ULVM VictoryShares US Value Momentum ETF
What is ULVM?
ULVM tracks an index of large-cap 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-cap companies selected by equal parts value and momentum, with final weights determined by volatility. The starting universe comprises the components of the parent index, the Nasdaq US Large Cap 500 Index, with high exposure to value and momentum factors. Eligible US large-cap stocks are assigned value and momentum scores that are standardized by sector, which are then combined into a composite score with equal weight to each factor. Value scores are derived from price-to-earnings, price-to-book value, and enterprise value-to-operating cash flow ratios, while momentum scores are derived from price trends over the last six and twelve months. The index selects the top 25% of securities, and weights them by volatility—less volatile securities receive higher weighting. The index rebalances and reconstitutes quarterly. Prior to November 1, 2022, the fund name was VictoryShares USAA MSCI USA Value Momentum ETF, and tracked the MSCI USA Select Value Momentum Blend Index.
ULVM Summary Data
ULVM Portfolio Data
ULVM Index Data
ULVM Portfolio Management
ULVM Tax Exposures
ULVM Fund Structure
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 Sector/Industry Breakdown
ULVM Top 10 Holdings
ULVM Performance Statistics
ULVM Economic Development
ULVM Benchmark Comparison Summary
ULVM Benchmark Comparison Market Cap Size