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Upturn AI SWOT - About
VictoryShares International Volatility Wtd ETF (CIL)
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Upturn Advisory Summary
04/01/2025: CIL (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 -3.29% | Avg. Invested days 41 | 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) 1039 | Beta 0.99 | 52 Weeks Range 39.82 - 46.49 | Updated Date 04/2/2025 |
52 Weeks Range 39.82 - 46.49 | Updated Date 04/2/2025 |
Upturn AI SWOT
VictoryShares International Volatility Wtd ETF
ETF Overview
Overview
The VictoryShares International Volatility Wtd ETF (IVOL) seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the Nasdaq Victory International Volatility Weighted Index. The fund targets international developed markets and utilizes a volatility weighting methodology.
Reputation and Reliability
Victory Capital Management is a well-established asset manager with a growing presence in the ETF market, known for offering differentiated investment strategies.
Management Expertise
Victory Capital has a team of experienced portfolio managers and analysts specializing in quantitative and volatility-based investment strategies.
Investment Objective
Goal
To provide investment results that closely correspond to the performance of the Nasdaq Victory International Volatility Weighted Index.
Investment Approach and Strategy
Strategy: The ETF tracks the Nasdaq Victory International Volatility Weighted Index, which selects and weights companies based on their historical volatility. Stocks with lower volatility are given higher weights.
Composition The ETF primarily holds stocks from developed international markets, excluding the United States. Its composition varies based on the volatility weighting methodology.
Market Position
Market Share: IVOL's market share in the international volatility-weighted ETF sector is relatively small compared to broader international ETFs.
Total Net Assets (AUM): 93870476
Competitors
Key Competitors
- EFA
- VEA
- IXUS
Competitive Landscape
The international ETF market is highly competitive, with several large, established players. IVOL differentiates itself through its volatility-weighted strategy, which aims to provide downside protection, but it might lag in performance during strong bull markets compared to market-cap weighted ETFs. Larger competitors offer broader diversification and higher liquidity.
Financial Performance
Historical Performance: Historical performance data is available through financial websites. Performance varies with market conditions and the effectiveness of the volatility weighting strategy.
Benchmark Comparison: The ETF's performance should be compared against the Nasdaq Victory International Volatility Weighted Index to assess tracking accuracy.
Expense Ratio: 0.3
Liquidity
Average Trading Volume
IVOL's average trading volume is moderate, which may result in wider bid-ask spreads compared to more liquid ETFs.
Bid-Ask Spread
The bid-ask spread for IVOL can vary but is generally moderate, reflecting its trading volume and liquidity.
Market Dynamics
Market Environment Factors
Economic growth in developed international markets, currency fluctuations, and geopolitical events can all impact IVOL's performance.
Growth Trajectory
IVOL's growth depends on investor demand for volatility-weighted international equity exposure, as well as its ability to effectively track its index and deliver competitive risk-adjusted returns.
Moat and Competitive Advantages
Competitive Edge
IVOL's competitive edge lies in its volatility-weighted investment strategy, which aims to reduce downside risk and provide more stable returns compared to traditional market-cap weighted international equity ETFs. This approach appeals to investors seeking a defensive international equity allocation. The fund may offer enhanced risk-adjusted returns over the long term, especially during periods of market turbulence. However, this comes at the potential cost of underperforming during strong bull markets.
Risk Analysis
Volatility
IVOL's historical volatility is expected to be lower than that of market-cap weighted international equity ETFs due to its volatility weighting methodology.
Market Risk
The ETF is subject to market risk, including the risk of declines in international equity markets. Currency risk and political risk in the countries represented in the index are also factors.
Investor Profile
Ideal Investor Profile
IVOL is suitable for investors seeking international equity exposure with a focus on downside protection and lower volatility. It may be attractive to risk-averse investors or those looking to diversify their portfolios with a more stable international equity allocation.
Market Risk
IVOL is suitable for long-term investors seeking to manage risk in their international equity holdings.
Summary
The VictoryShares International Volatility Wtd ETF (IVOL) offers a volatility-weighted approach to international equity investing, seeking to reduce downside risk. Its focus on lower volatility stocks may lead to more stable returns compared to market-cap weighted ETFs, but it could underperform in strong bull markets. The fund is designed for long-term investors seeking to manage risk within their international equity allocations. Investors should consider its expense ratio and liquidity when evaluating IVOL. With its volatility-weighted strategy, IVOL can serve as a diversifier for a global portfolio.
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EFA
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EFA
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IDLV
Invesco S&P International Developed Low Volatility ETF
IDLV
Invesco S&P International Developed Low Volatility ETF
VEA
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VEA
Vanguard FTSE Developed Markets Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- VictoryShares Website
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Investment decisions should be based on individual circumstances and a thorough understanding of the risks involved.
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 International 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 International 500 Volatility Weighted Index, an unmanaged, volatility weighted index maintained exclusively by the index provider. The index identifies the 500 largest foreign companies by market capitalization measured at the time the index's constituent securities are determined.
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