Momentum ETFs Regaining Mojo

Markets may be fretting over Federal Reserve policy and economic soft landings, but a handful of momentum ETFs have quietly been stealing the show. Across the array of factor funds, momentum has performed best this year.

ETF Trends • Jun 5, 2025

Small Value Momentum in Different Packages

The ETF flow leader board tends to show many large funds getting even larger. However, when I looked last week, one more moderately sized ETF caught my eye.

ETF Trends • Feb 24, 2025

Bet on Rekindled Growth, But Diversification Taking Hold

Investor appetite for growth really is something to behold.  Coming into the week of the U.S. presidential inauguration, we had been talking about the importance of diversification in the face of so much uncertainty, geopolitical risk, and lofty equity valuations following massive market gains in recent years.

ETF Trends • Jan 24, 2025

USVM: Beats Peers, Delivers On Value And Momentum, But Concerns Remain

USVM offers exposure to U.S. small- and mid-cap names that are attractively priced and exhibit robust momentum. USVM does deliver on value and momentum, while growth and quality leave a lot to be desired. It has outperformed a few peers since the index change but nonetheless lagged the market.

Seeking Alpha • Jul 25, 2024

USVM: Combining Value And Momentum With Mixed Results

VictoryShares US Small Mid Cap Value Momentum ETF (USVM) implements a strategy combining valuation ratios and momentum indicators. The ETF is well-diversified across sectors and holdings, with attractive valuation metrics. USVM has slightly outperformed the Russell 2000 since inception, but recent performance is average compared to other small cap value funds.

Seeking Alpha • Aug 27, 2023

Victory Portfolios II To Transfer Listing of Six ETFs to Nasdaq

SAN ANTONIO--(BUSINESS WIRE)--Victory Portfolios II today announced plans to transfer the listing of six ETFs from NYSE to Nasdaq on or around November 1, 2022.

Business Wire • Oct 18, 2022

The One Chart That May Surprise You About Small-Cap Stocks

Data on the rotation between small-cap growth and value stocks goes back decades. Looking back over 40 years, small value beat small growth about two-thirds of the time.

Seeking Alpha • Aug 3, 2021

ETF of the Week: VictoryShares USAA MSCI USA Small Cap Value Momentum ETF (USVM)

ETF Trends CEO Tom Lydon discussed the VictoryShares USAA MSCI USA Small Cap Value Momentum ETF (USVM) on this week's “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show. The fund seeks to provide investment results that closely correspond, before fees and expenses, to the MSCI USA Small Cap Select Value Momentum [.

ETF Trends • Apr 15, 2021

Mornings with Maria: Tom Lydon Talks Banks Earnings and ETF Inflows

Looking at first-quarter earnings, markets are higher. BlackRock and banks like Bank of America (BAC), JP Morgan (JPM), and Goldman Sachs (GS) beat expectations.

ETF Trends • Apr 15, 2021

Use Two Factors to Position For a Small-Cap Rebound

Small-cap stocks and ETFs have been torched along with their large-cap peers during the recent bout of market volatility, but investors should ignore smaller stocks as a possible leadership when the coronavirus issue is contained. An avenue for investors to position for a small-cap rebound is by putting factors to use and the VictoryShares MSCI [.

ETF Trends • Mar 6, 2020