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Upturn AI SWOT - About
VictoryShares Hedged Equity Income ETF (HEJD)
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Upturn Advisory Summary
08/14/2025: HEJD (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 5.73% | Avg. Invested days 59 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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 (HDGI) seeks to provide current income and capital appreciation while hedging downside risk. The ETF invests in dividend-paying U.S. stocks and uses a put-option strategy to hedge against market declines. It focuses on large-cap companies.
Reputation and Reliability
Victory Capital Management is a well-established asset manager with a history of offering various investment solutions.
Management Expertise
Victory Capital has experienced portfolio managers and analysts dedicated to managing the ETF and its hedging strategy.
Investment Objective
Goal
To provide current income and capital appreciation with downside protection.
Investment Approach and Strategy
Strategy: The ETF employs a covered call strategy to generate income and a put-option strategy to hedge against market declines. It focuses on dividend-paying U.S. equities.
Composition Primarily invests in dividend-paying U.S. stocks and utilizes options contracts.
Market Position
Market Share: HDGI's market share is relatively small within the broader equity income ETF category.
Total Net Assets (AUM): 62690000
Competitors
Key Competitors
- QYLD
- XYLD
- JEPI
- SCHD
- DGRW
Competitive Landscape
The equity income ETF market is highly competitive, with numerous ETFs offering similar income strategies. HDGI's hedging strategy distinguishes it, but also adds complexity. It is more actively managed than simple dividend ETFs like SCHD, which may appeal to some investors but also introduces manager risk. Competitors such as QYLD and XYLD focus on covered call strategies, while JEPI prioritizes low volatility.
Financial Performance
Historical Performance: Historical performance data should be obtained from financial data providers. This data is unavailable at this point in time.
Benchmark Comparison: A benchmark comparison requires historical performance data, unavailable at this point in time.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
HDGI exhibits moderate liquidity, with average trading volume that is adequate for typical investor needs.
Bid-Ask Spread
The bid-ask spread for HDGI is generally reasonable, reflecting its liquidity and trading activity.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment influence the performance of both dividend-paying stocks and option strategies. Market volatility directly impacts the effectiveness of the hedging strategy.
Growth Trajectory
HDGI's growth trajectory depends on its ability to attract investors seeking income and downside protection in volatile markets. Changes to its option strategy or stock holdings can affect its risk-return profile.
Moat and Competitive Advantages
Competitive Edge
HDGI's competitive advantage lies in its unique combination of dividend income and downside hedging through put options. This dual approach provides investors with the potential for income generation and risk mitigation, differentiating it from standard dividend ETFs or covered call strategies. The ETF's active management allows for adjustments to the hedging strategy based on market conditions. This active approach aims to provide a smoother return profile compared to pure equity income strategies.
Risk Analysis
Volatility
HDGI's volatility is influenced by the underlying equity holdings and the effectiveness of the put-option hedging strategy.
Market Risk
HDGI is subject to market risk related to its equity investments and the potential for losses from its option positions. Changes in dividend yields and option premiums can impact its income generation.
Investor Profile
Ideal Investor Profile
HDGI is suitable for investors seeking income, capital appreciation, and downside protection. It may appeal to retirees, income-oriented investors, or those concerned about market volatility.
Market Risk
HDGI is suitable for long-term investors who understand the complexities of options strategies and are comfortable with actively managed ETFs.
Summary
The VictoryShares Hedged Equity Income ETF offers a blend of dividend income and downside protection through a put-option hedging strategy. It invests in dividend-paying U.S. stocks and uses active management to adapt its hedging strategy to market conditions. The ETF is suitable for income-oriented investors seeking to mitigate risk in volatile markets. While the hedging strategy adds complexity, it differentiates HDGI from standard dividend ETFs and covered call strategies. Investors should carefully consider the expense ratio and understand the potential risks and rewards associated with options-based strategies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Victory Capital Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.
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.
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