ULVM vs. JAVA ETF Comparison
Comparison of VictoryShares USAA MSCI USA Value Momentum ETF (ULVM) to JPMorgan Active Value ETF (JAVA)
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
$80.56
Average Daily Volume
532
124
JAVA
JPMorgan Active Value ETF
JAVA Description
JPMorgan Active Value ETF is a transparent and actively managed fund that falls within the J.P. Morgan Global Equities platform. The fund invests primarily in large-cap equities using a bottom-up approach to select stocks that have an attractive value base and the potential for capital appreciation.Grade (RS Rating)
Last Trade
$63.86
Average Daily Volume
123,167
167
Performance
Period | ULVM | JAVA |
---|---|---|
30 Days | 2.45% | 2.24% |
60 Days | 4.46% | 4.14% |
90 Days | 7.90% | 7.76% |
12 Months | 32.37% | 25.48% |
35 Overlapping Holdings
Symbol | Grade | Weight in ULVM | Weight in JAVA | Overlap | |
---|---|---|---|---|---|
ADM | D | 0.52% | 0.22% | 0.22% | |
AVB | C | 1.03% | 0.17% | 0.17% | |
AXP | B | 0.89% | 0.71% | 0.71% | |
BAC | D | 0.84% | 2.1% | 0.84% | |
BRK.A | C | 1.42% | 2.46% | 1.42% | |
BSX | B | 1.18% | 0.53% | 0.53% | |
C | C | 0.79% | 0.84% | 0.79% | |
CI | C | 0.99% | 0.44% | 0.44% | |
COF | B | 0.79% | 0.2% | 0.2% | |
CVS | D | 0.63% | 1.04% | 0.63% | |
DAL | C | 0.76% | 0.27% | 0.27% | |
ETR | A | 1.16% | 0.17% | 0.17% | |
FCNCA | D | 0.63% | 0.56% | 0.56% | |
FDX | D | 0.58% | 0.5% | 0.5% | |
FITB | B | 0.74% | 0.65% | 0.65% | |
GD | C | 1.27% | 0.8% | 0.8% | |
GS | B | 0.87% | 0.23% | 0.23% | |
HIG | B | 1.05% | 0.53% | 0.53% | |
HPE | C | 0.59% | 0.35% | 0.35% | |
IBM | B | 0.95% | 0.32% | 0.32% | |
IP | C | 0.66% | 0.22% | 0.22% | |
LLY | D | 0.62% | 0.26% | 0.26% | |
META | B | 0.54% | 0.49% | 0.49% | |
MU | D | 0.47% | 0.33% | 0.33% | |
OC | C | 0.68% | 0.34% | 0.34% | |
PEG | B | 1.25% | 0.55% | 0.55% | |
PFE | D | 0.8% | 0.2% | 0.2% | |
REGN | D | 1.01% | 0.81% | 0.81% | |
RTX | B | 1.1% | 0.63% | 0.63% | |
TFC | D | 0.71% | 0.99% | 0.71% | |
TOL | A | 0.56% | 0.58% | 0.56% | |
VZ | A | 1.01% | 0.15% | 0.15% | |
WDC | C | 0.54% | 0.87% | 0.54% | |
WFC | D | 0.76% | 2.26% | 0.76% | |
WMT | B | 1.17% | 1.29% | 1.17% |
ULVM Overweight 89 Positions Relative to JAVA
Symbol | Grade | Weight | |
---|---|---|---|
LMT | A | 1.36% | |
L | D | 1.28% | |
DUK | B | 1.27% | |
KMI | C | 1.21% | |
BK | B | 1.19% | |
WELL | C | 1.19% | |
T | B | 1.1% | |
LDOS | A | 1.1% | |
PKG | B | 1.09% | |
SSNC | C | 1.08% | |
DOW | C | 1.06% | |
LYB | D | 1.05% | |
WAB | B | 1.02% | |
FOXA | B | 0.98% | |
CTSH | B | 0.98% | |
COST | C | 0.98% | |
VICI | C | 0.98% | |
TRGP | C | 0.98% | |
KR | B | 0.98% | |
DGX | B | 0.95% | |
KHC | C | 0.95% | |
ELV | D | 0.95% | |
JPM | D | 0.95% | |
EXC | B | 0.94% | |
AIG | D | 0.94% | |
WY | C | 0.94% | |
ESS | C | 0.9% | |
HCA | B | 0.87% | |
RGA | C | 0.87% | |
TSN | D | 0.87% | |
MLM | D | 0.87% | |
EQH | C | 0.86% | |
NWSA | D | 0.86% | |
GDDY | C | 0.86% | |
NVR | B | 0.85% | |
IRM | C | 0.84% | |
SPG | B | 0.84% | |
TXT | D | 0.83% | |
KIM | C | 0.82% | |
IR | B | 0.8% | |
CSL | B | 0.79% | |
APH | C | 0.78% | |
MCK | F | 0.78% | |
DD | B | 0.77% | |
CBRE | B | 0.75% | |
GRMN | D | 0.74% | |
PSX | F | 0.74% | |
STLD | C | 0.74% | |
GOOGL | D | 0.73% | |
CNC | D | 0.72% | |
GE | C | 0.72% | |
EME | B | 0.71% | |
CASY | D | 0.69% | |
ARE | C | 0.68% | |
FANG | F | 0.68% | |
VTRS | D | 0.68% | |
CRBG | C | 0.67% | |
PHM | B | 0.67% | |
SYF | C | 0.66% | |
KKR | B | 0.66% | |
UTHR | B | 0.66% | |
HPQ | C | 0.64% | |
GM | C | 0.64% | |
VLO | F | 0.64% | |
LEN | B | 0.63% | |
MPC | F | 0.63% | |
NTAP | D | 0.63% | |
CFG | D | 0.61% | |
THC | C | 0.6% | |
UAL | B | 0.6% | |
HWM | B | 0.59% | |
KEY | C | 0.58% | |
URI | B | 0.57% | |
DHI | C | 0.57% | |
VST | B | 0.52% | |
ALLY | F | 0.5% | |
SWKS | F | 0.49% | |
F | F | 0.49% | |
WSM | C | 0.48% | |
BLDR | C | 0.47% | |
AVGO | C | 0.47% | |
APP | C | 0.45% | |
VRT | C | 0.43% | |
INTC | D | 0.41% | |
NVDA | C | 0.37% | |
DELL | C | 0.34% | |
MSTR | C | 0.31% | |
CVNA | B | 0.28% | |
MRNA | F | 0.26% |
ULVM Underweight 132 Positions Relative to JAVA
Symbol | Grade | Weight | |
---|---|---|---|
UNH | C | -2.36% | |
XOM | D | -2.18% | |
CVX | F | -2.17% | |
CARR | B | -1.87% | |
ABBV | B | -1.86% | |
PM | C | -1.82% | |
MCD | B | -1.52% | |
BMY | C | -1.5% | |
CSX | C | -1.43% | |
LOW | B | -1.32% | |
MDLZ | C | -1.08% | |
COP | F | -1.06% | |
JNJ | C | -1.04% | |
SQ | D | -0.96% | |
NEE | B | -0.95% | |
CAH | C | -0.92% | |
MET | B | -0.91% | |
ADI | C | -0.9% | |
TXN | B | -0.88% | |
PFGC | B | -0.87% | |
CMCSA | C | -0.85% | |
SCHW | D | -0.84% | |
APD | B | -0.83% | |
MS | B | -0.81% | |
EMR | D | -0.8% | |
XEL | B | -0.8% | |
SBAC | C | -0.78% | |
ETN | C | -0.77% | |
VTR | C | -0.76% | |
DLR | B | -0.75% | |
DOV | B | -0.75% | |
AXTA | B | -0.75% | |
ELS | D | -0.74% | |
UPS | D | -0.72% | |
HD | B | -0.72% | |
TJX | C | -0.71% | |
MSFT | C | -0.71% | |
HON | C | -0.69% | |
CPAY | B | -0.67% | |
EQIX | B | -0.66% | |
STX | B | -0.65% | |
EOG | D | -0.64% | |
CMS | B | -0.64% | |
VRTX | D | -0.62% | |
PG | C | -0.61% | |
VMC | C | -0.6% | |
LW | D | -0.57% | |
CB | B | -0.57% | |
BLK | B | -0.56% | |
PH | B | -0.54% | |
NXPI | D | -0.52% | |
PNC | C | -0.52% | |
UNP | D | -0.52% | |
MTB | C | -0.51% | |
AES | C | -0.51% | |
AZO | B | -0.5% | |
BX | C | -0.49% | |
GLW | B | -0.46% | |
BJ | D | -0.46% | |
AMZN | C | -0.45% | |
CME | B | -0.43% | |
HUM | F | -0.42% | |
ARES | B | -0.42% | |
D | C | -0.41% | |
MHK | B | -0.41% | |
MDT | B | -0.4% | |
AMD | C | -0.39% | |
ULTA | D | -0.38% | |
DE | A | -0.37% | |
FCX | C | -0.37% | |
ORLY | B | -0.36% | |
GPK | C | -0.35% | |
NTRS | C | -0.34% | |
MCHP | D | -0.34% | |
PEP | D | -0.34% | |
FIS | C | -0.34% | |
NOC | B | -0.34% | |
LYV | A | -0.33% | |
EQT | C | -0.33% | |
GOOG | D | -0.32% | |
RRX | C | -0.32% | |
CCL | C | -0.32% | |
TPR | A | -0.32% | |
BKNG | B | -0.31% | |
HSY | D | -0.31% | |
UHS | C | -0.31% | |
BDX | D | -0.3% | |
ORCL | B | -0.29% | |
CC | D | -0.29% | |
MMC | C | -0.29% | |
MAS | B | -0.28% | |
GEV | B | -0.28% | |
NI | B | -0.27% | |
BIIB | F | -0.27% | |
MRK | F | -0.27% | |
TT | B | -0.27% | |
RSG | D | -0.26% | |
SLGN | B | -0.26% | |
GNTX | D | -0.25% | |
CRM | C | -0.25% | |
MTG | B | -0.24% | |
ELAN | D | -0.23% | |
TMUS | B | -0.23% | |
HST | D | -0.22% | |
VNO | B | -0.22% | |
FSLR | C | -0.21% | |
DIS | D | -0.21% | |
OUT | B | -0.2% | |
BALL | C | -0.2% | |
Z | C | -0.2% | |
TMO | B | -0.2% | |
CHTR | D | -0.2% | |
BMRN | F | -0.18% | |
TDG | B | -0.18% | |
UBER | C | -0.16% | |
ZBH | F | -0.15% | |
KTB | B | -0.15% | |
GLOB | D | -0.15% | |
AA | C | -0.15% | |
OSCR | D | -0.14% | |
JEF | C | -0.14% | |
PLD | C | -0.14% | |
USB | C | -0.14% | |
CPRI | D | -0.13% | |
NBIX | F | -0.12% | |
BC | C | -0.11% | |
XPO | D | -0.1% | |
AFRM | D | -0.1% | |
FMC | B | -0.1% | |
MIDD | C | -0.1% | |
ICE | C | -0.1% | |
WMG | D | -0.0% |
ULVM: Top Represented Industries & Keywords
JAVA: Top Represented Industries & Keywords