VictoryShares International Value Momentum ETFUIVM

The VictoryShares International Value Momentum ETF (UIVM) is a wrapper that promises a curated stroll through global value and momentum, but the actual basket is just the usual suspects with a fresh coat of screening paint and a 0.45% management fee. The issuer’s ETF centre describes UIVM as a way to ‘capitalise on undervalued companies showing upward price trends’-a proposition that sounds far more exotic than buying an index fund half the price. The marketing glosses over the fact that the ‘value’ and ‘momentum’ screens are applied to large-cap names you can own in bulk via a plain vanilla global equity ETF for less than half the total expense ratio.

UIVM trades on Nasdaq with the same plumbing as any other ETF, yet the daily volume on the Nasdaq listing page suggests the busiest day in the life of this fund is quieter than a library on a Monday morning. The Nasdaq page lists the ticker, price, and basic stats, but it doesn’t tell you what’s inside today or why the fund’s holdings might be different from last month beyond the usual index turnover. The listing is clean but thin: it proves the fund exists, trades, and can be bought or sold, but it doesn’t prove the fund’s value-add beyond the wrapper and the fee.

What the fund actually does is laid out in the SEC filings on EDGAR, which confirm the mandate, the screening rules, and the periodic reporting cadence. The filings don’t list today’s holdings in the snappy way the marketing does, but they do document the mechanical process: global large-cap universe, value screen, momentum screen, rebalance schedule. The SEC page shows the fund’s existence and regulatory compliance, not the fund’s relative strength or the individual stock weights. If you want the current top holdings, you’ll need to check the issuer’s site or a fund-data aggregator-both of which are one click away from the SEC filing but not included in the filing itself.

There is no chart source in the evidence pack for this file, so TradingView candles and levels are outside the rail. The Nasdaq listing page provides the price and basic metadata, but it does not surface intraday depth, spreads, or historical context beyond the current day’s snapshot. To contextualise UIVM’s behaviour, you would need a charting platform that can display the ETF against its benchmark or peers, but that context is not provided by the supplied sources.

The fee sits at 0.45% per annum according to the VictoryShares ETF centre, which is disclosed clearly in the marketing materials but not explicitly cross-checked in the Nasdaq listing or SEC filing page. FINRA’s fund analyzer confirms the expense ratio figure in its database, but the tool’s output is a snapshot rather than a rolling verification. The 0.45% is the price of the idea, not the proof of its merit. There is no evidence in the pack that quantifies whether the value-momentum screen adds performance after fees versus a plain global equity ETF, nor does the pack include peer-fee comparisons or performance statistics.

The fund’s AUM and liquidity are not parsed in the supplied evidence, so any claims about scale or market impact would be speculation. The Nasdaq page shows the ticker exists and trades, but it does not publish daily volume, assets, or bid-ask spreads beyond the current quote. The VictoryShares site may host an AUM update, but the evidence for this file does not include it. Similarly, the issuer’s marketing talks up ‘international exposure’, but the evidence does not supply the regional breakdown or top country weights. For a fund that sells a global theme, the composition data is conspicuously absent from the supplied rail.