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CDL vs ULVM

VictoryShares US Large Cap High Div Volatility Wtd ETF vs VictoryShares US Value Momentum ETF

CDL

VictoryShares US Large Cap High Div Volatility Wtd ETF

Victory Capital Management Inc.

Annual cost

0.35%

Fund size

$388M

ULVM

VictoryShares US Value Momentum ETF

Victory Capital Management Inc.

Annual cost

0.20%

Fund size

$249M

Key differences

  • ULVM costs 0.15% less per year.
  • Over the last 3 years, ULVM has delivered higher annualized returns.

Side-by-side comparison

CDLULVM
Annual cost (TER)0.35%0.20%
Fund size (AUM)$388M$249M
Since20152017
Dividend yield3.07%1.63%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+22.2%+29.7%
CAGR 3Y+15.6%+20.7%
CAGR 5Y+9.2%+11.7%
Sharpe 3Y0.961.17
Volatility 1Y9.82%10.88%
Max drawdown-41.03%-40.71%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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