XSHQ vs ULVM
Comparison between INVESCO S&P SMALLCAP QUALITY ETF (XSHQ, ETF) and VICTORYSHARES US VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA VALUE MOMENTUM ETF (ULVM, ETF).
5-Year PerformanceULVM has outperformed XSHQ, delivering a return of +12.1% compared to +6.5%
XSHQ vs ULVM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XSHQ
$253M
Winner
ULVM
$255M
Expense Ratio
XSHQ
0.29%
Winner
ULVM
0.20%
Max Drawdown
Winner
XSHQ
39.89%
ULVM
40.81%
Sharpe Ratio
XSHQ
0.79
Winner
ULVM
2.13
5Y Beta
XSHQ
0.96
Winner
ULVM
0.78
P/E Ratio
Winner
XSHQ
16.18
ULVM
20.35
Forward P/E
Winner
XSHQ
14.58
ULVM
14.65
PEG Ratio
XSHQ
N/A
ULVM
0.41
5Y Dividends CAGR
XSHQ
11.48%
Winner
ULVM
16.73%
5Y EPS CAGR
Winner
XSHQ
20.12%
ULVM
11.00%
Debt to Equity
XSHQ
57.57%
Winner
ULVM
-8.79%
P/S Ratio
XSHQ
1.76
Winner
ULVM
1.41
P/B Ratio
XSHQ
3.17
Winner
ULVM
2.05
XSHQ vs ULVM - Holdings Comparison
XSHQ and ULVM have 1 common holdings. Overlap is 0.00%
XSHQ's top 25 holdings weight is 45.43%. ULVM's top 25 holdings weight is 29.59%.
| Rank | XSHQ | ULVM |
|---|---|---|
| #1 | SANMINA CORP (SANM) - 3.29% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 1.42% |
| #2 | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 2.76% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% |
| #3 | BRINKER INTERNATIONAL INC (EAT) - 2.47% | LOEWS CORP (L) - 1.37% |
| #4 | ENPHASE ENERGY INC (ENPH) - 2.25% | EVERGY INC (EVRG) - 1.36% |
| #5 | EVERUS CONSTRUCTION GROUP INC (ECG) - 2.15% | AMEREN CORP (AEE) - 1.34% |
| #6 | POWELL INDUSTRIES INC (POWL) - 2.13% | FIRSTENERGY CORP (FE) - 1.33% |
| #7 | PJT PARTNERS INC CLASS A (PJT) - 2.11% | CENTERPOINT ENERGY INC (CNP) - 1.29% |
| #8 | TG THERAPEUTICS INC (TGTX) - 2.06% | ATMOS ENERGY CORP (ATO) - 1.24% |
| #9 | MOELIS & CO CLASS A (MC) - 2.05% | W.P. CAREY INC (WPC) - 1.21% |
| #10 | QORVO INC (QRVO) - 2.04% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.21% |
| #11 | ARMSTRONG WORLD INDUSTRIES INC (AWI) - 2.01% | n/a (DELL) - 1.18% |
| #12 | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 1.73% | ENTERGY CORP (ETR) - 1.18% |
| #13 | ALKERMES PLC (ALKS) - 1.71% | BANK OF NEW YORK MELLON CORP (BNY) - 1.18% |
| #14 | MYR GROUP INC (MYRG) - 1.70% | REALTY INCOME CORP (O) - 1.17% |
| #15 | FEDERAL SIGNAL CORP (FSS) - 1.58% | CONSOLIDATED EDISON INC (ED) - 1.15% |
| #16 | n/a (APAM) - 1.53% | VENTAS INC (VTR) - 1.12% |
| #17 | LINCOLN NATIONAL CORP (LNC) - 1.49% | JOHNSON & JOHNSON (JNJ) - 1.11% |
| #18 | PLEXUS CORP (PLXS) - 1.49% | ROSS STORES INC (ROST) - 1.07% |
| #19 | KONTOOR BRANDS INC (KTB) - 1.32% | MORGAN STANLEY (MS) - 1.06% |
| #20 | PIPER SANDLER COS (PIPR) - 1.32% | CHUBB LTD (CB) - 1.06% |
| #21 | THE WESTERN UNION CO (WU) - 1.29% | QUALCOMM INC (QCOM) - 1.06% |
| #22 | INSTALLED BUILDING PRODUCTS INC (IBP) - 1.26% | EXELON CORP (EXC) - 1.05% |
| #23 | BALCHEM CORP (BCPC) - 1.25% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.02% |
| #24 | MATSON INC (MATX) - 1.24% | MARKEL GROUP INC (MKL) - 1.01% |
| #25 | CATALYST PHARMACEUTICALS INC (CPRX) - 1.20% | STATE STREET CORP (STT) - 1.01% |
| Total Holdings | 118 | 127 |
XSHQ vs ULVM - Historical Returns
Returns include dividend reinvestment.
1M
XSHQ
+5.40%
Winner
ULVM
+5.77%
3M
Winner
XSHQ
+12.66%
ULVM
+11.04%
6M
XSHQ
+9.15%
Winner
ULVM
+16.03%
1Y
XSHQ
+19.19%
Winner
ULVM
+30.33%
5Y(CAGR)
XSHQ
+6.51%
Winner
ULVM
+12.12%
10Y(CAGR)
XSHQ
+8.78%
Winner
ULVM
+11.06%
Max(CAGR)
XSHQ
+8.78%
Winner
ULVM
+11.06%
XSHQ vs ULVM - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | XSHQ | ULVM |
|---|---|---|
| 2026 | +11.12% | +15.77% |
| 2025 | +1.23% | +16.00% |
| 2024 | +8.03% | +19.24% |
| 2023 | +24.98% | +10.56% |
| 2022 | -16.09% | -8.85% |
| 2021 | +25.17% | +32.46% |
| 2020 | +11.66% | +3.47% |
| 2019 | +17.69% | +22.30% |
| 2018 | -6.79% | -12.64% |
| 2017 | +7.17% | +4.30% |
XSHQ vs ULVM Drawdown Comparison
The maximum drawdown for XSHQ was -38.33%, occurring on Mar 23, 2020. Recovery took 567 trading sessions.
The maximum drawdown for ULVM was -40.71%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.
The current XSHQ drawdown is -0.02%.
| Rank | XSHQ | ULVM |
|---|---|---|
| #1 | -38.33% Sep 5, 2018 - Dec 4, 2020 | -40.71% Feb 14, 2020 - Dec 8, 2020 |
| #2 | -27.35% Nov 25, 2024 - Jun 11, 2026 | -21.95% Jan 26, 2018 - Dec 20, 2019 |
| #3 | -25.46% Nov 16, 2021 - Dec 19, 2023 | -19.77% Jan 4, 2022 - Jan 25, 2024 |
| #4 | -10.16% Mar 12, 2021 - Nov 1, 2021 | -18.14% Nov 29, 2024 - Jul 22, 2025 |
| #5 | -9.18% Jul 31, 2024 - Oct 11, 2024 | -6.71% Jul 16, 2024 - Aug 23, 2024 |
| #6 | -8.04% Jan 22, 2018 - May 16, 2018 | -6.47% Feb 26, 2026 - Apr 17, 2026 |
| #7 | -6.95% Mar 28, 2024 - Jul 16, 2024 | -5.87% Nov 16, 2021 - Dec 27, 2021 |
| #8 | -6.29% Dec 27, 2023 - Feb 15, 2024 | -5.69% Mar 28, 2024 - Jul 11, 2024 |
| #9 | -6.06% Feb 9, 2021 - Mar 10, 2021 | -5.24% Jun 8, 2021 - Aug 3, 2021 |
| #10 | -5.13% Jan 20, 2021 - Feb 4, 2021 | -5.03% Sep 2, 2021 - Oct 20, 2021 |
| #11 | -5.08% Aug 24, 2017 - Sep 29, 2017 | -4.16% Aug 30, 2024 - Sep 19, 2024 |
| #12 | -4.71% Oct 17, 2024 - Nov 6, 2024 | -4.07% Feb 12, 2021 - Mar 10, 2021 |
| #13 | -4.68% Jun 11, 2018 - Jul 10, 2018 | -4.02% May 7, 2021 - May 27, 2021 |
| #14 | -4.30% May 24, 2018 - Jun 11, 2018 | -3.87% Mar 15, 2021 - Apr 5, 2021 |
| #15 | -4.06% Nov 11, 2024 - Nov 25, 2024 | -3.62% Jan 23, 2020 - Feb 11, 2020 |
Correlation
Correlation between XSHQ and ULVM is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2017 - 2026)
XSHQ vs ULVM dividend yield comparison.
| Year | XSHQ | ULVM |
|---|---|---|
| 2026 | 0.34% | 0.73% |
| 2025 | 1.48% | 1.81% |
| 2024 | 1.18% | 1.57% |
| 2023 | 1.15% | 1.94% |
| 2022 | 2.02% | 1.91% |
| 2021 | 1.25% | 1.36% |
| 2020 | 1.24% | 1.51% |
| 2019 | 1.11% | 1.88% |
| 2018 | 1.16% | 1.67% |
| 2017 | 0.60% | 0.38% |
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