DFGR vs. ULVM ETF Comparison
Comparison of Dimensional Global Real Estate ETF (DFGR) to VictoryShares USAA MSCI USA Value Momentum ETF (ULVM)
DFGR
Dimensional Global Real Estate ETF
DFGR Description
The Portfolio, using a market capitalization weighted approach, purchases a broad and diverse set of securities of U.S. and non-U.S. companies principally engaged in the real estate industry, including developed and emerging markets, with a particular focus on real estate investment trusts ("REITs") and companies the Advisor considers to be REIT-like entities. The Portfolio invests in companies of all sizes.
Grade (RS Rating)
Last Trade
$27.72
Average Daily Volume
219,870
Number of Holdings
*
128
* may have additional holdings in another (foreign) market
ULVM
VictoryShares USAA MSCI USA Value Momentum ETF
ULVM Description
The investment seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the MSCI USA Select Value Momentum Blend Index. 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- and mid-capitalization U.S. issuers within the MSCI USA 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.Grade (RS Rating)
Last Trade
$86.63
Average Daily Volume
2,586
Number of Holdings
*
125
* may have additional holdings in another (foreign) market
Performance
| Period | DFGR | ULVM |
|---|---|---|
| 30 Days | -1.98% | 6.04% |
| 60 Days | -4.45% | 7.87% |
| 90 Days | -0.20% | 10.00% |
| 12 Months | 21.15% | 37.10% |
DFGR Overweight 120 Positions Relative to ULVM
| Symbol | Grade | Weight | |
|---|---|---|---|
| PLD | D | 5.99% | |
| AMT | D | 5.14% | |
| EQIX | A | 4.82% | |
| DLR | B | 3.29% | |
| PSA | D | 2.96% | |
| O | D | 2.76% | |
| CCI | D | 2.37% | |
| EXR | D | 1.95% | |
| VTR | C | 1.48% | |
| EQR | B | 1.45% | |
| SBAC | D | 1.32% | |
| INVH | D | 1.16% | |
| MAA | B | 1.03% | |
| SUI | D | 0.87% | |
| DOC | D | 0.84% | |
| UDR | B | 0.79% | |
| GLPI | C | 0.75% | |
| REG | B | 0.73% | |
| ELS | C | 0.72% | |
| CPT | B | 0.72% | |
| AMH | D | 0.7% | |
| HST | C | 0.69% | |
| WPC | D | 0.68% | |
| BXP | D | 0.66% | |
| LAMR | D | 0.63% | |
| CUBE | D | 0.61% | |
| OHI | C | 0.58% | |
| REXR | F | 0.51% | |
| BRX | A | 0.49% | |
| FRT | B | 0.48% | |
| EGP | F | 0.47% | |
| ADC | B | 0.43% | |
| NNN | D | 0.43% | |
| FR | C | 0.39% | |
| VNO | B | 0.38% | |
| STAG | F | 0.37% | |
| RHP | B | 0.35% | |
| COLD | D | 0.34% | |
| EPRT | B | 0.34% | |
| TRNO | F | 0.33% | |
| KRG | B | 0.33% | |
| IRT | A | 0.32% | |
| SLG | B | 0.29% | |
| CUZ | B | 0.28% | |
| PECO | A | 0.28% | |
| KRC | C | 0.26% | |
| CTRE | D | 0.26% | |
| SBRA | C | 0.25% | |
| MAC | B | 0.24% | |
| APLE | B | 0.23% | |
| SKT | B | 0.23% | |
| EPR | D | 0.2% | |
| HIW | D | 0.19% | |
| CDP | C | 0.19% | |
| PK | B | 0.19% | |
| NHI | D | 0.19% | |
| BNL | D | 0.18% | |
| NSA | D | 0.17% | |
| DEI | B | 0.17% | |
| IIPR | D | 0.17% | |
| FCPT | C | 0.15% | |
| UE | C | 0.15% | |
| LXP | D | 0.15% | |
| MPW | F | 0.14% | |
| AKR | B | 0.14% | |
| OUT | A | 0.13% | |
| ROIC | A | 0.12% | |
| IVT | B | 0.12% | |
| SHO | C | 0.11% | |
| DRH | B | 0.1% | |
| GNL | F | 0.08% | |
| ESRT | C | 0.08% | |
| PEB | D | 0.08% | |
| XHR | B | 0.08% | |
| ELME | D | 0.08% | |
| UMH | C | 0.08% | |
| LTC | B | 0.08% | |
| GTY | B | 0.08% | |
| DEA | D | 0.07% | |
| UNIT | B | 0.07% | |
| JBGS | D | 0.07% | |
| EQC | B | 0.07% | |
| AAT | B | 0.07% | |
| RLJ | C | 0.07% | |
| VRE | B | 0.07% | |
| AIV | C | 0.06% | |
| CSR | B | 0.06% | |
| NTST | D | 0.06% | |
| PDM | D | 0.06% | |
| PGRE | F | 0.05% | |
| BDN | C | 0.05% | |
| NXRT | B | 0.05% | |
| INN | D | 0.04% | |
| GOOD | B | 0.04% | |
| SILA | C | 0.04% | |
| PLYM | F | 0.04% | |
| ALEX | C | 0.04% | |
| ALX | D | 0.03% | |
| HPP | F | 0.03% | |
| BFS | C | 0.03% | |
| GMRE | F | 0.03% | |
| UHT | D | 0.03% | |
| WSR | A | 0.03% | |
| DHC | F | 0.02% | |
| CBL | A | 0.02% | |
| SVC | F | 0.02% | |
| CLDT | B | 0.02% | |
| CTO | B | 0.02% | |
| OLP | B | 0.02% | |
| CIO | D | 0.01% | |
| PINE | C | 0.01% | |
| BHR | B | 0.01% | |
| ILPT | D | 0.01% | |
| BRT | B | 0.01% | |
| PSTL | D | 0.01% | |
| FSP | C | 0.0% | |
| OPI | F | 0.0% | |
| CLPR | D | 0.0% | |
| PKST | D | 0.0% | |
| MDV | D | 0.0% |
DFGR Underweight 117 Positions Relative to ULVM
| Symbol | Grade | Weight | |
|---|---|---|---|
| KMI | A | -1.42% | |
| BRK.A | B | -1.39% | |
| FI | A | -1.36% | |
| L | A | -1.28% | |
| ETR | B | -1.25% | |
| BK | A | -1.23% | |
| TRGP | B | -1.22% | |
| LMT | D | -1.21% | |
| WMT | A | -1.18% | |
| BSX | B | -1.18% | |
| PEG | A | -1.18% | |
| GD | F | -1.17% | |
| DUK | C | -1.16% | |
| PKG | A | -1.13% | |
| LDOS | C | -1.11% | |
| T | A | -1.07% | |
| JPM | A | -1.05% | |
| WAB | B | -1.05% | |
| FOXA | B | -1.04% | |
| SSNC | B | -1.03% | |
| RTX | C | -1.03% | |
| KR | B | -1.0% | |
| HIG | B | -0.99% | |
| GDDY | A | -0.98% | |
| GS | A | -0.98% | |
| CTSH | B | -0.97% | |
| APP | B | -0.95% | |
| MCK | B | -0.95% | |
| COST | B | -0.95% | |
| WFC | A | -0.94% | |
| BAC | A | -0.93% | |
| EQH | B | -0.93% | |
| AIG | B | -0.93% | |
| COF | B | -0.93% | |
| DGX | A | -0.92% | |
| DAL | C | -0.91% | |
| AXP | A | -0.91% | |
| MLM | B | -0.9% | |
| NWSA | B | -0.9% | |
| UAL | A | -0.89% | |
| TSN | B | -0.89% | |
| VZ | C | -0.88% | |
| CI | F | -0.88% | |
| RGA | A | -0.87% | |
| LYB | F | -0.86% | |
| GRMN | B | -0.85% | |
| EXC | C | -0.85% | |
| WY | D | -0.84% | |
| IBM | C | -0.84% | |
| KHC | F | -0.83% | |
| C | A | -0.83% | |
| SYF | B | -0.83% | |
| DOW | F | -0.82% | |
| APH | A | -0.82% | |
| IR | B | -0.81% | |
| EME | C | -0.79% | |
| FITB | A | -0.78% | |
| STLD | B | -0.78% | |
| TXT | D | -0.78% | |
| CBRE | B | -0.77% | |
| CSL | C | -0.77% | |
| NVR | D | -0.77% | |
| GM | B | -0.76% | |
| TFC | A | -0.74% | |
| GOOGL | C | -0.74% | |
| IP | B | -0.73% | |
| KKR | A | -0.72% | |
| REGN | F | -0.72% | |
| OC | A | -0.72% | |
| VTRS | A | -0.71% | |
| ELV | F | -0.71% | |
| CASY | A | -0.71% | |
| FANG | D | -0.7% | |
| PSX | C | -0.7% | |
| HCA | F | -0.7% | |
| FCNCA | A | -0.69% | |
| DD | D | -0.68% | |
| UTHR | C | -0.68% | |
| PFE | D | -0.68% | |
| GE | D | -0.67% | |
| CFG | B | -0.67% | |
| CRBG | B | -0.67% | |
| HWM | A | -0.64% | |
| KEY | B | -0.63% | |
| VLO | C | -0.62% | |
| VST | B | -0.61% | |
| HPQ | B | -0.6% | |
| FDX | B | -0.6% | |
| HPE | B | -0.59% | |
| PHM | D | -0.59% | |
| MPC | D | -0.58% | |
| MSTR | C | -0.58% | |
| NTAP | C | -0.57% | |
| URI | B | -0.57% | |
| CVS | D | -0.56% | |
| THC | D | -0.56% | |
| LEN | D | -0.55% | |
| TOL | B | -0.54% | |
| CNC | D | -0.54% | |
| META | D | -0.53% | |
| LLY | F | -0.51% | |
| ALLY | C | -0.49% | |
| VRT | B | -0.49% | |
| F | C | -0.48% | |
| DHI | D | -0.47% | |
| WDC | D | -0.46% | |
| ADM | D | -0.44% | |
| AVGO | D | -0.43% | |
| NVDA | C | -0.42% | |
| BLDR | D | -0.42% | |
| MU | D | -0.41% | |
| INTC | D | -0.41% | |
| SWKS | F | -0.39% | |
| WSM | B | -0.39% | |
| CVNA | B | -0.38% | |
| DELL | C | -0.34% | |
| MRNA | F | -0.16% |
DFGR: Top Represented Industries & Keywords
Industries:
REIT - Retail
REIT - Diversified
REIT - Office
REIT - Residential
REIT - Industrial
REIT - Hotel & Motel
REIT - Healthcare Facilities
Telecom Services
Business Services
Real Estate - General
Keywords:
Real Estate Investment Trust
Real Estate Market
S&P 500
Retail Properties
Real Estate Properties
Equity Global Management
Equity Real Estate Investment Trust
Shopping Mall
Champion Reit
Dream Office Real Estate Investment Trust
Healthcare Facilities
Industrial Properties
Property Management
Real Estate Investing
Assisted Living
David Sobelman
Hotel
Inland Residential Properties Trust
Investment Trust
Leasing
ULVM: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Residential Construction
Aerospace & Defense
Banks - Global
Health Care Plans
Insurance - Diversified
Semiconductors
Asset Management
Biotechnology
Building Materials
Credit Services
Information Technology Services
Internet Content & Information
Oil & Gas Refining & Marketing
Utilities - Diversified
Airlines
Auto Manufacturers
Broadcasting - TV
Business Services
Chemicals
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