ULVM vs. USVM
Compare and contrast key facts about VictoryShares USAA MSCI USA Value Momentum ETF (ULVM) and VictoryShares USAA MSCI USA Small Cap Value Momentum ETF (USVM).
ULVM and USVM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ULVM is a passively managed fund by Crestview that tracks the performance of the MSCI USA Select Value Momentum Blend Index. It was launched on Oct 24, 2017. USVM is a passively managed fund by Crestview that tracks the performance of the MSCI USA Sm Cap Select Value Momentum Blend Index. It was launched on Oct 24, 2017. Both ULVM and USVM are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ULVM or USVM.
Correlation
The correlation between ULVM and USVM is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
ULVM vs. USVM - Performance Comparison
Key characteristics
ULVM:
0.50
USVM:
0.13
ULVM:
0.82
USVM:
0.35
ULVM:
1.11
USVM:
1.04
ULVM:
0.50
USVM:
0.12
ULVM:
1.89
USVM:
0.39
ULVM:
4.78%
USVM:
7.48%
ULVM:
18.08%
USVM:
22.34%
ULVM:
-40.71%
USVM:
-42.37%
ULVM:
-10.24%
USVM:
-16.61%
Returns By Period
In the year-to-date period, ULVM achieves a -2.98% return, which is significantly higher than USVM's -9.09% return.
ULVM
-2.98%
-4.72%
-4.06%
7.47%
15.66%
N/A
USVM
-9.09%
-5.23%
-9.16%
1.35%
16.10%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ULVM vs. USVM - Expense Ratio Comparison
ULVM has a 0.20% expense ratio, which is lower than USVM's 0.24% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
ULVM vs. USVM — Risk-Adjusted Performance Rank
ULVM
USVM
ULVM vs. USVM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VictoryShares USAA MSCI USA Value Momentum ETF (ULVM) and VictoryShares USAA MSCI USA Small Cap Value Momentum ETF (USVM). 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.
Dividends
ULVM vs. USVM - Dividend Comparison
ULVM's dividend yield for the trailing twelve months is around 1.86%, less than USVM's 1.98% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
ULVM VictoryShares USAA MSCI USA Value Momentum ETF | 1.86% | 1.57% | 1.94% | 1.91% | 1.36% | 1.51% | 1.88% | 1.67% | 0.38% |
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF | 1.98% | 1.75% | 1.63% | 1.43% | 0.70% | 1.21% | 1.77% | 1.43% | 0.37% |
Drawdowns
ULVM vs. USVM - Drawdown Comparison
The maximum ULVM drawdown since its inception was -40.71%, roughly equal to the maximum USVM drawdown of -42.37%. Use the drawdown chart below to compare losses from any high point for ULVM and USVM. For additional features, visit the drawdowns tool.
Volatility
ULVM vs. USVM - Volatility Comparison
The current volatility for VictoryShares USAA MSCI USA Value Momentum ETF (ULVM) is 12.98%, while VictoryShares USAA MSCI USA Small Cap Value Momentum ETF (USVM) has a volatility of 13.89%. This indicates that ULVM experiences smaller price fluctuations and is considered to be less risky than USVM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.