ESGN vs. UIVM ETF Comparison

Comparison of Columbia Sustainable International Equity Income ETF (ESGN) to VictoryShares USAA MSCI International Value Momentum ETF (UIVM)
ESGN

Columbia Sustainable International Equity Income ETF

ESGN Description

The investment seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta Advantage® Sustainable International Equity Income 100 Index. The fund invests at least 80% of its assets in the component securities of the index and depositary receipts representing such securities. The index, which typically holds common stocks and depositary receipts, was constructed to provide exposure to foreign large- and mid-cap companies that are believed to offer sustainable levels of income, as well as total return opportunity.

Grade (RS Rating)

Last Trade

$30.57

Average Daily Volume

289

Number of Holdings *

6

* may have additional holdings in another (foreign) market
UIVM

VictoryShares USAA MSCI International Value Momentum ETF

UIVM Description The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the MSCI World ex USA Select Value Momentum Blend Index. The fund invests at least 80% of its assets in securities in the index, depositary receipts on securities in the index and securities underlying depositary receipts in the index. The index delivers exposure to equity market performance in non-U.S. developed markets and provides higher exposure to value and momentum factors within the MSCI World ex USA Index while also maintaining moderate index turnover and lower realized volatility than traditional capitalization weighted indexes.

Grade (RS Rating)

Last Trade

$48.87

Average Daily Volume

15,411

Number of Holdings *

14

* may have additional holdings in another (foreign) market
Performance
Period ESGN UIVM
30 Days 3.82% 4.09%
60 Days 7.74% 7.44%
90 Days 7.60% 6.32%
12 Months 22.04% 20.34%
4 Overlapping Holdings
Symbol Grade Weight in ESGN Weight in UIVM Overlap
E C 1.37% 0.78% 0.78%
MFG C 1.79% 0.31% 0.31%
MUFG C 4.35% 0.28% 0.28%
SMFG B 2.96% 0.32% 0.32%
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