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- Upturn Summary
- Fund Details
Upturn AI Summary
VictoryShares US 500 Enhanced Volatility Wtd ETF(CFO)
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 CFO
10/14/2026: CFO (2-star) is currently NOT-A-BUY. Pass it for now.
VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) provides broad U.S. large-cap equity exposure using an 'enhanced' volatility-weighted index strategy, which prioritizes less volatile stocks over market-cap-weighted ones. Its main strengths include a systematic, rules-based approach to risk management and diversified exposure to 500 U.S. firms. It serves as a core portfolio holding for investors seeking equity participation with a defensive tilt. Key risks include potential underperformance during sharp bull markets, liquidity considerations relative to larger ETFs, and typical equity market risk. The fund is best suited for long-term, risk-conscious investors who prefer a factor-driven approach over traditional passive investing.
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 | This fund prioritizes lower volatility over aggressive capital appreciation. |
| Momentum investor | Weak fit | The volatility-weighted strategy may underperform momentum stocks during strong market rallies. |
| Value investor | Mixed fit | The weighting methodology often results in tilts toward value-oriented sectors, making it a reasonable fit. |
| Dividend/Income investor | Mixed fit | While not a dedicated dividend fund, lower-volatility stocks often overlap with reliable dividend payers. |
| Low-risk investor | Strong fit | The strategy is specifically designed to lower portfolio volatility compared to traditional cap-weighted indices. |
Investor Profile
Ideal Investor Profile
Long-term investors seeking U.S. equity exposure with an emphasis on risk management and relative stability.
Suitability
Best suited for passive index followers who prefer a systematic, factor-based approach to equity investing.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The strategy actively seeks to minimize volatility, though it remains an equity-based investment. |
| Market risk | High | The fund is fully exposed to equity market fluctuations. |
| Concentration | Medium | It tracks 500 names, providing broad diversification similar to the S&P 500. |
| Tracking/expense | Low | The expense ratio is modest and tracking error is typically well-managed. |
| Liquidity | Medium | Lower average daily volume compared to major ETFs may impact execution for large trades. |
| Business/sector quality | Medium | The focus on lower-volatility firms inherently selects for more stable, often defensive sectors. |
Risk Analysis
Volatility
CFO generally exhibits lower historical volatility than the S&P 500 index due to its weighting methodology.
Market Risk
As an equity fund, it is fully subject to market risk, including systematic economic downturns and sector-specific risks.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equities | 98.5 | The fund invests in 500 large U.S. companies, weighted by lower volatility to potentially reduce drawdown risk. |
| Cash/collateral | Cash and Equivalents | 1.5 | A small portion is held in cash to manage daily liquidity and fund flows. |
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 20.27% | Avg. Invested days 88 | 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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