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Upturn AI SWOT - About
VictoryShares ESG Corporate Bond ETF (UCRD)
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Upturn Advisory Summary
10/24/2025: UCRD (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 14.2% | Avg. Invested days 59 | 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 1.23 | 52 Weeks Range 20.06 - 21.43 | Updated Date 06/29/2025 |
52 Weeks Range 20.06 - 21.43 | Updated Date 06/29/2025 |
Upturn AI SWOT
VictoryShares ESG Corporate Bond ETF
ETF Overview
Overview
The VictoryShares ESG Corporate Bond ETF (VSIG) seeks to provide investment results that closely correspond to the performance of the Nasdaq Victory ESG US Corporate Bond Index. It invests in a diversified portfolio of investment-grade corporate bonds that meet specific ESG criteria.
Reputation and Reliability
Victory Capital Management is a well-established asset manager with a solid reputation. They offer a range of investment solutions, including ETFs and mutual funds.
Management Expertise
Victory Capital has a dedicated fixed income team with experience in managing corporate bond portfolios and integrating ESG factors.
Investment Objective
Goal
Seeks to track the performance of the Nasdaq Victory ESG US Corporate Bond Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the Nasdaq Victory ESG US Corporate Bond Index, which screens corporate bonds based on ESG factors.
Composition The ETF primarily holds investment-grade corporate bonds. The index methodology excludes companies with significant involvement in controversial industries or those with low ESG scores.
Market Position
Market Share: VSIG holds a small market share within the broader ESG corporate bond ETF market.
Total Net Assets (AUM): 221600000
Competitors
Key Competitors
- SPDR Portfolio ESG Corporate Bond ETF (SPBO)
- iShares ESG Aware USD Corporate Bond ETF (SUSC)
- Vanguard ESG U.S. Corporate Bond ETF (VCFB)
Competitive Landscape
The ESG corporate bond ETF market is competitive, with several large players. VSIG differentiates itself through its specific index methodology. Advantages may include a unique ESG screening process, but disadvantages include smaller AUM and potentially lower liquidity compared to larger competitors.
Financial Performance
Historical Performance: Historical performance data should be analyzed to understand returns and volatility over different periods.
Benchmark Comparison: The ETF's performance should be compared to the Nasdaq Victory ESG US Corporate Bond Index to assess tracking efficiency.
Expense Ratio: 0.18
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, and it may vary based on market conditions.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting reasonable liquidity.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, credit spreads, and investor sentiment towards ESG investments influence the ETF's performance.
Growth Trajectory
Growth depends on the increasing adoption of ESG investing, investor demand for corporate bonds, and the ETF's ability to attract assets.
Moat and Competitive Advantages
Competitive Edge
VSIG benefits from the growing interest in ESG investing. The Nasdaq Victory ESG US Corporate Bond Index's screening process offers a specific approach to ESG integration. Victory Capital's expertise in fixed income contributes to the ETF's credibility. However, differentiation in the crowded ESG space can be challenging and size is a disadvantage.
Risk Analysis
Volatility
The ETF's volatility depends on the volatility of the underlying corporate bond market.
Market Risk
The ETF is subject to interest rate risk, credit risk, and market risk associated with corporate bonds. ESG screens attempt to mitigate some risks, but not all.
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking exposure to investment-grade corporate bonds with an ESG focus. It appeals to those who prioritize both financial returns and environmental, social, and governance considerations.
Market Risk
The ETF is best suited for long-term investors seeking a core fixed-income allocation with an ESG component.
Summary
The VictoryShares ESG Corporate Bond ETF (VSIG) offers exposure to investment-grade corporate bonds screened for ESG factors, tracking the Nasdaq Victory ESG US Corporate Bond Index. It provides a passive approach to ESG investing in the corporate bond market. While it holds a smaller market share compared to its competitors, it provides investors an option for integrating ESG factors into their fixed income portfolios. Investors should consider the expense ratio, liquidity, and risks associated with corporate bonds when evaluating VSIG.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Victory Capital
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change, and 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 VictoryShares ESG Corporate 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 corporate bonds, and in related derivatives and other instruments that have economic characteristics similar to corporate bonds. The fund will invest primarily in investment-grade securities, but may invest up to 10% of its net assets in below-investment-grade corporate credit securities, which are sometimes referred to as high-yield or "junk" bonds.
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