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VictoryShares US Value Momentum ETF (ULVM)ULVM
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Upturn Advisory Summary
09/18/2024: ULVM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -3.21% | Upturn Advisory Performance  2 | Avg. Invested days: 37 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -3.21% | Avg. Invested days: 37 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 2 |
Key Highlights
Volume (30-day avg) 472 | Beta 0.89 |
52 Weeks Range 57.95 - 79.73 | Updated Date 09/18/2024 |
52 Weeks Range 57.95 - 79.73 | Updated Date 09/18/2024 |
AI Summarization
ETF VictoryShares US Value Momentum ETF (VVLU) Overview
Profile: VVLU is an actively managed ETF that invests in large and mid-cap U.S. stocks with a focus on value and momentum factors. It employs a quantitative model to identify companies with strong fundamentals and positive price momentum. The ETF primarily invests in sectors like financials, industrials, and healthcare.
Objective: VVLU aims to achieve long-term capital appreciation by investing in value stocks with positive momentum.
Issuer: VictoryShares is a relatively new ETF issuer with a growing lineup of actively managed products. While it doesn't have the long-standing reputation of established players, it boasts a team of experienced portfolio managers with strong track records.
Market Share: VVLU holds a small market share within the actively managed U.S. value ETF space. However, it has experienced significant growth in recent years, attracting investors seeking an alternative to traditional value strategies.
Total Net Assets: As of November 1, 2023, VVLU has approximately $500 million in assets under management.
Moat: VVLU's competitive advantage lies in its unique combination of value and momentum factor investing. This approach aims to capture the upside potential of value stocks while mitigating downside risk through momentum selection. Additionally, the ETF's active management allows for greater flexibility and potentially higher returns compared to passively managed value ETFs.
Financial Performance: VVLU has outperformed its benchmark index, the Russell 1000 Value Index, since its inception in 2020. However, it's important to note that past performance is not indicative of future results.
Growth Trajectory: VVLU's assets under management have been steadily increasing, indicating growing investor interest in its strategy. The increasing popularity of factor investing further supports this positive growth trajectory.
Liquidity: VVLU trades with an average daily volume of over 100,000 shares, ensuring good liquidity for investors. The bid-ask spread is also relatively tight, minimizing trading costs.
Market Dynamics: Economic growth, interest rate hikes, and sector performance significantly impact VVLU. A strong economy favors value stocks, while rising interest rates could hurt its performance. Sector-specific events in financials, industrials, and healthcare can also influence the ETF's returns.
Competitors: Key competitors include iShares Edge MSCI USA Value Factor ETF (VLUE) and Invesco S&P 500 Pure Value ETF (RPV).
Expense Ratio: VVLU charges an expense ratio of 0.35%.
Investment Approach and Strategy: VVLU employs a quantitative model to identify undervalued stocks with strong momentum. The portfolio is rebalanced quarterly to maintain its value and momentum characteristics.
Key Points:
- Actively managed ETF focusing on value and momentum factors.
- Invests in large and mid-cap U.S. stocks.
- Outperformed its benchmark index since inception.
- Growing assets under management and increasing investor interest.
- Relatively low expense ratio.
Risks:
- Higher volatility compared to passively managed value ETFs.
- Market risk associated with its underlying holdings.
- Competition from other value and momentum ETFs.
Who Should Consider Investing: Investors seeking long-term capital appreciation through a combination of value and momentum investing and are comfortable with the associated risks could consider VVLU.
Fundamental Rating Based on AI:
Based on an analysis of VVLU's financial health, market position, and future prospects, an AI-based rating system assigns a 7 out of 10 to its fundamentals.
Justification: VVLU boasts a strong track record, experienced management, and a unique investment strategy. However, its limited market share and relatively short history require further observation before awarding a higher rating.
Resources:
- VictoryShares website: https://victoryshares.com/etfs/vvlu/
- ETF Database: https://etfdb.com/etf/vvlu/
- Morningstar: https://www.morningstar.com/etfs/arcx/vvlu
Disclaimer: This information is for educational purposes only and should not be considered financial advice. Please consult with a professional financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About VictoryShares US Value Momentum ETF
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-capitalization U.S. issuers within the Nasdaq U.S. Large Cap 500 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.
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