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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
10/24/2025: 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 8.79% | Avg. Invested days 55 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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 (VSIG) seeks to provide current income while considering environmental, social, and governance (ESG) factors. It primarily invests in investment-grade U.S. dollar-denominated fixed-income securities and incorporates ESG criteria into its investment process.
Reputation and Reliability
Victory Capital Management is a well-established asset manager with a history of offering various investment products, including ETFs.
Management Expertise
Victory Capital has a team of experienced fixed-income portfolio managers and ESG specialists managing the fund.
Investment Objective
Goal
Seeks to provide current income consistent with environmental, social, and governance (ESG) factors.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but uses a rules-based approach incorporating ESG factors to select securities.
Composition Primarily invests in investment-grade U.S. dollar-denominated fixed-income securities, including corporate bonds, government bonds, and asset-backed securities.
Market Position
Market Share: VSIG's market share in the ESG core plus bond ETF sector is relatively small compared to larger competitors.
Total Net Assets (AUM): 146200000
Competitors
Key Competitors
- iShares ESG Aware USD Corporate Bond ETF (SUSC)
- Vanguard ESG U.S. Corporate Bond ETF (VSC)
- Xtrackers USD Investment Grade Corporate Bond ETF (LQD)
Competitive Landscape
The ESG bond ETF market is competitive, with larger players like iShares and Vanguard dominating in terms of AUM and market share. VSIG's advantage lies in its specific ESG integration process, while its disadvantage is its smaller AUM and potentially lower liquidity compared to the larger funds.
Financial Performance
Historical Performance: Historical performance data should be obtained from official fund factsheets or financial data providers.
Benchmark Comparison: The ETF's performance should be compared to a relevant benchmark, such as the Bloomberg Barclays U.S. Aggregate Bond Index, to assess its effectiveness.
Expense Ratio: 0.25
Liquidity
Average Trading Volume
The average trading volume is moderate for VSIG. Data needs to come from real time feeds.
Bid-Ask Spread
The bid-ask spread can vary depending on market conditions, but it is generally tight for VSIG.
Market Dynamics
Market Environment Factors
Interest rate movements, credit spreads, and overall economic conditions significantly impact VSIG's performance. Changes in ESG investing preferences can also influence demand.
Growth Trajectory
Growth trends depend on the increasing adoption of ESG investing and overall fixed-income market trends. There may be changes to strategy and holdings based on market and ESG landscape shifts.
Moat and Competitive Advantages
Competitive Edge
VSIG's competitive advantage is the integration of ESG factors within its fixed-income strategy. This appeals to investors seeking both income and socially responsible investing. The fund's investment team's expertise in both fixed income and ESG analysis further strengthens its position. Victory Capital's distribution network also aids in attracting investors to the fund. Its focus on core plus strategies offers a balance between safety and yield enhancement.
Risk Analysis
Volatility
Fixed income funds in general have lower historical volatility than equity funds.
Market Risk
VSIG is exposed to interest rate risk, credit risk, and market risk, which can affect its returns. ESG considerations may lead to different portfolio composition compared to traditional bond funds.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking income, values ESG principles, and wants a core fixed-income allocation.
Market Risk
Suitable for long-term investors who want exposure to fixed income with an ESG overlay.
Summary
VictoryShares ESG Core Plus Bond ETF (VSIG) offers investors exposure to a diversified portfolio of investment-grade bonds while incorporating ESG considerations. The ETF seeks to generate income and align investments with their values. It is managed by Victory Capital, a reputable asset manager with expertise in fixed income and ESG investing. VSIG is a suitable option for long-term investors seeking a balance between returns and social responsibility. Though its market share is smaller, it provides a solid ESG-focused option compared to standard core plus bond ETFs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Victory Capital Management
- Morningstar
- ETF.com
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Consult with a qualified 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 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.