UEVM - ETF AI Analysis
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VictoryShares USAA MSCI Emerging Markets Value Momentum ETF (UEVM)
Rating:57Neutral
Price Target:―
Positive Factors
Solid Recent Performance
The fund has shown steady gains so far this year and in recent months, indicating positive momentum in its strategy.
Value and Momentum Focus in Emerging Markets
The ETF targets emerging market stocks with both value and momentum characteristics, aiming to capture companies that are attractively priced yet showing improving performance.
Broad Sector Diversification
Holdings are spread across many sectors, including financials, consumer-related industries, health care, and others, which helps reduce the impact of weakness in any single area.
Negative Factors
Heavy Geographic Concentration in Hong Kong
A large majority of the portfolio is invested in Hong Kong, which increases the fund’s sensitivity to economic and regulatory changes in that market.
Mixed Performance Among Top Holdings
While several major positions have delivered strong gains, others have shown weak or negative performance, which can create uneven results for the fund.
Moderate Expense Ratio
The fund’s fees are not extremely high but are meaningfully above the cheapest ETFs, which slightly reduces the net return investors receive over time.
UEVM vs. SPDR S&P 500 ETF (SPY)
AUM252.83M
RegionEmerging Markets
Expense Ratio0.45%
Beta0.63
IssuerVictoryShares
Inception DateOct 24, 2017
Dividend Yield2.96%
Asset ClassEquity
Index TrackedNasdaq Victory Emerging Market Value Momentum Index - Benchmark TR Net
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,801
30 Day Avg. Volume3,631
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
71.25Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering124
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
UEVM Summary
UEVM is an exchange-traded fund that follows the Nasdaq Victory Emerging Market Value Momentum Index, focusing on stocks from fast-growing countries like China (via Hong Kong), India, and Brazil. It mainly holds companies in financials and general industries, including well-known names such as Bank of China and China Construction Bank. Investors might consider UEVM to diversify beyond the U.S. and tap into the long-term growth potential of emerging markets, especially stocks that look undervalued but are already showing strong price gains. A key risk is that emerging market stocks can be more volatile and may go up and down sharply with economic and political changes.
How much will it cost me?UEVM has an expense ratio of 0.45%, which means you’ll pay about $4.50 per year for every $1,000 invested. This cost is a bit higher than the average ETF because it uses an active factor-based strategy (value and momentum) in emerging markets rather than simple passive index tracking.
What would affect this ETF?This ETF could benefit if emerging market economies grow steadily, local consumers spend more, and banks and other financial companies in countries like China and India stay healthy and profitable, supporting its value and momentum strategy. On the downside, it may be hurt by global slowdowns, rising interest rates, political or regulatory changes in major emerging markets, or stress in the financial sector that weighs on its many bank holdings.
UEVM Top 10 Holdings
UEVM is leaning heavily into Chinese financials, with names like Bank of China, ICBC, and China Construction Bank acting as the main engines of performance thanks to their steadily rising share prices and value-friendly profiles. India adds some spice, with Anand Rathi Wealth and Titan climbing strongly and giving the fund a momentum kick. On the flip side, China Merchants Bank, Postal Savings Bank, and Sinopharm have been lagging, creating a bit of drag. Overall, it’s a concentrated emerging-markets value play, tilted toward Asian banks with a global EM flavor.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Bank of China | 2.00% | $3.15M | HK$2.14T | 27.27% | 77 Outperform | |
| Bank of Communications Co | 1.88% | $2.95M | HK$717.96B | 10.37% | 76 Outperform | |
| Industrial and Commercial Bank of China | 1.87% | $2.94M | HK$3.12T | 26.50% | 78 Outperform | |
| Anand Rathi Wealth Ltd. | 1.74% | $2.74M | ₹367.54B | 58.24% | 73 Outperform | |
| China Construction Bank | 1.68% | $2.64M | HK$2.46T | 17.35% | 82 Outperform | |
| Postal Savings Bank of China Co., Ltd. Class H | 1.65% | $2.58M | HK$626.43B | -8.41% | 77 Outperform | |
| China Merchants Bank Co | 1.64% | $2.58M | HK$1.17T | 0.64% | 82 Outperform | |
| Titan Company Limited | 1.64% | $2.58M | ₹4.59T | 42.34% | 69 Neutral | |
| China CITIC Bank | 1.62% | $2.54M | HK$538.41B | 16.93% | 69 Neutral | |
| Hengan International Group Co | 1.57% | $2.46M | HK$25.79B | -10.94% | 73 Outperform |
UEVM Technical Analysis
Neutral
―
Price Trends
59.28
Positive
59.11
Positive
58.07
Positive
Market Momentum
0.29
Positive
51.28
Neutral
5.45
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For UEVM, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 60.11, equal to the 50-day MA of 59.28, and equal to the 200-day MA of 58.07, indicating a neutral trend. The MACD of 0.29 indicates Positive momentum. The RSI at 51.28 is Neutral, neither overbought nor oversold. The STOCH value of 5.45 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for UEVM.
UEVM Peer Comparison
Comparison Results
Performance Comparison
UEVM
VictoryShares USAA MSCI Emerging Markets Value Momentum ETF
60.06
6.09
11.28%
VFMF
Vanguard U.S. Multifactor ETF
―
―
―
JHMD
John Hancock Multifactor Developed International ETF
―
―
―
DMXF
iShares ESG Advanced MSCI EAFE ETF
―
―
―
HLAL
Wahed FTSE USA Shariah ETF
―
―
―
AUSF
Global X Adaptive U.S. Factor ETF
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―
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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