VictoryShares International Value Momentum ETF

Frequently Asked Questions About UIVM

What does UIVM invest in?

The VictoryShares International Value Momentum ETF (UIVM) primarily allocates its assets, with a minimum of 80%, to the underlying index's components, whether directly or through depositary receipts. This underlying index is designed to capture the performance of equity markets in developed nations outside the U.S. It strategically overweights stocks exhibiting strong value and momentum characteristics, drawing from the universe of the MSCI World ex USA Index. The strategy also prioritizes maintaining relatively moderate portfolio turnover and seeks to deliver lower realized volatility than traditional market capitalization-weighted benchmarks.

What is the expense ratio of UIVM?

VictoryShares International Value Momentum ETF (UIVM) charges an expense ratio of 0.39%. This is the annual fee deducted from fund assets to cover management and operations.

How big is UIVM?

VictoryShares International Value Momentum ETF (UIVM) manages $326.2M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is UIVM actively managed or an index fund?

UIVM is a passive index fund. It tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (UIVM's is 0.39%) because there's no security selection cost.

When was UIVM launched?

VictoryShares International Value Momentum ETF (UIVM) launched in October 2017 and is managed by Victory Capital.

How has UIVM performed?

UIVM's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.