Investor Eyes 124-Stock ULVM ETF as Shiller CAPE Hits 42.15

1 articles · Updated · The Motley Fool · Aug 24

Shiller CAPE at 42.15 — its highest since the 1999 dot-com peak — is driving interest in buying discounted large-cap exposure through VictoryShares US Value Momentum ETF if stocks tumble.
ULVM holds 124 large-cap stocks selected from the Nasdaq US Large Cap 500 for both value and price momentum, with lower-volatility names weighted more heavily and financials making up 29% of the fund.
29% total return over the past 12 months has beaten the S&P 500, while ULVM’s roughly 13% annualized returns over three and five years have broadly matched the benchmark.
2022 offers the key stress test: ULVM fell 8% when the S&P 500 dropped 19%, supporting the case that the strategy could hold up better in a broader market downturn.