ULVM vs SIO

Comparison between VICTORYSHARES US VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA VALUE MOMENTUM ETF (ULVM, ETF) and TOUCHSTONE STRATEGIC INCOME ETF (SIO, ETF).

ULVM vs SIO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ULVM(ETF)	SIO(ETF)
Net Assets	$250M	$249M
Expense Ratio	0.20%	0.50%
Max Drawdown	40.81%	8.43%
Sharpe Ratio	2.09	0.59
5Y Beta	0.78	0.06
P/E Ratio	20.67	N/A
Forward P/E	14.81	N/A
PEG Ratio	0.44	N/A
5Y Dividends CAGR	13.91%	N/A
5Y EPS CAGR	11.38%	N/A
Debt to Equity	41.10%	N/A
P/S Ratio	1.42	N/A
P/B Ratio	2.06	N/A

Net Assets

Winner

ULVM

$250M

SIO

$249M

Expense Ratio

Winner

ULVM

0.20%

SIO

0.50%

Max Drawdown

ULVM

40.81%

Winner

SIO

8.43%

Sharpe Ratio

Winner

ULVM

2.09

SIO

0.59

5Y Beta

ULVM

0.78

Winner

SIO

0.06

P/E Ratio

ULVM

20.67

SIO

N/A

Forward P/E

ULVM

14.81

SIO

N/A

PEG Ratio

ULVM

0.44

SIO

N/A

5Y Dividends CAGR

ULVM

13.91%

SIO

N/A

5Y EPS CAGR

ULVM

11.38%

SIO

N/A

Debt to Equity

ULVM

41.10%

SIO

N/A

P/S Ratio

ULVM

1.42

SIO

N/A

P/B Ratio

ULVM

2.06

SIO

N/A

ULVM vs SIO - Historical Returns

Returns include dividend reinvestment.

Period	ULVM	SIO
1 month	+2.86%	+0.40%
3 months	+7.15%	-0.41%
6 months	+14.72%	+1.33%
1 year	+29.02%	+6.34%
5 years(CAGR)	+11.41%	N/A
10 years(CAGR)	+10.83%	N/A
Max(CAGR)	+10.83%	+6.56%

Winner

ULVM

+2.86%

SIO

+0.40%

Winner

ULVM

+7.15%

SIO

-0.41%

Winner

ULVM

+14.72%

SIO

+1.33%

Winner

ULVM

+29.02%

SIO

+6.34%

5Y(CAGR)

ULVM

+11.41%

SIO

N/A

10Y(CAGR)

ULVM

+10.83%

SIO

N/A

Max(CAGR)

Winner

ULVM

+10.83%

SIO

+6.56%

ULVM vs SIO - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	ULVM	SIO
2026	+13.43%	+0.91%
2025	+16.00%	+9.20%
2024	+19.24%	+6.44%
2023	+10.56%	+8.06%
2022	-8.85%	+0.71%
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 SIO Drawdown Comparison

The maximum drawdown for ULVM was -40.71%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.

The maximum drawdown for SIO was -6.95%, occurring on Oct 20, 2022. Recovery took 101 trading sessions.

The current ULVM drawdown is -0.86%. The current SIO drawdown is -1.06%.

Rank	ULVM	SIO
#1	-40.71% Feb 14, 2020 - Dec 8, 2020	-6.95% Aug 12, 2022 - Jan 6, 2023
#2	-21.95% Jan 26, 2018 - Dec 20, 2019	-4.86% Feb 2, 2023 - Nov 29, 2023
#3	-19.77% Jan 4, 2022 - Jan 25, 2024	-3.18% Sep 20, 2024 - Feb 26, 2025
#4	-18.14% Nov 29, 2024 - Jul 22, 2025	-2.62% Feb 27, 2026 - Mar 27, 2026
#5	-6.71% Jul 16, 2024 - Aug 23, 2024	-2.38% Mar 28, 2024 - May 15, 2024
#6	-6.47% Feb 26, 2026 - Apr 17, 2026	-2.26% Apr 3, 2025 - Apr 29, 2025
#7	-5.87% Nov 16, 2021 - Dec 27, 2021	-1.46% Feb 1, 2024 - Mar 6, 2024
#8	-5.69% Mar 28, 2024 - Jul 11, 2024	-1.30% Oct 27, 2025 - Dec 26, 2025
#9	-5.24% Jun 8, 2021 - Aug 3, 2021	-1.19% May 16, 2024 - Jun 4, 2024
#10	-5.03% Sep 2, 2021 - Oct 20, 2021	-1.06% Dec 26, 2025 - Feb 10, 2026
#11	-4.16% Aug 30, 2024 - Sep 19, 2024	-1.04% Jun 30, 2025 - Jul 28, 2025
#12	-4.07% Feb 12, 2021 - Mar 10, 2021	-1.03% Dec 27, 2023 - Jan 12, 2024
#13	-4.02% May 7, 2021 - May 27, 2021	-1.00% Apr 30, 2025 - May 30, 2025
#14	-3.87% Mar 15, 2021 - Apr 5, 2021	-0.95% Mar 8, 2024 - Mar 27, 2024
#15	-3.62% Jan 23, 2020 - Feb 11, 2020	-0.81% Mar 3, 2025 - Apr 1, 2025