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Upturn AI SWOT - About
VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB)
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Upturn Advisory Summary
08/14/2025: CSB (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 3.86% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.03 | 52 Weeks Range 48.75 - 64.01 | Updated Date 06/29/2025 |
52 Weeks Range 48.75 - 64.01 | Updated Date 06/29/2025 |
Upturn AI SWOT
VictoryShares US Small Cap High Div Volatility Wtd ETF
ETF Overview
Overview
The VictoryShares US Small Cap High Div Volatility Wtd ETF (CSA) seeks to provide investment results that track the performance of the Nasdaq Victory US Small Cap High Dividend 100 Volatility Weighted Index. It focuses on small-cap US companies with high dividend yields, weighted by volatility to potentially reduce risk.
Reputation and Reliability
Victory Capital Management is a reputable asset manager with a track record of offering various investment products, including ETFs and mutual funds.
Management Expertise
Victory Capital has a team of experienced investment professionals who manage the ETF and its underlying portfolio.
Investment Objective
Goal
To track the performance of the Nasdaq Victory US Small Cap High Dividend 100 Volatility Weighted Index.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the index, which selects 100 small-cap companies based on dividend yield and then weights them based on their volatility, with lower volatility stocks receiving higher weights.
Composition The ETF primarily holds common stocks of small-cap companies located in the United States.
Market Position
Market Share: The VictoryShares US Small Cap High Div Volatility Wtd ETF has a smaller market share compared to other broader small-cap or dividend-focused ETFs.
Total Net Assets (AUM): 125492384.53
Competitors
Key Competitors
- SCHD
- VYM
- IJR
- VBR
Competitive Landscape
The competitive landscape is characterized by large, established dividend ETFs like SCHD and VYM, as well as broader small-cap ETFs. CSA distinguishes itself through its volatility-weighted approach within the small-cap high-dividend space, which is a niche but potentially attractive strategy for risk-conscious investors. The disadvantage is lower liquidity and less brand recognition than major competitors.
Financial Performance
Historical Performance: Data unavailable. Financial performance is subject to market conditions and historical performance does not guarantee future results.
Benchmark Comparison: Data unavailable. Comparing the ETF's performance with the Nasdaq Victory US Small Cap High Dividend 100 Volatility Weighted Index reveals tracking efficiency.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, which can impact trade execution and potential price slippage.
Bid-Ask Spread
The bid-ask spread is typically narrow, reflecting moderate liquidity and efficient trading.
Market Dynamics
Market Environment Factors
The ETF's performance is influenced by factors affecting small-cap stocks, dividend-paying companies, and overall market volatility.
Growth Trajectory
The ETF's growth is dependent on investor demand for its specific small-cap high-dividend, volatility-weighted strategy; the AUM could increase as investors seek yield and potentially lower volatility in small-caps.
Moat and Competitive Advantages
Competitive Edge
CSA's competitive edge lies in its unique combination of small-cap exposure, high-dividend yield focus, and volatility-weighted methodology. This strategy potentially offers a differentiated risk-adjusted return profile compared to traditional market-cap-weighted indexes. The fund aims to provide downside protection in volatile markets by underweighting riskier assets. However, the fund's performance is subject to the specific criteria used by the index.
Risk Analysis
Volatility
The ETF's volatility should be assessed relative to its benchmark and other small-cap ETFs, considering its volatility-weighted strategy.
Market Risk
The ETF is subject to market risk associated with small-cap stocks, including economic cycles, sector-specific challenges, and company-specific issues. Dividend cuts are also a risk.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking a combination of income and capital appreciation from small-cap stocks, with a preference for a volatility-managed strategy.
Market Risk
This ETF is suitable for long-term investors seeking diversification in small-cap dividend-paying stocks with a focus on mitigating volatility.
Summary
The VictoryShares US Small Cap High Div Volatility Wtd ETF offers targeted exposure to US small-cap stocks with high dividend yields, employing a volatility-weighted approach to potentially reduce risk. It differentiates itself through this combined strategy within the competitive ETF landscape. The ETF might appeal to investors seeking income and capital appreciation with an emphasis on risk management. However, it's crucial to consider the ETF's relatively small AUM and potential liquidity constraints before investing. Due to this it might be more suitable for buy and hold strategy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Victory Capital Management Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on your own research and consultation with a qualified financial advisor. Past performance is not indicative of future results. Market share estimates are approximate and may vary depending on the source and methodology.
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 Small Cap High Div 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. Small Cap High Dividend 100 Volatility Weighted Index, an unmanaged, volatility weighted index maintained exclusively by the index provider. The index identifies the 100 highest dividend yielding stocks in the Nasdaq Victory U.S. Small Cap 500 Volatility Weighted Index.
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.