UIVM - ETF AI Analysis
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VictoryShares USAA MSCI International Value Momentum ETF (UIVM)
Rating:59Neutral
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown strong gains so far this year and over the last few months, indicating positive momentum.
Strong Financials in Top Holdings
Several of the largest positions are major banks and financial companies with strong recent performance, helping support the fund’s returns.
Broad International Diversification
The fund is spread across many countries in Europe, Asia, and North America, which helps reduce the impact of problems in any single market.
Negative Factors
Heavy Country Concentration
A large portion of the portfolio is concentrated in Japan and a few other countries, which can increase risk if those markets weaken.
Limited Sector Balance
The ETF has relatively low exposure to areas like technology and health care, which may limit participation in growth from those sectors.
Moderate Expense Ratio
The fund’s fees are not extremely high but are also not among the very lowest, slightly reducing the net return to investors over time.
UIVM vs. SPDR S&P 500 ETF (SPY)
AUM352.76M
RegionDeveloped Markets
Expense Ratio0.35%
Beta0.60
IssuerVictoryShares
Inception DateOct 24, 2017
Dividend Yield3%
Asset ClassEquity
Index TrackedNasdaq Victory International Value Momentum Index - Benchmark TR Net
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume7,318
30 Day Avg. Volume3,264
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
86.96Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering195
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
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?The expense ratio for the VictoryShares USAA MSCI International Value Momentum ETF (UIVM) is 0.35%, which means you’ll pay $3.50 per year for every $1,000 invested. This is slightly higher than average for ETFs because it uses an actively managed strategy combining value and momentum investing to target international equities. It aims to provide a balance of risk and return through its specialized approach.
What would affect this ETF?UIVM's focus on developed international markets and its blend of value and momentum strategies could benefit from global economic recovery, particularly in sectors like Financials and Industrials, which are heavily weighted in the ETF. However, potential risks include geopolitical tensions or regulatory changes in these regions, as well as sector-specific challenges like rising interest rates impacting Financials or energy price volatility affecting Utilities and Materials. Investors should also consider how currency fluctuations might influence returns in non-U.S. markets.
UIVM Top 10 Holdings
UIVM is leaning heavily on big international financials, with Canadian banks like Bank of Nova Scotia and Toronto-Dominion quietly powering the fund thanks to steady, rising share prices and solid dividends. OCBC and NN Group add more fuel to this financial engine, while Investor AB and Henkel provide a diversified mix of industrial and consumer exposure that’s been climbing at a measured pace. Swire Pacific is more of a wild card, with mixed performance that occasionally tugs on returns. Overall, the ETF is a developed-markets ex-U.S. play, anchored in financial strength with a global corporate cast.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| OCBC | 1.36% | $4.77M | S$145.03B | 91.43% | 71 Outperform | |
| Bank Of Nova Scotia | 1.18% | $4.13M | C$159.80B | 47.89% | 77 Outperform | |
| SIA - Singapore Airlines | 1.10% | $3.85M | S$21.27B | 8.63% | 70 Outperform | |
| Toronto Dominion Bank | 1.07% | $3.76M | $205.41B | 63.35% | 74 Outperform | |
| NN Group N.V. | 0.96% | $3.37M | €20.22B | 37.85% | 68 Neutral | |
| National Bank of Canada | 0.95% | $3.32M | C$84.39B | 49.97% | 78 Outperform | |
| Swire Pacific | 0.90% | $3.16M | HK$126.48B | 28.19% | 63 Neutral | |
| Henkel AG & Co. KGaA | 0.88% | $3.08M | €29.53B | 3.09% | 71 Outperform | |
| Power Corp of Canada | 0.88% | $3.08M | C$59.33B | 64.39% | 76 Outperform | |
| Swedbank | 0.87% | $3.07M | kr432.76B | 44.50% | 74 Outperform |
UIVM Technical Analysis
Positive
―
Price Trends
75.48
Positive
73.57
Positive
69.88
Positive
Market Momentum
0.84
Positive
66.00
Neutral
86.43
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For UIVM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 77.77, equal to the 50-day MA of 75.48, and equal to the 200-day MA of 69.88, indicating a bullish trend. The MACD of 0.84 indicates Positive momentum. The RSI at 66.00 is Neutral, neither overbought nor oversold. The STOCH value of 86.43 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for UIVM.
UIVM Peer Comparison
Comparison Results
Performance Comparison
UIVM
VictoryShares USAA MSCI International Value Momentum ETF
78.80
19.40
32.66%
FYLD
Cambria Foreign Shareholder Yield ETF
―
―
―
TLTD
FlexShares Morningstar Developed Markets ex-US Factor Tilt
―
―
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TXUE
Thornburg International Equity ETF
―
―
―
MFDX
PIMCO RAFI Dynamic Multi-Factor International Equity ETF
―
―
―
AVSD
Avantis Responsible International Equity 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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