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Upturn AI SWOT - About
Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF (UBND)
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Upturn Advisory Summary
08/14/2025: UBND (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 4.74% | Avg. Invested days 40 | 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 0.95 | 52 Weeks Range 20.36 - 21.83 | Updated Date 06/29/2025 |
52 Weeks Range 20.36 - 21.83 | Updated Date 06/29/2025 |
Upturn AI SWOT
Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF
ETF Overview
Overview
The VictoryShares ESG Core Plus Bond ETF (VECP) seeks to provide investment results that track the performance of the Bloomberg US Aggregate Enhanced SRI Index. It focuses on investment-grade U.S. dollar-denominated fixed income securities while incorporating ESG considerations.
Reputation and Reliability
Victory Capital Management is a well-established asset manager with a growing presence in the ETF market. They are known for their actively managed and rules-based strategies.
Management Expertise
Victory Capital has a team of experienced portfolio managers specializing in fixed income and ESG investing.
Investment Objective
Goal
To track the performance of the Bloomberg US Aggregate Enhanced SRI Index.
Investment Approach and Strategy
Strategy: The ETF tracks the Bloomberg US Aggregate Enhanced SRI Index, which screens securities based on ESG criteria.
Composition The ETF primarily holds investment-grade U.S. dollar-denominated fixed income securities.
Market Position
Market Share: VECP holds a small market share compared to major bond ETFs.
Total Net Assets (AUM): 162230393.34
Competitors
Key Competitors
- AGG
- LQD
- IEF
- SCHZ
Competitive Landscape
The ETF industry is highly competitive, with many large players. VECP's advantage lies in its ESG focus, attracting socially conscious investors. However, it has a much smaller AUM and market presence compared to established broad market ETFs like AGG or LQD which makes it less appealing to investor with high liquidity preferences.
Financial Performance
Historical Performance: Historical performance data unavailable. As a relatively new ETF, the historical data is still being compiled.
Benchmark Comparison: Unavailable, the ETF seeks to track its underlying benchmark, the Bloomberg US Aggregate Enhanced SRI Index.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, meaning it is liquid enough for most investors but could be a concern for very large trades.
Bid-Ask Spread
The bid-ask spread is generally tight, suggesting reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and credit spreads significantly impact VECP's performance, as it invests in fixed income securities. Investor sentiment towards ESG investments also plays a role.
Growth Trajectory
The ETF's growth trajectory depends on increasing investor demand for ESG-focused fixed income products and its ability to effectively track its benchmark index.
Moat and Competitive Advantages
Competitive Edge
VECP's competitive edge is its focus on ESG investing within the core plus bond market, catering to investors seeking socially responsible fixed income exposure. The fund uses a systematic approach to ESG screening. Investors are provided with a low expense ratio and exposure to investment grade bonds. It also allows the investor to customize the ESG impact, and also allows them to implement personal investment criteria.
Risk Analysis
Volatility
The ETF's volatility is generally consistent with investment-grade bond ETFs.
Market Risk
The ETF is subject to interest rate risk, credit risk, and potential ESG screening risks.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking core fixed income exposure with an ESG tilt. The ETF is suited for investors who prioritize social and environmental responsibility.
Market Risk
The ETF is suitable for long-term investors and passive index followers seeking ESG bond exposure.
Summary
The VictoryShares ESG Core Plus Bond ETF (VECP) offers a way to invest in core fixed income while incorporating ESG considerations. It tracks the Bloomberg US Aggregate Enhanced SRI Index. It is suitable for socially conscious investors. The ETFu2019s performance is subject to interest rate risk, credit risk, and the effectiveness of its ESG screening process.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Victory Capital
- Bloomberg
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor.
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 Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund invests at least 80% of its net assets in debt securities and in derivatives and other instruments that have economic characteristics similar to such securities. The fund primarily invests in securities that have a dollar-weighted average portfolio maturity between three to 10 years. The fund will invest primarily in investment-grade securities, but may invest up to 20% of its net assets in below-investment-grade securities which are sometimes referred to as high-yield or "junk" bonds.
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.