ULVM vs. WLTG ETF Comparison
Comparison of VictoryShares USAA MSCI USA Value Momentum ETF (ULVM) to WealthTrust DBS Long Term Growth ETF (WLTG)
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
$86.63
Average Daily Volume
2,586
125
WLTG
WealthTrust DBS Long Term Growth ETF
WLTG Description
The fund seeks long-term growth of capital and providing dividend income. The Fund’s investment strategy is based on the belief that long term superior performance of a portfolio is driven by two factors: tactical allocation- accomplished by identifying positive trends for asset classes, sectors, and industries; and equity stock selection- based on quantitative analysis with an emphasis on earnings.Grade (RS Rating)
Last Trade
$30.27
Average Daily Volume
1,908
34
Performance
| Period | ULVM | WLTG |
|---|---|---|
| 30 Days | 6.04% | 3.64% |
| 60 Days | 7.87% | 5.05% |
| 90 Days | 10.00% | 7.14% |
| 12 Months | 37.10% | 35.42% |
16 Overlapping Holdings
| Symbol | Grade | Weight in ULVM | Weight in WLTG | Overlap | |
|---|---|---|---|---|---|
| AVGO | D | 0.43% | 1.36% | 0.43% | |
| BK | A | 1.23% | 1.55% | 1.23% | |
| BLDR | D | 0.42% | 1.55% | 0.42% | |
| COST | B | 0.95% | 1.91% | 0.95% | |
| EME | C | 0.79% | 1.92% | 0.79% | |
| GOOGL | C | 0.74% | 2.82% | 0.74% | |
| LDOS | C | 1.11% | 0.96% | 0.96% | |
| LEN | D | 0.55% | 1.27% | 0.55% | |
| LLY | F | 0.51% | 2.23% | 0.51% | |
| META | D | 0.53% | 3.85% | 0.53% | |
| NVDA | C | 0.42% | 3.43% | 0.42% | |
| PHM | D | 0.59% | 1.5% | 0.59% | |
| REGN | F | 0.72% | 0.92% | 0.72% | |
| RTX | C | 1.03% | 1.42% | 1.03% | |
| SYF | B | 0.83% | 1.71% | 0.83% | |
| VRT | B | 0.49% | 2.33% | 0.49% |
ULVM Overweight 109 Positions Relative to WLTG
| Symbol | Grade | Weight | |
|---|---|---|---|
| KMI | A | 1.42% | |
| BRK.A | B | 1.39% | |
| FI | A | 1.36% | |
| L | A | 1.28% | |
| ETR | B | 1.25% | |
| TRGP | B | 1.22% | |
| LMT | D | 1.21% | |
| WELL | A | 1.2% | |
| WMT | A | 1.18% | |
| BSX | B | 1.18% | |
| PEG | A | 1.18% | |
| GD | F | 1.17% | |
| DUK | C | 1.16% | |
| PKG | A | 1.13% | |
| T | A | 1.07% | |
| JPM | A | 1.05% | |
| WAB | B | 1.05% | |
| FOXA | B | 1.04% | |
| SSNC | B | 1.03% | |
| KR | B | 1.0% | |
| AVB | B | 0.99% | |
| HIG | B | 0.99% | |
| GDDY | A | 0.98% | |
| GS | A | 0.98% | |
| CTSH | B | 0.97% | |
| APP | B | 0.95% | |
| MCK | B | 0.95% | |
| WFC | A | 0.94% | |
| BAC | A | 0.93% | |
| EQH | B | 0.93% | |
| AIG | B | 0.93% | |
| COF | B | 0.93% | |
| DGX | A | 0.92% | |
| DAL | C | 0.91% | |
| AXP | A | 0.91% | |
| MLM | B | 0.9% | |
| NWSA | B | 0.9% | |
| UAL | A | 0.89% | |
| VICI | C | 0.89% | |
| TSN | B | 0.89% | |
| ESS | B | 0.88% | |
| VZ | C | 0.88% | |
| CI | F | 0.88% | |
| RGA | A | 0.87% | |
| LYB | F | 0.86% | |
| SPG | B | 0.86% | |
| GRMN | B | 0.85% | |
| EXC | C | 0.85% | |
| WY | D | 0.84% | |
| KIM | A | 0.84% | |
| IBM | C | 0.84% | |
| KHC | F | 0.83% | |
| C | A | 0.83% | |
| DOW | F | 0.82% | |
| APH | A | 0.82% | |
| IR | B | 0.81% | |
| FITB | A | 0.78% | |
| STLD | B | 0.78% | |
| TXT | D | 0.78% | |
| CBRE | B | 0.77% | |
| CSL | C | 0.77% | |
| IRM | D | 0.77% | |
| NVR | D | 0.77% | |
| GM | B | 0.76% | |
| TFC | A | 0.74% | |
| IP | B | 0.73% | |
| KKR | A | 0.72% | |
| OC | A | 0.72% | |
| VTRS | A | 0.71% | |
| ELV | F | 0.71% | |
| CASY | A | 0.71% | |
| FANG | D | 0.7% | |
| PSX | C | 0.7% | |
| HCA | F | 0.7% | |
| FCNCA | A | 0.69% | |
| DD | D | 0.68% | |
| UTHR | C | 0.68% | |
| PFE | D | 0.68% | |
| GE | D | 0.67% | |
| CFG | B | 0.67% | |
| CRBG | B | 0.67% | |
| HWM | A | 0.64% | |
| KEY | B | 0.63% | |
| VLO | C | 0.62% | |
| VST | B | 0.61% | |
| HPQ | A | 0.6% | |
| FDX | B | 0.6% | |
| HPE | B | 0.59% | |
| ARE | D | 0.58% | |
| MPC | D | 0.58% | |
| MSTR | C | 0.58% | |
| NTAP | C | 0.57% | |
| URI | B | 0.57% | |
| CVS | D | 0.56% | |
| THC | D | 0.56% | |
| TOL | B | 0.54% | |
| CNC | D | 0.54% | |
| ALLY | C | 0.49% | |
| F | C | 0.48% | |
| DHI | D | 0.47% | |
| WDC | D | 0.46% | |
| ADM | D | 0.44% | |
| MU | D | 0.41% | |
| INTC | D | 0.41% | |
| SWKS | F | 0.39% | |
| WSM | B | 0.39% | |
| CVNA | B | 0.38% | |
| DELL | C | 0.34% | |
| MRNA | F | 0.16% |
ULVM Underweight 18 Positions Relative to WLTG
ULVM: Top Represented Industries & Keywords
WLTG: Top Represented Industries & Keywords
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