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VictoryShares US Multi-Factor Minimum Volatility ETF logo

VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV)

ETF overview

The VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) offers investors access to a curated selection of large and mid-sized American companies, engineered to temper market fluctuations and enhance returns relative to the risk undertaken. This fund strives to mirror the performance of the Nasdaq Victory US Multi-Factor Minimum Volatility Index, prior to any associated fees or operational costs. The underlying index utilizes a two-pronged strategy to achieve robust risk-adjusted equity returns while concurrently working to keep overall portfolio volatility at bay. Its initial phase involves a thorough screening process, assessing companies based on key fundamental indicators like earnings quality, price momentum, profitability, and valuation, in order to pinpoint those most likely to outperform. Subsequently, the index minimizes portfolio instability by strategically weighting selected stocks, considering their interdependencies (correlations) and adhering to various constraints. This index undergoes a comprehensive review and adjustment cycle every six months.

CountryUnited States of America
ExchangeNASDAQ
Trades inUSD
Current price
62.11 USD+0.15%
Close 21 Oct 2026
Interval
Benchmarks

Fund facts

Expense ratio
0.42%
Fund assets
161.25M USD (all share classes)
Issuer
Victory Capital
Inception date
Jun 22, 2017
Number of holdings
62

Breakdown

Holdings (62)

NameTickerWeight
APPLE INCAAPL10.20%
EXXONMOBIL HOLDINGS CORPXOM4.08%
JOHNSON & JOHNSONJNJ3.69%
INTUIT INCINTU3.55%
TJX COS INC.TJX3.46%
LOCKHEED MARTIN CORPLMT3.33%
SALESFORCE INCCRM3.33%
TRAVELERS COMPANIES INCTRV3.29%
ALTRIA GROUP INC.MO3.22%
ADOBE INCADBE3.11%
and 49 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 Multi-Factor Minimum Volatility ETF (VSMV)

VSMV · NASDAQ
62.11 USD+0.15%
Sign up to track this ETF
Benchmarks
Fund facts
Expense ratio
0.42%
Fund assets
161.25M USD (all share classes)
Issuer
Victory Capital
Inception date
Jun 22, 2017
Number of holdings
62
Breakdown
Holdings (62)
NameTickerWeight
APPLE INCAAPL10.20%
EXXONMOBIL HOLDINGS CORPXOM4.08%
JOHNSON & JOHNSONJNJ3.69%
INTUIT INCINTU3.55%
TJX COS INC.TJX3.46%
LOCKHEED MARTIN CORPLMT3.33%
SALESFORCE INCCRM3.33%
TRAVELERS COMPANIES INCTRV3.29%
ALTRIA GROUP INC.MO3.22%
ADOBE INCADBE3.11%
and 49 more
ETF overview

The VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) offers investors access to a curated selection of large and mid-sized American companies, engineered to temper market fluctuations and enhance returns relative to the risk undertaken. This fund strives to mirror the performance of the Nasdaq Victory US Multi-Factor Minimum Volatility Index, prior to any associated fees or operational costs. The underlying index utilizes a two-pronged strategy to achieve robust risk-adjusted equity returns while concurrently working to keep overall portfolio volatility at bay. Its initial phase involves a thorough screening process, assessing companies based on key fundamental indicators like earnings quality, price momentum, profitability, and valuation, in order to pinpoint those most likely to outperform. Subsequently, the index minimizes portfolio instability by strategically weighting selected stocks, considering their interdependencies (correlations) and adhering to various constraints. This index undergoes a comprehensive review and adjustment cycle every six months.

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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