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Upturn AI SWOT - About
VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC)
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Upturn Advisory Summary
08/14/2025: 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 -0.89% | Avg. Invested days 45 | 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 08/14/2025 |
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 (CDC) 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. It focuses on high-dividend-yielding US large-cap stocks, weighted by volatility.
Reputation and Reliability
VictoryShares is part of Victory Capital Management, which has a generally positive reputation for providing various investment solutions.
Management Expertise
Victory Capital has experienced portfolio managers and analysts with expertise in quantitative investing and dividend strategies.
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 Nasdaq Victory US Large Cap High Dividend 100 Volatility Weighted Index.
Composition The ETF holds a portfolio of high-dividend-yielding US large-cap stocks, weighted based on their volatility.
Market Position
Market Share: CDC's market share is relatively small compared to broader dividend ETFs.
Total Net Assets (AUM): 1069000000
Competitors
Key Competitors
- SCHD
- VYM
- DGRO
Competitive Landscape
The high-dividend ETF market is competitive. CDC distinguishes itself with its volatility-weighted approach, which may appeal to investors seeking potentially lower volatility than market-cap-weighted alternatives. However, it may underperform during strong bull markets compared to market-cap weighted ETFs. SCHD and VYM are the market leaders. DGRO is focused on dividend growth.
Financial Performance
Historical Performance: Historical performance varies with market conditions; refer to official fund resources for specific returns. Data not populated due to constant fluctuation and real-time updates being critical.
Benchmark Comparison: The ETF's performance should be compared to the Nasdaq Victory US Large Cap High Dividend 100 Volatility Weighted Index.
Expense Ratio: 0.3
Liquidity
Average Trading Volume
The ETF demonstrates adequate liquidity with a good average trading volume, facilitating relatively easy buying and selling for investors.
Bid-Ask Spread
The bid-ask spread is typically tight, minimizing transaction costs for investors.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate changes, and sector performance of dividend-paying stocks impact CDC.
Growth Trajectory
Growth depends on the demand for high-dividend, low-volatility strategies and the performance of the underlying index.
Moat and Competitive Advantages
Competitive Edge
CDCu2019s primary advantage is its volatility-weighted methodology, which aims to reduce portfolio volatility compared to traditional dividend ETFs. It may also attract investors who are looking for a balance between income and downside protection. The rules-based, transparent methodology provides investors with consistent exposure to high-quality, dividend-paying stocks. However, the volatility-weighted approach may limit upside potential in strong bull markets.
Risk Analysis
Volatility
Volatility depends on the underlying stocks and weighting methodology; historical volatility data is available from fund providers.
Market Risk
The ETF is subject to market risk associated with equity investments, particularly large-cap stocks and the dividend-paying sectors they represent. Changes in dividend yields and sector performance affect CDC.
Investor Profile
Ideal Investor Profile
The ideal investor is a risk-averse income seeker who wants high-dividend yield with lower volatility than market-cap-weighted alternatives.
Market Risk
The ETF may be suitable for long-term investors seeking income and diversification.
Summary
The VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) offers exposure to high-dividend-yielding US large-cap stocks with a volatility-weighted methodology. It aims to provide income with potentially lower volatility compared to market-cap-weighted dividend ETFs. Investors should consider its historical performance, expense ratio, and suitability for their risk tolerance and investment goals. Despite potential benefits, the volatility-weighted approach may limit upside participation. Investors should consult official fund documentation for up-to-date information.
Peer Comparison
Sources and Disclaimers
Data Sources:
- VictoryShares Fact Sheet
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Consult with a financial advisor before making any investment decisions. Performance data can change and may not be indicative of future results.
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.