VictoryShares US Value Momentum ETF
ULVM
NASDAQ Global Market- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- CEO
- José Luis Alonso
- Full Time Employees
- 3,118
- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 15935 La Cantera Parkway San Antonio TX United States of America 78256
- IPO Date
- Oct 27, 2017
- CIK
- 0001573099
- Website
- investor.vcm.com
- Similar Companies
- Business
- VictoryShares US Value Momentum ETF (ULVM) is an exchange-traded fund that seeks investment results tracking the Nasdaq Victory US Value Momentum Index before fees and expenses, providing broad U.S. large-cap and mid-cap equity exposure through a risk-weighted multi-factor strategy emphasizing value and momentum factors; it offers exposure to the top 25% of securities from the Nasdaq US 500 Large Cap Index selected based on proprietary value-momentum scores, with holdings weighted inversely to realized volatility for balanced risk contribution and quarterly rebalancing. The ETF holds approximately 125 stocks across sectors including financials (around 20%), health care (12%), utilities (10%), industrials (10%), and information technology (14%), with top holdings such as Atmos Energy Corporation, Duke Energy Corporation, VICI Properties Inc., and CME Group Inc.; it features a net expense ratio of 0.20%, average market capitalization of about $100 billion, and a Morningstar category of large value. Launched on October 24, 2017, as part of VictoryShares ETFs sponsored by Victory Capital Management Inc., headquartered in San Antonio, Texas, the fund originally operated under the name VictoryShares USAA MSCI USA Value Momentum ETF tracking the MSCI USA Select Value Momentum Blend Index prior to July 1, 2019, following Victory Capital's acquisition of USAA Asset Management Company. A significant recent change occurred on November 1, 2022, when the fund rebranded to its current name and shifted to the Nasdaq Victory US Value Momentum Index, enhancing its methodology for lower volatility and moderate turnover; as of mid-2025, assets under management stand at approximately $185 million with sustained performance showing 14-15% annualized one-year NAV returns. The ETF targets long-term investors seeking excess risk-adjusted returns from developed U.S. equity markets, distributed by Victory Capital Services, Inc., with no notable new partnerships, acquisitions, or product launches reported in the last 1-2 years.