ULVM vs. RISR
ULVM (VictoryShares US Value Momentum ETF) and RISR (FolioBeyond Alternative Income and Interest Rate Hedge ETF) are both exchange-traded funds - ULVM is a Momentum fund tracking the Nasdaq Victory US Value Momentum Index, while RISR is a Nontraditional Bonds fund actively managed by FolioBeyond. ULVM is passively managed, while RISR is actively managed. Over the past 3 years, ULVM returned 21.35%/yr vs 10.07%/yr for RISR. Their -0.06 correlation means they have often moved in opposite directions in the past. ULVM charges 0.20%/yr vs 1.13%/yr for RISR.
Performance
ULVM vs. RISR - Performance Comparison
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Returns By Period
In the year-to-date period, ULVM achieves a 20.68% return, which is significantly higher than RISR's 4.75% return.
ULVM
- 1D
- 0.52%
- 1M
- 2.38%
- 6M
- 15.05%
- YTD
- 20.68%
- 1Y
- 31.64%
- 3Y*
- 21.35%
- 5Y*
- 12.58%
- 10Y*
- —
- ALL TIME*
- 11.23%
RISR
- 1D
- -0.15%
- 1M
- 1.47%
- 6M
- 4.83%
- YTD
- 4.75%
- 1Y
- 6.29%
- 3Y*
- 10.07%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 14.46%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $3.20M | $3.07M | $3.51M | |
| $288.05K | $259.30K | $220.93K |
ULVM vs. RISR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
ULVM VictoryShares US Value Momentum ETF | 20.68% | 15.84% | 19.76% | 10.16% | -9.04% | 10.03% |
RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF | 4.75% | 4.63% | 24.20% | 7.02% | 31.98% | -0.04% |
Correlation
The correlation between ULVM and RISR is -0.23, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.23 |
Correlation (3Y) Balances recent behavior with more history. | -0.15 |
Correlation (All Time) Calculated using the full available price history since Oct 1, 2021 | -0.06 |
The correlation between ULVM and RISR shifts across timeframes, from -0.23 (1 year) to -0.06 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
ULVM vs. RISR — Risk / Return Rank
ULVM
RISR
ULVM vs. RISR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VictoryShares US Value Momentum ETF (ULVM) and FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR). 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.
| ULVM | RISR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.75 | ||
| Sortino ratioReturn per unit of downside risk | +2.40 | ||
| Omega ratioGain probability vs. loss probability | 1.53 | 1.22 | +0.31 |
| Calmar ratioReturn relative to maximum drawdown | 4.91 | 2.42 | +2.49 |
| Martin ratioReturn relative to average drawdown | 20.68 | 5.79 | +14.89 |
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Drawdowns
ULVM vs. RISR - Drawdown Comparison
The maximum ULVM drawdown since its inception was -40.71%, which is greater than RISR's maximum drawdown of -14.31%. Use the drawdown chart below to compare losses from any high point for ULVM and RISR.
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Drawdown Indicators
| ULVM | RISR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.71% | -14.31% | -26.40% |
Max Drawdown (1Y)Largest decline over 1 year | -6.47% | -2.61% | -3.86% |
Max Drawdown (3Y)Largest decline over 3 years | -18.14% | -8.07% | -10.07% |
Max Drawdown (5Y)Largest decline over 5 years | -19.77% | — | — |
Current DrawdownCurrent decline from peak | -0.74% | -0.15% | -0.59% |
Average DrawdownAverage peak-to-trough decline | -5.65% | -2.12% | -3.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.53% | 1.09% | +0.44% |
Volatility
ULVM vs. RISR - Volatility Comparison
VictoryShares US Value Momentum ETF (ULVM) has a higher volatility of 2.71% compared to FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) at 1.13%. This indicates that ULVM's price experiences larger fluctuations and is considered to be riskier than RISR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ULVM | RISR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.71% | 1.13% | +1.58% |
Volatility (6M)Calculated over the trailing 6-month period | 8.10% | 3.57% | +4.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.77% | 5.25% | +5.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.38% | 11.67% | +3.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.72% | 11.67% | +7.05% |
ULVM vs. RISR - Expense Ratio Comparison
ULVM has a 0.20% expense ratio, which is lower than RISR's 1.13% expense ratio.
Dividends
ULVM vs. RISR - Dividend Comparison
ULVM's dividend yield for the trailing twelve months is around 1.61%, less than RISR's 5.88% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF | 5.88% | 5.95% | 5.67% | 7.96% | 4.26% | 0.30% | 0.00% | 0.00% | 0.00% | 0.00% |
ULVM VictoryShares US Value Momentum ETF | 1.61% | 1.81% | 1.57% | 1.94% | 1.91% | 1.36% | 1.51% | 1.88% | 1.67% | 0.38% |
Frequently Asked Questions
ULVM and RISR have a correlation of -0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ULVM has higher volatility (2.71%) compared to RISR (1.13%). In terms of maximum drawdown, ULVM dropped -40.71% vs RISR's -14.31%.
On 3-year performance, ULVM leads with 21.35% vs 10.07% for RISR. On fees, ULVM is cheaper at 0.20% per year. On volatility, RISR has been the lower-risk option at 1.13%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, ULVM has performed better with a 21.35% return vs 10.07%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
ULVM is cheaper with a 0.20% expense ratio, compared with 1.13% for RISR.
RISR has the higher dividend yield at 5.88%, compared with 1.61% for ULVM.
ULVM is categorized as Momentum, while RISR is Nontraditional Bonds. They also come from different issuers: Victory and FolioBeyond. Their fees differ too: 0.20% for ULVM and 1.13% for RISR.
ULVM currently has the higher Sharpe Ratio (2.96 vs 1.20), 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.
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