VictoryShares International Volatility Wtd ETF (CIL)

Overview

The VictoryShares International Volatility Wtd ETF (IVOL) seeks to provide investment results that closely correspond to the performance of the Nasdaq VictoryShares International Volatility Weighted Index. This fund invests in international equity securities, weighted based on volatility, aiming to mitigate risk while participating in global markets. The ETF employs a volatility-weighted methodology to select and weight its holdings.

Reputation and Reliability

VictoryShares is a reputable issuer known for its volatility-weighted ETFs. They have a track record of providing innovative investment solutions focused on risk management.

Management Expertise

The management team has experience in designing and managing volatility-weighted strategies, focusing on quantitative analysis and portfolio optimization.

Goal

The primary investment goal is to track the performance of the Nasdaq VictoryShares International Volatility Weighted Index.

Investment Approach and Strategy

Strategy: The ETF tracks a specific index, the Nasdaq VictoryShares International Volatility Weighted Index, which uses a volatility-weighted approach.

Composition The ETF primarily holds international equity securities. The weighting methodology focuses on inverse volatility; securities with lower historical volatility receive higher weights.

Market Share: Insufficient data available to accurately assess IVOL's specific market share.

Total Net Assets (AUM): 43.63

Key Competitors

• SPDR Portfolio Developed World ex-US ETF (SPDW)
• Vanguard FTSE Developed Markets ETF (VEA)
• iShares Core MSCI EAFE ETF (IEFA)

Competitive Landscape

The international equity ETF market is highly competitive. IVOL distinguishes itself with its volatility-weighted strategy, offering potential downside protection. However, competitors with larger AUM offer lower expense ratios and greater liquidity. IVOL's niche focus may appeal to investors seeking a specific risk profile, while broader market ETFs provide more diversified exposure at a lower cost.

Historical Performance: Historical performance data should be obtained from reliable financial data providers.

Benchmark Comparison: The ETF's performance should be compared to the Nasdaq VictoryShares International Volatility Weighted Index to evaluate tracking effectiveness.

Expense Ratio: 0.3

Average Trading Volume

The average trading volume of IVOL should be assessed using recent data from financial data providers to determine its liquidity.

Bid-Ask Spread

The bid-ask spread of IVOL needs to be checked periodically to see how closely the market price reflects the price of the underlying securities in the ETF.

Market Environment Factors

Global economic conditions, international trade policies, and geopolitical events significantly influence IVOL's performance, impacting the underlying international equity markets.

Growth Trajectory

IVOL's growth depends on investor demand for volatility-weighted international equity exposure and the continued adoption of risk-managed investment strategies.

Competitive Edge

IVOL's competitive edge lies in its unique volatility-weighted methodology, which aims to reduce portfolio volatility and enhance risk-adjusted returns. The ETF's focus on downside protection during market downturns sets it apart from traditional market-cap-weighted international equity ETFs. The distinct weighting approach may be attractive to risk-averse investors. However, the strategy could also underperform during strong bull markets.

Volatility

IVOL's volatility should be analyzed using historical data to assess its risk profile compared to traditional international equity ETFs.

Market Risk

IVOL is subject to market risk associated with international equity investments, including currency fluctuations, political instability, and economic downturns in foreign countries.

Ideal Investor Profile

The ideal investor for IVOL is a risk-averse investor seeking international equity exposure with a focus on downside protection. Investors who prioritize capital preservation and are comfortable with potentially lower returns during bull markets may find IVOL suitable.

Market Risk

IVOL may be suitable for long-term investors who are looking for reduced volatility compared to standard market cap weighted international ETFs. It is less suited for active traders seeking high growth.

VictoryShares International Volatility Wtd ETF is designed for risk-averse investors seeking international equity exposure. Its volatility-weighted strategy aims to provide downside protection. However, it might underperform during strong bull markets. The ETF's unique approach differentiates it from traditional market-cap-weighted international equity ETFs. The ETF's AUM is smaller compared to main competitors, reflecting its niche focus.

Data Sources:

• VictoryShares Website
• Nasdaq Website
• ETF.com
• Morningstar

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Market share data may be estimated and subject to change. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.