ULVM vs VOO
ULVM vs VOO
VictoryShares US Value Momentum ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. ULVM delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | ULVM | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.20% | 0.03% | |
| AUM | $266M | $979.0B | |
| Dividend Yield | 1.63% | 1.09% | |
| Holdings | 127 | 509 | |
| YTD Return | +19.54% | +13.11% | |
| 1Y Return | +30.01% | +22.88% | |
| 3Y Return (annualized) | +21.08% | +21.08% | |
| 5Y Return (annualized) | +12.44% | +13.26% | |
| Volatility (annualized) | 17.0% | 14.1% | |
| Max Drawdown | -40.8% | -34.3% | |
| Fund Family | Victory Capital Management Inc. | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 24, 2017 | Sep 7, 2010 |
ULVM vs VOO Performance
VictoryShares US Value Momentum ETF (ULVM) is a ETF from Victory Capital Management Inc. and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year ULVM returned +30.01% while VOO returned +22.88%. Year to date, ULVM is up 19.54% versus a gain of 13.11% for VOO.
Over three years, ULVM compounded at +21.08% per year against +21.08% for VOO; over five years the annualized figures are +12.44% and +13.26% respectively. Across the full 9-year window we track, VOO has the edge at +13.54% annualized vs +10.57%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ULVM has been the more volatile fund, with annualized monthly volatility of 17.0% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -40.8% for ULVM and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
ULVM charges 0.20% per year while VOO charges 0.03%. On a $10,000 position that is $20 vs $3 annually, a gap of $17 per year that compounds over a long holding period. On income, ULVM currently yields 1.63% against 1.09% for VOO.
Holdings Overlap
ULVM and VOO share 109 holdings out of 520 unique holdings combined, representing a 15.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in ULVM | Weight in VOO | Difference |
|---|---|---|---|
| GOOGL | 0.64% | 3.25% | 2.61% |
| BRK.B | 1.61% | 1.42% | 0.19% |
| JNJ | 1.59% | 0.95% | 0.64% |
| MU | Pro | Pro | Pro |
| XOM | Pro | Pro | Pro |
| BAC | Pro | Pro | Pro |
| O | Pro | Pro | Pro |
| CB | Pro | Pro | Pro |
| L | Pro | Pro | Pro |
| ATO | Pro | Pro | Pro |
See all 10 holdings ULVM shares with VOO Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, ULVM or VOO?
ULVM has an expense ratio of 0.20% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $17 per year of difference.
Which performed better, ULVM or VOO?
Over the past year ULVM returned +30.01% vs +22.88% for VOO, so ULVM leads on 1-year performance. Over the longest common window we track (9 years), ULVM annualized +10.57% vs +13.54% for VOO. Past performance does not guarantee future results.
Which is riskier, ULVM or VOO?
ULVM has been the more volatile fund at 17.0% annualized versus 14.1% for VOO. Worst drawdown: ULVM -40.8% vs VOO -34.3%.
Should I hold both ULVM and VOO?
ULVM and VOO have a monthly-return correlation of 0.91, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between ULVM and VOO?
ULVM and VOO share 109 common holdings with a 15.2% weight overlap. Combined, they hold 520 unique securities.
Which pays a higher dividend, ULVM or VOO?
ULVM yields 1.63% while VOO yields 1.09%, so ULVM currently pays the higher dividend yield.
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