UIVM vs BTAL

Comparison between VICTORYSHARES INTERNATIONAL VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI INTERNATIONAL VALUE MOMENTUM ETF (UIVM, ETF) and AGF U.S. MARKET NEUTRAL ANTI-BETA FUND (BTAL, ETF).

5-Year PerformanceUIVM has outperformed BTAL, delivering a return of +11.2% compared to -3.9%

UIVM vs BTAL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UIVM(ETF)	BTAL(ETF)
Net Assets	$322M	$321M
Expense Ratio	0.35%	1.40%
Max Drawdown	46.08%	56.68%
Sharpe Ratio	1.61	-1.98
5Y Beta	0.62	-0.83
5Y Dividends CAGR	24.49%	N/A

Net Assets

Winner

UIVM

$322M

BTAL

$321M

Expense Ratio

Winner

UIVM

0.35%

BTAL

1.40%

Max Drawdown

Winner

UIVM

46.08%

BTAL

56.68%

Sharpe Ratio

Winner

UIVM

1.61

BTAL

-1.98

5Y Beta

UIVM

0.62

Winner

BTAL

-0.83

5Y Dividends CAGR

UIVM

24.49%

BTAL

N/A

UIVM vs BTAL - Holdings Comparison

UIVM and BTAL have 2 common holdings. Overlap is -1.62%

UIVM's top 25 holdings weight is 21.18%. BTAL's top 25 holdings weight is 124.02%.

Rank	UIVM	BTAL
#1	THE TORONTO-DOMINION BANK (n/a) - 1.17%	CASH (n/a) - 110.07%
#2	BANK OF NOVA SCOTIA (n/a) - 1.10%	AKAMAI TECHNOLOGIES INC (AKAM) - 0.70%
#3	CANADIAN IMPERIAL BANK OF (n/a) - 1.07%	F5 INC (FFIV) - 0.67%
#4	OVERSEA-CHINESE BANKING CORP LTD (n/a) - 1.05%	CISCO SYSTEMS INC (CSCO) - 0.66%
#5	ENI SPA (n/a) - 1.01%	ENPHASE ENERGY INC (ENPH) - 0.64%
#6	n/a (PWCDF) - 1.01%	ARROW ELECTRONICS INC (ARW) - 0.64%
#7	POSTE ITALIANE SPA (n/a) - 0.95%	MURPHY USA INC (MUSA) - 0.63%
#8	NN GROUP NV (n/a) - 0.94%	VERISIGN INC (VRSN) - 0.62%
#9	INVESTOR AB CLASS B (n/a) - 0.91%	VARONIS SYSTEMS INC (VRNS) - 0.59%
#10	SWEDBANK AB CLASS A (n/a) - 0.87%	CENTENE CORP (CNC) - 0.59%
#11	SAMSUNG ELECTRO-MECHANICS CO LTD (n/a) - 0.84%	VIRTU FINANCIAL INC CLASS A (VIRT) - 0.58%
#12	OMV AG (n/a) - 0.83%	EBAY INC (EBAY) - 0.58%
#13	INDUSTRIVARDEN AB CLASS C (n/a) - 0.82%	OKTA INC CLASS A (OKTA) - 0.57%
#14	SINGAPORE AIRLINES LTD (n/a) - 0.78%	H&R BLOCK INC (HRB) - 0.57%
#15	PUBLIC POWER CORP SA (n/a) - 0.75%	UNITEDHEALTH GROUP INC (UNH) - 0.57%
#16	WILMAR INTERNATIONAL LTD (n/a) - 0.75%	UL SOLUTIONS INC CLASS A COMMON STOCK (ULS) - 0.56%
#17	ITALGAS SPA (n/a) - 0.74%	FIRSTCASH HOLDINGS INC (FCFS) - 0.55%
#18	BRITISH AMERICAN TOBACCO PLC (n/a) - 0.73%	CF INDUSTRIES HOLDINGS INC (CF) - 0.54%
#19	JYSKE BANK AS (n/a) - 0.71%	CBOE GLOBAL MARKETS INC (CBOE) - 0.54%
#20	ING GROEP NV (n/a) - 0.71%	n/a (MP) - 0.54%
#21	STMICROELECTRONICS NV (n/a) - 0.69%	MOLINA HEALTHCARE INC (MOH) - 0.54%
#22	REPSOL SA (n/a) - 0.69%	ROYALTY PHARMA PLC CLASS A (RPRX) - 0.54%
#23	JAPAN TOBACCO INC (n/a) - 0.69%	ELEVANCE HEALTH INC (ELV) - 0.52%
#24	ABN AMRO BANK NV (n/a) - 0.69%	CROCS INC (CROX) - 0.51%
#25	MTR CORP LTD (n/a) - 0.68%	OCCIDENTAL PETROLEUM CORP (OXY) - 0.50%
Total Holdings	197	404

UIVM vs BTAL - Historical Returns

Returns include dividend reinvestment.

Period	UIVM	BTAL
1 month	+0.13%	-1.97%
3 months	+4.87%	-15.76%
6 months	+15.38%	-15.74%
1 year	+29.71%	-34.85%
5 years(CAGR)	+11.23%	-3.90%
10 years(CAGR)	+7.78%	-4.25%
Max(CAGR)	+7.78%	-3.78%

Winner

UIVM

+0.13%

BTAL

-1.97%

Winner

UIVM

+4.87%

BTAL

-15.76%

Winner

UIVM

+15.38%

BTAL

-15.74%

Winner

UIVM

+29.71%

BTAL

-34.85%

5Y(CAGR)

Winner

UIVM

+11.23%

BTAL

-3.90%

10Y(CAGR)

Winner

UIVM

+7.78%

BTAL

-4.25%

Max(CAGR)

Winner

UIVM

+7.78%

BTAL

-3.78%

UIVM vs BTAL - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	UIVM	BTAL
2026	+10.61%	-14.80%
2025	+46.13%	-19.89%
2024	+5.86%	+10.73%
2023	+16.85%	-16.21%
2022	-13.61%	+21.71%
2021	+11.05%	-7.35%
2020	-0.10%	-13.74%
2019	+15.74%	+2.04%
2018	-18.24%	+16.45%
2017	+2.56%	-1.13%
2016	N/A	-5.06%
2015	N/A	+4.33%
2014	N/A	+8.06%
2013	N/A	-11.09%
2012	N/A	-7.04%
2011	N/A	-2.50%

UIVM vs BTAL Drawdown Comparison

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

The maximum drawdown for BTAL was -50.29%, occurring on Jun 2, 2026. This drawdown has not yet recovered.

The current UIVM drawdown is -3.59%. The current BTAL drawdown is -48.17%.

Rank	UIVM	BTAL
#1	-42.74% Jan 26, 2018 - May 28, 2021	-50.29% Mar 12, 2020 - Jun 2, 2026
#2	-28.25% Sep 15, 2021 - Feb 22, 2024	-29.52% Oct 3, 2011 - Mar 9, 2020
#3	-11.69% Mar 19, 2025 - Apr 24, 2025	-2.13% Sep 26, 2011 - Sep 29, 2011
#4	-11.02% Feb 25, 2026 - May 26, 2026	-1.62% Sep 13, 2011 - Sep 21, 2011
#5	-9.26% Sep 26, 2024 - Mar 5, 2025	-1.46% Mar 9, 2020 - Mar 12, 2020
#6	-7.58% Jun 3, 2024 - Aug 21, 2024	N/A
#7	-6.34% Jun 7, 2021 - Sep 2, 2021	N/A
#8	-5.17% Mar 27, 2024 - May 9, 2024	N/A
#9	-4.66% Nov 12, 2025 - Dec 10, 2025	N/A
#10	-3.59% Jun 2, 2026 - Jun 5, 2026	N/A
#11	-3.38% Aug 27, 2024 - Sep 19, 2024	N/A
#12	-3.08% Sep 15, 2025 - Nov 10, 2025	N/A
#13	-3.03% Jul 23, 2025 - Aug 8, 2025	N/A
#14	-2.67% Nov 2, 2017 - Dec 18, 2017	N/A
#15	-2.48% Aug 22, 2025 - Sep 11, 2025	N/A

Correlation

Correlation between UIVM and BTAL is -0.66 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.66

-101

Dividend Comparison (2011 - 2026)

UIVM vs BTAL dividend yield comparison.

Year	UIVM	BTAL
2026	0.95%	0.00%
2025	3.70%	2.49%
2024	5.09%	3.49%
2023	4.35%	6.14%
2022	3.03%	1.01%
2021	3.48%	0.00%
2020	1.63%	0.00%
2019	3.49%	0.88%
2018	2.78%	0.39%
2017	0.15%	0.00%
2012	0.00%	0.00%
2011	0.00%	1.80%