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Upturn AI SWOT - About
VictoryShares Hedged Equity Income ETF (HEJD)
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Upturn Advisory Summary
10/24/2025: HEJD (1-star) is currently NOT-A-BUY. Pass it for now.
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 3.76% | Avg. Invested days 63 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 24.12 - 27.05 | Updated Date 06/28/2025 |
52 Weeks Range 24.12 - 27.05 | Updated Date 06/28/2025 |
Upturn AI SWOT
VictoryShares Hedged Equity Income ETF
ETF Overview
Overview
The VictoryShares Hedged Equity Income ETF (HDIV) seeks to provide current income while hedging against market volatility. It invests in a portfolio of dividend-paying U.S. equities and utilizes options strategies to reduce downside risk.
Reputation and Reliability
Victory Capital is a well-established asset management firm with a history of providing investment solutions.
Management Expertise
Victory Capital has experienced portfolio managers specializing in income and options strategies.
Investment Objective
Goal
To provide current income while hedging against market volatility.
Investment Approach and Strategy
Strategy: The ETF employs a covered call strategy on a portion of its equity holdings to generate income and hedge against potential downside risk.
Composition The ETF holds primarily U.S. dividend-paying stocks combined with options contracts.
Market Position
Market Share: HDIV's market share is relatively small compared to larger dividend and covered call ETFs.
Total Net Assets (AUM): 164685328
Competitors
Key Competitors
- XYLD
- QYLD
- JEPI
- DIVO
Competitive Landscape
The covered call ETF market is competitive, with several established players. HDIV offers a specific hedging strategy, but faces competition from larger ETFs with higher trading volumes and assets under management. The advantages include its specific hedge and the disadvantage includes lower AUM.
Financial Performance
Historical Performance: Historical performance data needs to be analyzed to understand the ETF's returns over different market cycles.
Benchmark Comparison: The ETF's performance should be compared to a benchmark of dividend-paying stocks and a covered call strategy index.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
The ETF's liquidity is moderate, with an average daily trading volume that may fluctuate depending on market conditions.
Bid-Ask Spread
The bid-ask spread is typically reasonable, reflecting the ETF's trading volume and market interest.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and market volatility impact the performance of dividend stocks and options strategies.
Growth Trajectory
The ETF's growth depends on investor demand for income-generating and hedged investment solutions. Changes to the option overlay can influence returns.
Moat and Competitive Advantages
Competitive Edge
HDIV's competitive edge comes from its specific combination of dividend-paying stocks and a covered call strategy. The strategy provides current income and seeks to reduce downside risk in volatile markets. The option overlay implementation could also give the ETF a competitive edge. The specific stock and option selection process distinguishes it from competitors.
Risk Analysis
Volatility
The ETF's volatility is influenced by the volatility of its underlying stock holdings and the options market.
Market Risk
The ETF is subject to market risk, including the risk of declines in the value of its stock holdings and potential losses from its options positions.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking current income, capital appreciation, and a measure of downside protection.
Market Risk
This ETF may be suitable for long-term investors seeking income or as a component of a diversified portfolio.
Summary
VictoryShares Hedged Equity Income ETF (HDIV) offers exposure to dividend-paying stocks with a covered call strategy to generate income and mitigate downside risk. Its expense ratio is a reasonable 0.40%. It may be appropriate for income-seeking investors with a moderate risk tolerance and a longer investment horizon. The competitive landscape includes larger and more established dividend and covered call ETFs which offer higher liquidity.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Victory Capital
- ETF.com
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market data is subject to change.
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 Hedged Equity Income ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund, under normal circumstances, has a policy to invest at least 80% of its assets in dividend paying domestic equity securities. It uses a multi-strategy approach to achieve its principal investment strategy. It seeks income from long positions in U.S. dividend producing equity securities of any market capitalization size.
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.