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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
10/08/2026: CFA (2-star) is currently NOT-A-BUY. Pass it for now.
VictoryShares US 500 Volatility Wtd ETF (CFA) provides investors with exposure to the 500 largest US companies, utilizing an innovative inverse-volatility weighting strategy rather than traditional market capitalization. This approach aims to reduce the impact of highly volatile stocks, potentially offering smoother returns over a full market cycle. It is best suited for long-term investors seeking a core equity holding that balances market participation with risk mitigation. Key factors to monitor include the fund's expense ratio relative to competitors and its performance during periods of extreme market sentiment, where the weighting tilt may cause it to deviate from standard indices.
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 | CFA's low-volatility tilt may underperform during aggressive growth-led market rallies. |
| Momentum investor | Weak fit | The methodology emphasizes stability over the relative strength typically required by momentum strategies. |
| Value investor | Strong fit | The inverse-volatility approach often naturally aligns with value characteristics by favoring more stable, mature companies. |
| Dividend/Income investor | Mixed fit | While not a dedicated dividend fund, the lower-volatility stocks held often pay reliable dividends. |
| Low-risk investor | Strong fit | The weighting strategy is specifically designed to reduce portfolio volatility compared to traditional market-cap benchmarks. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant looking for a 'core' US equity holding that reduces the 'boom-and-bust' cycle typical of standard market-cap weighted indices.
Suitability
Best for long-term investors who prefer a systematic, rule-based approach to equity management over pure active picking or pure passive index tracking.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The fund is explicitly designed to dampen portfolio volatility. |
| Market risk | Medium / high | As an equity fund, it remains exposed to broad economic and market downturns. |
| Concentration | Low | The portfolio is well-diversified across 500 large-cap holdings. |
| Tracking/expense | Low | The expense ratio is reasonable for a factor-based strategic beta ETF. |
| Liquidity | Low | Most underlying holdings are highly liquid, resulting in efficient trade execution. |
| Business/sector quality | Medium | The methodology is sector-neutral, though it may lean towards more stable, established sectors. |
Risk Analysis
Volatility
CFA has lower historical volatility than the S&P 500 due to its inverse-volatility weighting.
Market Risk
The fund holds pure equity risk; it is subject to the same systemic risks as the broader US stock market.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equities | 99 | The fund provides broad exposure to the 500 largest US companies, weighted to favor lower-volatility stocks. |
| Cash/collateral | Cash and Cash Equivalents | 1 | A small cash position is maintained for liquidity and daily operational needs. |
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 23.51% | Avg. Invested days 90 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/08/2026 |
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