UIVM - ETF AI Analysis

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VictoryShares USAA MSCI International Value Momentum ETF (UIVM)

Rating:58Neutral

Price Target:―

UIVM’s rating suggests it is a solid but not top-tier international value and momentum ETF, supported by strong financial performers like Bank of Nova Scotia and Power Corp of Canada, which combine attractive valuations, dividends, and positive technical or strategic outlooks. These strengths are partly offset by weaker names such as Orange SA and Smiths Group, where bearish or neutral technical trends and potential overvaluation weigh on the fund. The main risk factor is its meaningful exposure to a number of leveraged or cash-flow-challenged companies, particularly in financials, which could increase sensitivity to economic or rate-related stress.

Positive Factors

Improving Recent Performance

The ETF has shown steady gains over the past month and quarter, indicating positive recent momentum.

Broad International Diversification

Holdings spread across many countries such as Japan, the UK, the U.S., and several European and Asian markets help reduce reliance on any single economy.

Sector Spread with Emphasis on Financials and Industrials

The fund invests across a wide range of sectors, with meaningful exposure to financial and industrial companies that can benefit from global economic growth.

Negative Factors

Mixed Performance Among Top Holdings

Several of the largest positions have shown weak or negative year-to-date performance, which can drag on overall returns.

Heavy Tilt Toward Financials

A large share of the portfolio is in financial stocks, which increases the fund’s sensitivity to interest rate changes and banking sector stress.

Moderate Expense Ratio

The fund’s expense ratio is not especially low for an ETF, meaning fees may take a noticeable bite out of long-term returns compared with cheaper index options.

UIVM vs. SPDR S&P 500 ETF (SPY)

AUM323.51M

RegionDeveloped Markets

Expense Ratio0.35%

Beta0.56

IssuerVictoryShares

Inception DateOct 24, 2017

Dividend Yield3.55%

Asset ClassEquity

Index TrackedNasdaq Victory International Value Momentum Index - Benchmark TR Net

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume6,876

30 Day Avg. Volume6,685

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

75.87

Price Target Upside― Downside

Rating ConsensusHold

Number of Analyst Covering159

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 and have been trending upward in price. It holds companies from many countries, with big weights in Japan, the UK, and Europe, and spreads across sectors like financials, industrials, and utilities. Well-known names include Toronto-Dominion Bank and Bank of Nova Scotia. Investors might consider UIVM for diversified international stock exposure with a tilt toward potential value and price strength. Risk: the fund can rise or fall with global stock markets and foreign economies.

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 Canadian financials, with names like Toronto-Dominion, Bank of Nova Scotia, and Canadian Bank of Commerce acting as the main engines after a solid stretch of rising three‑month performance, even if their year-to-date results are more mixed. Smiths Group and Poste Italiane add some steady industrial and postal momentum from Europe, helping smooth the ride. On the flip side, Ahold Delhaize and French mall operator Klepierre are losing steam and quietly tugging on returns. Overall, this is a developed-markets ex‑U.S. play, tilted toward financials and Europe rather than flashy tech.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
CM	Canadian Bank of Commerce	1.15%	$3.76M	C$122.69B	59.22%	74 Outperform
EMA	Emera	1.11%	$3.64M	$15.38B	28.68%	69 Neutral
TD	Toronto Dominion Bank	1.07%	$3.52M	$162.39B	58.73%	74 Outperform
BNS	Bank Of Nova Scotia	1.05%	$3.43M	$93.90B	49.03%	77 Outperform
ORA	ORANGE SA	1.04%	$3.41M	€44.88B	65.36%	65 Neutral
AD	Koninklijke Ahold Delhaize N.V.	1.02%	$3.33M	€34.34B	19.04%	62 Neutral
LI	Klepierre (ex Compagnie Fonciere Klepierre)	0.91%	$2.99M	€9.75B	15.72%	72 Outperform
PST	Poste Italiane SPA	0.89%	$2.91M	€30.13B	57.69%	72 Outperform
INDU.C	Industrivarden AB Class C	0.89%	$2.90M	kr207.76B	20.69%	74 Outperform
	―	0.86%	$2.82M	―	―	―

UIVM Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

67.08

Positive

100DMA

64.08

Positive

200DMA

60.75

Positive

Market Momentum

MACD

1.68

Negative

RSI

73.65

Negative

STOCH

80.32

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 70.35, equal to the 50-day MA of 67.08, and equal to the 200-day MA of 60.75, indicating a bullish trend. The MACD of 1.68 indicates Negative momentum. The RSI at 73.65 is Negative, neither overbought nor oversold. The STOCH value of 80.32 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

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
UIVM	―	―	$323.51M	0.35%	―
SEIE	―	―	$991.32M	0.50%	―
IDHQ	―	―	$688.06M	0.29%	―
TLTD	―	―	$641.69M	0.39%	―
FYLD	―	―	$581.02M	0.59%	―
AVSD	―	―	$449.80M	0.23%	―

Performance Comparison

UIVM

VictoryShares USAA MSCI International Value Momentum ETF

72.43

25.07

52.93%

SEIE

SEI Select International Equity ETF

―

IDHQ

Invesco S&P International Developed High Quality ETF

―

TLTD

FlexShares Morningstar Developed Markets ex-US Factor Tilt

―

FYLD

Cambria Foreign Shareholder Yield ETF

―

AVSD

Avantis Responsible International Equity ETF

―

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.

Disclaimer

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.Date of analysis: ―

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