ULVM: Low Beta, High EY Portfolio With Multiple Disadvantages, A Hold

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.

Seeking Alpha • Aug 28, 2026

ULVM: Unattractive Cocktail Of Value And Momentum

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.

Seeking Alpha • Aug 23, 2024

Value ETF Investing to Shine as a Slowdown Looms Large

Value stocks and ETFs have historically proven to be a strong investment option during economic slowdown.

Zacks Investment Research • Jun 21, 2023

Victory Portfolios II To Transfer Listing of Six ETFs to Nasdaq

SAN ANTONIO--(BUSINESS WIRE)--Victory Portfolios II today announced plans to transfer the listing of six ETFs from NYSE to Nasdaq on or around November 1, 2022.

Business Wire • Oct 18, 2022

Here's Why You Can Consider Momentum ETFs as Market Recovers

Momentum investing appears to reap profits from hot stocks that consistently show an upside over a considerable period of time. Below are five ETFs that may outperform if the market recovery continues.

Zacks Investment Research • May 31, 2022

Should You Consider Momentum ETFs as Market Recovers?

Momentum investing looks to fetch profits from hot stocks that have shown an uptrend over the past few weeks or months. Here we present five ETFs that could outperform on the current market optimism.

Zacks Investment Research • Feb 9, 2022

Grab These Momentum ETFs to Ride the Year-End Santa Rally

Investors seem optimistic about the year-end Sana Claus rally as Omicron concerns ease.

Zacks Investment Research • Dec 30, 2021

Momentum ETFs Looking Attractive Amid Latest Market Optimism

Wall Street is expected to continue gaining on optimism surrounding new economic data and third-quarter earnings releases, which point to recovery from the pandemic-induced slowdown.

Zacks Investment Research • Oct 18, 2021

Tap the Current Market Momentum With These ETF Strategies

Here we discuss certain ETF strategies to help investors gain from optimism surrounding the recovering U.S. economy from the pandemic-led slump despite surging delta variant cases.

Zacks Investment Research • Aug 11, 2021

Here's Why Momentum ETFs Are Looking Good Buys

Wall Street is expected to continue gaining on optimism surrounding new economic data releases, which point to recovery from the pandemic-induced slowdown.

Zacks Investment Research • Aug 10, 2021