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VictoryShares US EQ Income Enhanced Volatility Wtd ETF
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Large Value
Category
2.13%
Dividend yield
0.38%
Expense ratio
726.19M
Assets
20.81%
1Y return

CDC chart

1M
3M
1Y
5Y
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CDC returns

YTD
14.52%
1Y
20.81%
3Y
13.11%
5Y
5.94%
10Y
10.40%
1Y volatility10.10%
3Y volatility10.64%
Sharpe ratio0.73

About

The VictoryShares US EQ Income Enhanced Volatility Wtd ETF aims to mirror the investment outcomes of the Nasdaq Victory US Large Cap High Dividend 100 Long/Cash Volatility Weighted Index (referred to as the "Long/Cash Index"), prior to the deduction of fees and expenses. This fund utilizes a distinctive "Volatility Weighting" approach, which integrates fundamental criteria with volatility-based weighting in an effort to achieve superior performance compared to conventional market-capitalization-weighted index strategies. A key characteristic of the Long/Cash Index is its adaptive mechanism for equity exposure: it strategically diminishes its stock market presence during significant downturns and then re-enters the market as prices continue to fall or show signs of recovery.

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