SDG vs. ULVM ETF Comparison

Comparison of iShares MSCI Global Impact ETF (SDG) to VictoryShares USAA MSCI USA Value Momentum ETF (ULVM)
SDG

iShares MSCI Global Impact ETF

SDG Description

The iShares MSCI Global Impact ETF seeks to track the investment results of an index composed of positive impact companies that derive a majority of their revenue from products and services that address at least one of the world's major social and environmental challenges as identified by the United Nations Sustainable Development Goals.

Grade (RS Rating)

Last Trade

$75.13

Average Daily Volume

8,010

Number of Holdings *

23

* 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 SDG ULVM
30 Days -6.27% 6.04%
60 Days -8.71% 7.87%
90 Days -6.87% 10.00%
12 Months 0.00% 37.10%
5 Overlapping Holdings
Symbol Grade Weight in SDG Weight in ULVM Overlap
ARE D 0.61% 0.58% 0.58%
NVDA C 5.0% 0.42% 0.42%
REGN F 0.74% 0.72% 0.72%
UTHR C 0.3% 0.68% 0.3%
WY D 2.08% 0.84% 0.84%
SDG Overweight 18 Positions Relative to ULVM
Symbol Grade Weight
FSLR F 3.59%
LI F 3.58%
DLR B 3.01%
ENPH F 2.06%
XPEV C 1.44%
HRL D 1.24%
VRTX F 1.13%
XYL D 1.02%
BXP D 0.83%
EW C 0.63%
SUI D 0.59%
DXCM D 0.46%
INCY C 0.32%
PODD C 0.29%
BMRN D 0.2%
NBIX C 0.19%
ALNY D 0.18%
BGNE D 0.15%
SDG Underweight 120 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%
WELL A -1.2%
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%
AVB B -0.99%
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%
VICI C -0.89%
TSN B -0.89%
ESS B -0.88%
VZ C -0.88%
CI F -0.88%
RGA A -0.87%
LYB F -0.86%
SPG B -0.86%
GRMN B -0.85%
EXC C -0.85%
KIM A -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%
IRM D -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%
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%
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%
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%
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