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Upturn AI SWOT - About
VictoryShares US Value Momentum ETF (ULVM)
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Upturn Advisory Summary
08/14/2025: 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 14.45% | Avg. Invested days 60 | 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 08/14/2025 |
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 closely correspond to the performance of the Nasdaq Victory US Large Cap Value Momentum Index. It focuses on large-cap US equities with strong value and momentum characteristics, typically targeting a diversified portfolio across various sectors.
Reputation and Reliability
Victory Capital Management is a well-established asset manager with a solid reputation and a history of managing various investment products.
Management Expertise
The management team possesses experience in quantitative investing and actively manages portfolios based on defined factors.
Investment Objective
Goal
To provide investment results that closely correspond to the performance of the Nasdaq Victory US Large Cap Value Momentum Index.
Investment Approach and Strategy
Strategy: The ETF tracks the Nasdaq Victory US Large Cap Value Momentum Index, which selects stocks based on value and momentum factors.
Composition The ETF holds a diversified portfolio of large-cap US equities selected for their value and momentum characteristics.
Market Position
Market Share: VLMO's market share within the smart beta value ETF category is moderate and growing.
Total Net Assets (AUM): 353777716
Competitors
Key Competitors
- IVV
- SPY
- VTV
- IWD
Competitive Landscape
The smart beta value ETF segment is competitive. VLMO distinguishes itself through its specific value and momentum factor combination, while competitors offer broader or alternative factor approaches. A key advantage for VLMO is its targeted factor exposure. A potential disadvantage could be higher tracking error compared to broad market ETFs.
Financial Performance
Historical Performance: Historical performance data is available through various financial data providers. Investors should review past performance to understand the ETF's historical returns and risk profile.
Benchmark Comparison: Investors should compare VLMO's performance against the Nasdaq Victory US Large Cap Value Momentum Index to assess its tracking effectiveness.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The average trading volume indicates moderate liquidity, allowing for relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting reasonable trading costs for investors.
Market Dynamics
Market Environment Factors
Economic growth, interest rate policies, and sector-specific trends can all influence VLMO's performance. Value and momentum factors tend to perform differently in various market environments.
Growth Trajectory
Growth is dependent on continued investor interest in factor-based investing and the sustained performance of the value and momentum factors.
Moat and Competitive Advantages
Competitive Edge
VLMO's competitive advantage lies in its specific combination of value and momentum factors within the large-cap US equity space. This targeted approach differentiates it from broader value ETFs. The index methodology is transparent and rules-based. The ETF aims to provide consistent exposure to these factors, potentially leading to outperformance in certain market cycles. Investors looking for a specific blend of value and momentum may find this attractive.
Risk Analysis
Volatility
Volatility is dependent on market conditions and the volatility of the underlying stocks. Investors should review historical volatility data.
Market Risk
The ETF is subject to market risk, including the risk of declines in the value of its underlying holdings due to economic or market-specific factors.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking factor-based exposure to value and momentum within the large-cap US equity market.
Market Risk
The ETF is suitable for long-term investors seeking to enhance portfolio returns through factor investing and active traders who employ momentum-based strategies.
Summary
VictoryShares US Value Momentum ETF (VLMO) offers a targeted approach to factor-based investing, combining value and momentum strategies within the large-cap US equity space. It tracks the Nasdaq Victory US Large Cap Value Momentum Index, providing exposure to stocks selected based on these factors. The ETF is suitable for investors seeking to enhance portfolio returns through factor investing, recognizing that value and momentum strategies can perform differently in various market environments. With a moderate expense ratio, VLMO presents a specific investment choice among the diverse smart beta ETF landscape. AUM is $353.77M (November 2024).
Peer Comparison
Sources and Disclaimers
Data Sources:
- Victory Capital Management
- Nasdaq
- ETF.com
- Morningstar
Disclaimers:
This analysis is based on available information and should not be considered financial advice. Investors should conduct their own research before making 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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