ETF overview
The VictoryShares US 500 Volatility Wtd ETF (CFA) offers investors exposure to leading large-capitalization American companies. It distinguishes itself by avoiding the inherent drawbacks often associated with traditional market-cap weighting strategies. The fund's primary objective is to mirror the performance of the Nasdaq Victory US Large Cap 500 Volatility Weighted Index, before any expenses or fees are deducted. Its unique weighting methodology combines careful consideration of fundamental business criteria with a volatility-based approach, aiming to potentially surpass the returns of conventional cap-weighted index funds.
Fund facts
- Expense ratio
- 0.39%
- Fund assets
- 528.96M USD (all share classes)
- Issuer
- Victory Capital
- Inception date
- Jul 1, 2014
- Number of holdings
- 501
Breakdown
Holdings (501)
| Name | Ticker | Weight |
|---|---|---|
| BERKSHIRE HATHAWAY INC B | BRK-B | 0.46% |
| ATMOS ENERGY CORP | ATO | 0.42% |
| WEC ENERGY GROUP | WEC | 0.41% |
| EVERGY INC | EVRG | 0.40% |
| DUKE ENERGY CORP. | DUK | 0.40% |
| CONSOLIDATED EDISON INC. | ED | 0.40% |
| FIRSTENERGY CORP. | FE | 0.40% |
| LOEWS CORP | L | 0.40% |
| ALLIANT ENERGY CORP. | LNT | 0.38% |
| AFLAC INC | AFL | 0.38% |
| and 488 more | ||
Similar ETFs
- VictoryShares US 500 Enhanced Volatility Wtd ETFCFO · Overlap 100% · Expense ratio 0.39%
- iShares MSCI USA Equal Weighted ETFEUSA · Overlap 73% · Expense ratio 0.09%
- Goldman Sachs Equal Weight U.S. Large Cap Equity ETFGSEW · Overlap 72% · Expense ratio 0.09%
- Invesco S&P 500 Equal Weight ETFRSP · Overlap 72% · Expense ratio 0.20%
- iShares MSCI USA Size Factor ETFSIZE · Overlap 71% · Expense ratio 0.15%
- Invesco S&P 500 Equal Weight UCITS ETF (Dist)SPED.L · Overlap 72% · Expense ratio 0.20%
- Xtrackers IIXDEW.L · Overlap 72% · Expense ratio 0.15%
- Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR HedgedXDEE.DE · Overlap 72% · Expense ratio 0.30%
Overlap is the share of assets the two funds hold in common.
Historical returns do not guarantee future returns. This is not investment advice.
- Expense ratio
- 0.39%
- Fund assets
- 528.96M USD (all share classes)
- Issuer
- Victory Capital
- Inception date
- Jul 1, 2014
- Number of holdings
- 501
| Name | Ticker | Weight |
|---|---|---|
| BERKSHIRE HATHAWAY INC B | BRK-B | 0.46% |
| ATMOS ENERGY CORP | ATO | 0.42% |
| WEC ENERGY GROUP | WEC | 0.41% |
| EVERGY INC | EVRG | 0.40% |
| DUKE ENERGY CORP. | DUK | 0.40% |
| CONSOLIDATED EDISON INC. | ED | 0.40% |
| FIRSTENERGY CORP. | FE | 0.40% |
| LOEWS CORP | L | 0.40% |
| ALLIANT ENERGY CORP. | LNT | 0.38% |
| AFLAC INC | AFL | 0.38% |
| and 488 more | ||
The VictoryShares US 500 Volatility Wtd ETF (CFA) offers investors exposure to leading large-capitalization American companies. It distinguishes itself by avoiding the inherent drawbacks often associated with traditional market-cap weighting strategies. The fund's primary objective is to mirror the performance of the Nasdaq Victory US Large Cap 500 Volatility Weighted Index, before any expenses or fees are deducted. Its unique weighting methodology combines careful consideration of fundamental business criteria with a volatility-based approach, aiming to potentially surpass the returns of conventional cap-weighted index funds.
- VictoryShares US 500 Enhanced Volatility Wtd ETFCFO · Overlap 100% · Expense ratio 0.39%
- iShares MSCI USA Equal Weighted ETFEUSA · Overlap 73% · Expense ratio 0.09%
- Goldman Sachs Equal Weight U.S. Large Cap Equity ETFGSEW · Overlap 72% · Expense ratio 0.09%
- Invesco S&P 500 Equal Weight ETFRSP · Overlap 72% · Expense ratio 0.20%
- iShares MSCI USA Size Factor ETFSIZE · Overlap 71% · Expense ratio 0.15%
- Invesco S&P 500 Equal Weight UCITS ETF (Dist)SPED.L · Overlap 72% · Expense ratio 0.20%
- Xtrackers IIXDEW.L · Overlap 72% · Expense ratio 0.15%
- Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR HedgedXDEE.DE · Overlap 72% · Expense ratio 0.30%
Overlap is the share of assets the two funds hold in common.
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