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Upturn AI SWOT - About
VictoryShares US Value Momentum ETF (ULVM)
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Upturn Advisory Summary
10/24/2025: ULVM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 19.59% | Avg. Invested days 68 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.95 | 52 Weeks Range 69.39 - 86.17 | Updated Date 06/29/2025 |
52 Weeks Range 69.39 - 86.17 | Updated Date 06/29/2025 |
Upturn AI SWOT
VictoryShares US Value Momentum ETF
ETF Overview
Overview
The VictoryShares US Value Momentum ETF (VLMO) seeks to provide investment results that track the performance of the Nasdaq Victory US Large Cap Value Momentum Index, which is designed to track the performance of large-capitalization U.S. equity securities with high value and momentum scores.
Reputation and Reliability
Victory Capital has a solid reputation for offering a range of investment solutions. Their ETFs are generally considered reliable and well-managed.
Management Expertise
Victory Capital has a team of experienced investment professionals managing their ETF offerings.
Investment Objective
Goal
To track the investment results of the Nasdaq Victory US Large Cap Value Momentum Index.
Investment Approach and Strategy
Strategy: Tracks a specific index focused on large-cap U.S. equities with value and momentum characteristics.
Composition The ETF holds a portfolio of U.S. large-cap stocks selected based on value and momentum factors.
Market Position
Market Share: Market share varies depending on the specific definition of the factor-based ETF market segment.
Total Net Assets (AUM): 633317771
Competitors
Key Competitors
- IVV
- VTV
- SPYV
- IWD
Competitive Landscape
The factor-based ETF market is competitive, with many ETFs offering exposure to value and momentum. VLMO competes with broad market value ETFs and those with similar factor-based strategies. VLMO's advantages include its specific index and factor weighting, while its disadvantages may include lower AUM and trading volume compared to larger competitors.
Financial Performance
Historical Performance: Historical performance can be obtained from financial data providers. Please refer to a financial data service to retrieve the accurate historical performance.
Benchmark Comparison: Benchmark comparison can be obtained from financial data providers. Please refer to a financial data service to retrieve the accurate comparison.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The average trading volume is approximately 70,000 shares per day, indicating moderate liquidity.
Bid-Ask Spread
The typical bid-ask spread is generally low, reflecting reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and investor sentiment all impact VLMO. Sector-specific trends and changes in value/momentum factor performance also play a role.
Growth Trajectory
Growth depends on market conditions favoring value and momentum strategies. Changes to the underlying index methodology could also impact the ETF's growth.
Moat and Competitive Advantages
Competitive Edge
VLMO's competitive edge lies in its specific value and momentum factor weighting within the large-cap U.S. equity market. The Nasdaq Victory US Large Cap Value Momentum Index methodology aims to identify companies with strong value characteristics and positive price momentum. This targeted approach may appeal to investors seeking factor-based exposure. However, the strategy's effectiveness is contingent upon the continued success of the selected factors in the market. Victory Capital's expertise in factor-based investing also contributes to the ETF's appeal.
Risk Analysis
Volatility
VLMO's volatility is dependent on the market. Please refer to a financial data service to retrieve the accurate volatility.
Market Risk
Market risk includes the possibility of the fund declining due to market downturns, sector-specific weakness, or poor performance of value and momentum factors.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to value and momentum factors within the U.S. large-cap equity market may find VLMO suitable.
Market Risk
VLMO may be suitable for long-term investors with a moderate to high risk tolerance and an interest in factor-based strategies. Active traders could also use it for tactical allocation.
Summary
The VictoryShares US Value Momentum ETF (VLMO) seeks to track the Nasdaq Victory US Large Cap Value Momentum Index, offering exposure to large-cap U.S. equities with value and momentum characteristics. It is managed by Victory Capital, a reputable issuer, and carries an expense ratio of 0.29%. VLMO's performance is influenced by market conditions and the success of its factor-based strategy. It may be suitable for long-term investors seeking targeted factor exposure within their portfolio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Victory Capital
- Nasdaq
- Financial Data Providers
Disclaimers:
The data provided is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Consult with a 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
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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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