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ULVM vs CDL

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

ULVM

VictoryShares US Value Momentum ETF

Victory Capital Management Inc.

Annual cost

0.20%

Fund size

$249M

CDL

VictoryShares US Large Cap High Div Volatility Wtd ETF

Victory Capital Management Inc.

Annual cost

0.35%

Fund size

$388M

Key differences

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

Side-by-side comparison

ULVMCDL
Annual cost (TER)0.20%0.35%
Fund size (AUM)$249M$388M
Since20172015
Dividend yield1.63%3.07%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.7%+22.2%
CAGR 3Y+20.7%+15.6%
CAGR 5Y+11.7%+9.2%
Sharpe 3Y1.170.96
Volatility 1Y10.88%9.82%
Max drawdown-40.71%-41.03%

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

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