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- Upturn Summary
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Upturn AI Summary
VictoryShares US EQ Income Enhanced Volatility Wtd ETF(CDC)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CDC
10/02/2026: CDC (2-star) is currently NOT-A-BUY. Pass it for now.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) provides exposure to US large-cap equities, selecting stocks based on dividend yield and weighting them by inverse volatility to dampen risk. Its main strengths include a disciplined, rules-based strategy and issuer reliability, making it a strong candidate for income-focused portfolios. While effective as a defensive tool, investors should be aware that its expense ratio is higher than basic index trackers and it may lag in pure growth markets. It is best suited for long-term income seekers who prioritize risk-adjusted returns over aggressive growth, with performance monitoring recommended relative to interest rate trends.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | The focus on dividend yield and low volatility typically results in lower capital appreciation compared to pure growth strategies. |
| Momentum investor | Mixed fit | While the strategy is systematic, it is not designed to capture price momentum and may underperform during strong bull markets. |
| Value investor | Strong fit | The fund’s preference for established, dividend-paying companies aligns well with value-oriented investment principles. |
| Dividend/Income investor | Strong fit | Income is a primary objective of the fund, making it an excellent choice for those seeking steady cash flow. |
| Low-risk investor | Strong fit while signal remains positive | The volatility-weighting process is specifically engineered to lower overall portfolio risk, appealing to conservative investors. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking regular income with a focus on risk mitigation and long-term capital preservation.
Suitability
It is best suited for long-term investors looking for a core or satellite holding that balances dividend yield with lower equity market beta.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Low | The fund specifically aims to reduce volatility through its weighting methodology. |
| Market risk | Medium / high | As an equity fund, it is fully exposed to general downturns in the US stock market. |
| Concentration | Medium | Sector weightings can deviate from the broad market based on the volatility-weighting process. |
| Tracking/expense | Medium | The expense ratio is higher than plain-vanilla index funds, which can drag on long-term returns. |
| Liquidity | Low | The underlying large-cap holdings are highly liquid, minimizing execution risk. |
| Business/sector quality | Medium | Dividend sustainability depends on the financial health of the underlying companies. |
Risk Analysis
Volatility
CDC is designed to have lower historical volatility than the broader market due to its inverse volatility weighting scheme.
Market Risk
The fund is subject to systematic market risk, as its holdings are primarily US large-cap stocks that react to macroeconomic conditions.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equities | 98.5 | The fund provides broad exposure to large, established US companies that have a history of paying dividends. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | A small portion is held in cash to manage daily liquidity and fund flows. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 12.18% | Avg. Invested days 68 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/02/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 2, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $696.41M |
| Issuer | Victory Capital Management Inc. |
| Expense Ratio | 0.38% |
| Distribution Yield | 3.08% |
| Inception | Jul 1, 2014 |
Performance
| Period | Total Return |
|---|---|
| YTD | +11.92% |
| 1 Year | +12.32% |
| 3 Year | +12.91% |
| 5 Year | +5.77% |
| 10 Year | +9.61% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 10.15% |
| 3Y Volatility | 10.43% |
| 3Y Sharpe Ratio | 0.94 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Sustainability Rating | 2 / 5 |
| Benchmark | S&P 500 TR USD |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mid Cap | 67.17% |
| Large Cap | 25.42% |
| Small Cap | 6.92% |
| Mega Cap | 0.15% |
Top Sectors
| Sector | Weight |
|---|---|
| Utilities | 23.67% |
| Financial Services | 20.31% |
| Consumer Defensive | 16.67% |
| Energy | 10.05% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 14.5x |
| Portfolio P/B | 2.15x |
| Portfolio P/S | 1.45x |
| Holdings Turnover | 3.33% |
Top Holdings
| Holding | Weight |
|---|---|
| WEC Energy Group | 1.62% |
| Evergy | 1.59% |
| Duke Energy | 1.57% |
| FirstEnergy | 1.57% |
| Consolidated Edison | 1.53% |
Upturn AI Summary
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.
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