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ULVM
+6.15 · +6.90%
$95.38 · NASDAQ
AUM:$244.7M
#– of – in Large Value ETFs
Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.
Market Performance
Up 21.1% over the past year, reflecting strong price momentum.Cost Efficiency
Ongoing charge of 0.20% — competitive for the exposure provided.What is ULVM?
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.
Performance Highlights
Returns (%)
Top Sectors (%)
Investment Breakdown
Strong Recent Performance
ULVM delivered 21.1% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.20% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 14.2% of the ETF — exposure spread across many positions.
ETF Information
AUM$244.7M
Expense Ratio0.20%
Dividend Yield1.70%
Holdings50
Inception DateOct 2017
Domicile–
Distribution–
Index–
ProviderVictory Capital Management Inc.
Beta0.96
CategoryLarge Value
CurrencyUSD
Portfolio Impact
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6168
+7 points · better diversified