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CFA vs ULVM

VictoryShares US 500 Volatility Wtd ETF vs VictoryShares US Value Momentum ETF

CFA

VictoryShares US 500 Volatility Wtd ETF

Victory Capital Management Inc.

Annual cost

0.35%

Fund size

$532M

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

CFAULVM
Annual cost (TER)0.35%0.20%
Fund size (AUM)$532M$249M
Since20142017
Dividend yield1.25%1.63%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.2%+29.7%
CAGR 3Y+14.0%+20.7%
CAGR 5Y+7.8%+11.7%
Sharpe 3Y0.791.17
Volatility 1Y10.91%10.88%
Max drawdown-37.74%-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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