ULVM vs ESN
Comparison between VICTORYSHARES US VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA VALUE MOMENTUM ETF (ULVM, ETF) and ESSENTIAL 40 STOCK ETF (ESN, ETF).
ULVM vs ESN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ULVM
$250M
ESN
$249M
Expense Ratio
Winner
ULVM
0.20%
ESN
0.70%
Max Drawdown
ULVM
40.81%
Winner
ESN
13.60%
Sharpe Ratio
Winner
ULVM
2.09
ESN
2.02
5Y Beta
ULVM
0.78
Winner
ESN
0.67
P/E Ratio
Winner
ULVM
20.67
ESN
23.89
Forward P/E
Winner
ULVM
14.81
ESN
18.20
PEG Ratio
Winner
ULVM
0.44
ESN
0.56
5Y Dividends CAGR
ULVM
13.91%
ESN
N/A
5Y EPS CAGR
ULVM
11.38%
Winner
ESN
11.60%
Debt to Equity
ULVM
41.10%
ESN
N/A
P/S Ratio
Winner
ULVM
1.42
ESN
1.62
P/B Ratio
Winner
ULVM
2.06
ESN
4.00
ULVM vs ESN - Holdings Comparison
ULVM and ESN have 15 common holdings. Overlap is 12.23%
ULVM's top 25 holdings weight is 30.13%. ESN's top 25 holdings weight is 67.98%.
| Rank | ULVM | ESN |
|---|---|---|
| #1 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% | INTEL CORP (INTC) - 6.13% |
| #2 | LOEWS CORP (L) - 1.43% | MARATHON PETROLEUM CORP (MPC) - 3.20% |
| #3 | EVERGY INC (EVRG) - 1.41% | PALO ALTO NETWORKS INC (PANW) - 3.16% |
| #4 | AMEREN CORP (AEE) - 1.40% | FEDEX CORP (FDX) - 2.86% |
| #5 | FIRSTENERGY CORP (FE) - 1.38% | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 2.81% |
| #6 | CENTERPOINT ENERGY INC (CNP) - 1.33% | EXXON MOBIL CORP (XOM) - 2.78% |
| #7 | ATMOS ENERGY CORP (ATO) - 1.31% | APPLE INC (AAPL) - 2.73% |
| #8 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.26% | VERIZON COMMUNICATIONS INC (VZ) - 2.72% |
| #9 | VENTAS INC (VTR) - 1.24% | CVS HEALTH CORP (CVS) - 2.67% |
| #10 | ENTERGY CORP (ETR) - 1.23% | ALPHABET INC CLASS A (GOOGL) - 2.64% |
| #11 | REALTY INCOME CORP (O) - 1.23% | NUTRIEN LTD (n/a) - 2.55% |
| #12 | W.P. CAREY INC (WPC) - 1.23% | UNITEDHEALTH GROUP INC (UNH) - 2.54% |
| #13 | BANK OF NEW YORK MELLON CORP (BNY) - 1.19% | JOHNSON & JOHNSON (JNJ) - 2.50% |
| #14 | CONSOLIDATED EDISON INC (ED) - 1.19% | AMAZON.COM INC (AMZN) - 2.50% |
| #15 | JOHNSON & JOHNSON (JNJ) - 1.15% | DELTA AIR LINES INC (DAL) - 2.48% |
| #16 | ROSS STORES INC (ROST) - 1.13% | COSTCO WHOLESALE CORP (COST) - 2.45% |
| #17 | WELLTOWER INC (WELL) - 1.12% | CME GROUP INC CLASS A (CME) - 2.45% |
| #18 | CHUBB LTD (CB) - 1.11% | CHUBB LTD (CB) - 2.44% |
| #19 | QUALCOMM INC (QCOM) - 1.10% | FORD MOTOR CO (F) - 2.44% |
| #20 | EXELON CORP (EXC) - 1.08% | FREEPORT-MCMORAN INC (FCX) - 2.41% |
| #21 | CINCINNATI FINANCIAL CORP (CINF) - 1.07% | DUKE ENERGY CORP (DUK) - 2.41% |
| #22 | MARKEL GROUP INC (MKL) - 1.06% | SYSCO CORP (SYY) - 2.31% |
| #23 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.04% | PFIZER INC (PFE) - 2.31% |
| #24 | STATE STREET CORP (STT) - 1.01% | WASTE MANAGEMENT INC (WM) - 2.25% |
| #25 | GENERAL DYNAMICS CORP (GD) - 1.00% | ELI LILLY AND CO (LLY) - 2.24% |
| Total Holdings | 126 | 42 |
ULVM vs ESN - Historical Returns
Returns include dividend reinvestment.
1M
ULVM
+2.86%
Winner
ESN
+3.09%
3M
ULVM
+7.15%
Winner
ESN
+7.23%
6M
Winner
ULVM
+14.72%
ESN
+13.12%
1Y
Winner
ULVM
+29.02%
ESN
+26.32%
5Y(CAGR)
ULVM
+11.41%
ESN
N/A
10Y(CAGR)
ULVM
+10.83%
ESN
N/A
Max(CAGR)
ULVM
+10.83%
Winner
ESN
+16.41%
ULVM vs ESN - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | ULVM | ESN |
|---|---|---|
| 2026 | +13.43% | +12.77% |
| 2025 | +16.00% | +16.95% |
| 2024 | +19.24% | -2.98% |
| 2023 | +10.56% | N/A |
| 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 ESN Drawdown Comparison
The maximum drawdown for ULVM was -40.71%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.
The maximum drawdown for ESN was -13.60%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The current ULVM drawdown is -0.86%. The current ESN drawdown is -1.84%.
| Rank | ULVM | ESN |
|---|---|---|
| #1 | -40.71% Feb 14, 2020 - Dec 8, 2020 | -13.60% Feb 19, 2025 - Jun 27, 2025 |
| #2 | -21.95% Jan 26, 2018 - Dec 20, 2019 | -6.42% Mar 2, 2026 - Apr 17, 2026 |
| #3 | -19.77% Jan 4, 2022 - Jan 25, 2024 | -5.60% Nov 29, 2024 - Feb 13, 2025 |
| #4 | -18.14% Nov 29, 2024 - Jul 22, 2025 | -4.90% Oct 27, 2025 - Jan 5, 2026 |
| #5 | -6.71% Jul 16, 2024 - Aug 23, 2024 | -3.18% Jul 10, 2025 - Aug 15, 2025 |
| #6 | -6.47% Feb 26, 2026 - Apr 17, 2026 | -2.86% Oct 21, 2024 - Nov 6, 2024 |
| #7 | -5.87% Nov 16, 2021 - Dec 27, 2021 | -2.19% Oct 6, 2025 - Oct 24, 2025 |
| #8 | -5.69% Mar 28, 2024 - Jul 11, 2024 | -1.86% Nov 11, 2024 - Nov 25, 2024 |
| #9 | -5.24% Jun 8, 2021 - Aug 3, 2021 | -1.84% May 29, 2026 - Jun 5, 2026 |
| #10 | -5.03% Sep 2, 2021 - Oct 20, 2021 | -1.80% Feb 11, 2026 - Feb 27, 2026 |
| #11 | -4.16% Aug 30, 2024 - Sep 19, 2024 | -1.39% Jan 15, 2026 - Jan 22, 2026 |
| #12 | -4.07% Feb 12, 2021 - Mar 10, 2021 | -1.17% Feb 4, 2026 - Feb 6, 2026 |
| #13 | -4.02% May 7, 2021 - May 27, 2021 | -0.92% May 14, 2026 - May 20, 2026 |
| #14 | -3.87% Mar 15, 2021 - Apr 5, 2021 | -0.84% Apr 30, 2026 - May 5, 2026 |
| #15 | -3.62% Jan 23, 2020 - Feb 11, 2020 | -0.74% Sep 11, 2025 - Sep 18, 2025 |
Correlation
Correlation between ULVM and ESN is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2017 - 2026)
ULVM vs ESN dividend yield comparison.
| Year | ULVM | ESN |
|---|---|---|
| 2026 | 0.52% | 0.00% |
| 2025 | 1.81% | 0.91% |
| 2024 | 1.57% | 0.76% |
| 2023 | 1.94% | 0.00% |
| 2022 | 1.91% | 0.00% |
| 2021 | 1.36% | 0.00% |
| 2020 | 1.51% | 0.00% |
| 2019 | 1.88% | 0.00% |
| 2018 | 1.67% | 0.00% |
| 2017 | 0.38% | 0.00% |
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