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Upturn AI SWOT - About
VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC)
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Upturn Advisory Summary
10/24/2025: 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.
Analysis of Past Performance
Type ETF | Historic Profit 0.72% | Avg. Invested days 53 | 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 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.59 | 52 Weeks Range 56.09 - 66.37 | Updated Date 06/29/2025 |
52 Weeks Range 56.09 - 66.37 | Updated Date 06/29/2025 |
Upturn AI SWOT
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
ETF Overview
Overview
The VictoryShares US EQ Income Enhanced Volatility Wtd ETF (VSEN) seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the Nasdaq Victory US Large Cap High Dividend 100 Volatility Weighted Index. The fund invests primarily in dividend-paying US large-cap equities, weighting them based on volatility rather than market capitalization.
Reputation and Reliability
Victory Capital is a reputable asset manager with a diverse range of investment products.
Management Expertise
Victory Capital has a team of experienced investment professionals managing its ETFs.
Investment Objective
Goal
To provide investment results that closely correspond to 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 performance of a volatility-weighted index of high-dividend-yielding US large-cap stocks.
Composition The ETF holds a portfolio of dividend-paying U.S. large-cap stocks, weighted based on their volatility. Lower volatility stocks receive higher weights.
Market Position
Market Share: VSEN has a relatively small market share compared to larger dividend ETFs.
Total Net Assets (AUM): 90686246
Competitors
Key Competitors
- SCHD
- VYM
- DGRO
Competitive Landscape
The high dividend ETF space is very competitive. VSEN differentiates itself through its volatility-weighted methodology, potentially offering lower volatility compared to market-cap-weighted peers. However, it has a smaller AUM compared to competitors like SCHD and VYM, which enjoy greater liquidity and economies of scale. Expense ratios may also be a factor.
Financial Performance
Historical Performance: Historical performance data should be collected from financial data providers and displayed in a time-series format (e.g., 1-year, 3-year, 5-year returns).
Benchmark Comparison: Compare VSEN's performance to the Nasdaq Victory US Large Cap High Dividend 100 Volatility Weighted Index to assess tracking error.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
VSEN's liquidity is moderate, with an average daily trading volume that can affect the ease of buying or selling shares.
Bid-Ask Spread
The bid-ask spread reflects the difference between the highest price a buyer is willing to pay and the lowest price a seller is willing to accept, impacting transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and dividend policies of companies can impact VSEN's performance.
Growth Trajectory
VSEN's growth depends on investor demand for high-dividend, low-volatility strategies and its ability to attract assets.
Moat and Competitive Advantages
Competitive Edge
VSEN's volatility-weighted methodology is its primary competitive advantage, potentially offering downside protection during market downturns. This unique weighting scheme appeals to investors seeking income with lower volatility. However, this strategy can limit upside potential during strong bull markets. The fund's smaller size and lower trading volume can be disadvantages compared to larger, more liquid competitors.
Risk Analysis
Volatility
VSEN's historical volatility can be analyzed using standard deviation and beta metrics.
Market Risk
VSEN is subject to market risk, as the value of its holdings can fluctuate due to broad market movements and economic conditions. The fund is also subject to concentration risk as its top holdings may significantly influence performance.
Investor Profile
Ideal Investor Profile
VSEN is suitable for income-seeking investors who prioritize lower volatility and are comfortable with a dividend-focused strategy.
Market Risk
VSEN is suitable for long-term investors seeking income, but may not be ideal for active traders due to its moderate liquidity and lower volatility.
Summary
The VictoryShares US EQ Income Enhanced Volatility Wtd ETF is a dividend-focused ETF that seeks to provide income with potentially lower volatility through its unique volatility-weighted methodology. VSEN's primary goal is to track the Nasdaq Victory US Large Cap High Dividend 100 Volatility Weighted Index. The fund's volatility-weighted approach may appeal to risk-averse income seekers. However, investors should consider its smaller AUM and moderate trading volume compared to larger peers. It's a suitable long-term investment for income generation within a diversified portfolio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Victory Capital Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be made in consultation with a qualified financial advisor.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.