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Upturn AI SWOT - About
VictoryShares US 500 Volatility Wtd ETF (CFA)
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Upturn Advisory Summary
08/14/2025: CFA (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 17.89% | Avg. Invested days 74 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.95 | 52 Weeks Range 73.72 - 90.58 | Updated Date 06/29/2025 |
52 Weeks Range 73.72 - 90.58 | Updated Date 06/29/2025 |
Upturn AI SWOT
VictoryShares US 500 Volatility Wtd ETF
ETF Overview
Overview
The VictoryShares US 500 Volatility Wtd ETF (CFA) seeks to provide investment results that closely correspond to the performance of the Nasdaq Victory US 500 Volatility Weighted Index. The fund invests in a volatility-weighted portfolio of the 500 largest U.S. publicly traded companies. Its strategy emphasizes stocks with lower volatility to potentially reduce risk and enhance long-term returns. The ETF focuses on the broad U.S. equity market, providing diversified exposure.
Reputation and Reliability
Victory Capital Management is a well-regarded asset manager with a solid track record and a variety of investment offerings. They are known for their rules-based and factor-based investment strategies.
Management Expertise
Victory Capital has a team of experienced investment professionals who specialize in quantitative and factor-based investing. They bring expertise in portfolio construction, risk management, and index replication.
Investment Objective
Goal
The investment goal of CFA is to track the performance of the Nasdaq Victory US 500 Volatility Weighted Index.
Investment Approach and Strategy
Strategy: The ETF aims to track a volatility-weighted index of the 500 largest U.S. companies. The index assigns higher weights to stocks with lower volatility, seeking to reduce overall portfolio volatility.
Composition The ETF primarily holds stocks of large-cap U.S. companies. The weight of each stock is determined by its historical volatility, with lower volatility stocks receiving a higher weight.
Market Position
Market Share: CFA holds a small but significant portion of the smart beta equity ETF market.
Total Net Assets (AUM): 106800000
Competitors
Key Competitors
- SPLV
- USMV
- ACWV
- XSHQ
Competitive Landscape
The competitive landscape for low-volatility ETFs is fairly concentrated, with a few dominant players holding the majority of the market share. CFA offers a similar approach to low volatility investing compared to its competitors. The advantage of VictoryShares is their unique index. Disadvantage might be the higher expense ratios compared to some competitors.
Financial Performance
Historical Performance: Historical performance data is not provided in this JSON, consult financial data providers for detailed performance metrics.
Benchmark Comparison: Benchmark comparison is not provided in this JSON, consult financial data providers for detailed performance metrics.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The average trading volume of CFA is moderate, indicating sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread for CFA is generally tight, suggesting relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and investor sentiment towards risk influence CFA. Periods of high market volatility often see increased interest in low-volatility ETFs.
Growth Trajectory
CFA's growth trajectory depends on investor demand for low-volatility strategies and its ability to attract assets from competitors.
Moat and Competitive Advantages
Competitive Edge
CFA's competitive edge lies in its volatility-weighted methodology for selecting stocks. This approach aims to provide downside protection during market downturns while still participating in market gains. The strategy focuses on risk-adjusted returns. The ETF seeks to outperform the broader market on a risk-adjusted basis. The lower volatility can attract risk-averse investors.
Risk Analysis
Volatility
CFA's historical volatility is expected to be lower than the broader market due to its volatility-weighted investment strategy.
Market Risk
CFA is still subject to market risk, as its underlying assets are stocks. However, the volatility-weighted approach aims to mitigate some of this risk.
Investor Profile
Ideal Investor Profile
The ideal investor profile for CFA includes risk-averse investors, those seeking downside protection, and those looking for long-term growth with reduced volatility.
Market Risk
CFA is suitable for long-term investors who prioritize capital preservation and lower volatility over high growth potential.
Summary
VictoryShares US 500 Volatility Wtd ETF (CFA) offers exposure to the large-cap U.S. equity market with a focus on lower volatility stocks. The ETF is designed for investors seeking downside protection and a smoother investment experience. Its volatility-weighted strategy differentiates it from market-cap weighted indexes. CFA offers a relatively low volatility approach within the broader equity market. CFA seeks to provide long-term returns with reduced risk.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Victory Capital Management Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market data and competitive landscapes are subject to change. Investment decisions should be based on individual financial circumstances and consultation with a 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 500 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 500 Volatility Weighted Index, an unmanaged, volatility weighted index maintained exclusively by the index provider. The index identifies the 500 largest U.S. stocks by market capitalization measured at the time the index's constituent securities are determined.
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.