holdings","value":"822","as_of":"2026-09-30","source":"the issuer\u2019s holdings file"},{"label":"Below its high","value":"\u22123.9%","as_of":"2026-10-28","source":"ETFIQ"},{"label":"12-month yield, capital gains included, on its starting price","value":"2.1%","as_of":"2026-10-28","source":"computed by ETFIQ from Tiingo daily prices and distributions"},{"label":"Last payment (paid quarterly), ex-date Sep 28, 2026","value":"$1.03","as_of":"2026-09-28","source":"Tiingo end-of-day distributions"},{"label":"Net assets","value":"$35.1bn","as_of":"2026-09-30","source":"the issuer\u2019s own number for this ETF, month end, as of Sep 30, 2026"}]},"overlap_pct":21,"full_text_at":"https://etfiq.com/compare/any/usvm-vs-vbr"}