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- Upturn Summary
- Fund Details
Upturn AI Summary
VictoryShares US Large Cap High Div Volatility Wtd ETF(CDL)
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 CDL
10/14/2026: CDL (2-star) is currently NOT-A-BUY. Pass it for now.
CDL provides investors with exposure to high-dividend-paying U.S. large-cap equities, utilizing a unique inverse-volatility weighting strategy to manage risk. Its main strengths include a systematic approach that favors defensive positioning and a clear focus on dividend income. It is best used as a core or satellite holding in a diversified portfolio for investors seeking to mitigate volatility. Key risks include sensitivity to interest rates and potential underperformance during growth-led bull markets. The fund is well-suited for long-term, risk-aware dividend investors who prioritize income and capital preservation over maximum growth.
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 fund's focus on high-dividend, lower-volatility stocks typically limits exposure to high-growth tech-heavy equities. |
| Momentum investor | Mixed fit | This fund may be a fit only when the market favors value and defensive sectors over growth momentum. |
| Value investor | Strong fit | The methodology naturally leans toward value-oriented stocks that pay consistent dividends. |
| Dividend/Income investor | Strong fit | The fund is specifically designed for investors seeking stable income streams from high-dividend U.S. large-cap firms. |
| Low-risk investor | Strong fit | The inverse-volatility weighting is explicitly designed to reduce portfolio risk compared to standard market indices. |
Investor Profile
Ideal Investor Profile
The ideal investor is an income-focused, risk-conscious individual looking for a disciplined way to access U.S. large-cap dividend payers while mitigating equity risk.
Suitability
Best suited for long-term investors seeking to balance income generation with a systematic reduction in portfolio volatility.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The weighting strategy explicitly aims to lower volatility, though equity market risks remain. |
| Market risk | Medium / high | As an equity fund, it is fully exposed to systemic market declines. |
| Concentration | Medium | The sector composition may be concentrated in traditional dividend-paying industries. |
| Tracking/expense | Low | The expense ratio is transparent and the fund tracks its index with reasonable efficiency. |
| Liquidity | Medium | Lower AUM compared to industry giants can occasionally lead to wider bid-ask spreads. |
| Business/sector quality | Medium | The fund excludes certain industries, which may cause it to deviate from the broader market. |
Risk Analysis
Volatility
CDL exhibits lower historical volatility than the S&P 500 due to its inverse-volatility weighting methodology.
Market Risk
The fund remains tied to the U.S. equity market and is susceptible to broad market downturns regardless of its volatility-managed strategy.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large Cap Equities | 99 | The fund provides broad exposure to high-dividend-paying large-cap U.S. stocks, emphasizing lower volatility through its unique weighting scheme. |
| Cash/collateral | Cash and Cash Equivalents | 1 | A small cash position is maintained for liquidity and operational purposes. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 20.1% | Avg. Invested days 66 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/14/2026 |
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