FTF vs ULVM
Comparison between Franklin Ltd Duration Income Trust (FTF, ETF) and VICTORYSHARES US VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA VALUE MOMENTUM ETF (ULVM, ETF).
5-Year PerformanceULVM has outperformed FTF, delivering a return of +12.6% compared to +2.6%
FTF vs ULVM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FTF vs ULVM - Historical Returns
Returns include dividend reinvestment.
FTF vs ULVM - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | FTF | ULVM |
|---|---|---|
| 2026 | +2.23% | +17.67% |
| 2025 | +4.80% | +16.00% |
| 2024 | +17.84% | +19.24% |
| 2023 | +12.41% | +10.56% |
| 2022 | -22.54% | -8.85% |
| 2021 | +8.60% | +32.46% |
| 2020 | +9.26% | +3.47% |
| 2019 | +17.39% | +22.30% |
| 2018 | -14.85% | -12.64% |
| 2017 | +9.32% | +4.30% |
| 2016 | +20.34% | N/A |
| 2015 | -5.63% | N/A |
| 2014 | +0.29% | N/A |
| 2013 | -6.21% | N/A |
| 2012 | +17.68% | N/A |
| 2011 | +8.07% | N/A |
| 2010 | +18.35% | N/A |
| 2009 | +52.93% | N/A |
| 2008 | -20.82% | N/A |
| 2007 | -7.48% | N/A |
| 2006 | +17.38% | N/A |
| 2005 | -8.66% | N/A |
| 2004 | +8.08% | N/A |
| 2003 | -1.02% | N/A |
FTF vs ULVM Drawdown Comparison
The maximum drawdown for FTF was -51.16%, occurring on Nov 21, 2008. Recovery took 587 trading sessions.
The maximum drawdown for ULVM was -40.71%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.
The current ULVM drawdown is -0.26%.
| Rank | FTF | ULVM |
|---|---|---|
| #1 | -51.16% May 31, 2007 - Sep 28, 2009 | -40.71% Feb 14, 2020 - Dec 8, 2020 |
| #2 | -36.64% Aug 28, 2018 - Dec 18, 2020 | -21.95% Jan 26, 2018 - Dec 20, 2019 |
| #3 | -28.55% Dec 28, 2021 - Sep 16, 2024 | -19.77% Jan 4, 2022 - Jan 25, 2024 |
| #4 | -20.46% Feb 19, 2013 - Oct 21, 2016 | -18.14% Nov 29, 2024 - Jul 22, 2025 |
| #5 | -17.04% Jul 8, 2011 - Mar 27, 2012 | -6.71% Jul 16, 2024 - Aug 23, 2024 |
| #6 | -15.13% Mar 7, 2005 - Sep 15, 2006 | -6.47% Feb 26, 2026 - Apr 17, 2026 |
| #7 | -14.73% Apr 29, 2010 - Sep 29, 2010 | -5.87% Nov 16, 2021 - Dec 27, 2021 |
| #8 | -11.70% Mar 17, 2004 - Sep 3, 2004 | -5.69% Mar 28, 2024 - Jul 11, 2024 |
| #9 | -11.58% Feb 19, 2025 - Jul 1, 2025 | -5.24% Jun 8, 2021 - Aug 3, 2021 |
| #10 | -10.83% Oct 1, 2012 - Jan 2, 2013 | -5.03% Sep 2, 2021 - Oct 20, 2021 |
| #11 | -8.82% May 24, 2012 - Jun 27, 2012 | -4.16% Aug 30, 2024 - Sep 19, 2024 |
| #12 | -7.52% Oct 26, 2010 - Feb 11, 2011 | -4.07% Feb 12, 2021 - Mar 10, 2021 |
| #13 | -6.54% Feb 10, 2026 - Jul 21, 2026 | -4.02% May 7, 2021 - May 27, 2021 |
| #14 | -6.32% Sep 29, 2009 - Dec 14, 2009 | -3.87% Mar 15, 2021 - Apr 5, 2021 |
| #15 | -6.09% Jan 26, 2018 - Aug 22, 2018 | -3.62% Jan 23, 2020 - Feb 11, 2020 |
Correlation
Correlation between FTF and ULVM is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2003 - 2026)
FTF vs ULVM dividend yield comparison.
| Year | FTF | ULVM |
|---|---|---|
| 2026 | 6.23% | 0.90% |
| 2025 | 12.00% | 1.81% |
| 2024 | 11.13% | 1.57% |
| 2023 | 11.41% | 1.94% |
| 2022 | 12.62% | 1.91% |
| 2021 | 10.26% | 1.36% |
| 2020 | 9.50% | 1.51% |
| 2019 | 10.73% | 1.88% |
| 2018 | 12.37% | 1.67% |
| 2017 | 10.86% | 0.38% |
| 2016 | 6.56% | 0.00% |
| 2015 | 6.94% | 0.00% |
| 2014 | 7.05% | 0.00% |
| 2013 | 6.90% | 0.00% |
| 2012 | 6.35% | 0.00% |
| 2011 | 7.73% | 0.00% |
| 2010 | 7.84% | 0.00% |
| 2009 | 7.95% | 0.00% |
| 2008 | 11.27% | 0.00% |
| 2007 | 8.71% | 0.00% |
| 2006 | 7.83% | 0.00% |
| 2005 | 9.04% | 0.00% |
| 2004 | 8.11% | 0.00% |
| 2003 | 2.03% | 0.00% |
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