ULVM vs XTWY

Comparison between VICTORYSHARES US VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA VALUE MOMENTUM ETF (ULVM, ETF) and BONDBLOXX BLOOMBERG TWENTY YEAR TARGET DURATION US TREASURY ETF (XTWY, ETF).

ULVM vs XTWY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ULVM(ETF)	XTWY(ETF)
Net Assets	$255M	$255M
Expense Ratio	0.20%	0.13%
Max Drawdown	40.81%	29.60%
Sharpe Ratio	2.13	0.07
5Y Beta	0.78	0.07
P/E Ratio	20.35	N/A
Forward P/E	14.65	N/A
PEG Ratio	0.41	N/A
5Y Dividends CAGR	16.73%	N/A
5Y EPS CAGR	11.00%	N/A
Debt to Equity	-8.79%	N/A
P/S Ratio	1.41	N/A
P/B Ratio	2.05	N/A

Net Assets

ULVM

$255M

Winner

XTWY

$255M

Expense Ratio

ULVM

0.20%

Winner

XTWY

0.13%

Max Drawdown

ULVM

40.81%

Winner

XTWY

29.60%

Sharpe Ratio

Winner

ULVM

2.13

XTWY

0.07

5Y Beta

ULVM

0.78

Winner

XTWY

0.07

P/E Ratio

ULVM

20.35

XTWY

N/A

Forward P/E

ULVM

14.65

XTWY

N/A

PEG Ratio

ULVM

0.41

XTWY

N/A

5Y Dividends CAGR

ULVM

16.73%

XTWY

N/A

5Y EPS CAGR

ULVM

11.00%

XTWY

N/A

Debt to Equity

ULVM

-8.79%

XTWY

N/A

P/S Ratio

ULVM

1.41

XTWY

N/A

P/B Ratio

ULVM

2.05

XTWY

N/A

ULVM vs XTWY - Historical Returns

Returns include dividend reinvestment.

Period	ULVM	XTWY
1 month	+5.77%	+3.55%
3 months	+11.04%	-0.60%
6 months	+16.03%	+0.21%
1 year	+30.33%	+4.74%
5 years(CAGR)	+12.12%	N/A
10 years(CAGR)	+11.06%	N/A
Max(CAGR)	+11.06%	-3.63%

Winner

ULVM

+5.77%

XTWY

+3.55%

Winner

ULVM

+11.04%

XTWY

-0.60%

Winner

ULVM

+16.03%

XTWY

+0.21%

Winner

ULVM

+30.33%

XTWY

+4.74%

5Y(CAGR)

ULVM

+12.12%

XTWY

N/A

10Y(CAGR)

ULVM

+11.06%

XTWY

N/A

Max(CAGR)

Winner

ULVM

+11.06%

XTWY

-3.63%

ULVM vs XTWY - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	ULVM	XTWY
2026	+15.77%	+0.26%
2025	+16.00%	+2.58%
2024	+19.24%	-9.47%
2023	+10.56%	+0.81%
2022	-8.85%	-8.03%
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 XTWY Drawdown Comparison

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

The maximum drawdown for XTWY was -25.91%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current XTWY drawdown is -14.83%.

Rank	ULVM	XTWY
#1	-40.71% Feb 14, 2020 - Dec 8, 2020	-25.91% Dec 7, 2022 - Oct 19, 2023
#2	-21.95% Jan 26, 2018 - Dec 20, 2019	-16.28% Sep 15, 2022 - Dec 7, 2022
#3	-19.77% Jan 4, 2022 - Jan 25, 2024	N/A
#4	-18.14% Nov 29, 2024 - Jul 22, 2025	N/A
#5	-6.71% Jul 16, 2024 - Aug 23, 2024	N/A
#6	-6.47% Feb 26, 2026 - Apr 17, 2026	N/A
#7	-5.87% Nov 16, 2021 - Dec 27, 2021	N/A
#8	-5.69% Mar 28, 2024 - Jul 11, 2024	N/A
#9	-5.24% Jun 8, 2021 - Aug 3, 2021	N/A
#10	-5.03% Sep 2, 2021 - Oct 20, 2021	N/A
#11	-4.16% Aug 30, 2024 - Sep 19, 2024	N/A
#12	-4.07% Feb 12, 2021 - Mar 10, 2021	N/A
#13	-4.02% May 7, 2021 - May 27, 2021	N/A
#14	-3.87% Mar 15, 2021 - Apr 5, 2021	N/A
#15	-3.62% Jan 23, 2020 - Feb 11, 2020	N/A

Correlation

Correlation between ULVM and XTWY is -0.35 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.35

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