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ULVMvsMDPLETF Comparison

ETF 1

ULVM

VictoryShares US Value Momentum ETF

This fund is part of

US Multi-Factor

-0.38%

Full ULVM fund page

VS

ETF 2

MDPL

Monarch Dividend Plus Index ETF

This fund is part of

US Multi-Factor

-0.38%

Full MDPL fund page

VictoryShares US Value Momentum ETF (ULVM) and Monarch Dividend Plus Index ETF (MDPL) belong to the same industry segment: US Multi-Factor. ULVM's top 3 sector exposures are Financials, Utilities and Industrials. In contrast, MDPL's top sector exposures are Financials, Information Technology and Health Care. ULVM is less expensive with a Total Expense Ratio (TER) of 0.25%, versus 1.24% for MDPL. ULVM is up 10.34% year-to-date (YTD) with +$19M in YTD flows. MDPL performs worse with -2.43% YTD performance, and +$6M in YTD flows. Run a side-by-side ETF comparison of ULVM and MDPL 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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ULVM vs MDPL performance and flow charts

Performance

Cumulative Flows

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Data Services

Historic performance and flows

Data as of 04/28/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	ULVM MDPL	+7.22%+3.70%	+5.75%-3.94%	+10.34%-2.43%	+31.51%+4.23%	+67.14%n/a	+73.08%n/a
Flows	ULVM MDPL	-+$2M	+$10M+$5M	+$19M+$6M	+$46M+$5M	-$69M-	-$299M-

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	ULVM MDPL	+12.47%+15.96%	+11.32%+15.14%	+13.99%n/a	+15.69%n/a
Max drawdown	ULVM MDPL	-6.51%-8.67%	-6.51%-10.26%	-18.21%n/a	-19.79%n/a
Max drawdown duration	ULVM MDPL	49d78d	49d102d	232dn/a	717dn/a

Trading data

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	ULVM	MDPL
Last sale 4/29/2026 at 6:15 PM	$100.31	$26.25
Previous close 04/28/2026	$100.27	$26.08
Consolidated volume 04/28/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of March 31, 2026

1-year trailing difference

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	ULVM	MDPL
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 4/29/2026 at 6:15 PM

Live

Closed

	ULVM	MDPL
Last price	$100.31	$26.25
1D performance	+0.04%	+0.65%
AuM	$245.66 M	$60.27 M
E/R	0.25%	1.24%

Characteristics

	ULVM	MDPL
Management strategy	Passive	Passive
Provider	VictoryShares	Monarch Fund
Benchmark	Nasdaq Victory US Value Momentum Index	Monarch Dividend Plus Index
N° of holdings	120	30
Asset class	Equities	Equities
Trailing 12m distribution yield	Join	Join
Inception date	October 24, 2017	March 6, 2024
ESG	No	No

More ULVM data on Trackinsight

More MDPL data on Trackinsight

Exposure

Countries

ULVM

USA

92.05%

Other

7.95%

MDPL

USA

86.99%

Other

13.01%

Sectors

ULVM

Financials

22.18%

Utilities

14.15%

Industrials

12.19%

Health Care

10.43%

Information Techn.

9.14%

Real Estate

7.85%

Other

24.06%

MDPL

Financials

26.9%

Information Techn.

19.11%

Health Care

13.77%

Industrials

13.22%

Consumer Staples

9.49%

Energy

7.76%

Other

9.75%

Diversification

ULVM

Total weight of top 15 holdings out of 15

21.31%

MDPL

Total weight of top 15 holdings out of 15

52.34%

Top 15 holdings

Data as of March 31, 2026

ULVM

FIRSTENERGY

1.65%

BERKSHIRE HATHWAY

1.56%

LOEWS

1.53%

AMEREN

1.53%

EVERGY

1.52%

ATMOS ENERGY

1.51%

CENTERPOINT ENERGY

1.47%

CONSOLIDATED EDISON

1.39%

ENTERGY

1.35%

JOHNSON&JOHNSON

1.35%

REALTY INCOME REIT

1.33%

VICI PROPERTIES INC

1.33%

EXELON CORP

1.28%

VENTAS REIT

1.27%

WP CAREY INC

1.24%

MDPL

OVINTIV INC

3.94%

MARATHON PETROLEUM

3.82%

MERCK & CO INC

3.60%

APOLLO GLOBAL MGMT INC

3.55%

SYNCHRONY FINANCIAL

3.53%

STIFEL FINANCIAL

3.50%

ELEVANCE HEALTH INC

3.50%

FEDEX

3.43%

H&R BLOCK

3.41%

CIGNA

3.40%

INGREDION

3.40%

FACTSET RESEARCH SYSTEMS

3.33%

WILLIS TOWERS WATSON

3.32%

AMERIPRISE FINANCE

3.31%

BOOZ ALLEN HAMILTON HOLDING

3.30%

Frequently asked questions about ULVM and MDPL

ULVMvsMDPLETF Comparison

VictoryShares US Value Momentum ETF

Monarch Dividend Plus Index ETF

ULVM vs MDPL performance and flow charts

Performance

Cumulative Flows

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Countries

Sectors

Diversification

Top 15 holdings

How have the ULVM and MDPL ETFs performed in 2026?

As of April 28, 2026, ULVM is up 10.34% year-to-date (YTD), while MDPL has lost -2.43%. That puts ULVM better performer ahead so far this year.

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

Year-to-date, the ULVM ETF saw +$19M in flows, compared to +$6M for MDPL.

Which ETF is more volatile: ULVM or MDPL?

Over the past year, ULVM had a volatility of 11.32%, while MDPL experienced 15.14%.

Which ETF is bigger: ULVM or MDPL?

As of April 28, 2026, ULVM holds $245.66 M in assets under management (AUM), while MDPL manages $60.27 M.

What sectors do the ULVM and MDPL ETFs invest in?

ULVM leans toward sectors like Financials, Utilities and Industrials. Meanwhile, MDPL focuses on Financials, Information Technology and Health Care.

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

ULVM top holdings include FIRSTENERGY, BERKSHIRE HATHWAY and LOEWS. MDPL holds in its top three: OVINTIV INC, MARATHON PETROLEUM and MERCK & CO INC.

Which ETF is more diversified: ULVM or MDPL?

ULVM holds 124 securities with 21.31% of its assets in the top 15. MDPL has 30 securities and a top 15 weight of 52.34%.

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