ULVM vs MNA
Comparison between VICTORYSHARES US VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA VALUE MOMENTUM ETF (ULVM, ETF) and NYLI MERGER ARBITRAGE ETF (MNA, ETF).
5-Year PerformanceULVM has outperformed MNA, delivering a return of +11.4% compared to +1.9%
ULVM vs MNA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ULVM
$250M
MNA
$249M
Expense Ratio
Winner
ULVM
0.20%
MNA
0.77%
Max Drawdown
ULVM
40.81%
Winner
MNA
16.68%
Sharpe Ratio
Winner
ULVM
2.09
MNA
0.13
5Y Beta
ULVM
0.78
Winner
MNA
0.10
P/E Ratio
Winner
ULVM
20.67
MNA
75.68
Forward P/E
ULVM
14.81
Winner
MNA
13.48
PEG Ratio
ULVM
0.44
MNA
N/A
5Y Dividends CAGR
ULVM
13.91%
MNA
N/A
5Y EPS CAGR
ULVM
11.38%
MNA
N/A
Debt to Equity
Winner
ULVM
41.10%
MNA
100.38%
P/S Ratio
Winner
ULVM
1.42
MNA
1.75
P/B Ratio
Winner
ULVM
2.06
MNA
2.77
ULVM vs MNA - Holdings Comparison
ULVM and MNA have 1 common holdings. Overlap is -2.13%
ULVM's top 25 holdings weight is 30.13%. MNA's top 25 holdings weight is 78.13%.
| Rank | ULVM | MNA |
|---|---|---|
| #1 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% | DREY INST PREF GOV MM INST 6546 (n/a) - 7.16% |
| #2 | LOEWS CORP (L) - 1.43% | TECK RESOURCES LTD CLASS B (SUB VOTING) (n/a) - 5.34% |
| #3 | EVERGY INC (EVRG) - 1.41% | NORFOLK SOUTHERN CORP (NSC) - 4.08% |
| #4 | AMEREN CORP (AEE) - 1.40% | ELECTRONIC ARTS INC (EA) - 3.81% |
| #5 | FIRSTENERGY CORP (FE) - 1.38% | REC BKH US SMS (n/a) - 3.77% |
| #6 | CENTERPOINT ENERGY INC (CNP) - 1.33% | NORTHWESTERN ENERGY GROUP INC (NWE) - 3.68% |
| #7 | ATMOS ENERGY CORP (ATO) - 1.31% | CHART INDUSTRIES INC (GTLS) - 3.51% |
| #8 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.26% | TXNM ENERGY INC (TXNM) - 3.51% |
| #9 | VENTAS INC (VTR) - 1.24% | REC UNP US SMS (n/a) - 3.50% |
| #10 | ENTERGY CORP (ETR) - 1.23% | n/a (WBD) - 3.23% |
| #11 | REALTY INCOME CORP (O) - 1.23% | THE AES CORP (AES) - 3.06% |
| #12 | W.P. CAREY INC (WPC) - 1.23% | ARC RESOURCES LTD (n/a) - 2.96% |
| #13 | BANK OF NEW YORK MELLON CORP (BNY) - 1.19% | QORVO INC (QRVO) - 2.92% |
| #14 | CONSOLIDATED EDISON INC (ED) - 1.19% | KENVUE INC (KVUE) - 2.78% |
| #15 | JOHNSON & JOHNSON (JNJ) - 1.15% | ORGANON & CO ORDINARY SHARES (OGN) - 2.69% |
| #16 | ROSS STORES INC (ROST) - 1.13% | GLOBALSTAR INC (GSAT) - 2.56% |
| #17 | WELLTOWER INC (WELL) - 1.12% | EQUITABLE HOLDINGS INC (EQH) - 2.50% |
| #18 | CHUBB LTD (CB) - 1.11% | PAY KMB US SMS (n/a) - 2.29% |
| #19 | QUALCOMM INC (QCOM) - 1.10% | AXALTA COATING SYSTEMS LTD (AXTA) - 2.24% |
| #20 | EXELON CORP (EXC) - 1.08% | PENUMBRA INC (PEN) - 2.17% |
| #21 | CINCINNATI FINANCIAL CORP (CINF) - 1.07% | SCHRODERS PLC (n/a) - 2.17% |
| #22 | MARKEL GROUP INC (MKL) - 1.06% | WEBSTER FINANCIAL CORP (WBS) - 2.07% |
| #23 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.04% | PAY AKZA US SMS (n/a) - 2.07% |
| #24 | STATE STREET CORP (STT) - 1.01% | FIRST CAPITAL REIT (n/a) - 2.04% |
| #25 | GENERAL DYNAMICS CORP (GD) - 1.00% | KENNEDY-WILSON HOLDINGS INC (KW) - 2.02% |
| Total Holdings | 126 | 98 |
ULVM vs MNA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ULVM
+2.86%
MNA
+0.04%
3M
Winner
ULVM
+7.15%
MNA
+0.72%
6M
Winner
ULVM
+14.72%
MNA
+1.70%
1Y
Winner
ULVM
+29.02%
MNA
+4.23%
5Y(CAGR)
Winner
ULVM
+11.41%
MNA
+1.86%
10Y(CAGR)
Winner
ULVM
+10.83%
MNA
+2.75%
Max(CAGR)
Winner
ULVM
+10.83%
MNA
+2.68%
ULVM vs MNA - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | ULVM | MNA |
|---|---|---|
| 2026 | +13.43% | +1.64% |
| 2025 | +16.00% | +8.19% |
| 2024 | +19.24% | +4.83% |
| 2023 | +10.56% | +0.21% |
| 2022 | -8.85% | -1.49% |
| 2021 | +32.46% | -3.36% |
| 2020 | +3.47% | +2.65% |
| 2019 | +22.30% | +5.10% |
| 2018 | -12.64% | +1.70% |
| 2017 | +4.30% | +5.72% |
| 2016 | N/A | +4.30% |
| 2015 | N/A | +1.45% |
| 2014 | N/A | +5.68% |
| 2013 | N/A | +7.13% |
| 2012 | N/A | +1.16% |
| 2011 | N/A | -0.69% |
| 2010 | N/A | -2.62% |
| 2009 | N/A | +0.96% |
ULVM vs MNA Drawdown Comparison
The maximum drawdown for ULVM was -40.71%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.
The maximum drawdown for MNA was -16.68%, occurring on Mar 18, 2020. Recovery took 172 trading sessions.
The current ULVM drawdown is -0.86%. The current MNA drawdown is -0.46%.
| Rank | ULVM | MNA |
|---|---|---|
| #1 | -40.71% Feb 14, 2020 - Dec 8, 2020 | -16.68% Jan 24, 2020 - Sep 29, 2020 |
| #2 | -21.95% Jan 26, 2018 - Dec 20, 2019 | -11.94% Apr 23, 2010 - Jul 18, 2013 |
| #3 | -19.77% Jan 4, 2022 - Jan 25, 2024 | -10.74% Apr 26, 2021 - Jan 15, 2025 |
| #4 | -18.14% Nov 29, 2024 - Jul 22, 2025 | -5.78% May 28, 2015 - Mar 3, 2016 |
| #5 | -6.71% Jul 16, 2024 - Aug 23, 2024 | -4.83% Jan 24, 2018 - Oct 16, 2018 |
| #6 | -6.47% Feb 26, 2026 - Apr 17, 2026 | -3.98% Jan 8, 2021 - Apr 21, 2021 |
| #7 | -5.87% Nov 16, 2021 - Dec 27, 2021 | -3.90% Jul 23, 2014 - Nov 26, 2014 |
| #8 | -5.69% Mar 28, 2024 - Jul 11, 2024 | -3.04% Aug 8, 2013 - Sep 18, 2013 |
| #9 | -5.24% Jun 8, 2021 - Aug 3, 2021 | -3.00% Jan 31, 2019 - Oct 22, 2019 |
| #10 | -5.03% Sep 2, 2021 - Oct 20, 2021 | -2.85% May 25, 2016 - Sep 2, 2016 |
| #11 | -4.16% Aug 30, 2024 - Sep 19, 2024 | -2.50% Nov 7, 2018 - Jan 15, 2019 |
| #12 | -4.07% Feb 12, 2021 - Mar 10, 2021 | -2.44% Mar 20, 2014 - Jun 17, 2014 |
| #13 | -4.02% May 7, 2021 - May 27, 2021 | -2.33% Nov 6, 2020 - Jan 8, 2021 |
| #14 | -3.87% Mar 15, 2021 - Apr 5, 2021 | -2.28% Mar 4, 2016 - May 25, 2016 |
| #15 | -3.62% Jan 23, 2020 - Feb 11, 2020 | -2.26% Sep 30, 2016 - Nov 23, 2016 |
Correlation
Correlation between ULVM and MNA is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2009 - 2026)
ULVM vs MNA dividend yield comparison.
| Year | ULVM | MNA |
|---|---|---|
| 2026 | 0.52% | 0.00% |
| 2025 | 1.81% | 0.00% |
| 2024 | 1.57% | 0.00% |
| 2023 | 1.94% | 1.20% |
| 2022 | 1.91% | 0.00% |
| 2021 | 1.36% | 0.00% |
| 2020 | 1.51% | 2.30% |
| 2019 | 1.88% | 0.00% |
| 2018 | 1.67% | 0.00% |
| 2017 | 0.38% | 0.00% |
| 2016 | 0.00% | 0.21% |
| 2015 | 0.00% | 0.87% |
| 2013 | 0.00% | 0.99% |
| 2012 | 0.00% | 0.19% |
| 2010 | 0.00% | 1.33% |
| 2009 | 0.00% | 0.01% |
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