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FTAvsULVMETF Comparison

ETF 1
FTA

First Trust Large Cap Value AlphaDEX Fund ETF

This fund is part of
US Large Cap Value
+0.86%
VS
ETF 2
ULVM

VictoryShares US Value Momentum ETF

This fund is part of
US Multi-Factor
+0.72%

First Trust Large Cap Value AlphaDEX Fund ETF (FTA) belongs to the US Large Cap Value segment. VictoryShares US Value Momentum ETF (ULVM) is part of the US Multi-Factor segment. FTA's top 3 sector exposures are Financials, Utilities and Energy. In contrast, ULVM's top sector exposures are Financials, Utilities and Industrials. FTA is more expensive with a Total Expense Ratio (TER) of 0.58%, versus 0.25% for ULVM. FTA is up 13.64% year-to-date (YTD) with -$4M in YTD flows. ULVM performs better with 17.16% YTD performance, and +$24M in YTD flows. Run a side-by-side ETF comparison of FTA and ULVM below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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FTA vs ULVM performance and flow charts

Performance

-1.00.01.02.03.04.05.0%May 12May 19May 26Jun 2Jun 9

Cumulative Flows

0 M1 M2 M3 M4 M5 MMay 12May 19May 26Jun 2Jun 9

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Historic performance and flows
Data as of 06/12/2026
1M3MYTD1Y3Y5Y
Perf.
FTA
ULVM
+4.52%+4.50%
+7.34%+11.64%
+13.64%+17.16%
+27.73%+30.18%
+57.96%+78.88%
+59.77%+79.12%
Flows
FTA
ULVM
+$5M+$5M
+$744K+$5M
-$4M+$24M
-$33M+$56M
-$327M-$58M
-$172M-$277M
Volatility and drawdown
3M1Y3Y5Y
Volatility
FTA
ULVM
+10.34%+12.40%
+11.66%+11.06%
+14.32%+13.98%
+16.67%+15.66%
Max drawdown
FTA
ULVM
-3.52%-3.12%
-5.17%-6.51%
-18.80%-18.21%
-19.87%-19.79%
Max drawdown duration
FTA
ULVM
42d15d
45d49d
269d232d
285d717d
Trading data

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FTA
ULVM
Last sale
6/15/2026 at 1:36 PM
$97.64
$106.67
Previous close
06/12/2026
$97.42
$106.20
Consolidated volume
06/12/2026
Average volume
30 days
Average discount or premium
30 days
Average Bid/Ask spread
30 days
Replication quality
Data as of May 29, 2026
1-year trailing difference

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FTA
ULVM
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst
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Main metrics
Last update 6/15/2026 at 1:36 PM
Live
Closed
FTA
ULVM
Last price
$97.64
$106.67
1D performance
+0.23%
+0.44%
AuM$1.34 B$265.50 M
E/R0.58%0.25%
Characteristics
FTA
ULVM
Management strategyPassivePassive
ProviderFirst TrustVictoryShares
BenchmarkNASDAQ AlphaDEX Large Cap Value IndexNasdaq Victory US Value Momentum Index
N° of holdings175120
Asset classEquitiesEquities
Trailing 12m distribution yield
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Inception dateMay 8, 2007October 24, 2017
ESGNoNo
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Exposure

Countries

FTA
USA
92.87%
Other
7.13%
ULVM
USA
92.38%
Other
7.62%

Sectors

FTA
Financials
21.82%
Utilities
11.11%
Energy
10.31%
Health Care
8.38%
Consumer Discreti.
7.86%
Information Techn.
7.55%
Other
32.98%
ULVM
Financials
22.71%
Utilities
13.09%
Industrials
12.41%
Information Techn.
10.51%
Health Care
9.97%
Real Estate
7.9%
Other
23.41%
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Diversification

FTA

Total weight of top 15 holdings out of 15

14.5%
ULVM

Total weight of top 15 holdings out of 15

20.21%

Top 15 holdings

Data as of April 30, 2026
FTA
ELEVANCE HEALTH INC
1.09%
US86800U3023
1.05%
D R HORTON
1.00%
SYNCHRONY FINANCIAL
0.98%
T ROWE PRICE
0.98%
FISERV
0.97%
PAYPAL HOLDINGS
0.96%
US0357108390
0.95%
CIGNA
0.94%
NUCOR
0.93%
LENNAR CORPORATION
0.93%
PULTEGROUP
0.93%
HUMANA
0.93%
GENERAL MOTORS
0.93%
WALT DISNEY
0.92%
ULVM
LOEWS
1.52%
FIRSTENERGY
1.52%
BERKSHIRE HATHWAY
1.47%
AMEREN
1.46%
ATMOS ENERGY
1.43%
EVERGY
1.42%
CENTERPOINT ENERGY
1.38%
VICI PROPERTIES INC
1.31%
REALTY INCOME REIT
1.29%
ENTERGY
1.29%
VENTAS REIT
1.27%
CONSOLIDATED EDISON
1.26%
WP CAREY INC
1.24%
JOHNSON&JOHNSON
1.18%
CHUBB LTD
1.17%
Frequently asked questions about FTA and ULVM

How have the FTA and ULVM ETFs performed in 2026?

As of June 12, 2026, FTA is up 13.64% year-to-date (YTD), while ULVM has returned 17.16%. That puts ULVM better performer ahead so far this year.

Which ETF is attracting more investor money: FTA or ULVM?

Year-to-date, the FTA ETF saw -$4M in flows, compared to +$24M for ULVM.

Which ETF is more volatile: FTA or ULVM?

Over the past year, FTA had a volatility of 11.66%, while ULVM experienced 11.06%.

Which ETF is bigger: FTA or ULVM?

As of June 12, 2026, FTA holds $1.34 B in assets under management (AUM), while ULVM manages $265.50 M.

What sectors do the FTA and ULVM ETFs invest in?

FTA leans toward sectors like Financials, Utilities and Energy. Meanwhile, ULVM focuses on Financials, Utilities and Industrials.

What are the top holdings of the FTA ETF and ULVM ETF?

FTA top holdings include ELEVANCE HEALTH INC, US86800U3023 and D R HORTON. ULVM holds in its top three: LOEWS, FIRSTENERGY and BERKSHIRE HATHWAY.

Which ETF is more diversified: FTA or ULVM?

FTA holds 183 securities with 14.5% of its assets in the top 15. ULVM has 124 securities and a top 15 weight of 20.21%.

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