ULVMVictoryShares US Value Momentum ETF
Seeks investment results that closely correspond to the performance of the Nasdaq Victory US Value Momentum Index.
By Victory Capital Management Inc. · Launched 2017
Annual Cost
0.20%
#934 of 5,861 · low cost
Fund Size
$260M
#2,142 of 5,861 · mid-size
Return (1Y)Goal
+29.0%
Track Record
8 years
#1,602 of 5,861 · established
Performance
Total-return NAV · USDGrowth of $10,000
$12,929+29.3%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Index tracking
Factor
Multifactor
Index tracked
Nasdaq Victory US Value Momentum Index
What it actually holds
By weightConcentration
Top 10 holdings = 14.6% of fund✓ well diversified
FIRSTENERGY CORP.
1.6%
BERKSHIRE HATHAWAY INC.
1.5%
LOEWS CORPORATION
1.5%
AMEREN CORPORATION
1.5%
Evergy, Inc.
1.5%
ATMOS ENERGY CORPORATION
1.5%
CENTERPOINT ENERGY, INC.
1.4%
CONSOLIDATED EDISON, INC.
1.4%
ENTERGY CORPORATION
1.3%
JOHNSON & JOHNSON
1.3%
Asset allocation
Stocks
100.0%
Cash
0.0%
By sector
Financial Services
27.0%
Healthcare
11.2%
Industrials
11.0%
Utilities
10.4%
Technology
9.1%
Consumer Cyclical
8.0%
Real Estate
7.1%
Energy
4.7%
Other
11.4%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
10.8%Moderate
Year-on-year price swings
Max drawdown
-41.3%Severe
Worst peak-to-trough loss
Sharpe (3Y)
1.15Strong risk-adjusted returns
Sortino (3Y)
1.70Good downside protection
Listing
- Exchange
- NYSE Arca, NASDAQ Global Select Market
Full fund details
- Objective
- Seeks investment results that closely correspond to the performance of the Nasdaq Victory US Value Momentum Index.
- Strategy
- Invests at least 80% of assets in large-cap U.S. equity securities with higher value and momentum exposure, selected from the Nasdaq US Large Cap 500 Index. Employs a replication strategy to track the Index's performance closely.
- Inception date
- October 24, 2017
- Fund family
- Victory Capital Management Inc.
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Data updated on 2026-08-04