ULVM vs IQSI
Comparison between VICTORYSHARES US VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA VALUE MOMENTUM ETF (ULVM, ETF) and NYLI CANDRIAM INTERNATIONAL EQUITY ETF (IQSI, ETF).
5-Year PerformanceULVM has outperformed IQSI, delivering a return of +12.6% compared to +8.3%
ULVM vs IQSI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ULVM
$260M
Winner
IQSI
$261M
Expense Ratio
ULVM
0.20%
Winner
IQSI
0.15%
Max Drawdown
ULVM
40.81%
Winner
IQSI
32.52%
Sharpe Ratio
Winner
ULVM
2.01
IQSI
0.99
5Y Beta
ULVM
0.76
Winner
IQSI
0.75
P/E Ratio
ULVM
18.95
IQSI
N/A
Forward P/E
ULVM
13.91
IQSI
N/A
PEG Ratio
ULVM
0.51
IQSI
N/A
5Y Dividends CAGR
ULVM
18.57%
Winner
IQSI
29.35%
5Y EPS CAGR
ULVM
10.36%
IQSI
N/A
Debt to Equity
ULVM
13.14%
IQSI
N/A
P/S Ratio
ULVM
1.48
IQSI
N/A
P/B Ratio
ULVM
1.96
IQSI
N/A
ULVM vs IQSI - Holdings Comparison
ULVM and IQSI have 1 common holdings. Overlap is 0.00%
ULVM's top 25 holdings weight is 32.82%. IQSI's top 25 holdings weight is 33.32%.
| Rank | ULVM | IQSI |
|---|---|---|
| #1 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.61% | ASML HOLDING NV (n/a) - 4.91% |
| #2 | JOHNSON & JOHNSON (JNJ) - 1.54% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 2.01% |
| #3 | ATMOS ENERGY CORP (ATO) - 1.52% | NESTLE SA (n/a) - 1.95% |
| #4 | REALTY INCOME CORP (O) - 1.52% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.95% |
| #5 | LOEWS CORP (L) - 1.50% | ASTRAZENECA PLC (AZN:XLON) - 1.75% |
| #6 | EVERGY INC (EVRG) - 1.49% | TOKYO ELECTRON LTD (n/a) - 1.52% |
| #7 | AMEREN CORP (AEE) - 1.46% | SIEMENS AG (n/a) - 1.51% |
| #8 | CENTERPOINT ENERGY INC (CNP) - 1.45% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 1.39% |
| #9 | CHUBB LTD (CB) - 1.40% | TOYOTA MOTOR CORP (n/a) - 1.31% |
| #10 | CONSOLIDATED EDISON INC (ED) - 1.39% | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.17% |
| #11 | W.P. CAREY INC (WPC) - 1.38% | SCHNEIDER ELECTRIC SE (n/a) - 1.13% |
| #12 | CINCINNATI FINANCIAL CORP (CINF) - 1.34% | ABB LTD (n/a) - 1.10% |
| #13 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.28% | IBERDROLA SA (n/a) - 1.07% |
| #14 | ARCH CAPITAL GROUP LTD (ACGL) - 1.25% | SAP SE (n/a) - 1.05% |
| #15 | SNAP-ON INC (SNA) - 1.22% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.00% |
| #16 | BANK OF NEW YORK MELLON CORP (BNY) - 1.19% | UNILEVER PLC (n/a) - 0.99% |
| #17 | BANK OF AMERICA CORP (BAC) - 1.19% | ADVANTEST CORP (n/a) - 0.94% |
| #18 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.18% | MIZUHO FINANCIAL GROUP INC (n/a) - 0.91% |
| #19 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.17% | AIR LIQUIDE SA (n/a) - 0.88% |
| #20 | M&T BANK CORP (MTB) - 1.17% | SONY GROUP CORP (n/a) - 0.84% |
| #21 | U.S. BANCORP (USB) - 1.16% | ZURICH INSURANCE GROUP AG (n/a) - 0.81% |
| #22 | ENTERGY CORP (ETR) - 1.15% | HITACHI LTD (n/a) - 0.81% |
| #23 | PRINCIPAL FINANCIAL GROUP INC (PFG) - 1.11% | DEUTSCHE TELEKOM AG (n/a) - 0.79% |
| #24 | PROLOGIS INC (PLD) - 1.09% | DBS GROUP HOLDINGS LTD (n/a) - 0.78% |
| #25 | STATE STREET CORP (STT) - 1.06% | RECRUIT HOLDINGS CO LTD (n/a) - 0.75% |
| Total Holdings | 125 | 601 |
ULVM vs IQSI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ULVM
+2.14%
IQSI
-0.95%
3M
Winner
ULVM
+7.65%
IQSI
+3.90%
6M
Winner
ULVM
+14.24%
IQSI
+7.12%
1Y
Winner
ULVM
+28.10%
IQSI
+19.11%
5Y(CAGR)
Winner
ULVM
+12.63%
IQSI
+8.35%
10Y(CAGR)
ULVM
+11.13%
IQSI
N/A
Max(CAGR)
Winner
ULVM
+11.13%
IQSI
+9.41%
ULVM vs IQSI - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | ULVM | IQSI |
|---|---|---|
| 2026 | +17.67% | +9.13% |
| 2025 | +16.00% | +27.41% |
| 2024 | +19.24% | +5.23% |
| 2023 | +10.56% | +15.90% |
| 2022 | -8.85% | -15.15% |
| 2021 | +32.46% | +12.52% |
| 2020 | +3.47% | +9.33% |
| 2019 | +22.30% | +0.27% |
| 2018 | -12.64% | N/A |
| 2017 | +4.30% | N/A |
ULVM vs IQSI Drawdown Comparison
The maximum drawdown for ULVM was -40.71%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.
The maximum drawdown for IQSI was -31.90%, occurring on Mar 18, 2020. Recovery took 205 trading sessions.
The current ULVM drawdown is -0.26%. The current IQSI drawdown is -1.75%.
| Rank | ULVM | IQSI |
|---|---|---|
| #1 | -40.71% Feb 14, 2020 - Dec 8, 2020 | -31.90% Jan 17, 2020 - Nov 9, 2020 |
| #2 | -21.95% Jan 26, 2018 - Dec 20, 2019 | -29.85% Sep 3, 2021 - Feb 22, 2024 |
| #3 | -19.77% Jan 4, 2022 - Jan 25, 2024 | -14.01% Sep 26, 2024 - Apr 29, 2025 |
| #4 | -18.14% Nov 29, 2024 - Jul 22, 2025 | -11.99% Feb 25, 2026 - Jun 16, 2026 |
| #5 | -6.71% Jul 16, 2024 - Aug 23, 2024 | -7.35% Jul 12, 2024 - Aug 19, 2024 |
| #6 | -6.47% Feb 26, 2026 - Apr 17, 2026 | -5.55% Jun 15, 2021 - Aug 11, 2021 |
| #7 | -5.87% Nov 16, 2021 - Dec 27, 2021 | -5.36% Mar 27, 2024 - May 14, 2024 |
| #8 | -5.69% Mar 28, 2024 - Jul 11, 2024 | -5.35% Oct 27, 2025 - Dec 11, 2025 |
| #9 | -5.24% Jun 8, 2021 - Aug 3, 2021 | -4.18% Jan 21, 2021 - Feb 9, 2021 |
| #10 | -5.03% Sep 2, 2021 - Oct 20, 2021 | -4.11% Jul 23, 2025 - Aug 13, 2025 |
| #11 | -4.16% Aug 30, 2024 - Sep 19, 2024 | -4.01% Aug 30, 2024 - Sep 26, 2024 |
| #12 | -4.07% Feb 12, 2021 - Mar 10, 2021 | -3.80% Feb 16, 2021 - Mar 17, 2021 |
| #13 | -4.02% May 7, 2021 - May 27, 2021 | -3.44% Oct 6, 2025 - Oct 20, 2025 |
| #14 | -3.87% Mar 15, 2021 - Apr 5, 2021 | -3.40% May 7, 2021 - May 24, 2021 |
| #15 | -3.62% Jan 23, 2020 - Feb 11, 2020 | -3.37% Jun 12, 2025 - Jun 27, 2025 |
Correlation
Correlation between ULVM and IQSI is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2017 - 2026)
ULVM vs IQSI dividend yield comparison.
| Year | ULVM | IQSI |
|---|---|---|
| 2026 | 0.90% | 1.75% |
| 2025 | 1.81% | 2.75% |
| 2024 | 1.57% | 2.79% |
| 2023 | 1.94% | 2.98% |
| 2022 | 1.91% | 2.89% |
| 2021 | 1.36% | 2.75% |
| 2020 | 1.51% | 1.65% |
| 2019 | 1.88% | 0.00% |
| 2018 | 1.67% | 0.00% |
| 2017 | 0.38% | 0.00% |
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