ULVM vs DAX
Comparison between VICTORYSHARES US VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA VALUE MOMENTUM ETF (ULVM, ETF) and GLOBAL X DAX GERMANY ETF (DAX, ETF).
5-Year PerformanceULVM has outperformed DAX, delivering a return of +12.1% compared to +7.9%
ULVM vs DAX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ULVM
$255M
DAX
$253M
Expense Ratio
ULVM
0.20%
DAX
0.20%
Max Drawdown
Winner
ULVM
40.81%
DAX
48.57%
Sharpe Ratio
Winner
ULVM
2.13
DAX
0.06
5Y Beta
Winner
ULVM
0.78
DAX
0.78
P/E Ratio
ULVM
20.35
DAX
N/A
Forward P/E
ULVM
14.65
DAX
N/A
PEG Ratio
ULVM
0.41
DAX
N/A
5Y Dividends CAGR
Winner
ULVM
16.73%
DAX
1.84%
5Y EPS CAGR
ULVM
11.00%
DAX
N/A
Debt to Equity
ULVM
-8.79%
DAX
N/A
P/S Ratio
ULVM
1.41
DAX
N/A
P/B Ratio
ULVM
2.05
DAX
N/A
ULVM vs DAX - Holdings Comparison
ULVM and DAX have 1 common holdings. Overlap is -0.04%
ULVM's top 25 holdings weight is 29.59%. DAX's top 25 holdings weight is 91.41%.
| Rank | ULVM | DAX |
|---|---|---|
| #1 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 1.42% | SIEMENS AG (n/a) - 11.81% |
| #2 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% | SAP SE (n/a) - 9.59% |
| #3 | LOEWS CORP (L) - 1.37% | ALLIANZ SE (n/a) - 8.27% |
| #4 | EVERGY INC (EVRG) - 1.36% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 7.08% |
| #5 | AMEREN CORP (AEE) - 1.34% | INFINEON TECHNOLOGIES AG (n/a) - 6.64% |
| #6 | FIRSTENERGY CORP (FE) - 1.33% | DEUTSCHE TELEKOM AG (n/a) - 5.87% |
| #7 | CENTERPOINT ENERGY INC (CNP) - 1.29% | AIRBUS SE (n/a) - 5.86% |
| #8 | ATMOS ENERGY CORP (ATO) - 1.24% | MUNCHENER RUCKVERSICHERUNGS-GESELLSCHAFT AG (n/a) - 3.34% |
| #9 | W.P. CAREY INC (WPC) - 1.21% | RHEINMETALL AG (n/a) - 3.20% |
| #10 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.21% | DEUTSCHE BANK AG (n/a) - 3.08% |
| #11 | n/a (DELL) - 1.18% | DEUTSCHE POST AG (n/a) - 2.89% |
| #12 | ENTERGY CORP (ETR) - 1.18% | BASF SE (n/a) - 2.63% |
| #13 | BANK OF NEW YORK MELLON CORP (BNY) - 1.18% | DEUTSCHE BOERSE AG (n/a) - 2.60% |
| #14 | REALTY INCOME CORP (O) - 1.17% | E.ON SE (n/a) - 2.31% |
| #15 | CONSOLIDATED EDISON INC (ED) - 1.15% | MERCEDES-BENZ GROUP AG (n/a) - 2.15% |
| #16 | VENTAS INC (VTR) - 1.12% | RWE AG CLASS A (n/a) - 2.15% |
| #17 | JOHNSON & JOHNSON (JNJ) - 1.11% | BAYER AG (n/a) - 1.93% |
| #18 | ROSS STORES INC (ROST) - 1.07% | ADIDAS AG (n/a) - 1.73% |
| #19 | MORGAN STANLEY (MS) - 1.06% | COMMERZBANK AG (n/a) - 1.48% |
| #20 | CHUBB LTD (CB) - 1.06% | HEIDELBERG MATERIALS AG (n/a) - 1.33% |
| #21 | QUALCOMM INC (QCOM) - 1.06% | DAIMLER TRUCK HOLDING AG ORDINARY SHARES (n/a) - 1.30% |
| #22 | EXELON CORP (EXC) - 1.05% | BAYERISCHE MOTOREN WERKE AG (n/a) - 1.18% |
| #23 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.02% | VOLKSWAGEN AG PARTICIPATING PREFERRED (n/a) - 1.08% |
| #24 | MARKEL GROUP INC (MKL) - 1.01% | MERCK KGAA (n/a) - 0.98% |
| #25 | STATE STREET CORP (STT) - 1.01% | MTU AERO ENGINES AG (n/a) - 0.93% |
| Total Holdings | 127 | 44 |
ULVM vs DAX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ULVM
+5.77%
DAX
+3.74%
3M
Winner
ULVM
+11.04%
DAX
+5.85%
6M
Winner
ULVM
+16.03%
DAX
+0.89%
1Y
Winner
ULVM
+30.33%
DAX
+5.19%
5Y(CAGR)
Winner
ULVM
+12.12%
DAX
+7.86%
10Y(CAGR)
Winner
ULVM
+11.06%
DAX
+9.64%
Max(CAGR)
Winner
ULVM
+11.06%
DAX
+7.47%
ULVM vs DAX - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | ULVM | DAX |
|---|---|---|
| 2026 | +15.77% | -0.55% |
| 2025 | +16.00% | +39.76% |
| 2024 | +19.24% | +11.66% |
| 2023 | +10.56% | +22.59% |
| 2022 | -8.85% | -18.78% |
| 2021 | +32.46% | +7.01% |
| 2020 | +3.47% | +10.69% |
| 2019 | +22.30% | +22.46% |
| 2018 | -12.64% | -22.62% |
| 2017 | +4.30% | +28.23% |
| 2016 | N/A | +6.53% |
| 2015 | N/A | -3.62% |
| 2014 | N/A | +3.62% |
ULVM vs DAX Drawdown Comparison
The maximum drawdown for ULVM was -40.71%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.
The maximum drawdown for DAX was -45.59%, occurring on Mar 18, 2020. Recovery took 737 trading sessions.
The current DAX drawdown is -4.17%.
| Rank | ULVM | DAX |
|---|---|---|
| #1 | -40.71% Feb 14, 2020 - Dec 8, 2020 | -45.59% Jan 24, 2018 - Dec 28, 2020 |
| #2 | -21.95% Jan 26, 2018 - Dec 20, 2019 | -39.93% Jun 7, 2021 - Mar 7, 2024 |
| #3 | -19.77% Jan 4, 2022 - Jan 25, 2024 | -24.76% Apr 6, 2015 - Apr 24, 2017 |
| #4 | -18.14% Nov 29, 2024 - Jul 22, 2025 | -16.03% Mar 18, 2025 - Apr 29, 2025 |
| #5 | -6.71% Jul 16, 2024 - Aug 23, 2024 | -14.82% Jan 27, 2026 - Mar 27, 2026 |
| #6 | -6.47% Feb 26, 2026 - Apr 17, 2026 | -9.10% Dec 1, 2014 - Feb 3, 2015 |
| #7 | -5.87% Nov 16, 2021 - Dec 27, 2021 | -8.58% Jul 9, 2025 - Jan 5, 2026 |
| #8 | -5.69% Mar 28, 2024 - Jul 11, 2024 | -8.10% May 15, 2024 - Aug 23, 2024 |
| #9 | -5.24% Jun 8, 2021 - Aug 3, 2021 | -7.43% Sep 27, 2024 - Jan 21, 2025 |
| #10 | -5.03% Sep 2, 2021 - Oct 20, 2021 | -6.23% Mar 27, 2024 - May 9, 2024 |
| #11 | -4.16% Aug 30, 2024 - Sep 19, 2024 | -5.67% Jan 8, 2021 - Mar 10, 2021 |
| #12 | -4.07% Feb 12, 2021 - Mar 10, 2021 | -4.04% Feb 3, 2015 - Feb 20, 2015 |
| #13 | -4.02% May 7, 2021 - May 27, 2021 | -3.67% Apr 16, 2021 - May 7, 2021 |
| #14 | -3.87% Mar 15, 2021 - Apr 5, 2021 | -3.63% Mar 2, 2015 - Mar 16, 2015 |
| #15 | -3.62% Jan 23, 2020 - Feb 11, 2020 | -3.62% Jun 5, 2025 - Jun 26, 2025 |
Correlation
Correlation between ULVM and DAX is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2015 - 2026)
ULVM vs DAX dividend yield comparison.
| Year | ULVM | DAX |
|---|---|---|
| 2026 | 0.73% | 0.00% |
| 2025 | 1.81% | 1.47% |
| 2024 | 1.57% | 2.24% |
| 2023 | 1.94% | 2.48% |
| 2022 | 1.91% | 2.80% |
| 2021 | 1.36% | 2.65% |
| 2020 | 1.51% | 2.25% |
| 2019 | 1.88% | 2.47% |
| 2018 | 1.67% | 3.33% |
| 2017 | 0.38% | 1.73% |
| 2016 | 0.00% | 1.78% |
| 2015 | 0.00% | 1.41% |
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