IQSI vs ULVM
Comparison between NYLI CANDRIAM INTERNATIONAL EQUITY ETF (IQSI, ETF) and VICTORYSHARES US VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA VALUE MOMENTUM ETF (ULVM, ETF).
5-Year PerformanceULVM has outperformed IQSI, delivering a return of +12.6% compared to +8.3%
IQSI vs ULVM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IQSI
$261M
ULVM
$260M
Expense Ratio
Winner
IQSI
0.15%
ULVM
0.20%
Max Drawdown
Winner
IQSI
32.52%
ULVM
40.81%
Sharpe Ratio
IQSI
0.99
Winner
ULVM
2.01
5Y Beta
Winner
IQSI
0.75
ULVM
0.76
P/E Ratio
IQSI
N/A
ULVM
18.95
Forward P/E
IQSI
N/A
ULVM
13.91
PEG Ratio
IQSI
N/A
ULVM
0.51
5Y Dividends CAGR
Winner
IQSI
29.35%
ULVM
18.57%
5Y EPS CAGR
IQSI
N/A
ULVM
10.36%
Debt to Equity
IQSI
N/A
ULVM
13.14%
P/S Ratio
IQSI
N/A
ULVM
1.48
P/B Ratio
IQSI
N/A
ULVM
1.96
IQSI vs ULVM - Holdings Comparison
IQSI and ULVM have 1 common holdings. Overlap is 0.00%
IQSI's top 25 holdings weight is 33.32%. ULVM's top 25 holdings weight is 32.82%.
| Rank | IQSI | ULVM |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 4.91% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.61% |
| #2 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 2.01% | JOHNSON & JOHNSON (JNJ) - 1.54% |
| #3 | NESTLE SA (n/a) - 1.95% | ATMOS ENERGY CORP (ATO) - 1.52% |
| #4 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.95% | REALTY INCOME CORP (O) - 1.52% |
| #5 | ASTRAZENECA PLC (AZN:XLON) - 1.75% | LOEWS CORP (L) - 1.50% |
| #6 | TOKYO ELECTRON LTD (n/a) - 1.52% | EVERGY INC (EVRG) - 1.49% |
| #7 | SIEMENS AG (n/a) - 1.51% | AMEREN CORP (AEE) - 1.46% |
| #8 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 1.39% | CENTERPOINT ENERGY INC (CNP) - 1.45% |
| #9 | TOYOTA MOTOR CORP (n/a) - 1.31% | CHUBB LTD (CB) - 1.40% |
| #10 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.17% | CONSOLIDATED EDISON INC (ED) - 1.39% |
| #11 | SCHNEIDER ELECTRIC SE (n/a) - 1.13% | W.P. CAREY INC (WPC) - 1.38% |
| #12 | ABB LTD (n/a) - 1.10% | CINCINNATI FINANCIAL CORP (CINF) - 1.34% |
| #13 | IBERDROLA SA (n/a) - 1.07% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.28% |
| #14 | SAP SE (n/a) - 1.05% | ARCH CAPITAL GROUP LTD (ACGL) - 1.25% |
| #15 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.00% | SNAP-ON INC (SNA) - 1.22% |
| #16 | UNILEVER PLC (n/a) - 0.99% | BANK OF NEW YORK MELLON CORP (BNY) - 1.19% |
| #17 | ADVANTEST CORP (n/a) - 0.94% | BANK OF AMERICA CORP (BAC) - 1.19% |
| #18 | MIZUHO FINANCIAL GROUP INC (n/a) - 0.91% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.18% |
| #19 | AIR LIQUIDE SA (n/a) - 0.88% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.17% |
| #20 | SONY GROUP CORP (n/a) - 0.84% | M&T BANK CORP (MTB) - 1.17% |
| #21 | ZURICH INSURANCE GROUP AG (n/a) - 0.81% | U.S. BANCORP (USB) - 1.16% |
| #22 | HITACHI LTD (n/a) - 0.81% | ENTERGY CORP (ETR) - 1.15% |
| #23 | DEUTSCHE TELEKOM AG (n/a) - 0.79% | PRINCIPAL FINANCIAL GROUP INC (PFG) - 1.11% |
| #24 | DBS GROUP HOLDINGS LTD (n/a) - 0.78% | PROLOGIS INC (PLD) - 1.09% |
| #25 | RECRUIT HOLDINGS CO LTD (n/a) - 0.75% | STATE STREET CORP (STT) - 1.06% |
| Total Holdings | 601 | 125 |
IQSI vs ULVM - Historical Returns
Returns include dividend reinvestment.
1M
IQSI
-0.95%
Winner
ULVM
+2.14%
3M
IQSI
+3.90%
Winner
ULVM
+7.65%
6M
IQSI
+7.12%
Winner
ULVM
+14.24%
1Y
IQSI
+19.11%
Winner
ULVM
+28.10%
5Y(CAGR)
IQSI
+8.35%
Winner
ULVM
+12.63%
10Y(CAGR)
IQSI
N/A
ULVM
+11.13%
Max(CAGR)
IQSI
+9.41%
Winner
ULVM
+11.13%
IQSI vs ULVM - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | IQSI | ULVM |
|---|---|---|
| 2026 | +9.13% | +17.67% |
| 2025 | +27.41% | +16.00% |
| 2024 | +5.23% | +19.24% |
| 2023 | +15.90% | +10.56% |
| 2022 | -15.15% | -8.85% |
| 2021 | +12.52% | +32.46% |
| 2020 | +9.33% | +3.47% |
| 2019 | +0.27% | +22.30% |
| 2018 | N/A | -12.64% |
| 2017 | N/A | +4.30% |
IQSI vs ULVM Drawdown Comparison
The maximum drawdown for IQSI was -31.90%, occurring on Mar 18, 2020. Recovery took 205 trading sessions.
The maximum drawdown for ULVM was -40.71%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.
The current IQSI drawdown is -1.75%. The current ULVM drawdown is -0.26%.
| Rank | IQSI | ULVM |
|---|---|---|
| #1 | -31.90% Jan 17, 2020 - Nov 9, 2020 | -40.71% Feb 14, 2020 - Dec 8, 2020 |
| #2 | -29.85% Sep 3, 2021 - Feb 22, 2024 | -21.95% Jan 26, 2018 - Dec 20, 2019 |
| #3 | -14.01% Sep 26, 2024 - Apr 29, 2025 | -19.77% Jan 4, 2022 - Jan 25, 2024 |
| #4 | -11.99% Feb 25, 2026 - Jun 16, 2026 | -18.14% Nov 29, 2024 - Jul 22, 2025 |
| #5 | -7.35% Jul 12, 2024 - Aug 19, 2024 | -6.71% Jul 16, 2024 - Aug 23, 2024 |
| #6 | -5.55% Jun 15, 2021 - Aug 11, 2021 | -6.47% Feb 26, 2026 - Apr 17, 2026 |
| #7 | -5.36% Mar 27, 2024 - May 14, 2024 | -5.87% Nov 16, 2021 - Dec 27, 2021 |
| #8 | -5.35% Oct 27, 2025 - Dec 11, 2025 | -5.69% Mar 28, 2024 - Jul 11, 2024 |
| #9 | -4.18% Jan 21, 2021 - Feb 9, 2021 | -5.24% Jun 8, 2021 - Aug 3, 2021 |
| #10 | -4.11% Jul 23, 2025 - Aug 13, 2025 | -5.03% Sep 2, 2021 - Oct 20, 2021 |
| #11 | -4.01% Aug 30, 2024 - Sep 26, 2024 | -4.16% Aug 30, 2024 - Sep 19, 2024 |
| #12 | -3.80% Feb 16, 2021 - Mar 17, 2021 | -4.07% Feb 12, 2021 - Mar 10, 2021 |
| #13 | -3.44% Oct 6, 2025 - Oct 20, 2025 | -4.02% May 7, 2021 - May 27, 2021 |
| #14 | -3.40% May 7, 2021 - May 24, 2021 | -3.87% Mar 15, 2021 - Apr 5, 2021 |
| #15 | -3.37% Jun 12, 2025 - Jun 27, 2025 | -3.62% Jan 23, 2020 - Feb 11, 2020 |
Correlation
Correlation between IQSI and ULVM is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2017 - 2026)
IQSI vs ULVM dividend yield comparison.
| Year | IQSI | ULVM |
|---|---|---|
| 2026 | 1.75% | 0.90% |
| 2025 | 2.75% | 1.81% |
| 2024 | 2.79% | 1.57% |
| 2023 | 2.98% | 1.94% |
| 2022 | 2.89% | 1.91% |
| 2021 | 2.75% | 1.36% |
| 2020 | 1.65% | 1.51% |
| 2019 | 0.00% | 1.88% |
| 2018 | 0.00% | 1.67% |
| 2017 | 0.00% | 0.38% |
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