UIVM vs HPF

Comparison between VICTORYSHARES INTERNATIONAL VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI INTERNATIONAL VALUE MOMENTUM ETF (UIVM, ETF) and John Hancock Preferred Income Fund II (HPF, ETF).

5-Year PerformanceUIVM has outperformed HPF, delivering a return of +11.9% compared to +2.6%

UIVM vs HPF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UIVM(ETF)	HPF(ETF)
Net Assets	$335M	$334M
Expense Ratio	0.35%	N/A
Max Drawdown	46.08%	74.26%
Sharpe Ratio	1.73	0.67
5Y Beta	0.63	0.38
5Y Dividends CAGR	22.73%	1.61%

Net Assets

Winner

UIVM

$335M

HPF

$334M

Expense Ratio

UIVM

0.35%

HPF

N/A

Max Drawdown

Winner

UIVM

46.08%

HPF

74.26%

Sharpe Ratio

Winner

UIVM

1.73

HPF

0.67

5Y Beta

UIVM

0.63

Winner

HPF

0.38

5Y Dividends CAGR

Winner

UIVM

22.73%

HPF

1.61%

UIVM vs HPF - Historical Returns

Returns include dividend reinvestment.

Period	UIVM	HPF
1 month	+0.83%	-1.16%
3 months	+9.36%	+2.94%
6 months	+17.12%	+2.79%
1 year	+32.34%	+9.47%
5 years(CAGR)	+11.88%	+2.60%
10 years(CAGR)	+8.13%	+5.17%
Max(CAGR)	+8.13%	+6.94%

Winner

UIVM

+0.83%

HPF

-1.16%

Winner

UIVM

+9.36%

HPF

+2.94%

Winner

UIVM

+17.12%

HPF

+2.79%

Winner

UIVM

+32.34%

HPF

+9.47%

5Y(CAGR)

Winner

UIVM

+11.88%

HPF

+2.60%

10Y(CAGR)

Winner

UIVM

+8.13%

HPF

+5.17%

Max(CAGR)

Winner

UIVM

+8.13%

HPF

+6.94%

UIVM vs HPF - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	UIVM	HPF
2026	+13.89%	+2.21%
2025	+46.13%	+5.47%
2024	+5.86%	+11.75%
2023	+16.85%	+9.70%
2022	-13.61%	-18.34%
2021	+11.05%	+19.11%
2020	-0.10%	-7.71%
2019	+15.74%	+24.95%
2018	-18.24%	-4.87%
2017	+2.56%	+13.87%
2016	N/A	+11.23%
2015	N/A	+3.45%
2014	N/A	+22.16%
2013	N/A	-12.91%
2012	N/A	+10.84%
2011	N/A	+22.05%
2010	N/A	+18.20%
2009	N/A	+34.03%
2008	N/A	-22.68%
2007	N/A	-20.11%
2006	N/A	+30.35%
2005	N/A	-7.39%
2004	N/A	+5.52%
2003	N/A	+13.94%
2002	N/A	-0.04%

UIVM vs HPF Drawdown Comparison

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

The maximum drawdown for HPF was -66.58%, occurring on Mar 9, 2009. Recovery took 806 trading sessions.

The current UIVM drawdown is -0.74%. The current HPF drawdown is -2.79%.

Rank	UIVM	HPF
#1	-42.74% Jan 26, 2018 - May 28, 2021	-66.58% May 10, 2007 - Jul 22, 2010
#2	-28.25% Sep 15, 2021 - Feb 22, 2024	-54.74% Feb 19, 2020 - Apr 1, 2021
#3	-11.69% Mar 19, 2025 - Apr 24, 2025	-31.20% Aug 30, 2021 - Sep 16, 2024
#4	-11.02% Feb 25, 2026 - May 26, 2026	-24.59% May 8, 2013 - Jan 9, 2015
#5	-9.26% Sep 26, 2024 - Mar 5, 2025	-21.13% Mar 31, 2004 - Nov 26, 2004
#6	-7.58% Jun 3, 2024 - Aug 21, 2024	-17.84% Sep 12, 2018 - Jan 31, 2019
#7	-6.34% Jun 7, 2021 - Sep 2, 2021	-16.95% Sep 8, 2016 - May 26, 2017
#8	-5.17% Mar 27, 2024 - May 9, 2024	-16.90% Oct 10, 2024 - Apr 8, 2025
#9	-4.66% Nov 12, 2025 - Dec 10, 2025	-15.14% Feb 9, 2005 - Mar 22, 2006
#10	-4.23% Jun 2, 2026 - Jun 10, 2026	-13.58% Jul 22, 2011 - Aug 29, 2011
#11	-3.38% Aug 27, 2024 - Sep 19, 2024	-11.26% Apr 24, 2015 - Jan 8, 2016
#12	-3.08% Sep 15, 2025 - Nov 10, 2025	-11.24% Oct 16, 2012 - Mar 20, 2013
#13	-3.03% Jul 23, 2025 - Aug 8, 2025	-9.84% Sep 9, 2010 - May 3, 2011
#14	-2.67% Nov 2, 2017 - Dec 18, 2017	-9.53% Aug 3, 2017 - Jun 8, 2018
#15	-2.48% Aug 22, 2025 - Sep 11, 2025	-9.52% Aug 31, 2011 - Dec 22, 2011

Correlation

Correlation between UIVM and HPF is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78

-101

Dividend Comparison (2003 - 2026)

UIVM vs HPF dividend yield comparison.

Year	UIVM	HPF
2026	1.44%	4.70%
2025	3.70%	9.22%
2024	5.09%	8.95%
2023	4.35%	9.39%
2022	3.03%	9.45%
2021	3.48%	7.10%
2020	1.63%	7.80%
2019	3.49%	7.32%
2018	2.78%	8.96%
2017	0.15%	7.82%
2016	0.00%	8.30%
2015	0.00%	7.85%
2014	0.00%	8.26%
2013	0.00%	9.39%
2012	0.00%	7.76%
2011	0.00%	8.41%
2010	0.00%	8.00%
2009	0.00%	9.10%
2008	0.00%	14.09%
2007	0.00%	9.97%
2006	0.00%	9.02%
2005	0.00%	10.32%
2004	0.00%	8.59%
2003	0.00%	9.17%