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ULVM vs SPY

Comparison between VICTORYSHARES US VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA VALUE MOMENTUM ETF (ULVM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceULVM has outperformed SPY, delivering a return of +12.5% compared to +12.4%

ULVM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ULVM
$260M
Winner
SPY
$781B
Expense Ratio
ULVM
0.20%
Winner
SPY
0.09%
Max Drawdown
Winner
ULVM
40.81%
SPY
56.47%
Sharpe Ratio
Winner
ULVM
2.04
SPY
1.22
5Y Beta
Winner
ULVM
0.76
SPY
1.00
P/E Ratio
Winner
ULVM
18.95
SPY
28.78
Forward P/E
Winner
ULVM
13.85
SPY
21.25
PEG Ratio
ULVM
0.51
SPY
N/A
5Y Dividends CAGR
Winner
ULVM
18.57%
SPY
6.00%
5Y EPS CAGR
ULVM
10.36%
Winner
SPY
25.62%
Debt to Equity
Winner
ULVM
13.14%
SPY
31.92%
P/S Ratio
Winner
ULVM
1.48
SPY
3.76
P/B Ratio
Winner
ULVM
1.96
SPY
5.64

ULVM vs SPY - Holdings Comparison

ULVM and SPY have 113 common holdings. Overlap is 15.82%

ULVM's top 25 holdings weight is 32.82%. SPY's top 25 holdings weight is 51.74%.

RankULVMSPY
#1
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.61%
NVIDIA CORP (NVDA) - 7.89%
#2
JOHNSON & JOHNSON (JNJ) - 1.54%
APPLE INC (AAPL) - 7.37%
#3
ATMOS ENERGY CORP (ATO) - 1.52%
MICROSOFT CORP (MSFT) - 4.50%
#4
REALTY INCOME CORP (O) - 1.52%
AMAZON.COM INC (AMZN) - 3.82%
#5
LOEWS CORP (L) - 1.50%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
EVERGY INC (EVRG) - 1.49%
BROADCOM INC (AVGO) - 2.86%
#7
AMEREN CORP (AEE) - 1.46%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
CENTERPOINT ENERGY INC (CNP) - 1.45%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
CHUBB LTD (CB) - 1.40%
TESLA INC (TSLA) - 1.70%
#10
CONSOLIDATED EDISON INC (ED) - 1.39%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
W.P. CAREY INC (WPC) - 1.38%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
CINCINNATI FINANCIAL CORP (CINF) - 1.34%
ELI LILLY AND CO (LLY) - 1.40%
#13
VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.28%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
ARCH CAPITAL GROUP LTD (ACGL) - 1.25%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
SNAP-ON INC (SNA) - 1.22%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
BANK OF NEW YORK MELLON CORP (BNY) - 1.19%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
BANK OF AMERICA CORP (BAC) - 1.19%
VISA INC CLASS A (V) - 0.90%
#18
ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.18%
WALMART INC (WMT) - 0.76%
#19
PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.17%
INTEL CORP (INTC) - 0.75%
#20
M&T BANK CORP (MTB) - 1.17%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
U.S. BANCORP (USB) - 1.16%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
ENTERGY CORP (ETR) - 1.15%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
PRINCIPAL FINANCIAL GROUP INC (PFG) - 1.11%
ABBVIE INC (ABBV) - 0.66%
#24
PROLOGIS INC (PLD) - 1.09%
CATERPILLAR INC (CAT) - 0.65%
#25
STATE STREET CORP (STT) - 1.06%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings125505

ULVM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ULVM
+1.98%
SPY
+0.63%
3M
Winner
ULVM
+7.53%
SPY
+4.46%
6M
Winner
ULVM
+14.98%
SPY
+7.67%
1Y
Winner
ULVM
+26.29%
SPY
+17.68%
5Y(CAGR)
Winner
ULVM
+12.54%
SPY
+12.42%
10Y(CAGR)
ULVM
+11.12%
Winner
SPY
+14.84%
Max(CAGR)
Winner
ULVM
+11.12%
SPY
+8.44%

ULVM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearULVMSPY
2026+17.61%+8.63%
2025+16.00%+18.00%
2024+19.24%+25.59%
2023+10.56%+26.72%
2022-8.85%-18.64%
2021+32.46%+30.52%
2020+3.47%+17.28%
2019+22.30%+31.09%
2018-12.64%-5.24%
2017+4.30%+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

ULVM vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current ULVM drawdown is -0.35%. The current SPY drawdown is -2.57%.

RankULVMSPY
#1-40.71%
Feb 14, 2020 - Dec 8, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-21.95%
Jan 26, 2018 - Dec 20, 2019		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-19.77%
Jan 4, 2022 - Jan 25, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-18.14%
Nov 29, 2024 - Jul 22, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-6.71%
Jul 16, 2024 - Aug 23, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-6.47%
Feb 26, 2026 - Apr 17, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-5.87%
Nov 16, 2021 - Dec 27, 2021		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-5.69%
Mar 28, 2024 - Jul 11, 2024		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-5.24%
Jun 8, 2021 - Aug 3, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.03%
Sep 2, 2021 - Oct 20, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.16%
Aug 30, 2024 - Sep 19, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.07%
Feb 12, 2021 - Mar 10, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.02%
May 7, 2021 - May 27, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.87%
Mar 15, 2021 - Apr 5, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.62%
Jan 23, 2020 - Feb 11, 2020		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between ULVM and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (1999 - 2026)

ULVM vs SPY dividend yield comparison.

YearULVMSPY
20260.90%0.50%
20251.81%1.07%
20241.57%1.21%
20231.94%1.40%
20221.91%1.65%
20211.36%1.20%
20201.51%1.52%
20191.88%1.75%
20181.67%2.04%
20170.38%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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