ULVM
VictoryShares USAA MSCI USA Value Momentum ETFULVM Fund Description
ULVM tracks an index of large- and midcap US stocks that are selected by equal parts value and momentum and weighted by volatility.
ULVM Factset Analytics Insight
ULVM tracks a multifactor index of US large- and midcap companies. Securities are selected by equal parts value and momentum, with final weights determined by volatility. Eligible US large- and midcap stocks are assigned value and momentum scores. Value scores are derived from forward price-to-earnings, price-to-book value, and enterprise value-to-operating cash flow ratios. Momentum scores are derived from price trends over the last six and twelve months. Both scores are standardized by sector, and then combined into a composite score with equal weight to each factor. The index selects the top 25% of securities, weighted by volatility—less volatile securities receive higher weight. Although investors can find plain-vanilla funds that cost less, ULVM charges a significantly lower fee than most other factor-based funds in the US total-market space.
ULVM MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
ULVM CHARTS AND PERFORMANCE
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ULVM Summary Data
ULVM Portfolio Data
ULVM Index Data
ULVM Portfolio Management
ULVM Tax Exposures
ULVM Fund Structure
ULVM Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of ULVM. ULVM is rated a 5 out of 5.
ULVM Tradability
ULVM Sector/Industry Breakdown
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ULVM TOP 10 HOLDINGS[View All]
ULVM Countries
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ULVM Regions
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ULVM Economic Development
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ULVM Performance Statistics
ULVM BENCHMARK COMPARISON SUMMARY
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ULVM BENCHMARK COMPARISON MARKET CAP SIZE
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