ULVM vs TDI
Comparison between VICTORYSHARES US VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA VALUE MOMENTUM ETF (ULVM, ETF) and TOUCHSTONE DYNAMIC INTERNATIONAL ETF (TDI, ETF).
ULVM vs TDI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ULVM
$250M
Winner
TDI
$250M
Expense Ratio
Winner
ULVM
0.20%
TDI
0.65%
Max Drawdown
ULVM
40.81%
Winner
TDI
15.35%
Sharpe Ratio
Winner
ULVM
2.09
TDI
1.56
5Y Beta
Winner
ULVM
0.78
TDI
0.79
P/E Ratio
ULVM
20.67
TDI
N/A
Forward P/E
ULVM
14.81
TDI
N/A
PEG Ratio
ULVM
0.44
TDI
N/A
5Y Dividends CAGR
ULVM
13.91%
TDI
N/A
5Y EPS CAGR
ULVM
11.38%
TDI
N/A
Debt to Equity
ULVM
41.10%
TDI
N/A
P/S Ratio
ULVM
1.42
TDI
N/A
P/B Ratio
ULVM
2.06
TDI
N/A
ULVM vs TDI - Holdings Comparison
ULVM and TDI have 1 common holdings. Overlap is -0.03%
ULVM's top 25 holdings weight is 30.13%. TDI's top 25 holdings weight is 45.30%.
| Rank | ULVM | TDI |
|---|---|---|
| #1 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% | n/a (n/a) - 5.75% |
| #2 | LOEWS CORP (L) - 1.43% | ASML HOLDING NV (n/a) - 2.73% |
| #3 | EVERGY INC (EVRG) - 1.41% | DREYFUS GOVERNMENT CASH MGMT INSTL (DGCXX) - 2.70% |
| #4 | AMEREN CORP (AEE) - 1.40% | SK HYNIX INC (n/a) - 2.65% |
| #5 | FIRSTENERGY CORP (FE) - 1.38% | SAMSUNG ELECTRONICS CO LTD (n/a) - 2.56% |
| #6 | CENTERPOINT ENERGY INC (CNP) - 1.33% | AIA GROUP LTD (n/a) - 2.01% |
| #7 | ATMOS ENERGY CORP (ATO) - 1.31% | OTSUKA HOLDINGS CO LTD (n/a) - 1.72% |
| #8 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.26% | EQUINOR ASA (n/a) - 1.69% |
| #9 | VENTAS INC (VTR) - 1.24% | UNICREDIT SPA (n/a) - 1.68% |
| #10 | ENTERGY CORP (ETR) - 1.23% | BANCO BPM SPA (n/a) - 1.61% |
| #11 | REALTY INCOME CORP (O) - 1.23% | FORTESCUE LTD (n/a) - 1.53% |
| #12 | W.P. CAREY INC (WPC) - 1.23% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.50% |
| #13 | BANK OF NEW YORK MELLON CORP (BNY) - 1.19% | TIM SA ORDINARY SHARES (n/a) - 1.49% |
| #14 | CONSOLIDATED EDISON INC (ED) - 1.19% | HITACHI LTD (n/a) - 1.45% |
| #15 | JOHNSON & JOHNSON (JNJ) - 1.15% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.44% |
| #16 | ROSS STORES INC (ROST) - 1.13% | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 1.36% |
| #17 | WELLTOWER INC (WELL) - 1.12% | BARRICK MINING CORP (n/a) - 1.35% |
| #18 | CHUBB LTD (CB) - 1.11% | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 1.35% |
| #19 | QUALCOMM INC (QCOM) - 1.10% | ORION OYJ CLASS B (n/a) - 1.32% |
| #20 | EXELON CORP (EXC) - 1.08% | DEUTSCHE TELEKOM AG (n/a) - 1.30% |
| #21 | CINCINNATI FINANCIAL CORP (CINF) - 1.07% | SOUTHERN COPPER CORP (SCCO) - 1.30% |
| #22 | MARKEL GROUP INC (MKL) - 1.06% | TALANX AG (n/a) - 1.27% |
| #23 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.04% | INTESA SANPAOLO (n/a) - 1.20% |
| #24 | STATE STREET CORP (STT) - 1.01% | MITSUBISHI ELECTRIC CORP (n/a) - 1.19% |
| #25 | GENERAL DYNAMICS CORP (GD) - 1.00% | JAPAN AIRLINES CO LTD (n/a) - 1.15% |
| Total Holdings | 126 | 126 |
ULVM vs TDI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ULVM
+2.86%
TDI
-1.50%
3M
Winner
ULVM
+7.15%
TDI
+4.97%
6M
ULVM
+14.72%
Winner
TDI
+16.35%
1Y
ULVM
+29.02%
Winner
TDI
+34.64%
5Y(CAGR)
ULVM
+11.41%
TDI
N/A
10Y(CAGR)
ULVM
+10.83%
TDI
N/A
Max(CAGR)
ULVM
+10.83%
Winner
TDI
+26.58%
ULVM vs TDI - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | ULVM | TDI |
|---|---|---|
| 2026 | +13.43% | +11.65% |
| 2025 | +16.00% | +43.48% |
| 2024 | +19.24% | +7.87% |
| 2023 | +10.56% | +4.12% |
| 2022 | -8.85% | N/A |
| 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 TDI Drawdown Comparison
The maximum drawdown for ULVM was -40.71%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.
The maximum drawdown for TDI was -14.99%, occurring on Apr 8, 2025. Recovery took 32 trading sessions.
The current ULVM drawdown is -0.86%. The current TDI drawdown is -5.75%.
| Rank | ULVM | TDI |
|---|---|---|
| #1 | -40.71% Feb 14, 2020 - Dec 8, 2020 | -14.99% Mar 18, 2025 - May 2, 2025 |
| #2 | -21.95% Jan 26, 2018 - Dec 20, 2019 | -12.09% Feb 25, 2026 - May 6, 2026 |
| #3 | -19.77% Jan 4, 2022 - Jan 25, 2024 | -10.13% Jul 12, 2024 - Sep 24, 2024 |
| #4 | -18.14% Nov 29, 2024 - Jul 22, 2025 | -9.75% Sep 26, 2024 - Mar 5, 2025 |
| #5 | -6.71% Jul 16, 2024 - Aug 23, 2024 | -5.75% Jun 2, 2026 - Jun 5, 2026 |
| #6 | -6.47% Feb 26, 2026 - Apr 17, 2026 | -5.13% Mar 27, 2024 - May 9, 2024 |
| #7 | -5.87% Nov 16, 2021 - Dec 27, 2021 | -4.83% Nov 12, 2025 - Dec 10, 2025 |
| #8 | -5.69% Mar 28, 2024 - Jul 11, 2024 | -3.91% May 6, 2026 - May 26, 2026 |
| #9 | -5.24% Jun 8, 2021 - Aug 3, 2021 | -3.68% Oct 6, 2025 - Nov 10, 2025 |
| #10 | -5.03% Sep 2, 2021 - Oct 20, 2021 | -3.15% Mar 5, 2025 - Mar 17, 2025 |
| #11 | -4.16% Aug 30, 2024 - Sep 19, 2024 | -2.95% Jul 23, 2025 - Aug 6, 2025 |
| #12 | -4.07% Feb 12, 2021 - Mar 10, 2021 | -2.77% Jan 29, 2026 - Feb 9, 2026 |
| #13 | -4.02% May 7, 2021 - May 27, 2021 | -2.59% May 20, 2024 - Jul 8, 2024 |
| #14 | -3.87% Mar 15, 2021 - Apr 5, 2021 | -2.31% Jun 12, 2025 - Jun 24, 2025 |
| #15 | -3.62% Jan 23, 2020 - Feb 11, 2020 | -2.21% Jan 12, 2024 - Jan 24, 2024 |
Correlation
Correlation between ULVM and TDI is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2017 - 2026)
ULVM vs TDI dividend yield comparison.
| Year | ULVM | TDI |
|---|---|---|
| 2026 | 0.52% | 0.00% |
| 2025 | 1.81% | 1.94% |
| 2024 | 1.57% | 3.39% |
| 2023 | 1.94% | 0.40% |
| 2022 | 1.91% | 0.00% |
| 2021 | 1.36% | 0.00% |
| 2020 | 1.51% | 0.00% |
| 2019 | 1.88% | 0.00% |
| 2018 | 1.67% | 0.00% |
| 2017 | 0.38% | 0.00% |
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