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VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC)
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Upturn Advisory Summary
03/24/2025: CDC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -11.66% | Avg. Invested days 35 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/24/2025 |
Key Highlights
Volume (30-day avg) 26426 | Beta 0.56 | 52 Weeks Range 54.58 - 66.97 | Updated Date 04/6/2025 |
52 Weeks Range 54.58 - 66.97 | Updated Date 04/6/2025 |
Upturn AI SWOT
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
ETF Overview
Overview
The VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) seeks to provide investment results that closely correspond to the performance of the Nasdaq Victory US Large Cap High Dividend 100 Volatility Weighted Index. It focuses on US large-cap stocks with high dividend yields, weighted by volatility. The investment strategy aims to provide income and potentially reduce volatility compared to traditional market-cap-weighted dividend ETFs.
Reputation and Reliability
VictoryShares is a reputable ETF provider known for its rules-based and actively managed ETFs.
Management Expertise
The management team has experience in developing and managing factor-based and income-oriented ETFs.
Investment Objective
Goal
The ETF aims to track the performance of the Nasdaq Victory US Large Cap High Dividend 100 Volatility Weighted Index.
Investment Approach and Strategy
Strategy: The ETF tracks a specific index. It selects 100 US large-cap companies with high dividend yields and weights them based on volatility, giving lower weights to more volatile stocks.
Composition The ETF primarily holds US large-cap dividend-paying stocks.
Market Position
Market Share: The ETF's market share is relatively small compared to larger, more established dividend ETFs.
Total Net Assets (AUM): 557100000
Competitors
Key Competitors
- Schwab US Dividend Equity ETF (SCHD)
- Vanguard High Dividend Yield ETF (VYM)
- iShares Select Dividend ETF (DVY)
Competitive Landscape
The dividend ETF market is highly competitive. CDC differentiates itself through its volatility-weighted approach. Advantages include potentially lower volatility and higher income; disadvantages include a smaller AUM and higher expense ratio compared to some competitors.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved from financial data providers like Yahoo Finance, Google Finance, or Bloomberg. It depends on the available data.
Benchmark Comparison: Benchmark comparison data needs to be retrieved from financial data providers like Yahoo Finance, Google Finance, or Bloomberg. It depends on the available data.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
The ETF's average trading volume indicates moderate liquidity, which can affect the ease of buying or selling shares.
Bid-Ask Spread
The bid-ask spread provides insight into trading costs; a narrow spread implies lower transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and economic growth can affect dividend yields and stock valuations, influencing the ETF's performance.
Growth Trajectory
The ETF's growth depends on its ability to attract investors seeking income and lower volatility, as well as the performance of its underlying holdings.
Moat and Competitive Advantages
Competitive Edge
CDC's volatility-weighted strategy is its primary competitive advantage, potentially offering downside protection during market downturns. This differentiates it from market-cap-weighted dividend ETFs. The approach aims to provide a smoother investment experience by reducing portfolio volatility and managing risk. This might appeal to risk-averse investors looking for a combination of income and stability. VictoryShares' expertise in factor-based investing also contributes to the ETF's competitive edge.
Risk Analysis
Volatility
Historical volatility measures the degree of price fluctuations. Data needs to be gathered from financial data providers.
Market Risk
The ETF is subject to market risk associated with equity investments, dividend cuts, and sector-specific risks of the underlying holdings.
Investor Profile
Ideal Investor Profile
The ETF is suitable for income-seeking investors, retirees, and those looking for potentially lower volatility compared to traditional dividend ETFs.
Market Risk
The ETF is suitable for long-term investors seeking a balance of income and capital appreciation, with a potentially lower volatility profile.
Summary
The VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) offers exposure to US large-cap dividend-paying stocks, weighted by volatility. Its volatility-weighted approach aims to provide income and potentially reduce volatility compared to traditional dividend ETFs. It's suitable for income-seeking investors looking for a balance of returns and stability, although investors should consider the higher expense ratio and moderate liquidity. The ETF differentiates itself with its unique weighting strategy, but faces competition from larger, more established dividend ETFs.
Similar Companies
FDL
First Trust Morningstar Dividend Leaders Index Fund
FDL
First Trust Morningstar Dividend Leaders Index Fund
RDIV
Invesco S&P Ultra Dividend Revenue ETF
RDIV
Invesco S&P Ultra Dividend Revenue ETF
VIG
Vanguard Dividend Appreciation Index Fund ETF Shares
VIG
Vanguard Dividend Appreciation Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- VictoryShares website
- ETF.com
- Yahoo Finance
- Google Finance
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute financial advice. Investment decisions should be based on individual risk tolerance, financial situation, and due diligence.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About VictoryShares US EQ Income Enhanced Volatility Wtd ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to achieve its investment objective by investing, under normal market conditions, at least 80% of its assets directly or indirectly in the securities included in the Nasdaq Victory U.S. Large Cap 100 High Dividend Long/Cash Volatility Weighted Index. The index identifies the 100 highest dividend yielding stocks in the Nasdaq Victory U.S. Large Cap 500 Volatility Weighted Index.
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