UIVM - ETF AI Analysis
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VictoryShares USAA MSCI International Value Momentum ETF (UIVM)
Rating:57Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and in recent months, indicating positive momentum.
Broad International Diversification
Holdings spread across many countries, led by Japan, the UK, and several European and Asian markets, help reduce reliance on any single economy.
Generally Strong Top Holdings
Most of the largest positions, including major banks and an energy company, have delivered strong or steady performance, supporting the fund’s returns.
Negative Factors
Moderate Expense Ratio
The fund’s fees are not especially low, which can slightly reduce long-term returns compared with cheaper ETFs.
Heavy Tilt Toward Financials
A sizable allocation to financial stocks means the ETF is more exposed to risks in the banking and financial sector.
Limited Technology Exposure
With only a small share in technology companies, the fund may miss out on some growth if tech stocks outperform the broader market.
UIVM vs. SPDR S&P 500 ETF (SPY)
AUM329.91M
RegionDeveloped Markets
Expense Ratio0.35%
Beta0.64
IssuerVictoryShares
Inception DateOct 24, 2017
Dividend Yield3.18%
Asset ClassEquity
Index TrackedNasdaq Victory International Value Momentum Index - Benchmark TR Net
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume872
30 Day Avg. Volume1,501
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
81.04Price 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) tracks the Nasdaq Victory International Value Momentum Index, focusing on stocks outside the U.S. that look relatively cheap but have been trending higher in price. It holds companies from many countries, with big weights in Japan, the UK, and Canada, and includes well-known names like Toronto-Dominion Bank and Bank of Nova Scotia. Investors might consider it for diversified international stock exposure with a tilt toward potential value and growth. A key risk is that international stock prices can be volatile and can go up or down with global markets and currencies.
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’s story is all about international financial muscle with a value twist. Canadian heavyweights like Toronto-Dominion and Bank of Nova Scotia are rising and doing much of the heavy lifting, while National Bank of Canada and Swedbank add more fuel to this banking-driven rally. Singapore Airlines is also climbing, giving the fund a lift from the travel rebound, while names like NN Group look a bit more mixed and occasionally lose altitude. Overall, the ETF leans hard into developed markets outside the U.S., with a clear tilt toward global banks and financials.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| SIA - Singapore Airlines | 1.31% | $4.32M | S$23.98B | 2.32% | 70 Outperform | |
| Bank Of Nova Scotia | 1.16% | $3.83M | C$150.85B | 58.78% | 77 Outperform | |
| Toronto Dominion Bank | 1.13% | $3.73M | $202.13B | 62.76% | 74 Outperform | |
| OCBC | 1.12% | $3.70M | S$113.75B | 45.25% | 71 Outperform | |
| National Bank of Canada | 1.02% | $3.36M | C$86.52B | 53.86% | 78 Outperform | |
| NN Group N.V. | 0.95% | $3.14M | €19.13B | 34.34% | 68 Neutral | |
| Henkel AG & Co. KGaA | 0.90% | $2.97M | €29.48B | 11.81% | 71 Outperform | |
| Investor AB | 0.90% | $2.96M | kr1.24T | 43.70% | 77 Outperform | |
| Canadian Bank of Commerce | 0.89% | $2.95M | C$149.89B | 61.73% | 74 Outperform | |
| Swedbank | 0.88% | $2.91M | kr410.67B | 46.93% | 74 Outperform |
UIVM Technical Analysis
Positive
―
Price Trends
72.09
Positive
70.53
Positive
66.54
Positive
Market Momentum
0.14
Negative
54.97
Neutral
58.55
Neutral
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 72.44, equal to the 50-day MA of 72.09, and equal to the 200-day MA of 66.54, indicating a bullish trend. The MACD of 0.14 indicates Negative momentum. The RSI at 54.97 is Neutral, neither overbought nor oversold. The STOCH value of 58.55 is Neutral, 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
73.00
16.52
29.25%
IDHQ
Invesco S&P International Developed High Quality ETF
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―
―
TLTD
FlexShares Morningstar Developed Markets ex-US Factor Tilt
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―
―
FYLD
Cambria Foreign Shareholder Yield ETF
―
―
―
TXUE
Thornburg International Equity ETF
―
―
―
AVSD
Avantis Responsible International Equity ETF
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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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