ULVM vs VXUS
VictoryShares US Value Momentum ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. ULVM delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.
Side-by-Side Comparison
| Metric | ULVM | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.20% | 0.05% | |
| AUM | $266M | $156.5B | |
| Dividend Yield | 1.63% | 2.60% | |
| Holdings | 127 | 8,747 | |
| YTD Return | +19.77% | +14.57% | |
| 1Y Return | +30.73% | +27.82% | |
| 3Y Return (annualized) | +21.24% | +19.27% | |
| 5Y Return (annualized) | +12.39% | +9.28% | |
| Volatility (annualized) | 17.0% | 15.1% | |
| Max Drawdown | -40.8% | -39.9% | |
| Fund Family | Victory Capital Management Inc. | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 24, 2017 | Jan 26, 2011 |
ULVM vs VXUS Performance
VictoryShares US Value Momentum ETF (ULVM) is a ETF from Victory Capital Management Inc. and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year ULVM returned +30.73% while VXUS returned +27.82%. Year to date, ULVM is up 19.77% versus a gain of 14.57% for VXUS.
Over three years, ULVM compounded at +21.24% per year against +19.27% for VXUS; over five years the annualized figures are +12.39% and +9.28% respectively. Across the full 9-year window we track, ULVM has the edge at +10.59% annualized vs +4.86%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ULVM has been the more volatile fund, with annualized monthly volatility of 17.0% compared with 15.1% for VXUS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -40.8% for ULVM and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.85. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ULVM charges 0.20% per year while VXUS charges 0.05%. On a $10,000 position that is $20 vs $5 annually, a gap of $15 per year that compounds over a long holding period. On income, ULVM currently yields 1.63% against 2.60% for VXUS.
Holdings Overlap
ULVM and VXUS share 1 holdings out of 7984 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in ULVM | Weight in VXUS | Difference |
|---|---|---|---|
| STX:IE | 0.29% | 0.00% | 0.29% |
Frequently Asked Questions
Which is cheaper, ULVM or VXUS?
ULVM has an expense ratio of 0.20% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $15 per year of difference.
Which performed better, ULVM or VXUS?
Over the past year ULVM returned +30.73% vs +27.82% for VXUS, so ULVM leads on 1-year performance. Over the longest common window we track (9 years), ULVM annualized +10.59% vs +4.86% for VXUS. Past performance does not guarantee future results.
Which is riskier, ULVM or VXUS?
ULVM has been the more volatile fund at 17.0% annualized versus 15.1% for VXUS. Worst drawdown: ULVM -40.8% vs VXUS -39.9%.
Should I hold both ULVM and VXUS?
ULVM and VXUS have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ULVM and VXUS?
ULVM and VXUS share 1 common holdings with a 0.0% weight overlap. Combined, they hold 7984 unique securities.
Which pays a higher dividend, ULVM or VXUS?
ULVM yields 1.63% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.
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