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- Upturn Summary
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Upturn AI Summary
VictoryShares US 500 Volatility Wtd ETF(CFA)
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 CFA
11/06/2026: CFA (2-star) has a low Upturn Star Rating. Not recommended to BUY.
VictoryShares US 500 Volatility Wtd ETF (CFA) provides exposure to 500 large-cap U.S. stocks, weighted by inverse volatility to emphasize stability. It is a solid choice for risk-conscious investors, offering a rules-based alternative to standard market-cap indices that typically exhibits lower drawdowns during market corrections. Its primary strengths are its systematic risk reduction, broad diversification, and competitive expense ratio. While effective for volatility mitigation, investors should note that it may lag during rapid bull markets driven by high-beta stocks. It is best suited for long-term investors seeking a smoother ride and should be monitored for performance tracking against its volatility-weighted index.
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 | Mixed fit | The fund's defensive tilt may underperform during aggressive market rallies led by high-growth, high-volatility stocks. |
| Momentum investor | Weak fit | CFA's methodology does not prioritize price trend or momentum, making it a poor fit for tactical momentum strategies. |
| Value investor | Strong fit | The volatility-weighting process often results in a tilt toward value-oriented stocks, aligning well with value-based investment goals. |
| Dividend/Income investor | Mixed fit | While not a dedicated dividend fund, the stability of its constituents often provides consistent, though not primary, income. |
| Low-risk investor | Strong fit while signal remains positive | The fund is specifically designed for investors seeking to mitigate volatility while remaining invested in the equity market. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking long-term equity market participation with a specific goal of dampening portfolio volatility and avoiding extreme drawdowns.
Suitability
CFA is best suited for long-term investors looking for a core-satellite holding or a risk-managed alternative to traditional index funds.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The fund is structured to manage volatility, yet it remains subject to overall equity market price swings. |
| Market risk | Medium / high | As an equity-based fund, it remains vulnerable to broad market downturns regardless of its weighting strategy. |
| Concentration | Low | The fund holds a broad base of 500 stocks, limiting the impact of individual company failures. |
| Tracking/expense | Low | The fund typically maintains high correlation to its benchmark index with minimal cost-related tracking error. |
| Liquidity | Low | Underlying holdings are large-cap, highly liquid stocks, minimizing liquidity risks for the fund. |
| Business/sector quality | Medium | The strategy may inadvertently concentrate or underweight specific sectors based on their historical volatility levels. |
Risk Analysis
Volatility
CFA typically exhibits lower volatility than the broad S&P 500, though it remains an equity-based product subject to systemic market risk.
Market Risk
The primary risk is a general decline in the US equity market, which would affect the underlying components despite the risk-managed weighting.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equities | 98.5 | This exposure captures the broad US equity market through a risk-managed volatility-weighted lens. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | Small cash position held for operational liquidity and trade settlement purposes. |
Analysis of Past Performance
Type ETF | Historic Profit 22.55% | Avg. Invested days 79 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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