DIVD vs. ULVM ETF Comparison
Comparison of Altrius Global Dividend ETF (DIVD) to VictoryShares USAA MSCI USA Value Momentum ETF (ULVM)
DIVD
Altrius Global Dividend ETF
DIVD Description
The investment seeks long-term capital growth of capital and income. To pursue its objective, the fund will invest at least 90% of its net assets, plus the amount of any borrowings for investment purposes, in dividend-paying equity securities. The principal type of equity security in which the fund will invest is common stock. Under normal market conditions, at least 30% of the fund"s assets will be invested outside the United States.
Grade (RS Rating)
Last Trade
$32.73
Average Daily Volume
1,581
Number of Holdings
*
52
* may have additional holdings in another (foreign) market
ULVM
VictoryShares USAA MSCI USA Value Momentum ETF
ULVM Description
The investment seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the MSCI USA Select Value Momentum Blend Index. Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its assets in securities in the index. The index is designed to deliver exposure to equity securities of large- and mid-capitalization U.S. issuers within the MSCI USA Index (the parent index) that have higher exposure to value and momentum factors, while also maintaining moderate index turnover and lower realized volatility than traditional capitalization-weighted indexes.Grade (RS Rating)
Last Trade
$83.99
Average Daily Volume
2,478
Number of Holdings
*
125
* may have additional holdings in another (foreign) market
Performance
| Period | DIVD | ULVM |
|---|---|---|
| 30 Days | -3.08% | 2.82% |
| 60 Days | -2.59% | 7.62% |
| 90 Days | -0.60% | 9.58% |
| 12 Months | 14.78% | 34.71% |
16 Overlapping Holdings
| Symbol | Grade | Weight in DIVD | Weight in ULVM | Overlap | |
|---|---|---|---|---|---|
| AVGO | C | 1.8% | 0.45% | 0.45% | |
| BAC | A | 1.47% | 0.87% | 0.87% | |
| C | B | 1.42% | 0.8% | 0.8% | |
| CI | D | 1.24% | 0.9% | 0.9% | |
| DOW | F | 0.87% | 0.91% | 0.87% | |
| GD | C | 1.29% | 1.23% | 1.23% | |
| IBM | D | 1.53% | 0.86% | 0.86% | |
| IP | B | 1.72% | 0.77% | 0.77% | |
| JPM | A | 1.75% | 0.99% | 0.99% | |
| KHC | F | 1.07% | 0.9% | 0.9% | |
| LMT | D | 1.4% | 1.27% | 1.27% | |
| LYB | F | 1.72% | 0.91% | 0.91% | |
| PFE | F | 1.07% | 0.76% | 0.76% | |
| PSX | C | 1.0% | 0.68% | 0.68% | |
| TSN | B | 1.11% | 0.85% | 0.85% | |
| VZ | D | 1.2% | 0.92% | 0.92% |
DIVD Overweight 36 Positions Relative to ULVM
| Symbol | Grade | Weight | |
|---|---|---|---|
| ETN | B | 2.63% | |
| BTI | C | 2.45% | |
| NVS | F | 2.31% | |
| CNH | D | 2.25% | |
| BBVA | F | 2.17% | |
| APD | B | 2.12% | |
| ABEV | D | 1.92% | |
| SNY | F | 1.89% | |
| GSK | F | 1.85% | |
| TTE | F | 1.81% | |
| AZN | F | 1.8% | |
| TM | F | 1.8% | |
| BP | F | 1.79% | |
| PKX | F | 1.77% | |
| STLA | F | 1.74% | |
| CAT | B | 1.52% | |
| GILD | B | 1.5% | |
| CAH | B | 1.48% | |
| EMR | A | 1.44% | |
| BXP | D | 1.43% | |
| PM | B | 1.43% | |
| SBUX | B | 1.37% | |
| MO | A | 1.34% | |
| ABBV | F | 1.33% | |
| BMY | B | 1.24% | |
| CSCO | A | 1.19% | |
| EMN | D | 1.14% | |
| PG | C | 1.13% | |
| XOM | B | 1.13% | |
| JNJ | D | 1.12% | |
| MSM | C | 1.05% | |
| WBA | D | 1.02% | |
| CVX | A | 0.98% | |
| MRK | F | 0.93% | |
| PEP | D | 0.93% | |
| BEN | C | 0.92% |
DIVD Underweight 109 Positions Relative to ULVM
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | B | -1.36% | |
| KMI | B | -1.35% | |
| FI | A | -1.35% | |
| LDOS | C | -1.3% | |
| ETR | B | -1.28% | |
| L | A | -1.26% | |
| WELL | B | -1.25% | |
| BK | B | -1.24% | |
| DUK | D | -1.23% | |
| WMT | A | -1.2% | |
| BSX | A | -1.19% | |
| TRGP | B | -1.17% | |
| PEG | C | -1.17% | |
| PKG | B | -1.15% | |
| T | A | -1.1% | |
| RTX | D | -1.06% | |
| WAB | B | -1.06% | |
| SSNC | C | -1.03% | |
| AVB | B | -1.01% | |
| KR | A | -1.0% | |
| FOXA | A | -0.99% | |
| HIG | C | -0.98% | |
| COST | B | -0.95% | |
| AIG | B | -0.95% | |
| CTSH | A | -0.94% | |
| VICI | D | -0.94% | |
| DGX | B | -0.93% | |
| MLM | B | -0.92% | |
| GS | B | -0.91% | |
| GDDY | B | -0.91% | |
| AXP | B | -0.9% | |
| EXC | C | -0.89% | |
| WY | F | -0.89% | |
| NWSA | B | -0.89% | |
| EQH | B | -0.89% | |
| COF | B | -0.88% | |
| IRM | D | -0.88% | |
| KIM | A | -0.87% | |
| ESS | C | -0.87% | |
| SPG | A | -0.86% | |
| WFC | A | -0.85% | |
| GRMN | A | -0.84% | |
| DAL | A | -0.84% | |
| MCK | B | -0.84% | |
| NVR | D | -0.83% | |
| RGA | A | -0.83% | |
| APH | B | -0.82% | |
| CBRE | B | -0.81% | |
| UAL | A | -0.8% | |
| REGN | F | -0.79% | |
| STLD | C | -0.79% | |
| IR | A | -0.79% | |
| EME | B | -0.78% | |
| TXT | D | -0.78% | |
| HCA | D | -0.77% | |
| CSL | B | -0.76% | |
| SYF | B | -0.75% | |
| ELV | F | -0.75% | |
| GM | B | -0.74% | |
| GOOGL | C | -0.74% | |
| FITB | A | -0.73% | |
| CASY | B | -0.72% | |
| DD | D | -0.72% | |
| OC | A | -0.7% | |
| UTHR | B | -0.7% | |
| FANG | C | -0.7% | |
| TFC | B | -0.7% | |
| KKR | B | -0.69% | |
| GE | D | -0.68% | |
| CRBG | C | -0.68% | |
| VTRS | B | -0.67% | |
| ARE | F | -0.63% | |
| PHM | D | -0.63% | |
| FCNCA | B | -0.63% | |
| CNC | F | -0.62% | |
| HPQ | B | -0.62% | |
| CFG | B | -0.62% | |
| VLO | C | -0.61% | |
| LEN | D | -0.6% | |
| THC | B | -0.6% | |
| HWM | B | -0.6% | |
| FDX | B | -0.59% | |
| KEY | B | -0.59% | |
| NTAP | D | -0.58% | |
| CVS | F | -0.58% | |
| MPC | D | -0.57% | |
| APP | B | -0.57% | |
| HPE | B | -0.57% | |
| URI | B | -0.56% | |
| TOL | B | -0.56% | |
| VST | B | -0.55% | |
| META | B | -0.54% | |
| LLY | F | -0.54% | |
| DHI | D | -0.52% | |
| WDC | D | -0.51% | |
| ALLY | C | -0.49% | |
| F | C | -0.48% | |
| VRT | B | -0.47% | |
| MU | D | -0.45% | |
| ADM | F | -0.45% | |
| BLDR | C | -0.44% | |
| MSTR | B | -0.42% | |
| WSM | F | -0.42% | |
| SWKS | F | -0.42% | |
| NVDA | A | -0.41% | |
| INTC | C | -0.39% | |
| CVNA | B | -0.38% | |
| DELL | C | -0.35% | |
| MRNA | F | -0.22% |
DIVD: Top Represented Industries & Keywords
Industries:
Drug Manufacturers - Major
Banks - Global
Oil & Gas Integrated
Chemicals
Tobacco
Aerospace & Defense
Auto Manufacturers
Farm & Construction Equipment
Asset Management
Beverages - Brewers
Beverages - Soft Drinks
Communication Equipment
Diversified Industrials
Farm Products
Health Care Plans
Household & Personal Products
Industrial Distribution
Information Technology Services
Medical Distribution
Oil & Gas Refining & Marketing
ULVM: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Residential Construction
Aerospace & Defense
Banks - Global
Health Care Plans
Insurance - Diversified
Semiconductors
Asset Management
Biotechnology
Building Materials
Credit Services
Information Technology Services
Internet Content & Information
Oil & Gas Refining & Marketing
Utilities - Diversified
Airlines
Auto Manufacturers
Broadcasting - TV
Business Services
Chemicals
Compare ETFs
