MNA vs ULVM
Comparison between NYLI MERGER ARBITRAGE ETF (MNA, ETF) and VICTORYSHARES US VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA VALUE MOMENTUM ETF (ULVM, ETF).
5-Year PerformanceULVM has outperformed MNA, delivering a return of +11.4% compared to +1.9%
MNA vs ULVM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MNA
$249M
Winner
ULVM
$250M
Expense Ratio
MNA
0.77%
Winner
ULVM
0.20%
Max Drawdown
Winner
MNA
16.68%
ULVM
40.81%
Sharpe Ratio
MNA
0.13
Winner
ULVM
2.09
5Y Beta
Winner
MNA
0.10
ULVM
0.78
P/E Ratio
MNA
75.68
Winner
ULVM
20.67
Forward P/E
Winner
MNA
13.48
ULVM
14.81
PEG Ratio
MNA
N/A
ULVM
0.44
5Y Dividends CAGR
MNA
N/A
ULVM
13.91%
5Y EPS CAGR
MNA
N/A
ULVM
11.38%
Debt to Equity
MNA
100.38%
Winner
ULVM
41.10%
P/S Ratio
MNA
1.75
Winner
ULVM
1.42
P/B Ratio
MNA
2.77
Winner
ULVM
2.06
MNA vs ULVM - Holdings Comparison
MNA and ULVM have 1 common holdings. Overlap is -2.13%
MNA's top 25 holdings weight is 78.13%. ULVM's top 25 holdings weight is 30.13%.
| Rank | MNA | ULVM |
|---|---|---|
| #1 | DREY INST PREF GOV MM INST 6546 (n/a) - 7.16% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #2 | TECK RESOURCES LTD CLASS B (SUB VOTING) (n/a) - 5.34% | LOEWS CORP (L) - 1.43% |
| #3 | NORFOLK SOUTHERN CORP (NSC) - 4.08% | EVERGY INC (EVRG) - 1.41% |
| #4 | ELECTRONIC ARTS INC (EA) - 3.81% | AMEREN CORP (AEE) - 1.40% |
| #5 | REC BKH US SMS (n/a) - 3.77% | FIRSTENERGY CORP (FE) - 1.38% |
| #6 | NORTHWESTERN ENERGY GROUP INC (NWE) - 3.68% | CENTERPOINT ENERGY INC (CNP) - 1.33% |
| #7 | CHART INDUSTRIES INC (GTLS) - 3.51% | ATMOS ENERGY CORP (ATO) - 1.31% |
| #8 | TXNM ENERGY INC (TXNM) - 3.51% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.26% |
| #9 | REC UNP US SMS (n/a) - 3.50% | VENTAS INC (VTR) - 1.24% |
| #10 | n/a (WBD) - 3.23% | ENTERGY CORP (ETR) - 1.23% |
| #11 | THE AES CORP (AES) - 3.06% | REALTY INCOME CORP (O) - 1.23% |
| #12 | ARC RESOURCES LTD (n/a) - 2.96% | W.P. CAREY INC (WPC) - 1.23% |
| #13 | QORVO INC (QRVO) - 2.92% | BANK OF NEW YORK MELLON CORP (BNY) - 1.19% |
| #14 | KENVUE INC (KVUE) - 2.78% | CONSOLIDATED EDISON INC (ED) - 1.19% |
| #15 | ORGANON & CO ORDINARY SHARES (OGN) - 2.69% | JOHNSON & JOHNSON (JNJ) - 1.15% |
| #16 | GLOBALSTAR INC (GSAT) - 2.56% | ROSS STORES INC (ROST) - 1.13% |
| #17 | EQUITABLE HOLDINGS INC (EQH) - 2.50% | WELLTOWER INC (WELL) - 1.12% |
| #18 | PAY KMB US SMS (n/a) - 2.29% | CHUBB LTD (CB) - 1.11% |
| #19 | AXALTA COATING SYSTEMS LTD (AXTA) - 2.24% | QUALCOMM INC (QCOM) - 1.10% |
| #20 | PENUMBRA INC (PEN) - 2.17% | EXELON CORP (EXC) - 1.08% |
| #21 | SCHRODERS PLC (n/a) - 2.17% | CINCINNATI FINANCIAL CORP (CINF) - 1.07% |
| #22 | WEBSTER FINANCIAL CORP (WBS) - 2.07% | MARKEL GROUP INC (MKL) - 1.06% |
| #23 | PAY AKZA US SMS (n/a) - 2.07% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.04% |
| #24 | FIRST CAPITAL REIT (n/a) - 2.04% | STATE STREET CORP (STT) - 1.01% |
| #25 | KENNEDY-WILSON HOLDINGS INC (KW) - 2.02% | GENERAL DYNAMICS CORP (GD) - 1.00% |
| Total Holdings | 98 | 126 |
MNA vs ULVM - Historical Returns
Returns include dividend reinvestment.
1M
MNA
+0.04%
Winner
ULVM
+2.86%
3M
MNA
+0.72%
Winner
ULVM
+7.15%
6M
MNA
+1.70%
Winner
ULVM
+14.72%
1Y
MNA
+4.23%
Winner
ULVM
+29.02%
5Y(CAGR)
MNA
+1.86%
Winner
ULVM
+11.41%
10Y(CAGR)
MNA
+2.75%
Winner
ULVM
+10.83%
Max(CAGR)
MNA
+2.68%
Winner
ULVM
+10.83%
MNA vs ULVM - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | MNA | ULVM |
|---|---|---|
| 2026 | +1.64% | +13.43% |
| 2025 | +8.19% | +16.00% |
| 2024 | +4.83% | +19.24% |
| 2023 | +0.21% | +10.56% |
| 2022 | -1.49% | -8.85% |
| 2021 | -3.36% | +32.46% |
| 2020 | +2.65% | +3.47% |
| 2019 | +5.10% | +22.30% |
| 2018 | +1.70% | -12.64% |
| 2017 | +5.72% | +4.30% |
| 2016 | +4.30% | N/A |
| 2015 | +1.45% | N/A |
| 2014 | +5.68% | N/A |
| 2013 | +7.13% | N/A |
| 2012 | +1.16% | N/A |
| 2011 | -0.69% | N/A |
| 2010 | -2.62% | N/A |
| 2009 | +0.96% | N/A |
MNA vs ULVM Drawdown Comparison
The maximum drawdown for MNA was -16.68%, occurring on Mar 18, 2020. Recovery took 172 trading sessions.
The maximum drawdown for ULVM was -40.71%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.
The current MNA drawdown is -0.46%. The current ULVM drawdown is -0.86%.
| Rank | MNA | ULVM |
|---|---|---|
| #1 | -16.68% Jan 24, 2020 - Sep 29, 2020 | -40.71% Feb 14, 2020 - Dec 8, 2020 |
| #2 | -11.94% Apr 23, 2010 - Jul 18, 2013 | -21.95% Jan 26, 2018 - Dec 20, 2019 |
| #3 | -10.74% Apr 26, 2021 - Jan 15, 2025 | -19.77% Jan 4, 2022 - Jan 25, 2024 |
| #4 | -5.78% May 28, 2015 - Mar 3, 2016 | -18.14% Nov 29, 2024 - Jul 22, 2025 |
| #5 | -4.83% Jan 24, 2018 - Oct 16, 2018 | -6.71% Jul 16, 2024 - Aug 23, 2024 |
| #6 | -3.98% Jan 8, 2021 - Apr 21, 2021 | -6.47% Feb 26, 2026 - Apr 17, 2026 |
| #7 | -3.90% Jul 23, 2014 - Nov 26, 2014 | -5.87% Nov 16, 2021 - Dec 27, 2021 |
| #8 | -3.04% Aug 8, 2013 - Sep 18, 2013 | -5.69% Mar 28, 2024 - Jul 11, 2024 |
| #9 | -3.00% Jan 31, 2019 - Oct 22, 2019 | -5.24% Jun 8, 2021 - Aug 3, 2021 |
| #10 | -2.85% May 25, 2016 - Sep 2, 2016 | -5.03% Sep 2, 2021 - Oct 20, 2021 |
| #11 | -2.50% Nov 7, 2018 - Jan 15, 2019 | -4.16% Aug 30, 2024 - Sep 19, 2024 |
| #12 | -2.44% Mar 20, 2014 - Jun 17, 2014 | -4.07% Feb 12, 2021 - Mar 10, 2021 |
| #13 | -2.33% Nov 6, 2020 - Jan 8, 2021 | -4.02% May 7, 2021 - May 27, 2021 |
| #14 | -2.28% Mar 4, 2016 - May 25, 2016 | -3.87% Mar 15, 2021 - Apr 5, 2021 |
| #15 | -2.26% Sep 30, 2016 - Nov 23, 2016 | -3.62% Jan 23, 2020 - Feb 11, 2020 |
Correlation
Correlation between MNA and ULVM is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2009 - 2026)
MNA vs ULVM dividend yield comparison.
| Year | MNA | ULVM |
|---|---|---|
| 2026 | 0.00% | 0.52% |
| 2025 | 0.00% | 1.81% |
| 2024 | 0.00% | 1.57% |
| 2023 | 1.20% | 1.94% |
| 2022 | 0.00% | 1.91% |
| 2021 | 0.00% | 1.36% |
| 2020 | 2.30% | 1.51% |
| 2019 | 0.00% | 1.88% |
| 2018 | 0.00% | 1.67% |
| 2017 | 0.00% | 0.38% |
| 2016 | 0.21% | 0.00% |
| 2015 | 0.87% | 0.00% |
| 2013 | 0.99% | 0.00% |
| 2012 | 0.19% | 0.00% |
| 2010 | 1.33% | 0.00% |
| 2009 | 0.01% | 0.00% |
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