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VictoryShares US 500 Enhanced Volatility Wtd ETF logo

VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO)

ETF overview

The VictoryShares US 500 Enhanced Volatility Wtd ETF aims to mirror the investment performance of the Nasdaq Victory US Large Cap 500 Long/Cash Volatility Weighted Index (referred to as the Long/Cash Index), prior to any fees or expenses. This fund employs a distinctive volatility weighting approach, which integrates fundamental criteria to potentially outperform conventional market capitalization-weighted indexing strategies. The underlying Long/Cash Index strategically reduces its equity market exposure during periods of significant downturns, then re-enters the market once asset prices have either fallen further or recovered. The Long/Cash Index's valuation is derived from the month-end price of the Nasdaq Victory US Large Cap 500 Volatility Weighted Index, known as the "Reference Index." Its tactical exit and reinvestment decisions are driven by the Reference Index's month-end value in comparison to its All-Time Highest Daily Closing Value (AHDCV), which signifies the highest daily closing price the Reference Index has achieved since its creation.

Websitevcm.com
CountryUnited States of America
ExchangeNASDAQ
Trades inUSD
Current price
81.14 USD+0.32%
Close 21 Oct 2026
Interval
Benchmarks

Fund facts

Expense ratio
0.39%
Fund assets
408.54M USD (all share classes)
Issuer
Victory Capital
Inception date
Jul 1, 2014
Number of holdings
501

Breakdown

Holdings (501)

NameTickerWeight
BERKSHIRE HATHAWAY INC BBRK-B0.46%
ATMOS ENERGY CORPATO0.42%
WEC ENERGY GROUPWEC0.41%
EVERGY INCEVRG0.40%
DUKE ENERGY CORP.DUK0.40%
CONSOLIDATED EDISON INC.ED0.40%
FIRSTENERGY CORP.FE0.40%
LOEWS CORPL0.40%
ALLIANT ENERGY CORP.LNT0.38%
AFLAC INCAFL0.38%
and 488 more

Similar ETFs

Overlap is the share of assets the two funds hold in common.

Historical returns do not guarantee future returns. This is not investment advice.

VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO)

CFO · NASDAQ
81.14 USD+0.32%
Sign up to track this ETF
Benchmarks
Fund facts
Expense ratio
0.39%
Fund assets
408.54M USD (all share classes)
Issuer
Victory Capital
Inception date
Jul 1, 2014
Number of holdings
501
Breakdown
Holdings (501)
NameTickerWeight
BERKSHIRE HATHAWAY INC BBRK-B0.46%
ATMOS ENERGY CORPATO0.42%
WEC ENERGY GROUPWEC0.41%
EVERGY INCEVRG0.40%
DUKE ENERGY CORP.DUK0.40%
CONSOLIDATED EDISON INC.ED0.40%
FIRSTENERGY CORP.FE0.40%
LOEWS CORPL0.40%
ALLIANT ENERGY CORP.LNT0.38%
AFLAC INCAFL0.38%
and 488 more
ETF overview

The VictoryShares US 500 Enhanced Volatility Wtd ETF aims to mirror the investment performance of the Nasdaq Victory US Large Cap 500 Long/Cash Volatility Weighted Index (referred to as the Long/Cash Index), prior to any fees or expenses. This fund employs a distinctive volatility weighting approach, which integrates fundamental criteria to potentially outperform conventional market capitalization-weighted indexing strategies. The underlying Long/Cash Index strategically reduces its equity market exposure during periods of significant downturns, then re-enters the market once asset prices have either fallen further or recovered. The Long/Cash Index's valuation is derived from the month-end price of the Nasdaq Victory US Large Cap 500 Volatility Weighted Index, known as the "Reference Index." Its tactical exit and reinvestment decisions are driven by the Reference Index's month-end value in comparison to its All-Time Highest Daily Closing Value (AHDCV), which signifies the highest daily closing price the Reference Index has achieved since its creation.

Websitevcm.com
CountryUnited States of America
Trades inUSD
Similar ETFs

Overlap is the share of assets the two funds hold in common.

Historical returns do not guarantee future returns. This is not investment advice.

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