SEIX vs ULVM

Comparison between VIRTUS SEIX SENIOR LOAN ETF (SEIX, ETF) and VICTORYSHARES US VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA VALUE MOMENTUM ETF (ULVM, ETF).

5-Year PerformanceULVM has outperformed SEIX, delivering a return of +12.1% compared to +5.7%

SEIX vs ULVM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SEIX(ETF)	ULVM(ETF)
Net Assets	$254M	$255M
Expense Ratio	0.57%	0.20%
Max Drawdown	18.24%	40.81%
Sharpe Ratio	1.31	2.13
5Y Beta	0.08	0.78
P/E Ratio	N/A	20.35
Forward P/E	N/A	14.65
PEG Ratio	N/A	0.41
5Y Dividends CAGR	12.87%	16.73%
5Y EPS CAGR	N/A	11.00%
Debt to Equity	N/A	-8.79%
P/S Ratio	N/A	1.41
P/B Ratio	N/A	2.05

Net Assets

SEIX

$254M

Winner

ULVM

$255M

Expense Ratio

SEIX

0.57%

Winner

ULVM

0.20%

Max Drawdown

Winner

SEIX

18.24%

ULVM

40.81%

Sharpe Ratio

SEIX

1.31

Winner

ULVM

2.13

5Y Beta

Winner

SEIX

0.08

ULVM

0.78

P/E Ratio

SEIX

N/A

ULVM

20.35

Forward P/E

SEIX

N/A

ULVM

14.65

PEG Ratio

SEIX

N/A

ULVM

0.41

5Y Dividends CAGR

SEIX

12.87%

Winner

ULVM

16.73%

5Y EPS CAGR

SEIX

N/A

ULVM

11.00%

Debt to Equity

SEIX

N/A

ULVM

-8.79%

P/S Ratio

SEIX

N/A

ULVM

1.41

P/B Ratio

SEIX

N/A

ULVM

2.05

SEIX vs ULVM - Historical Returns

Returns include dividend reinvestment.

Period	SEIX	ULVM
1 month	+0.14%	+5.77%
3 months	+2.19%	+11.04%
6 months	+2.54%	+16.03%
1 year	+6.00%	+30.33%
5 years(CAGR)	+5.72%	+12.12%
10 years(CAGR)	N/A	+11.06%
Max(CAGR)	+5.34%	+11.06%

SEIX

+0.14%

Winner

ULVM

+5.77%

SEIX

+2.19%

Winner

ULVM

+11.04%

SEIX

+2.54%

Winner

ULVM

+16.03%

SEIX

+6.00%

Winner

ULVM

+30.33%

5Y(CAGR)

SEIX

+5.72%

Winner

ULVM

+12.12%

10Y(CAGR)

SEIX

N/A

ULVM

+11.06%

Max(CAGR)

SEIX

+5.34%

Winner

ULVM

+11.06%

SEIX vs ULVM - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	SEIX	ULVM
2026	+2.24%	+15.77%
2025	+5.10%	+16.00%
2024	+8.32%	+19.24%
2023	+12.17%	+10.56%
2022	-1.93%	-8.85%
2021	+5.45%	+32.46%
2020	+3.13%	+3.47%
2019	+3.46%	+22.30%
2018	N/A	-12.64%
2017	N/A	+4.30%

SEIX vs ULVM Drawdown Comparison

The maximum drawdown for SEIX was -17.50%, occurring on Mar 24, 2020. Recovery took 190 trading sessions.

The maximum drawdown for ULVM was -40.71%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.

Rank	SEIX	ULVM
#1	-17.50% Jan 21, 2020 - Oct 20, 2020	-40.71% Feb 14, 2020 - Dec 8, 2020
#2	-6.69% Jan 19, 2022 - Jan 30, 2023	-21.95% Jan 26, 2018 - Dec 20, 2019
#3	-3.01% Feb 24, 2025 - May 15, 2025	-19.77% Jan 4, 2022 - Jan 25, 2024
#4	-1.89% Mar 8, 2023 - Apr 17, 2023	-18.14% Nov 29, 2024 - Jul 22, 2025
#5	-1.36% Sep 18, 2019 - Nov 27, 2019	-6.71% Jul 16, 2024 - Aug 23, 2024
#6	-1.24% Mar 20, 2024 - May 14, 2024	-6.47% Feb 26, 2026 - Apr 17, 2026
#7	-1.13% Jan 16, 2026 - Apr 8, 2026	-5.87% Nov 16, 2021 - Dec 27, 2021
#8	-0.75% May 18, 2023 - Jun 9, 2023	-5.69% Mar 28, 2024 - Jul 11, 2024
#9	-0.63% Feb 14, 2023 - Mar 8, 2023	-5.24% Jun 8, 2021 - Aug 3, 2021
#10	-0.62% Oct 22, 2020 - Nov 6, 2020	-5.03% Sep 2, 2021 - Oct 20, 2021
#11	-0.60% Nov 26, 2021 - Dec 9, 2021	-4.16% Aug 30, 2024 - Sep 19, 2024
#12	-0.58% Dec 1, 2023 - Dec 18, 2023	-4.07% Feb 12, 2021 - Mar 10, 2021
#13	-0.58% Mar 13, 2024 - Mar 20, 2024	-4.02% May 7, 2021 - May 27, 2021
#14	-0.55% Oct 3, 2025 - Oct 31, 2025	-3.87% Mar 15, 2021 - Apr 5, 2021
#15	-0.54% Sep 21, 2023 - Oct 10, 2023	-3.62% Jan 23, 2020 - Feb 11, 2020