AMZY vs ULVM

Comparison between YIELDMAX(R) AMZN OPTION INCOME STRATEGY ETF (AMZY, ETF) and VICTORYSHARES US VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA VALUE MOMENTUM ETF (ULVM, ETF).

AMZY vs ULVM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AMZY(ETF)	ULVM(ETF)
Net Assets	$266M	$266M
Expense Ratio	1.09%	0.20%
Max Drawdown	58.35%	40.81%
Sharpe Ratio	0.36	2.01
5Y Beta	1.03	0.75
P/E Ratio	N/A	17.78
Forward P/E	N/A	14.11
PEG Ratio	N/A	0.33
5Y Dividends CAGR	N/A	16.57%
5Y EPS CAGR	N/A	11.01%
Debt to Equity	N/A	12.90%
P/S Ratio	N/A	1.49
P/B Ratio	N/A	1.96

Net Assets

AMZY

$266M

Winner

ULVM

$266M

Expense Ratio

AMZY

1.09%

Winner

ULVM

0.20%

Max Drawdown

AMZY

58.35%

Winner

ULVM

40.81%

Sharpe Ratio

AMZY

0.36

Winner

ULVM

2.01

5Y Beta

AMZY

1.03

Winner

ULVM

0.75

P/E Ratio

AMZY

N/A

ULVM

17.78

Forward P/E

AMZY

N/A

ULVM

14.11

PEG Ratio

AMZY

N/A

ULVM

0.33

5Y Dividends CAGR

AMZY

N/A

ULVM

16.57%

5Y EPS CAGR

AMZY

N/A

ULVM

11.01%

Debt to Equity

AMZY

N/A

ULVM

12.90%

P/S Ratio

AMZY

N/A

ULVM

1.49

P/B Ratio

AMZY

N/A

ULVM

1.96

AMZY vs ULVM - Holdings Comparison

AMZY and ULVM have 0 common holdings. Overlap is 0.00%

AMZY's top 25 holdings weight is 2.38%. ULVM's top 25 holdings weight is 32.82%.

Rank	AMZY	ULVM
#1	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.38%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.61%
#2	N/A	JOHNSON & JOHNSON (JNJ) - 1.54%
#3	N/A	ATMOS ENERGY CORP (ATO) - 1.52%
#4	N/A	REALTY INCOME CORP (O) - 1.52%
#5	N/A	LOEWS CORP (L) - 1.50%
#6	N/A	EVERGY INC (EVRG) - 1.49%
#7	N/A	AMEREN CORP (AEE) - 1.46%
#8	N/A	CENTERPOINT ENERGY INC (CNP) - 1.45%
#9	N/A	CHUBB LTD (CB) - 1.40%
#10	N/A	CONSOLIDATED EDISON INC (ED) - 1.39%
#11	N/A	W.P. CAREY INC (WPC) - 1.38%
#12	N/A	CINCINNATI FINANCIAL CORP (CINF) - 1.34%
#13	N/A	VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.28%
#14	N/A	ARCH CAPITAL GROUP LTD (ACGL) - 1.25%
#15	N/A	SNAP-ON INC (SNA) - 1.22%
#16	N/A	BANK OF NEW YORK MELLON CORP (BNY) - 1.19%
#17	N/A	BANK OF AMERICA CORP (BAC) - 1.19%
#18	N/A	ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.18%
#19	N/A	PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.17%
#20	N/A	M&T BANK CORP (MTB) - 1.17%
#21	N/A	U.S. BANCORP (USB) - 1.16%
#22	N/A	ENTERGY CORP (ETR) - 1.15%
#23	N/A	PRINCIPAL FINANCIAL GROUP INC (PFG) - 1.11%
#24	N/A	PROLOGIS INC (PLD) - 1.09%
#25	N/A	STATE STREET CORP (STT) - 1.06%
Total Holdings	1	125

AMZY vs ULVM - Historical Returns

Returns include dividend reinvestment.

Period	AMZY	ULVM
1 month	+4.38%	+1.74%
3 months	-2.77%	+7.92%
6 months	+19.31%	+10.67%
1 year	+11.43%	+28.31%
5 years(CAGR)	N/A	+12.66%
10 years(CAGR)	N/A	+11.24%
Max(CAGR)	+23.01%	+11.24%

Winner

AMZY

+4.38%

ULVM

+1.74%

AMZY

-2.77%

Winner

ULVM

+7.92%

Winner

AMZY

+19.31%

ULVM

+10.67%

AMZY

+11.43%

Winner

ULVM

+28.31%

5Y(CAGR)

AMZY

N/A

ULVM

+12.66%

10Y(CAGR)

AMZY

N/A

ULVM

+11.24%

Max(CAGR)

Winner

AMZY

+23.01%

ULVM

+11.24%

AMZY vs ULVM - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	AMZY	ULVM
2026	+8.69%	+19.71%
2025	+9.71%	+16.00%
2024	+36.92%	+19.24%
2023	+18.19%	+10.56%
2022	N/A	-8.85%
2021	N/A	+32.46%
2020	N/A	+3.47%
2019	N/A	+22.30%
2018	N/A	-12.64%
2017	N/A	+4.30%

AMZY vs ULVM Drawdown Comparison

The maximum drawdown for AMZY was -23.60%, occurring on Apr 21, 2025. Recovery took 114 trading sessions.

The maximum drawdown for ULVM was -40.71%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.

The current AMZY drawdown is -6.27%. The current ULVM drawdown is -1.59%.

Rank	AMZY	ULVM
#1	-23.60% Feb 4, 2025 - Jul 21, 2025	-40.71% Feb 14, 2020 - Dec 8, 2020
#2	-19.54% Nov 3, 2025 - Apr 24, 2026	-21.95% Jan 26, 2018 - Dec 20, 2019
#3	-16.41% Jul 5, 2024 - Nov 6, 2024	-19.77% Jan 4, 2022 - Jan 25, 2024
#4	-15.01% May 28, 2026 - Aug 3, 2026	-18.14% Nov 29, 2024 - Jul 22, 2025
#5	-12.31% Sep 14, 2023 - Nov 13, 2023	-6.71% Jul 16, 2024 - Aug 23, 2024
#6	-7.95% Jul 31, 2025 - Sep 9, 2025	-6.47% Feb 26, 2026 - Apr 17, 2026
#7	-7.56% Sep 9, 2025 - Oct 31, 2025	-5.87% Nov 16, 2021 - Dec 27, 2021
#8	-6.72% Apr 11, 2024 - May 2, 2024	-5.69% Mar 28, 2024 - Jul 11, 2024
#9	-6.65% Aug 3, 2026 - Aug 18, 2026	-5.24% Jun 8, 2021 - Aug 3, 2021
#10	-6.44% Nov 13, 2024 - Dec 4, 2024	-5.03% Sep 2, 2021 - Oct 20, 2021
#11	-5.80% Aug 7, 2023 - Sep 11, 2023	-4.16% Aug 30, 2024 - Sep 19, 2024
#12	-5.30% Dec 27, 2023 - Jan 24, 2024	-4.07% Feb 12, 2021 - Mar 10, 2021
#13	-5.06% Dec 16, 2024 - Jan 22, 2025	-4.02% May 7, 2021 - May 27, 2021
#14	-4.13% May 8, 2026 - May 28, 2026	-3.87% Mar 15, 2021 - Apr 5, 2021
#15	-4.09% May 9, 2024 - Jun 26, 2024	-3.62% Jan 23, 2020 - Feb 11, 2020