UIVM vs JXI
Comparison between VICTORYSHARES INTERNATIONAL VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI INTERNATIONAL VALUE MOMENTUM ETF (UIVM, ETF) and ISHARES GLOBAL UTILITIES ETF (JXI, ETF).
5-Year PerformanceUIVM has outperformed JXI, delivering a return of +12.9% compared to +10.3%
UIVM vs JXI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
UIVM
$323M
JXI
$323M
Expense Ratio
Winner
UIVM
0.35%
JXI
0.39%
Max Drawdown
Winner
UIVM
46.08%
JXI
52.89%
Sharpe Ratio
Winner
UIVM
1.62
JXI
0.97
5Y Beta
UIVM
0.64
Winner
JXI
0.28
P/E Ratio
UIVM
N/A
JXI
20.39
Forward P/E
UIVM
N/A
JXI
19.10
PEG Ratio
UIVM
N/A
JXI
0.79
5Y Dividends CAGR
Winner
UIVM
14.54%
JXI
5.37%
5Y EPS CAGR
UIVM
N/A
JXI
12.49%
Debt to Equity
UIVM
N/A
JXI
139.97%
P/S Ratio
UIVM
N/A
JXI
2.80
P/B Ratio
UIVM
N/A
JXI
2.34
UIVM vs JXI - Holdings Comparison
UIVM and JXI have 1 common holdings. Overlap is -0.12%
UIVM's top 25 holdings weight is 22.39%. JXI's top 25 holdings weight is 70.83%.
| Rank | UIVM | JXI |
|---|---|---|
| #1 | SINGAPORE AIRLINES LTD (n/a) - 1.30% | NEXTERA ENERGY INC (NEE) - 7.96% |
| #2 | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 1.23% | IBERDROLA SA (n/a) - 6.44% |
| #3 | BANK OF NOVA SCOTIA (n/a) - 1.20% | SOUTHERN CO (SO) - 4.70% |
| #4 | THE TORONTO-DOMINION BANK (n/a) - 1.16% | DUKE ENERGY CORP (DUK) - 4.28% |
| #5 | NATIONAL BANK OF CANADA (NTIOF) - 1.05% | ENEL SPA (n/a) - 3.90% |
| #6 | NN GROUP NV (n/a) - 0.98% | NATIONAL GRID PLC (n/a) - 3.59% |
| #7 | CANADIAN IMPERIAL BANK OF (n/a) - 0.92% | CONSTELLATION ENERGY CORP (CEG) - 3.51% |
| #8 | n/a (n/a) - 0.89% | AMERICAN ELECTRIC POWER CO INC (AEP) - 3.19% |
| #9 | SAINSBURY (J) PLC (n/a) - 0.88% | SEMPRA (SRE) - 2.71% |
| #10 | INVESTOR AB CLASS B (n/a) - 0.88% | DOMINION ENERGY INC (D) - 2.67% |
| #11 | SWEDBANK AB CLASS A (n/a) - 0.88% | ENGIE SA (n/a) - 2.52% |
| #12 | n/a (n/a) - 0.88% | ENTERGY CORP (ETR) - 2.29% |
| #13 | WEST JAPAN RAILWAY CO (n/a) - 0.82% | VISTRA CORP (VST) - 2.19% |
| #14 | JYSKE BANK AS (n/a) - 0.82% | XCEL ENERGY INC (XEL) - 2.16% |
| #15 | INDUSTRIVARDEN AB CLASS C (n/a) - 0.81% | E.ON SE (n/a) - 2.14% |
| #16 | SWIRE PACIFIC LTD CLASS A (n/a) - 0.79% | EXELON CORP (EXC) - 2.08% |
| #17 | MTR CORP LTD (n/a) - 0.79% | RWE AG CLASS A (n/a) - 1.94% |
| #18 | CARREFOUR (n/a) - 0.78% | CONSOLIDATED EDISON INC (ED) - 1.78% |
| #19 | ENGIE SA (n/a) - 0.78% | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.75% |
| #20 | BOC HONG KONG HOLDINGS LTD (n/a) - 0.77% | SSE PLC (n/a) - 1.72% |
| #21 | BOLLORE SE (n/a) - 0.76% | PG&E CORP (PCG) - 1.66% |
| #22 | FRESENIUS SE & CO KGAA (n/a) - 0.76% | WEC ENERGY GROUP INC (WEC) - 1.64% |
| #23 | WILMAR INTERNATIONAL LTD (n/a) - 0.76% | DTE ENERGY CO (DTE) - 1.36% |
| #24 | KONINKLIJKE AHOLD DELHAIZE NV (n/a) - 0.76% | AMEREN CORP (AEE) - 1.35% |
| #25 | CREDIT AGRICOLE SA (n/a) - 0.74% | NRG ENERGY INC (NRG) - 1.30% |
| Total Holdings | 198 | 86 |
UIVM vs JXI - Historical Returns
Returns include dividend reinvestment.
1M
UIVM
+0.88%
Winner
JXI
+1.16%
3M
Winner
UIVM
+6.18%
JXI
+0.21%
6M
Winner
UIVM
+12.01%
JXI
+7.29%
1Y
Winner
UIVM
+30.79%
JXI
+15.84%
5Y(CAGR)
Winner
UIVM
+12.94%
JXI
+10.28%
10Y(CAGR)
UIVM
+8.18%
Winner
JXI
+8.98%
Max(CAGR)
Winner
UIVM
+8.18%
JXI
+6.28%
UIVM vs JXI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | UIVM | JXI |
|---|---|---|
| 2026 | +15.34% | +7.85% |
| 2025 | +46.13% | +25.05% |
| 2024 | +5.86% | +12.72% |
| 2023 | +16.85% | +0.76% |
| 2022 | -13.61% | -3.75% |
| 2021 | +11.05% | +12.21% |
| 2020 | -0.10% | +5.98% |
| 2019 | +15.74% | +25.43% |
| 2018 | -18.24% | +2.68% |
| 2017 | +2.56% | +15.13% |
| 2016 | N/A | +7.20% |
| 2015 | N/A | -7.16% |
| 2014 | N/A | +17.43% |
| 2013 | N/A | +10.81% |
| 2012 | N/A | +2.09% |
| 2011 | N/A | -3.41% |
| 2010 | N/A | -2.83% |
| 2009 | N/A | +6.14% |
| 2008 | N/A | -28.31% |
| 2007 | N/A | +22.04% |
| 2006 | N/A | +14.27% |
UIVM vs JXI Drawdown Comparison
The maximum drawdown for UIVM was -42.74%, occurring on Mar 23, 2020. Recovery took 840 trading sessions.
The maximum drawdown for JXI was -50.23%, occurring on Mar 9, 2009. Recovery took 2379 trading sessions.
The current UIVM drawdown is -0.15%. The current JXI drawdown is -4.12%.
| Rank | UIVM | JXI |
|---|---|---|
| #1 | -42.74% Jan 26, 2018 - May 28, 2021 | -50.23% Dec 6, 2007 - May 19, 2017 |
| #2 | -28.25% Sep 15, 2021 - Feb 22, 2024 | -34.20% Feb 18, 2020 - Apr 15, 2021 |
| #3 | -11.69% Mar 19, 2025 - Apr 24, 2025 | -22.43% Apr 8, 2022 - May 9, 2024 |
| #4 | -11.02% Feb 25, 2026 - May 26, 2026 | -12.65% Sep 11, 2017 - Dec 3, 2018 |
| #5 | -9.26% Sep 26, 2024 - Mar 5, 2025 | -10.44% Oct 16, 2024 - Apr 3, 2025 |
| #6 | -7.58% Jun 3, 2024 - Aug 21, 2024 | -9.43% Jun 1, 2007 - Sep 26, 2007 |
| #7 | -6.34% Jun 7, 2021 - Sep 2, 2021 | -8.93% Aug 20, 2021 - Dec 28, 2021 |
| #8 | -5.17% Mar 27, 2024 - May 9, 2024 | -8.17% Apr 3, 2025 - Apr 22, 2025 |
| #9 | -4.66% Nov 12, 2025 - Dec 10, 2025 | -8.09% Apr 9, 2026 - Jun 1, 2026 |
| #10 | -4.23% Jun 2, 2026 - Jun 15, 2026 | -7.52% Dec 31, 2021 - Mar 29, 2022 |
| #11 | -4.09% Jun 15, 2026 - Jun 26, 2026 | -6.87% Feb 27, 2026 - Apr 9, 2026 |
| #12 | -3.38% Aug 27, 2024 - Sep 19, 2024 | -6.62% Feb 26, 2007 - Mar 21, 2007 |
| #13 | -3.08% Sep 15, 2025 - Nov 10, 2025 | -6.54% Dec 13, 2018 - Jan 31, 2019 |
| #14 | -3.03% Jul 23, 2025 - Aug 8, 2025 | -6.39% May 21, 2024 - Jul 31, 2024 |
| #15 | -2.67% Nov 2, 2017 - Dec 18, 2017 | -4.88% Apr 20, 2021 - Aug 5, 2021 |
Correlation
Correlation between UIVM and JXI is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2006 - 2026)
UIVM vs JXI dividend yield comparison.
| Year | UIVM | JXI |
|---|---|---|
| 2026 | 1.80% | 1.33% |
| 2025 | 3.70% | 2.56% |
| 2024 | 5.09% | 3.02% |
| 2023 | 4.35% | 3.58% |
| 2022 | 3.03% | 3.13% |
| 2021 | 3.48% | 2.78% |
| 2020 | 1.63% | 2.65% |
| 2019 | 3.49% | 3.43% |
| 2018 | 2.78% | 3.16% |
| 2017 | 0.15% | 3.62% |
| 2016 | 0.00% | 4.77% |
| 2015 | 0.00% | 3.78% |
| 2014 | 0.00% | 3.55% |
| 2013 | 0.00% | 4.30% |
| 2012 | 0.00% | 4.19% |
| 2011 | 0.00% | 4.67% |
| 2010 | 0.00% | 4.24% |
| 2009 | 0.00% | 3.49% |
| 2008 | 0.00% | 5.23% |
| 2007 | 0.00% | 0.78% |
| 2006 | 0.00% | 0.58% |
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