ULVM vs AMZY

Comparison between VICTORYSHARES US VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA VALUE MOMENTUM ETF (ULVM, ETF) and YIELDMAX(R) AMZN OPTION INCOME STRATEGY ETF (AMZY, ETF).

ULVM vs AMZY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ULVM(ETF)	AMZY(ETF)
Net Assets	$266M	$266M
Expense Ratio	0.20%	1.09%
Max Drawdown	40.81%	58.35%
Sharpe Ratio	2.01	0.36
5Y Beta	0.75	1.03
P/E Ratio	17.78	N/A
Forward P/E	14.11	N/A
PEG Ratio	0.33	N/A
5Y Dividends CAGR	16.57%	N/A
5Y EPS CAGR	11.01%	N/A
Debt to Equity	12.90%	N/A
P/S Ratio	1.49	N/A
P/B Ratio	1.96	N/A

Net Assets

Winner

ULVM

$266M

AMZY

$266M

Expense Ratio

Winner

ULVM

0.20%

AMZY

1.09%

Max Drawdown

Winner

ULVM

40.81%

AMZY

58.35%

Sharpe Ratio

Winner

ULVM

2.01

AMZY

0.36

5Y Beta

Winner

ULVM

0.75

AMZY

1.03

P/E Ratio

ULVM

17.78

AMZY

N/A

Forward P/E

ULVM

14.11

AMZY

N/A

PEG Ratio

ULVM

0.33

AMZY

N/A

5Y Dividends CAGR

ULVM

16.57%

AMZY

N/A

5Y EPS CAGR

ULVM

11.01%

AMZY

N/A

Debt to Equity

ULVM

12.90%

AMZY

N/A

P/S Ratio

ULVM

1.49

AMZY

N/A

P/B Ratio

ULVM

1.96

AMZY

N/A

ULVM vs AMZY - Holdings Comparison

ULVM and AMZY have 0 common holdings. Overlap is 0.00%

ULVM's top 25 holdings weight is 32.82%. AMZY's top 25 holdings weight is 2.38%.

Rank	ULVM	AMZY
#1	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.61%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.38%
#2	JOHNSON & JOHNSON (JNJ) - 1.54%	N/A
#3	ATMOS ENERGY CORP (ATO) - 1.52%	N/A
#4	REALTY INCOME CORP (O) - 1.52%	N/A
#5	LOEWS CORP (L) - 1.50%	N/A
#6	EVERGY INC (EVRG) - 1.49%	N/A
#7	AMEREN CORP (AEE) - 1.46%	N/A
#8	CENTERPOINT ENERGY INC (CNP) - 1.45%	N/A
#9	CHUBB LTD (CB) - 1.40%	N/A
#10	CONSOLIDATED EDISON INC (ED) - 1.39%	N/A
#11	W.P. CAREY INC (WPC) - 1.38%	N/A
#12	CINCINNATI FINANCIAL CORP (CINF) - 1.34%	N/A
#13	VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.28%	N/A
#14	ARCH CAPITAL GROUP LTD (ACGL) - 1.25%	N/A
#15	SNAP-ON INC (SNA) - 1.22%	N/A
#16	BANK OF NEW YORK MELLON CORP (BNY) - 1.19%	N/A
#17	BANK OF AMERICA CORP (BAC) - 1.19%	N/A
#18	ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.18%	N/A
#19	PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.17%	N/A
#20	M&T BANK CORP (MTB) - 1.17%	N/A
#21	U.S. BANCORP (USB) - 1.16%	N/A
#22	ENTERGY CORP (ETR) - 1.15%	N/A
#23	PRINCIPAL FINANCIAL GROUP INC (PFG) - 1.11%	N/A
#24	PROLOGIS INC (PLD) - 1.09%	N/A
#25	STATE STREET CORP (STT) - 1.06%	N/A
Total Holdings	125	1

ULVM vs AMZY - Historical Returns

Returns include dividend reinvestment.

Period	ULVM	AMZY
1 month	+1.74%	+4.38%
3 months	+7.92%	-2.77%
6 months	+10.67%	+19.31%
1 year	+28.31%	+11.43%
5 years(CAGR)	+12.66%	N/A
10 years(CAGR)	+11.24%	N/A
Max(CAGR)	+11.24%	+23.01%

ULVM

+1.74%

Winner

AMZY

+4.38%

Winner

ULVM

+7.92%

AMZY

-2.77%

ULVM

+10.67%

Winner

AMZY

+19.31%

Winner

ULVM

+28.31%

AMZY

+11.43%

5Y(CAGR)

ULVM

+12.66%

AMZY

N/A

10Y(CAGR)

ULVM

+11.24%

AMZY

N/A

Max(CAGR)

ULVM

+11.24%

Winner

AMZY

+23.01%

ULVM vs AMZY - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	ULVM	AMZY
2026	+19.71%	+8.69%
2025	+16.00%	+9.71%
2024	+19.24%	+36.92%
2023	+10.56%	+18.19%
2022	-8.85%	N/A
2021	+32.46%	N/A
2020	+3.47%	N/A
2019	+22.30%	N/A
2018	-12.64%	N/A
2017	+4.30%	N/A

ULVM vs AMZY Drawdown Comparison

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

The maximum drawdown for AMZY was -23.60%, occurring on Apr 21, 2025. Recovery took 114 trading sessions.

The current ULVM drawdown is -1.59%. The current AMZY drawdown is -6.27%.

Rank	ULVM	AMZY
#1	-40.71% Feb 14, 2020 - Dec 8, 2020	-23.60% Feb 4, 2025 - Jul 21, 2025
#2	-21.95% Jan 26, 2018 - Dec 20, 2019	-19.54% Nov 3, 2025 - Apr 24, 2026
#3	-19.77% Jan 4, 2022 - Jan 25, 2024	-16.41% Jul 5, 2024 - Nov 6, 2024
#4	-18.14% Nov 29, 2024 - Jul 22, 2025	-15.01% May 28, 2026 - Aug 3, 2026
#5	-6.71% Jul 16, 2024 - Aug 23, 2024	-12.31% Sep 14, 2023 - Nov 13, 2023
#6	-6.47% Feb 26, 2026 - Apr 17, 2026	-7.95% Jul 31, 2025 - Sep 9, 2025
#7	-5.87% Nov 16, 2021 - Dec 27, 2021	-7.56% Sep 9, 2025 - Oct 31, 2025
#8	-5.69% Mar 28, 2024 - Jul 11, 2024	-6.72% Apr 11, 2024 - May 2, 2024
#9	-5.24% Jun 8, 2021 - Aug 3, 2021	-6.65% Aug 3, 2026 - Aug 18, 2026
#10	-5.03% Sep 2, 2021 - Oct 20, 2021	-6.44% Nov 13, 2024 - Dec 4, 2024
#11	-4.16% Aug 30, 2024 - Sep 19, 2024	-5.80% Aug 7, 2023 - Sep 11, 2023
#12	-4.07% Feb 12, 2021 - Mar 10, 2021	-5.30% Dec 27, 2023 - Jan 24, 2024
#13	-4.02% May 7, 2021 - May 27, 2021	-5.06% Dec 16, 2024 - Jan 22, 2025
#14	-3.87% Mar 15, 2021 - Apr 5, 2021	-4.13% May 8, 2026 - May 28, 2026
#15	-3.62% Jan 23, 2020 - Feb 11, 2020	-4.09% May 9, 2024 - Jun 26, 2024