ULVM vs FTF
Comparison between VICTORYSHARES US VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA VALUE MOMENTUM ETF (ULVM, ETF) and Franklin Ltd Duration Income Trust (FTF, ETF).
5-Year PerformanceULVM has outperformed FTF, delivering a return of +12.6% compared to +2.6%
ULVM vs FTF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ULVM vs FTF - Historical Returns
Returns include dividend reinvestment.
ULVM vs FTF - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | ULVM | FTF |
|---|---|---|
| 2026 | +17.67% | +2.23% |
| 2025 | +16.00% | +4.80% |
| 2024 | +19.24% | +17.84% |
| 2023 | +10.56% | +12.41% |
| 2022 | -8.85% | -22.54% |
| 2021 | +32.46% | +8.60% |
| 2020 | +3.47% | +9.26% |
| 2019 | +22.30% | +17.39% |
| 2018 | -12.64% | -14.85% |
| 2017 | +4.30% | +9.32% |
| 2016 | N/A | +20.34% |
| 2015 | N/A | -5.63% |
| 2014 | N/A | +0.29% |
| 2013 | N/A | -6.21% |
| 2012 | N/A | +17.68% |
| 2011 | N/A | +8.07% |
| 2010 | N/A | +18.35% |
| 2009 | N/A | +52.93% |
| 2008 | N/A | -20.82% |
| 2007 | N/A | -7.48% |
| 2006 | N/A | +17.38% |
| 2005 | N/A | -8.66% |
| 2004 | N/A | +8.08% |
| 2003 | N/A | -1.02% |
ULVM vs FTF Drawdown Comparison
The maximum drawdown for ULVM was -40.71%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.
The maximum drawdown for FTF was -51.16%, occurring on Nov 21, 2008. Recovery took 587 trading sessions.
The current ULVM drawdown is -0.26%.
| Rank | ULVM | FTF |
|---|---|---|
| #1 | -40.71% Feb 14, 2020 - Dec 8, 2020 | -51.16% May 31, 2007 - Sep 28, 2009 |
| #2 | -21.95% Jan 26, 2018 - Dec 20, 2019 | -36.64% Aug 28, 2018 - Dec 18, 2020 |
| #3 | -19.77% Jan 4, 2022 - Jan 25, 2024 | -28.55% Dec 28, 2021 - Sep 16, 2024 |
| #4 | -18.14% Nov 29, 2024 - Jul 22, 2025 | -20.46% Feb 19, 2013 - Oct 21, 2016 |
| #5 | -6.71% Jul 16, 2024 - Aug 23, 2024 | -17.04% Jul 8, 2011 - Mar 27, 2012 |
| #6 | -6.47% Feb 26, 2026 - Apr 17, 2026 | -15.13% Mar 7, 2005 - Sep 15, 2006 |
| #7 | -5.87% Nov 16, 2021 - Dec 27, 2021 | -14.73% Apr 29, 2010 - Sep 29, 2010 |
| #8 | -5.69% Mar 28, 2024 - Jul 11, 2024 | -11.70% Mar 17, 2004 - Sep 3, 2004 |
| #9 | -5.24% Jun 8, 2021 - Aug 3, 2021 | -11.58% Feb 19, 2025 - Jul 1, 2025 |
| #10 | -5.03% Sep 2, 2021 - Oct 20, 2021 | -10.83% Oct 1, 2012 - Jan 2, 2013 |
| #11 | -4.16% Aug 30, 2024 - Sep 19, 2024 | -8.82% May 24, 2012 - Jun 27, 2012 |
| #12 | -4.07% Feb 12, 2021 - Mar 10, 2021 | -7.52% Oct 26, 2010 - Feb 11, 2011 |
| #13 | -4.02% May 7, 2021 - May 27, 2021 | -6.54% Feb 10, 2026 - Jul 21, 2026 |
| #14 | -3.87% Mar 15, 2021 - Apr 5, 2021 | -6.32% Sep 29, 2009 - Dec 14, 2009 |
| #15 | -3.62% Jan 23, 2020 - Feb 11, 2020 | -6.09% Jan 26, 2018 - Aug 22, 2018 |
Correlation
Correlation between ULVM and FTF is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2003 - 2026)
ULVM vs FTF dividend yield comparison.
| Year | ULVM | FTF |
|---|---|---|
| 2026 | 0.90% | 6.23% |
| 2025 | 1.81% | 12.00% |
| 2024 | 1.57% | 11.13% |
| 2023 | 1.94% | 11.41% |
| 2022 | 1.91% | 12.62% |
| 2021 | 1.36% | 10.26% |
| 2020 | 1.51% | 9.50% |
| 2019 | 1.88% | 10.73% |
| 2018 | 1.67% | 12.37% |
| 2017 | 0.38% | 10.86% |
| 2016 | 0.00% | 6.56% |
| 2015 | 0.00% | 6.94% |
| 2014 | 0.00% | 7.05% |
| 2013 | 0.00% | 6.90% |
| 2012 | 0.00% | 6.35% |
| 2011 | 0.00% | 7.73% |
| 2010 | 0.00% | 7.84% |
| 2009 | 0.00% | 7.95% |
| 2008 | 0.00% | 11.27% |
| 2007 | 0.00% | 8.71% |
| 2006 | 0.00% | 7.83% |
| 2005 | 0.00% | 9.04% |
| 2004 | 0.00% | 8.11% |
| 2003 | 0.00% | 2.03% |
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