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. The index rebalances quarterly.
ULVM MSCI ESG Analytics Insight
VictoryShares USAA MSCI USA Value Momentum ETF has an MSCI ESG Fund Rating of A based on a score of 6.44 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. VictoryShares USAA MSCI USA Value Momentum ETF ranks in the 60th percentile within its peer group and in the 75th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
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 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 MSCI ESG Ratings
ULVM Benchmark Comparison Summary
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ULVM Benchmark Comparison Market Cap Size
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Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.