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ULVM vs CDC

VictoryShares US Value Momentum ETF vs VictoryShares US EQ Income Enhanced Volatility Wtd ETF

ULVM

VictoryShares US Value Momentum ETF

Victory Capital Management Inc.

Annual cost

0.20%

Fund size

$249M

CDC

VictoryShares US EQ Income Enhanced Volatility Wtd ETF

Victory Capital Management Inc.

Annual cost

0.35%

Fund size

$737M

Key differences

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

Side-by-side comparison

ULVMCDC
Annual cost (TER)0.20%0.35%
Fund size (AUM)$249M$737M
Since20172014
Dividend yield1.63%3.08%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.7%+22.3%
CAGR 3Y+20.7%+12.2%
CAGR 5Y+11.7%+5.6%
Sharpe 3Y1.170.77
Volatility 1Y10.88%9.85%
Max drawdown-40.71%-21.37%

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

Similar to ULVM and CDC