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VSMV
+3.97 · +7.51%
$56.84 · NASDAQ

VictoryShares US Multi-Factor Minimum Volatility (VSMV) ETF Analysis | Large Value

Victory Capital Management Inc. · USA
AUM:$164.0M
#– of – in Large Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 20.9% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.35% — moderate cost. Consider how fees compound over long holding periods.

What is VSMV?

The fund seeks to achieve its investment objective by investing, under normal market conditions, at least 80% of its assets in securities included in the Nasdaq Victory U. Multi-Factor Minimum Volatility Index (the index).

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
VSMV delivered 20.9% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.35%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 45.8% of the ETF — a moderate level of name concentration.
ETF Information
AUM$164.0M
Expense Ratio0.35%
Dividend Yield1.33%
Holdings50
Inception DateJun 2017
Domicile–
Distribution–
Index–
ProviderVictory Capital Management Inc.
Beta0.65
CategoryLarge Value
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+4.1%
1Y
+19.6%
3Y
+57.4%
5Y
+65.6%
OpenBook InsightIf you had invested £10,000 in VSMV 5 years ago, it would have grown to £16,558 — a gain of £6,558.

Annual Returns

Calendar year performance

VSMV delivered positive returns in 4 of the last 5 calendar years.
YearVSMV
2026 YTD+10.7%
2025+17.4%
2024+15.5%
2023+12.5%
2022-7.2%
CAGR 4yr+9.1%
4/5 positive yearsAvg return: +9.8%Worst year: -7.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
10.7%
Low
Momentum
+2.2%
30-day change
Support Level
59.60
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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