UIVM - ETF AI Analysis
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VictoryShares USAA MSCI International Value Momentum ETF (UIVM)
UIVM’s rating reflects a solid but not outstanding overall quality, driven mainly by strong, diversified holdings in large global financial and healthcare companies. Leaders like Novartis AG, DBS Group Holdings, and Royal Bank of Canada contribute positively through robust profitability, stable balance sheets, and generally favorable technical trends, supporting the fund’s value and momentum focus. The main risk is the ETF’s heavy tilt toward financial institutions, where issues like high leverage, cash flow challenges, and potential overbought conditions in some names can add volatility and slightly hold back the overall rating.
UIVM vs. SPDR S&P 500 ETF (SPY)
- AUM
- 330.30M
- Region
- Developed Markets
- Expense Ratio
- 0.35%
- Beta
- 0.59
- Issuer
- VictoryShares
- Inception Date
- Oct 24, 2017
- Dividend Yield
- 4.32%
- Asset Class
- Equity
- Index Tracked
- Nasdaq Victory International Value Momentum Index - Benchmark TR Net
UIVM Summary
VictoryShares USAA MSCI International Value Momentum ETF (UIVM) is an international stock fund that follows the Nasdaq Victory International Value Momentum Index. It invests in companies from countries like Japan, Canada, the UK, and Singapore, focusing on stocks that look undervalued but have been rising in price. Well-known holdings include Singapore Airlines and major Canadian banks such as Toronto-Dominion Bank and Bank of Nova Scotia. Investors might consider UIVM for global diversification and the potential for long-term growth. However, its value and momentum strategy means performance can go up and down with changes in global stock markets.
How much will it cost me?
This ETF has an expense ratio of 0.35%, which means you’ll pay about $3.50 per year for every $1,000 you invest. That’s a bit higher than the cheapest index ETFs because it uses a more specialized, rules-based strategy that blends value and momentum rather than tracking a simple broad market index.
What would affect this ETF?
This ETF focuses on developed markets outside the U.S., with big exposure to industrials and financials, so it can benefit if global growth improves, interest rates stabilize or fall, and value and momentum stocks come back into favor, especially for banks and large international companies like Royal Bank of Canada and Novartis. On the downside, weaker economic conditions abroad, rising interest rates that pressure financials, or regulatory and political issues in key countries could hurt performance, and the value/momentum strategy may lag if investors shift strongly toward other styles such as high-growth tech.
UIVM Top 10 Holdings
UIVM leans heavily on big international financials, with Canadian banks like Royal Bank of Canada and TD acting as steady anchors, while Swedbank and Great-West Lifeco have been rising and quietly powering the fund’s momentum. DBS Group in Singapore adds another strong, upward‑trending financial engine. On the flip side, Singapore Airlines has been losing altitude lately, and Mitsui Kinzoku’s mixed recent performance has held back some of the gains. Overall, the ETF is firmly rooted in developed markets outside the U.S., with a clear tilt toward global banking and insurance leaders.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 RY | Royal Bank Of Canada | ― | ― | ― | ― | 75Outperform |
 DBSDF | DBS Group Holdings | ― | ― | ― | ― | 78Outperform |
 TSE:TD | Toronto Dominion Bank | 0.99% | $3.26M | CAD 290.10B | 54.84% | 74Outperform |
 NL:NN | NN Group N.V. | 0.95% | $3.11M | EUR 19.34B | 29.07% | 68Neutral |
 TSE:GWO | Great-West Lifeco | 0.93% | $3.07M | CAD 80.81B | 56.49% | 76Outperform |
 SE:INVE.B | Investor AB | 0.91% | $3.00M | SEK 1.26T | 31.08% | 77Outperform |
 TSE:BNS | Bank Of Nova Scotia | 0.89% | $2.91M | CAD 159.82B | 45.68% | 77Outperform |
 TSE:ALA | AltaGas | 0.87% | $2.88M | CAD 17.41B | 28.08% | 64Neutral |
 SG:C6L | SIA - Singapore Airlines | 0.86% | $2.83M | SGD 20.53B | -0.30% | 70Outperform |
 CH:NOVN | Novartis AG | 0.86% | $2.82M | CHF 232.26B | 22.91% | 80Outperform |
UIVM Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For UIVM, the sentiment is Negative. The current price of 73.06 is below the 20-day moving average (MA) of 73.37, below the 50-day MA of 75.11, and above the 200-day MA of 70.72, indicating a neutral trend. The MACD of -0.55 indicates Negative momentum. The RSI at 42.74 is Neutral, neither overbought nor oversold. The STOCH value of 80.09 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for UIVM.
UIVM Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| UIVM | $73.06 | $78.00(6.76% Upside) | $330.30M | 0.35% | 61Neutral |
 FYLD | $39.97 | $44.25(10.71% Upside) | $756.52M | 0.59% | 62Neutral |
 TLTD | $99.50 | $117.84(18.43% Upside) | $666.77M | 0.39% | 65Neutral |
 TXUE | $34.75 | $40.55(16.69% Upside) | $575.83M | 0.65% | 64Neutral |
 MFDX | $41.08 | $50.79(23.64% Upside) | $453.75M | 0.39% | 64Neutral |
 AVSD | $78.65 | $93.70(19.14% Upside) | $381.20M | 0.23% | 65Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| UIVM | VictoryShares USAA MSCI International Value Momentum ETF | 73.06 | 14.10 | 23.91% | |
| FYLD | Cambria Foreign Shareholder Yield ETF | 39.97 | 9.52 | 31.28% | |
| TLTD | FlexShares Morningstar Developed Markets ex-US Factor Tilt | 99.50 | 12.28 | 14.08% | |
| TXUE | Thornburg International Equity ETF | 34.75 | 4.31 | 14.16% | |
| MFDX | PIMCO RAFI Dynamic Multi-Factor International Equity ETF | 41.08 | 4.69 | 12.89% | |
| AVSD | Avantis Responsible International Equity ETF | 78.65 | 7.85 | 11.09% |
This 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.