ESN vs ULVM
Comparison between ESSENTIAL 40 STOCK ETF (ESN, ETF) and VICTORYSHARES US VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA VALUE MOMENTUM ETF (ULVM, ETF).
ESN vs ULVM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ESN
$249M
Winner
ULVM
$250M
Expense Ratio
ESN
0.70%
Winner
ULVM
0.20%
Max Drawdown
Winner
ESN
13.60%
ULVM
40.81%
Sharpe Ratio
ESN
2.02
Winner
ULVM
2.09
5Y Beta
Winner
ESN
0.67
ULVM
0.78
P/E Ratio
ESN
23.89
Winner
ULVM
20.67
Forward P/E
ESN
18.20
Winner
ULVM
14.81
PEG Ratio
ESN
0.56
Winner
ULVM
0.44
5Y Dividends CAGR
ESN
N/A
ULVM
13.91%
5Y EPS CAGR
Winner
ESN
11.60%
ULVM
11.38%
Debt to Equity
ESN
N/A
ULVM
41.10%
P/S Ratio
ESN
1.62
Winner
ULVM
1.42
P/B Ratio
ESN
4.00
Winner
ULVM
2.06
ESN vs ULVM - Holdings Comparison
ESN and ULVM have 15 common holdings. Overlap is 12.23%
ESN's top 25 holdings weight is 67.98%. ULVM's top 25 holdings weight is 30.13%.
| Rank | ESN | ULVM |
|---|---|---|
| #1 | INTEL CORP (INTC) - 6.13% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #2 | MARATHON PETROLEUM CORP (MPC) - 3.20% | LOEWS CORP (L) - 1.43% |
| #3 | PALO ALTO NETWORKS INC (PANW) - 3.16% | EVERGY INC (EVRG) - 1.41% |
| #4 | FEDEX CORP (FDX) - 2.86% | AMEREN CORP (AEE) - 1.40% |
| #5 | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 2.81% | FIRSTENERGY CORP (FE) - 1.38% |
| #6 | EXXON MOBIL CORP (XOM) - 2.78% | CENTERPOINT ENERGY INC (CNP) - 1.33% |
| #7 | APPLE INC (AAPL) - 2.73% | ATMOS ENERGY CORP (ATO) - 1.31% |
| #8 | VERIZON COMMUNICATIONS INC (VZ) - 2.72% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.26% |
| #9 | CVS HEALTH CORP (CVS) - 2.67% | VENTAS INC (VTR) - 1.24% |
| #10 | ALPHABET INC CLASS A (GOOGL) - 2.64% | ENTERGY CORP (ETR) - 1.23% |
| #11 | NUTRIEN LTD (n/a) - 2.55% | REALTY INCOME CORP (O) - 1.23% |
| #12 | UNITEDHEALTH GROUP INC (UNH) - 2.54% | W.P. CAREY INC (WPC) - 1.23% |
| #13 | JOHNSON & JOHNSON (JNJ) - 2.50% | BANK OF NEW YORK MELLON CORP (BNY) - 1.19% |
| #14 | AMAZON.COM INC (AMZN) - 2.50% | CONSOLIDATED EDISON INC (ED) - 1.19% |
| #15 | DELTA AIR LINES INC (DAL) - 2.48% | JOHNSON & JOHNSON (JNJ) - 1.15% |
| #16 | COSTCO WHOLESALE CORP (COST) - 2.45% | ROSS STORES INC (ROST) - 1.13% |
| #17 | CME GROUP INC CLASS A (CME) - 2.45% | WELLTOWER INC (WELL) - 1.12% |
| #18 | CHUBB LTD (CB) - 2.44% | CHUBB LTD (CB) - 1.11% |
| #19 | FORD MOTOR CO (F) - 2.44% | QUALCOMM INC (QCOM) - 1.10% |
| #20 | FREEPORT-MCMORAN INC (FCX) - 2.41% | EXELON CORP (EXC) - 1.08% |
| #21 | DUKE ENERGY CORP (DUK) - 2.41% | CINCINNATI FINANCIAL CORP (CINF) - 1.07% |
| #22 | SYSCO CORP (SYY) - 2.31% | MARKEL GROUP INC (MKL) - 1.06% |
| #23 | PFIZER INC (PFE) - 2.31% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.04% |
| #24 | WASTE MANAGEMENT INC (WM) - 2.25% | STATE STREET CORP (STT) - 1.01% |
| #25 | ELI LILLY AND CO (LLY) - 2.24% | GENERAL DYNAMICS CORP (GD) - 1.00% |
| Total Holdings | 42 | 126 |
ESN vs ULVM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ESN
+3.09%
ULVM
+2.86%
3M
Winner
ESN
+7.23%
ULVM
+7.15%
6M
ESN
+13.12%
Winner
ULVM
+14.72%
1Y
ESN
+26.32%
Winner
ULVM
+29.02%
5Y(CAGR)
ESN
N/A
ULVM
+11.41%
10Y(CAGR)
ESN
N/A
ULVM
+10.83%
Max(CAGR)
Winner
ESN
+16.41%
ULVM
+10.83%
ESN vs ULVM - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | ESN | ULVM |
|---|---|---|
| 2026 | +12.77% | +13.43% |
| 2025 | +16.95% | +16.00% |
| 2024 | -2.98% | +19.24% |
| 2023 | N/A | +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% |
ESN vs ULVM Drawdown Comparison
The maximum drawdown for ESN was -13.60%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The maximum drawdown for ULVM was -40.71%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.
The current ESN drawdown is -1.84%. The current ULVM drawdown is -0.86%.
| Rank | ESN | ULVM |
|---|---|---|
| #1 | -13.60% Feb 19, 2025 - Jun 27, 2025 | -40.71% Feb 14, 2020 - Dec 8, 2020 |
| #2 | -6.42% Mar 2, 2026 - Apr 17, 2026 | -21.95% Jan 26, 2018 - Dec 20, 2019 |
| #3 | -5.60% Nov 29, 2024 - Feb 13, 2025 | -19.77% Jan 4, 2022 - Jan 25, 2024 |
| #4 | -4.90% Oct 27, 2025 - Jan 5, 2026 | -18.14% Nov 29, 2024 - Jul 22, 2025 |
| #5 | -3.18% Jul 10, 2025 - Aug 15, 2025 | -6.71% Jul 16, 2024 - Aug 23, 2024 |
| #6 | -2.86% Oct 21, 2024 - Nov 6, 2024 | -6.47% Feb 26, 2026 - Apr 17, 2026 |
| #7 | -2.19% Oct 6, 2025 - Oct 24, 2025 | -5.87% Nov 16, 2021 - Dec 27, 2021 |
| #8 | -1.86% Nov 11, 2024 - Nov 25, 2024 | -5.69% Mar 28, 2024 - Jul 11, 2024 |
| #9 | -1.84% May 29, 2026 - Jun 5, 2026 | -5.24% Jun 8, 2021 - Aug 3, 2021 |
| #10 | -1.80% Feb 11, 2026 - Feb 27, 2026 | -5.03% Sep 2, 2021 - Oct 20, 2021 |
| #11 | -1.39% Jan 15, 2026 - Jan 22, 2026 | -4.16% Aug 30, 2024 - Sep 19, 2024 |
| #12 | -1.17% Feb 4, 2026 - Feb 6, 2026 | -4.07% Feb 12, 2021 - Mar 10, 2021 |
| #13 | -0.92% May 14, 2026 - May 20, 2026 | -4.02% May 7, 2021 - May 27, 2021 |
| #14 | -0.84% Apr 30, 2026 - May 5, 2026 | -3.87% Mar 15, 2021 - Apr 5, 2021 |
| #15 | -0.74% Sep 11, 2025 - Sep 18, 2025 | -3.62% Jan 23, 2020 - Feb 11, 2020 |
Correlation
Correlation between ESN and ULVM is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2017 - 2026)
ESN vs ULVM dividend yield comparison.
| Year | ESN | ULVM |
|---|---|---|
| 2026 | 0.00% | 0.52% |
| 2025 | 0.91% | 1.81% |
| 2024 | 0.76% | 1.57% |
| 2023 | 0.00% | 1.94% |
| 2022 | 0.00% | 1.91% |
| 2021 | 0.00% | 1.36% |
| 2020 | 0.00% | 1.51% |
| 2019 | 0.00% | 1.88% |
| 2018 | 0.00% | 1.67% |
| 2017 | 0.00% | 0.38% |
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