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UEVM vs. UBND
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

UEVM vs. UBND - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in VictoryShares Emerging Markets Value Momentum ETF (UEVM) and VictoryShares Core Plus Intermediate Bond ETF (UBND). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, UEVM achieves a 9.19% return, which is significantly higher than UBND's -0.22% return.


UEVM

1D
-0.02%
1M
4.45%
6M
2.40%
YTD
9.19%
1Y
18.69%
3Y*
16.40%
5Y*
8.36%
10Y*
ALL TIME*
5.82%

UBND

1D
0.19%
1M
-1.08%
6M
-0.27%
YTD
-0.22%
1Y
2.62%
3Y*
4.93%
5Y*
10Y*
ALL TIME*
0.82%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$3.88M$8.26M$6.40M
$142.75K$200.41K$201.25K

UEVM vs. UBND - Yearly Performance Comparison


2026 (YTD)20252024202320222021
UEVM
VictoryShares Emerging Markets Value Momentum ETF
9.19%22.74%11.92%17.41%-14.60%2.82%
UBND
VictoryShares Core Plus Intermediate Bond ETF
-0.22%7.79%3.04%7.37%-12.72%0.14%

Correlation

The correlation between UEVM and UBND is 0.33, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.33

Correlation (3Y)
Balances recent behavior with more history.

0.22

Correlation (All Time)
Calculated using the full available price history since Oct 5, 2021

0.19

The correlation between UEVM and UBND shifts across timeframes, from 0.19 (all time) to 0.33 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

UEVM vs. UBND — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

UEVM
UEVM Risk / Return Rank: 4646
Overall Rank
UEVM Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
UEVM Sortino Ratio Rank: 4343
Sortino Ratio Rank
UEVM Omega Ratio Rank: 4444
Omega Ratio Rank
UEVM Calmar Ratio Rank: 5151
Calmar Ratio Rank
UEVM Martin Ratio Rank: 4747
Martin Ratio Rank

UBND
UBND Risk / Return Rank: 2929
Overall Rank
UBND Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
UBND Sortino Ratio Rank: 2929
Sortino Ratio Rank
UBND Omega Ratio Rank: 2727
Omega Ratio Rank
UBND Calmar Ratio Rank: 3030
Calmar Ratio Rank
UBND Martin Ratio Rank: 3030
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

UEVM vs. UBND - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VictoryShares Emerging Markets Value Momentum ETF (UEVM) and VictoryShares Core Plus Intermediate Bond ETF (UBND). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


UEVMUBNDDifference
Sharpe ratioReturn per unit of total volatility

+0.41

Sortino ratioReturn per unit of downside risk

+0.54

Omega ratioGain probability vs. loss probability

1.22

1.13

+0.09

Calmar ratioReturn relative to maximum drawdown

1.92

1.00

+0.91

Martin ratioReturn relative to average drawdown

5.56

2.75

+2.81

UEVM vs. UBND - Sharpe Ratio Comparison

The current UEVM Sharpe Ratio is 1.18, which is higher than the UBND Sharpe Ratio of 0.77. The chart below compares the historical Sharpe Ratios of UEVM and UBND, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

UEVM vs. UBND - Drawdown Comparison

The maximum UEVM drawdown since its inception was -45.44%, which is greater than UBND's maximum drawdown of -16.53%. Use the drawdown chart below to compare losses from any high point for UEVM and UBND.


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Drawdown Indicators


UEVMUBNDDifference

Max Drawdown

Largest peak-to-trough decline

-45.44%

-16.53%

-28.91%

Max Drawdown (1Y)

Largest decline over 1 year

-9.79%

-2.62%

-7.17%

Max Drawdown (3Y)

Largest decline over 3 years

-18.88%

-4.29%

-14.59%

Max Drawdown (5Y)

Largest decline over 5 years

-26.55%

Current Drawdown

Current decline from peak

-2.00%

-1.78%

-0.22%

Average Drawdown

Average peak-to-trough decline

-11.53%

-5.30%

-6.23%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.37%

0.95%

+2.42%

Volatility

UEVM vs. UBND - Volatility Comparison

VictoryShares Emerging Markets Value Momentum ETF (UEVM) has a higher volatility of 4.13% compared to VictoryShares Core Plus Intermediate Bond ETF (UBND) at 0.98%. This indicates that UEVM's price experiences larger fluctuations and is considered to be riskier than UBND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


UEVMUBNDDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.13%

0.98%

+3.15%

Volatility (6M)

Calculated over the trailing 6-month period

13.14%

2.72%

+10.42%

Volatility (1Y)

Calculated over the trailing 1-year period

15.94%

3.42%

+12.52%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.04%

5.74%

+10.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.36%

5.74%

+12.62%

UEVM vs. UBND - Expense Ratio Comparison

UEVM has a 0.45% expense ratio, which is higher than UBND's 0.40% expense ratio.


Dividends

UEVM vs. UBND - Dividend Comparison

UEVM's dividend yield for the trailing twelve months is around 2.66%, less than UBND's 4.89% yield.


PositionTTM202520242023202220212020201920182017
UBND
VictoryShares Core Plus Intermediate Bond ETF
4.89%4.56%4.63%4.37%3.28%0.28%0.00%0.00%0.00%0.00%
UEVM
VictoryShares Emerging Markets Value Momentum ETF
2.66%4.02%5.65%4.71%3.46%4.49%2.19%2.79%2.34%0.79%

Frequently Asked Questions


UEVM and UBND have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

UEVM has higher volatility (4.13%) compared to UBND (0.98%). In terms of maximum drawdown, UEVM dropped -45.44% vs UBND's -16.53%.

On 3-year performance, UEVM leads with 16.40% vs 4.93% for UBND. On fees, UBND is cheaper at 0.40% per year. On volatility, UBND has been the lower-risk option at 0.98%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, UEVM has performed better with a 16.40% return vs 4.93%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

UBND is cheaper with a 0.40% expense ratio, compared with 0.45% for UEVM.

UBND has the higher dividend yield at 4.89%, compared with 2.66% for UEVM.

UEVM is categorized as Momentum, while UBND is Intermediate Core-Plus Bond. Their fees differ too: 0.45% for UEVM and 0.40% for UBND.

UEVM currently has the higher Sharpe Ratio (1.18 vs 0.77), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for UEVM and UBND

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