VictoryShares US Value Momentum ETF

ULVM

時価総額 $2.62億

VictoryShares US Value Momentum ETF earns a Hold rating due to long-term vulnerabilities despite impressive YTD performance. ULVM's strategy interestingly blends value and momentum factors, but its low volatility tilt is expected to detract from long-term returns versus IVV. ULVM's portfolio is overweight in financials and underweight in IT, with a 6% weighted average earnings yield, yet it lags IVV in forward EPS growth and GARP metrics.

VictoryShares US Value Momentum ETF selects large caps using value and momentum scores and weighs them favoring low-volatility stocks. ULVM is well-diversified across holdings and sectors, with a focus on financials and industrials. As expected, valuation ratios look better than for the benchmark, while growth metrics are only slightly inferior.