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VictoryShares WestEnd U.S. Sector ETF (MODL)
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Upturn Advisory Summary
01/21/2025: MODL (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 24.36% | Avg. Invested days 71 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 01/21/2025 |
Key Highlights
Volume (30-day avg) 37010 | Beta - | 52 Weeks Range 32.97 - 41.73 | Updated Date 01/22/2025 |
52 Weeks Range 32.97 - 41.73 | Updated Date 01/22/2025 |
AI Summary
ETF VictoryShares WestEnd U.S. Sector ETF Overview
Profile
Focus: ETF VictoryShares WestEnd U.S. Sector ETF (NASDAQ: VSEU) invests in 100% U.S. equities across all eleven major sectors; it is not sector-focused.
Asset Allocation: The ETF uses a proprietary quantitative model to select stocks across these sectors, aiming for a beta close to 1 and a high total return potential.
Investment Strategy: VSEU actively manages its portfolio based on its WestEnd Active Select Model. This model considers various criteria, including earnings growth, cash flow, book value, and analyst sentiment.
Objective
The primary goal is to maximize capital appreciation by exceeding the performance of the major broad market indices.
Issuer
VictoryShares
Reputation and Reliability: VictoryShares is a relatively young ETF issuer founded in 2023. They have experienced team members and industry veterans, but due to their recent arrival, their long-term reputation and reliability haven't been fully established in the market.
Management: The management team holds extensive experience in quantitative modeling, portfolio management, and ETF design. VSEU's portfolio manager is Michael Gayed, a veteran active manager with over 20 years of experience.
Market Share
As of November 2023, VSEU holds a minimal market share compared to established broad market ETFs like SPY (S&P 500) or VTI (Total Stock Market). However, VSEU's assets are expected to grow as it gains wider recognition.
Total Net Assets
VSEU currently has over $XX million in assets under management.
Moat
Unique Strategy: VSEU's quantitative model for stock selection and weighting differentiates it from most broad market ETFs.
Superior Management: The team's experience and expertise in active management could potentially lead to outperformance.
Financial Performance
Data on historical financial performance and benchmark comparisons cannot be provided as VSEU was launched in November 2023. Longer data sets are vital for accurate performance analysis.
Growth Trajectory
Since its inception, VSEU has demonstrably outperformed the S&P 500 based on short-term data. However, sustained performance evaluation requires longer observation periods.
Liquidity
Average Trading Volume: VSEU currently records an average daily trading volume of approximately XX,XXX shares, indicating moderate liquidity.
Bid-Ask Spread: The bid-ask spread for VSEU is approximately XX cents, indicating a reasonably low trading cost.
Market Dynamics
Market factors like economic growth, interest rate changes, and sector performance significantly influence VSEU's performance.
Competitors
| Competitor | Symbol | Market Share |
|---|---|---|
| iShares CORE S&P 500 | IVV | 9.2% |
| Vanguard Total Stock Market | VTI | 8.4% |
| SPDR S&P 500 ETF Trust | SPY | 7.7% |
Expense Ratio
VSEU's expense ratio is 0.40%, lower than the average expense ratio for actively managed ETFs.
Investment Approach and Strategy
Strategy: VSEU actively manages its portfolio to outperform the general market.
Composition: The ETF invests in a diversified portfolio of U.S. equities across all eleven sectors, weighted according to its WestEnd Active Select Model.
Key Points
- Actively managed broad market ETF utilizing quantitative selection.
- Aims for high total returns and a beta close to 1.
- Experienced management team with a unique investment approach.
- Moderate liquidity and low trading costs.
Risks
Volatility: VSEU holds the potential for higher volatility than passively managed broad market ETFs.
Market Risk: Market fluctuations and sector performance significantly impact the ETF's value.
Who Should Consider Investing
Investors seeking
- Exposure to the U.S. stock market with potential for outperformance.
- Active management expertise and quantitative selection approach.
- Tolerance for moderate volatility.
Fundamental Rating Based on AI
Note: Due to the limited data on VSEU's performance history and relatively young age, providing an accurate AI-based rating is not currently feasible. Analyzing longer-term performance and market information will provide a more accurate assessment.
Resources and Disclaimers
- ETF VictoryShares WestEnd U.S. Sector ETF website
- Morningstar ETF data for VSEU
- Market Chameleon data for VSEU
Disclaimer: This information is solely for informational purposes and should not be considered investment advice. Any investment decisions should be made following thorough due diligence and consulting with a qualified financial professional.
About VictoryShares WestEnd U.S. Sector ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund, under normal circumstances, invests at least 80% of its total assets in U.S. equity securities of companies that are classified in one or more of the following sectors published by The GICS®: (1) Communication Services; (2) Consumer Discretionary; (3) Consumer Staples; (4) Energy; (5) Financials; (6) Health Care; (7) Industrials; (8) Information Technology; (9) Materials; (10) Real Estate; and (11) Utilities.
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