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Upturn AI SWOT - About
VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL)
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Upturn Advisory Summary
04/01/2025: CDL (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
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 4.29% | Avg. Invested days 44 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 11111 | Beta 0.78 | 52 Weeks Range 56.94 - 69.93 | Updated Date 04/2/2025 |
52 Weeks Range 56.94 - 69.93 | Updated Date 04/2/2025 |
Upturn AI SWOT
VictoryShares US Large Cap High Div Volatility Wtd ETF
ETF Overview
Overview
The VictoryShares US Large Cap High Dividend Volatility Weighted ETF (CDL) seeks to provide investment results that track the performance of the Nasdaq Victory US Large Cap High Dividend 100 Volatility Weighted Index. It primarily focuses on large-cap US equities with high dividend yields and weights them based on volatility, aiming to deliver income with potentially lower volatility than traditional high-dividend strategies.
Reputation and Reliability
VictoryShares is a reputable ETF provider known for its strategic beta ETFs.
Management Expertise
The management team possesses experience in quantitative investing and ETF portfolio management.
Investment Objective
Goal
To track the performance of the Nasdaq Victory US Large Cap High Dividend 100 Volatility Weighted Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the Nasdaq Victory US Large Cap High Dividend 100 Volatility Weighted Index.
Composition The ETF holds a portfolio of primarily US large-cap stocks selected based on high dividend yield and weighted based on volatility.
Market Position
Market Share: CDL holds a modest market share within the dividend ETF category.
Total Net Assets (AUM): 66900000
Competitors
Key Competitors
- SCHD
- DVY
- VYM
- SPYD
Competitive Landscape
The dividend ETF market is highly competitive. CDL differentiates itself through its volatility-weighted approach, potentially offering lower volatility compared to competitors like SCHD, DVY, and VYM, which may use market-cap weighting. SPYD focuses on the highest yielding stocks in the S&P 500.
Financial Performance
Historical Performance: Historical performance data should be obtained from financial data providers.
Benchmark Comparison: Performance should be compared against the Nasdaq Victory US Large Cap High Dividend 100 Volatility Weighted Index.
Expense Ratio: 0.3
Liquidity
Average Trading Volume
The ETF's average trading volume indicates moderate liquidity.
Bid-Ask Spread
The bid-ask spread is typically narrow, suggesting reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic conditions, interest rate movements, and sector performance impact the ETF's returns.
Growth Trajectory
The ETF's growth trajectory depends on investor demand for dividend-focused, low-volatility strategies and its ability to track its benchmark index effectively.
Moat and Competitive Advantages
Competitive Edge
CDL's volatility-weighted approach sets it apart, potentially appealing to investors seeking to mitigate downside risk. The strategy aims to balance dividend income with lower volatility. Its focus on high-dividend large-cap stocks also offers stability. Investors prioritizing capital preservation alongside income may find its approach attractive. The index methodology is transparent and rules-based.
Risk Analysis
Volatility
Historical volatility can be assessed using standard deviation of returns.
Market Risk
The ETF is subject to market risk inherent in equity investments and the risks associated with high-dividend stocks.
Investor Profile
Ideal Investor Profile
The ideal investor is a risk-conscious investor seeking income from large-cap stocks with potentially lower volatility than traditional dividend ETFs.
Market Risk
The ETF is suitable for long-term investors seeking a blend of income and capital preservation.
Summary
The VictoryShares US Large Cap High Dividend Volatility Weighted ETF (CDL) offers exposure to high-dividend US large-cap stocks while aiming to reduce volatility through its weighting methodology. It caters to investors seeking income with potentially lower risk compared to standard dividend ETFs. Its success hinges on its ability to track its benchmark index and deliver competitive risk-adjusted returns. Investors should assess its expense ratio and historical performance relative to its peers and benchmark. With moderate AUM and reasonable liquidity, it provides a strategic option for income-focused portfolios.
Similar Companies
DVY
iShares Select Dividend ETF
DVY
iShares Select Dividend ETF
HDV
iShares Core High Dividend ETF
HDV
iShares Core High Dividend ETF
SCHD
Schwab U.S. Dividend Equity ETF
SCHD
Schwab U.S. Dividend Equity ETF
SPYD
SPDR® Portfolio S&P 500 High Dividend ETF
SPYD
SPDR® Portfolio S&P 500 High Dividend ETF
VYM
Vanguard High Dividend Yield Index Fund ETF Shares
VYM
Vanguard High Dividend Yield Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- VictoryShares Website
- ETF.com
- Morningstar
- Nasdaq
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.
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 Large Cap High Div 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 at least 80% of its assets directly or indirectly in the securities included in the Nasdaq Victory U.S. Large Cap High Dividend 100 Volatility Weighted Index. The index universe begins with the stocks included in the Nasdaq Victory U.S. Large Cap 500 Volatility Weighted Index, a volatility weighted index comprised of the 500 largest U.S. companies by market capitalization with positive earnings over the last twelve months.
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