UIVM vs HEQT

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

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

UIVM vs HEQT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

UIVM

$322M

HEQT

$321M

Expense Ratio

Winner

UIVM

0.35%

HEQT

0.43%

Max Drawdown

UIVM

46.08%

Winner

HEQT

13.07%

Sharpe Ratio

Winner

UIVM

1.61

HEQT

1.47

5Y Beta

UIVM

0.62

Winner

HEQT

0.47

5Y Dividends CAGR

UIVM

24.49%

HEQT

N/A

UIVM vs HEQT - Holdings Comparison

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

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

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

UIVM vs HEQT - Historical Returns

Returns include dividend reinvestment.

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

UIVM

+0.13%

Winner

HEQT

+0.42%

Winner

UIVM

+4.87%

HEQT

+3.66%

Winner

UIVM

+15.38%

HEQT

+4.47%

Winner

UIVM

+29.71%

HEQT

+13.84%

5Y(CAGR)

Winner

UIVM

+11.23%

HEQT

+8.92%

10Y(CAGR)

UIVM

+7.78%

HEQT

N/A

Max(CAGR)

UIVM

+7.78%

Winner

HEQT

+8.92%

UIVM vs HEQT - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

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

UIVM vs HEQT Drawdown Comparison

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

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

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

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