HEQT vs UIVM

Comparison between SIMPLIFY HEDGED EQUITY ETF (HEQT, ETF) and VICTORYSHARES INTERNATIONAL VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI INTERNATIONAL VALUE MOMENTUM ETF (UIVM, ETF).

5-Year PerformanceUIVM has outperformed HEQT, delivering a return of +11.2% compared to +8.9%

HEQT vs UIVM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HEQT(ETF)	UIVM(ETF)
Net Assets	$321M	$322M
Expense Ratio	0.43%	0.35%
Max Drawdown	13.07%	46.08%
Sharpe Ratio	1.47	1.61
5Y Beta	0.47	0.62
5Y Dividends CAGR	N/A	24.49%

Net Assets

HEQT

$321M

Winner

UIVM

$322M

Expense Ratio

HEQT

0.43%

Winner

UIVM

0.35%

Max Drawdown

Winner

HEQT

13.07%

UIVM

46.08%

Sharpe Ratio

HEQT

1.47

Winner

UIVM

1.61

5Y Beta

Winner

HEQT

0.47

UIVM

0.62

5Y Dividends CAGR

HEQT

N/A

UIVM

24.49%

HEQT vs UIVM - Holdings Comparison

HEQT and UIVM have 0 common holdings. Overlap is 0.00%

HEQT's top 25 holdings weight is 104.01%. UIVM's top 25 holdings weight is 21.18%.

Rank	HEQT	UIVM
#1	ISHARES CORE S&P 500 ETF (IVV) - 104.01%	THE TORONTO-DOMINION BANK (n/a) - 1.17%
#2	N/A	BANK OF NOVA SCOTIA (n/a) - 1.10%
#3	N/A	CANADIAN IMPERIAL BANK OF (n/a) - 1.07%
#4	N/A	OVERSEA-CHINESE BANKING CORP LTD (n/a) - 1.05%
#5	N/A	ENI SPA (n/a) - 1.01%
#6	N/A	n/a (PWCDF) - 1.01%
#7	N/A	POSTE ITALIANE SPA (n/a) - 0.95%
#8	N/A	NN GROUP NV (n/a) - 0.94%
#9	N/A	INVESTOR AB CLASS B (n/a) - 0.91%
#10	N/A	SWEDBANK AB CLASS A (n/a) - 0.87%
#11	N/A	SAMSUNG ELECTRO-MECHANICS CO LTD (n/a) - 0.84%
#12	N/A	OMV AG (n/a) - 0.83%
#13	N/A	INDUSTRIVARDEN AB CLASS C (n/a) - 0.82%
#14	N/A	SINGAPORE AIRLINES LTD (n/a) - 0.78%
#15	N/A	PUBLIC POWER CORP SA (n/a) - 0.75%
#16	N/A	WILMAR INTERNATIONAL LTD (n/a) - 0.75%
#17	N/A	ITALGAS SPA (n/a) - 0.74%
#18	N/A	BRITISH AMERICAN TOBACCO PLC (n/a) - 0.73%
#19	N/A	JYSKE BANK AS (n/a) - 0.71%
#20	N/A	ING GROEP NV (n/a) - 0.71%
#21	N/A	STMICROELECTRONICS NV (n/a) - 0.69%
#22	N/A	REPSOL SA (n/a) - 0.69%
#23	N/A	JAPAN TOBACCO INC (n/a) - 0.69%
#24	N/A	ABN AMRO BANK NV (n/a) - 0.69%
#25	N/A	MTR CORP LTD (n/a) - 0.68%
Total Holdings	1	197

HEQT vs UIVM - Historical Returns

Returns include dividend reinvestment.

Period	HEQT	UIVM
1 month	+0.42%	+0.13%
3 months	+3.66%	+4.87%
6 months	+4.47%	+15.38%
1 year	+13.84%	+29.71%
5 years(CAGR)	+8.92%	+11.23%
10 years(CAGR)	N/A	+7.78%
Max(CAGR)	+8.92%	+7.78%

Winner

HEQT

+0.42%

UIVM

+0.13%

HEQT

+3.66%

Winner

UIVM

+4.87%

HEQT

+4.47%

Winner

UIVM

+15.38%

HEQT

+13.84%

Winner

UIVM

+29.71%

5Y(CAGR)

HEQT

+8.92%

Winner

UIVM

+11.23%

10Y(CAGR)

HEQT

N/A

UIVM

+7.78%

Max(CAGR)

Winner

HEQT

+8.92%

UIVM

+7.78%

HEQT vs UIVM - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	HEQT	UIVM
2026	+4.02%	+10.61%
2025	+10.19%	+46.13%
2024	+18.25%	+5.86%
2023	+16.76%	+16.85%
2022	-8.51%	-13.61%
2021	+2.16%	+11.05%
2020	N/A	-0.10%
2019	N/A	+15.74%
2018	N/A	-18.24%
2017	N/A	+2.56%

HEQT vs UIVM Drawdown Comparison

The maximum drawdown for HEQT was -11.51%, occurring on Jun 16, 2022. Recovery took 356 trading sessions.

The maximum drawdown for UIVM was -42.74%, occurring on Mar 23, 2020. Recovery took 840 trading sessions.

The current HEQT drawdown is -0.98%. The current UIVM drawdown is -3.59%.

Rank	HEQT	UIVM
#1	-11.51% Jan 4, 2022 - Jun 6, 2023	-42.74% Jan 26, 2018 - May 28, 2021
#2	-10.56% Feb 19, 2025 - Jul 22, 2025	-28.25% Sep 15, 2021 - Feb 22, 2024
#3	-5.87% Aug 30, 2023 - Nov 20, 2023	-11.69% Mar 19, 2025 - Apr 24, 2025
#4	-5.09% Feb 25, 2026 - Apr 16, 2026	-11.02% Feb 25, 2026 - May 26, 2026
#5	-5.04% Jul 16, 2024 - Aug 19, 2024	-9.26% Sep 26, 2024 - Mar 5, 2025
#6	-2.99% Aug 30, 2024 - Sep 16, 2024	-7.58% Jun 3, 2024 - Aug 21, 2024
#7	-2.90% Dec 11, 2024 - Jan 22, 2025	-6.34% Jun 7, 2021 - Sep 2, 2021
#8	-2.68% Mar 28, 2024 - May 6, 2024	-5.17% Mar 27, 2024 - May 9, 2024
#9	-2.57% Nov 11, 2025 - Nov 28, 2025	-4.66% Nov 12, 2025 - Dec 10, 2025
#10	-2.26% Jul 31, 2023 - Aug 30, 2023	-3.59% Jun 2, 2026 - Jun 5, 2026
#11	-2.03% Nov 18, 2021 - Dec 8, 2021	-3.38% Aug 27, 2024 - Sep 19, 2024
#12	-1.51% Feb 2, 2026 - Feb 9, 2026	-3.08% Sep 15, 2025 - Nov 10, 2025
#13	-1.48% Dec 15, 2021 - Dec 23, 2021	-3.03% Jul 23, 2025 - Aug 8, 2025
#14	-1.47% Dec 11, 2025 - Dec 22, 2025	-2.67% Nov 2, 2017 - Dec 18, 2017
#15	-1.41% Oct 22, 2024 - Nov 6, 2024	-2.48% Aug 22, 2025 - Sep 11, 2025