ULVM vs. SHRY ETF Comparison
Comparison of VictoryShares USAA MSCI USA Value Momentum ETF (ULVM) to First Trust Bloomberg Shareholder Yield ETF (SHRY)
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
$80.57
Average Daily Volume
554
124
SHRY
First Trust Bloomberg Shareholder Yield ETF
SHRY Description
The fund will normally invest at least 90% of its net assets in the securities that comprise the index. The index is designed to select dividend-paying securities issued by large capitalization U.S. companies.Grade (RS Rating)
Last Trade
$41.07
Average Daily Volume
1,327
49
Performance
| Period | ULVM | SHRY |
|---|---|---|
| 30 Days | 5.59% | 2.31% |
| 60 Days | 6.96% | 5.52% |
| 90 Days | 7.14% | 7.12% |
| 12 Months | 33.70% |
10 Overlapping Holdings
ULVM Overweight 114 Positions Relative to SHRY
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | C | 1.41% | |
| PEG | A | 1.31% | |
| DUK | D | 1.27% | |
| L | D | 1.27% | |
| GD | D | 1.26% | |
| FI | A | 1.24% | |
| BSX | A | 1.19% | |
| WELL | C | 1.19% | |
| ETR | B | 1.19% | |
| WMT | B | 1.18% | |
| BK | A | 1.18% | |
| LDOS | A | 1.15% | |
| RTX | A | 1.13% | |
| T | B | 1.12% | |
| SSNC | C | 1.07% | |
| PKG | A | 1.07% | |
| DOW | D | 1.05% | |
| TRGP | A | 1.04% | |
| LYB | D | 1.03% | |
| AVB | D | 1.01% | |
| VZ | C | 1.01% | |
| WAB | A | 1.01% | |
| REGN | F | 0.98% | |
| FOXA | B | 0.97% | |
| CTSH | C | 0.97% | |
| VICI | D | 0.97% | |
| EXC | C | 0.96% | |
| COST | B | 0.95% | |
| KHC | F | 0.94% | |
| DGX | D | 0.94% | |
| WY | C | 0.94% | |
| IBM | A | 0.94% | |
| AIG | C | 0.93% | |
| JPM | C | 0.93% | |
| ELV | F | 0.91% | |
| AXP | C | 0.89% | |
| ESS | D | 0.88% | |
| GDDY | C | 0.86% | |
| NVR | C | 0.86% | |
| IRM | A | 0.85% | |
| NWSA | F | 0.85% | |
| SPG | B | 0.85% | |
| EQH | B | 0.85% | |
| GS | B | 0.85% | |
| TSN | D | 0.85% | |
| RGA | C | 0.85% | |
| MLM | F | 0.84% | |
| BAC | B | 0.83% | |
| IR | B | 0.82% | |
| KIM | C | 0.82% | |
| TXT | F | 0.82% | |
| CSL | B | 0.8% | |
| PSX | D | 0.79% | |
| COF | B | 0.78% | |
| PFE | C | 0.78% | |
| C | B | 0.78% | |
| STLD | B | 0.76% | |
| FANG | C | 0.76% | |
| CBRE | C | 0.75% | |
| DD | C | 0.75% | |
| APH | B | 0.74% | |
| WFC | B | 0.74% | |
| EME | A | 0.72% | |
| FITB | C | 0.72% | |
| GE | A | 0.72% | |
| DAL | B | 0.7% | |
| TFC | D | 0.7% | |
| CNC | F | 0.7% | |
| PHM | C | 0.69% | |
| MPC | F | 0.68% | |
| CVS | B | 0.68% | |
| CASY | B | 0.68% | |
| SYF | B | 0.67% | |
| OC | B | 0.67% | |
| VTRS | D | 0.67% | |
| VLO | F | 0.67% | |
| KKR | C | 0.66% | |
| CRBG | B | 0.66% | |
| ARE | D | 0.65% | |
| IP | D | 0.65% | |
| UTHR | B | 0.65% | |
| LEN | C | 0.64% | |
| NTAP | B | 0.63% | |
| GM | C | 0.63% | |
| FCNCA | D | 0.62% | |
| VST | B | 0.61% | |
| HWM | A | 0.6% | |
| CFG | C | 0.6% | |
| LLY | C | 0.6% | |
| HPE | B | 0.59% | |
| DHI | C | 0.58% | |
| TOL | C | 0.57% | |
| FDX | F | 0.57% | |
| UAL | B | 0.57% | |
| KEY | B | 0.57% | |
| THC | D | 0.57% | |
| URI | C | 0.56% | |
| ADM | F | 0.51% | |
| WDC | C | 0.51% | |
| ALLY | F | 0.49% | |
| F | F | 0.48% | |
| BLDR | C | 0.48% | |
| WSM | C | 0.48% | |
| SWKS | F | 0.47% | |
| APP | A | 0.47% | |
| AVGO | A | 0.45% | |
| MU | D | 0.44% | |
| VRT | B | 0.44% | |
| INTC | D | 0.38% | |
| NVDA | B | 0.37% | |
| MSTR | B | 0.31% | |
| DELL | B | 0.31% | |
| CVNA | A | 0.29% | |
| MRNA | F | 0.25% |
ULVM Underweight 39 Positions Relative to SHRY
| Symbol | Grade | Weight | |
|---|---|---|---|
| MO | D | -5.08% | |
| CMCSA | C | -4.65% | |
| LOW | A | -3.39% | |
| AFL | B | -3.12% | |
| GIS | C | -3.05% | |
| MET | A | -2.88% | |
| EOG | B | -2.59% | |
| CME | B | -2.46% | |
| SBUX | C | -2.37% | |
| CHTR | D | -2.16% | |
| ITW | C | -2.1% | |
| MCD | B | -2.09% | |
| AON | A | -2.08% | |
| KMB | B | -2.05% | |
| CSX | D | -2.05% | |
| MDT | C | -2.01% | |
| HD | A | -1.99% | |
| PG | D | -1.86% | |
| UNP | F | -1.86% | |
| SHW | C | -1.77% | |
| TRV | C | -1.75% | |
| MCHP | F | -1.68% | |
| ABT | B | -1.66% | |
| ADP | A | -1.59% | |
| CL | D | -1.55% | |
| SLB | C | -1.52% | |
| CB | D | -1.47% | |
| V | B | -1.39% | |
| AAPL | C | -1.35% | |
| MRK | F | -1.34% | |
| BDX | C | -1.27% | |
| BX | C | -1.23% | |
| MA | A | -1.18% | |
| LRCX | D | -1.02% | |
| ACN | B | -0.84% | |
| ADBE | F | -0.83% | |
| KLAC | B | -0.78% | |
| AMAT | C | -0.59% | |
| QCOM | D | -0.58% |
ULVM: Top Represented Industries & Keywords
SHRY: Top Represented Industries & Keywords
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