ULVM vs WOOD
Comparison between VICTORYSHARES US VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA VALUE MOMENTUM ETF (ULVM, ETF) and ISHARES GLOBAL TIMBER & FORESTRY ETF (WOOD, ETF).
5-Year PerformanceULVM has outperformed WOOD, delivering a return of +12.7% compared to -1.5%
ULVM vs WOOD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ULVM
$266M
Winner
WOOD
$267M
Expense Ratio
Winner
ULVM
0.20%
WOOD
0.39%
Max Drawdown
Winner
ULVM
40.81%
WOOD
63.84%
Sharpe Ratio
Winner
ULVM
2.01
WOOD
-0.13
5Y Beta
ULVM
0.75
Winner
WOOD
0.70
P/E Ratio
ULVM
17.78
WOOD
N/A
Forward P/E
ULVM
14.11
WOOD
N/A
PEG Ratio
ULVM
0.33
WOOD
N/A
5Y Dividends CAGR
Winner
ULVM
16.57%
WOOD
8.13%
5Y EPS CAGR
ULVM
11.01%
WOOD
N/A
Debt to Equity
ULVM
12.90%
WOOD
N/A
P/S Ratio
ULVM
1.49
WOOD
N/A
P/B Ratio
ULVM
1.96
WOOD
N/A
ULVM vs WOOD - Holdings Comparison
ULVM and WOOD have 2 common holdings. Overlap is -2.05%
ULVM's top 25 holdings weight is 32.82%. WOOD's top 25 holdings weight is 106.60%.
| Rank | ULVM | WOOD |
|---|---|---|
| #1 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.61% | WEYERHAEUSER CO (WY) - 7.91% |
| #2 | JOHNSON & JOHNSON (JNJ) - 1.54% | SUZANO SA (n/a) - 7.56% |
| #3 | ATMOS ENERGY CORP (ATO) - 1.52% | SMURFIT WESTROCK PLC (SW) - 6.39% |
| #4 | REALTY INCOME CORP (O) - 1.52% | MONDI PLC (n/a) - 5.80% |
| #5 | LOEWS CORP (L) - 1.50% | UPM-KYMMENE OYJ (n/a) - 5.74% |
| #6 | EVERGY INC (EVRG) - 1.49% | NINE DRAGONS PAPER (HOLDINGS) LTD (n/a) - 5.07% |
| #7 | AMEREN CORP (AEE) - 1.46% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 4.78% |
| #8 | CENTERPOINT ENERGY INC (CNP) - 1.45% | INTERNATIONAL PAPER CO (IP) - 4.78% |
| #9 | CHUBB LTD (CB) - 1.40% | WEST FRASER TIMBER CO.LTD (n/a) - 4.52% |
| #10 | CONSOLIDATED EDISON INC (ED) - 1.39% | OJI HOLDINGS CORP (n/a) - 4.50% |
| #11 | W.P. CAREY INC (WPC) - 1.38% | n/a (n/a) - 4.48% |
| #12 | CINCINNATI FINANCIAL CORP (CINF) - 1.34% | SVENSKA CELLULOSA AB CLASS B (n/a) - 4.32% |
| #13 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.28% | SYLVAMO CORP ORDINARY SHARES WHEN ISSUED (SLVM) - 4.30% |
| #14 | ARCH CAPITAL GROUP LTD (ACGL) - 1.25% | STORA ENSO OYJ CLASS R (n/a) - 4.29% |
| #15 | SNAP-ON INC (SNA) - 1.22% | RAYONIER INC (RYN) - 4.14% |
| #16 | BANK OF NEW YORK MELLON CORP (BNY) - 1.19% | SUMITOMO FORESTRY CO LTD (n/a) - 4.02% |
| #17 | BANK OF AMERICA CORP (BAC) - 1.19% | HOLMEN AB CLASS B (n/a) - 4.00% |
| #18 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.18% | NIPPON PAPER INDUSTRIES CO LTD (n/a) - 3.52% |
| #19 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.17% | SCG PACKAGING PCL NVDR (n/a) - 2.86% |
| #20 | M&T BANK CORP (MTB) - 1.17% | CAD/USD PURCHASED (n/a) - 2.59% |
| #21 | U.S. BANCORP (USB) - 1.16% | CAD CASH (n/a) - 2.50% |
| #22 | ENTERGY CORP (ETR) - 1.15% | JPY/USD PURCHASED (n/a) - 2.36% |
| #23 | PRINCIPAL FINANCIAL GROUP INC (PFG) - 1.11% | GBP/USD PURCHASED (n/a) - 2.14% |
| #24 | PROLOGIS INC (PLD) - 1.09% | EMPRESAS CMPC SA (n/a) - 2.09% |
| #25 | STATE STREET CORP (STT) - 1.06% | PT INDAH KIAT PULP & PAPER TBK (n/a) - 1.94% |
| Total Holdings | 125 | 63 |
ULVM vs WOOD - Historical Returns
Returns include dividend reinvestment.
1M
ULVM
+1.74%
Winner
WOOD
+5.67%
3M
ULVM
+7.92%
Winner
WOOD
+10.65%
6M
Winner
ULVM
+10.67%
WOOD
-9.08%
1Y
Winner
ULVM
+28.31%
WOOD
+0.04%
5Y(CAGR)
Winner
ULVM
+12.66%
WOOD
-1.49%
10Y(CAGR)
Winner
ULVM
+11.24%
WOOD
+6.03%
Max(CAGR)
Winner
ULVM
+11.24%
WOOD
+4.14%
ULVM vs WOOD - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | ULVM | WOOD |
|---|---|---|
| 2026 | +19.71% | +0.41% |
| 2025 | +16.00% | -3.16% |
| 2024 | +19.24% | -3.47% |
| 2023 | +10.56% | +13.46% |
| 2022 | -8.85% | -18.86% |
| 2021 | +32.46% | +17.65% |
| 2020 | +3.47% | +20.67% |
| 2019 | +22.30% | +19.41% |
| 2018 | -12.64% | -18.93% |
| 2017 | +4.30% | +33.95% |
| 2016 | N/A | +15.79% |
| 2015 | N/A | -8.05% |
| 2014 | N/A | +3.51% |
| 2013 | N/A | +15.18% |
| 2012 | N/A | +21.19% |
| 2011 | N/A | -17.28% |
| 2010 | N/A | +13.88% |
| 2009 | N/A | +38.49% |
| 2008 | N/A | -38.85% |
ULVM vs WOOD Drawdown Comparison
The maximum drawdown for ULVM was -40.71%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.
The maximum drawdown for WOOD was -63.24%, occurring on Mar 9, 2009. Recovery took 585 trading sessions.
The current ULVM drawdown is -1.59%. The current WOOD drawdown is -17.30%.
| Rank | ULVM | WOOD |
|---|---|---|
| #1 | -40.71% Feb 14, 2020 - Dec 8, 2020 | -63.24% Sep 19, 2008 - Jan 14, 2011 |
| #2 | -21.95% Jan 26, 2018 - Dec 20, 2019 | -50.20% Jun 6, 2018 - Dec 16, 2020 |
| #3 | -19.77% Jan 4, 2022 - Jan 25, 2024 | -34.33% Apr 4, 2011 - Mar 27, 2013 |
| #4 | -18.14% Nov 29, 2024 - Jul 22, 2025 | -31.85% May 10, 2021 - Sep 26, 2022 |
| #5 | -6.71% Jul 16, 2024 - Aug 23, 2024 | -29.49% Feb 13, 2015 - Dec 8, 2016 |
| #6 | -6.47% Feb 26, 2026 - Apr 17, 2026 | -11.99% May 20, 2013 - Sep 11, 2013 |
| #7 | -5.87% Nov 16, 2021 - Dec 27, 2021 | -11.11% Mar 6, 2014 - Dec 23, 2014 |
| #8 | -5.69% Mar 28, 2024 - Jul 11, 2024 | -9.05% Jun 25, 2008 - Aug 8, 2008 |
| #9 | -5.24% Jun 8, 2021 - Aug 3, 2021 | -8.41% Sep 3, 2008 - Sep 19, 2008 |
| #10 | -5.03% Sep 2, 2021 - Oct 20, 2021 | -8.40% Jan 29, 2018 - Feb 26, 2018 |
| #11 | -4.16% Aug 30, 2024 - Sep 19, 2024 | -7.53% Feb 17, 2011 - Mar 29, 2011 |
| #12 | -4.07% Feb 12, 2021 - Mar 10, 2021 | -6.46% Jan 16, 2014 - Feb 14, 2014 |
| #13 | -4.02% May 7, 2021 - May 27, 2021 | -6.29% Mar 28, 2013 - May 8, 2013 |
| #14 | -3.87% Mar 15, 2021 - Apr 5, 2021 | -5.44% Aug 8, 2008 - Sep 3, 2008 |
| #15 | -3.62% Jan 23, 2020 - Feb 11, 2020 | -5.09% Sep 18, 2013 - Oct 16, 2013 |
Correlation
Correlation between ULVM and WOOD is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.58
-101
Dividend Comparison (2008 - 2026)
ULVM vs WOOD dividend yield comparison.
| Year | ULVM | WOOD |
|---|---|---|
| 2026 | 0.96% | 0.87% |
| 2025 | 1.81% | 2.51% |
| 2024 | 1.57% | 2.09% |
| 2023 | 1.94% | 1.64% |
| 2022 | 1.91% | 2.26% |
| 2021 | 1.36% | 1.24% |
| 2020 | 1.51% | 0.98% |
| 2019 | 1.88% | 1.85% |
| 2018 | 1.67% | 2.82% |
| 2017 | 0.38% | 1.19% |
| 2016 | 0.00% | 1.65% |
| 2015 | 0.00% | 2.04% |
| 2014 | 0.00% | 1.71% |
| 2013 | 0.00% | 1.55% |
| 2012 | 0.00% | 1.29% |
| 2011 | 0.00% | 2.42% |
| 2010 | 0.00% | 2.48% |
| 2009 | 0.00% | 1.08% |
| 2008 | 0.00% | 1.57% |
Select Stocks to Compare
Popular: ULVM vs SPYWOOD vs SPY
More Comparisons
Compare with similar stocks