XTWY vs ULVM

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

XTWY vs ULVM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

XTWY

$255M

ULVM

$255M

Expense Ratio

Winner

XTWY

0.13%

ULVM

0.20%

Max Drawdown

Winner

XTWY

29.60%

ULVM

40.81%

Sharpe Ratio

XTWY

0.07

Winner

ULVM

2.13

5Y Beta

Winner

XTWY

0.07

ULVM

0.78

P/E Ratio

XTWY

N/A

ULVM

20.35

Forward P/E

XTWY

N/A

ULVM

14.65

PEG Ratio

XTWY

N/A

ULVM

0.41

5Y Dividends CAGR

XTWY

N/A

ULVM

16.73%

5Y EPS CAGR

XTWY

N/A

ULVM

11.00%

Debt to Equity

XTWY

N/A

ULVM

-8.79%

P/S Ratio

XTWY

N/A

ULVM

1.41

P/B Ratio

XTWY

N/A

ULVM

2.05

XTWY vs ULVM - Historical Returns

Returns include dividend reinvestment.

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

XTWY

+3.55%

Winner

ULVM

+5.77%

XTWY

-0.60%

Winner

ULVM

+11.04%

XTWY

+0.21%

Winner

ULVM

+16.03%

XTWY

+4.74%

Winner

ULVM

+30.33%

5Y(CAGR)

XTWY

N/A

ULVM

+12.12%

10Y(CAGR)

XTWY

N/A

ULVM

+11.06%

Max(CAGR)

XTWY

-3.63%

Winner

ULVM

+11.06%

XTWY vs ULVM - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	XTWY	ULVM
2026	+0.26%	+15.77%
2025	+2.58%	+16.00%
2024	-9.47%	+19.24%
2023	+0.81%	+10.56%
2022	-8.03%	-8.85%
2021	N/A	+32.46%
2020	N/A	+3.47%
2019	N/A	+22.30%
2018	N/A	-12.64%
2017	N/A	+4.30%

XTWY vs ULVM Drawdown Comparison

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

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

The current XTWY drawdown is -14.83%.

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

Correlation

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

-0.35

-101