CDC - ETF AI Analysis
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VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC)
CDC, the VictoryShares US EQ Income Enhanced Volatility Weighted ETF, earns a solid overall rating mainly because many of its key utility holdings, like Duke Energy and Alliant Energy, show strong earnings, steady revenue growth, and supportive corporate and regulatory developments that underpin income stability. However, several holdings across the portfolio face bearish technical trends, high debt, and cash flow challenges, which temper the fund’s appeal and highlight the main risk: heavy concentration in leveraged, income-focused utility companies that may struggle if market conditions or interest rates turn less favorable.
CDC vs. SPDR S&P 500 ETF (SPY)
- AUM
- 740.80M
- Region
- North America
- Expense Ratio
- 0.35%
- Beta
- 0.40
- Issuer
- VictoryShares
- Inception Date
- Jul 01, 2014
- Dividend Yield
- 3.04%
- Asset Class
- Equity
- Index Tracked
- Nasdaq Victory U.S. Large Cap High Dividend 100 Long/Cash Volatility Weighted Index
CDC Summary
CDC is an ETF that follows the Nasdaq Victory U.S. Large Cap High Dividend 100 Long/Cash Volatility Weighted Index, focusing on large U.S. companies that pay relatively high dividends. It holds many well-known utility and financial firms, including Duke Energy and Southern Co, aiming to provide steady income plus some growth. The fund tilts toward stocks that have shown lower price swings in the past, which may appeal to investors looking for smoother returns and diversification within U.S. stocks. A key risk is that it is heavily invested in dividend-paying sectors like utilities, which can still fall in value and may lag when fast-growing tech stocks lead the market.
How much will it cost me?
This ETF has an expense ratio of 0.35%, which means you’ll pay about $3.50 per year for every $1,000 invested. That’s a bit higher than the average low-cost index ETF because this fund uses an active, volatility-weighted strategy to manage risk and enhance income.
What would affect this ETF?
CDC focuses on U.S. large companies that pay dividends, with heavy exposure to utilities and other defensive sectors, so it could benefit if interest rates fall, investors seek steady income, and the U.S. economy remains relatively stable. On the other hand, rising interest rates, pressure on regulated utilities and financials, or weaker U.S. economic conditions could hurt demand for these dividend-paying stocks and weigh on the ETF’s performance.
CDC Top 10 Holdings
CDC is essentially a U.S. utilities powerhouse, with names like WEC Energy, Consolidated Edison, Evergy, and American Electric Power quietly steering the fund. These steady, dividend-focused stocks have been rising recently, giving performance a gentle tailwind even as some, like CMS Energy and FirstEnergy, look a bit more mixed and occasionally drag on returns. The portfolio leans heavily into defensive, income-oriented sectors rather than flashy growth stories, and with its holdings rooted in U.S. large caps, investors are getting a domestically focused, lower-volatility ride rather than a global thrill show.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 WEC | WEC Energy Group | 1.73% | $12.83M | $37.82B | 3.08% | 67Neutral |
 DUK | Duke Energy | 1.65% | $12.24M | $99.33B | 1.74% | 70Outperform |
 EVRG | Evergy | 1.63% | $12.11M | $19.81B | 10.52% | 62Neutral |
 ED | Consolidated Edison | 1.62% | $12.04M | $42.99B | 18.79% | 62Neutral |
 FE | FirstEnergy | 1.58% | $11.76M | $27.16B | 1.49% | 67Neutral |
 LNT | Alliant Energy | 1.59% | $11.79M | $18.58B | 5.48% | 70Outperform |
 SO | Southern Co | 1.52% | $11.32M | $107.80B | -1.43% | 68Neutral |
 CMS | CMS Energy | 1.49% | $11.08M | $21.99B | -4.25% | 67Neutral |
 PPL | PPL | 1.45% | $10.81M | $26.83B | -3.18% | 66Neutral |
 AEP | American Electric Power | 1.44% | $10.70M | $70.90B | 6.83% | 69Neutral |
CDC Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CDC, the sentiment is Positive. The current price of 77.84 is above the 20-day moving average (MA) of 74.90, above the 50-day MA of 74.71, and above the 200-day MA of 72.70, indicating a bullish trend. The MACD of 0.98 indicates Negative momentum. The RSI at 69.47 is Neutral, neither overbought nor oversold. The STOCH value of 81.92 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CDC.
CDC Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| CDC | $77.84 | $82.00(5.35% Upside) | $740.80M | 0.35% | 70Neutral |
 INFO | $27.73 | $34.10(22.96% Upside) | $961.91M | 0.35% | 74Outperform |
 AFLG | $44.27 | $53.00(19.72% Upside) | $933.48M | 0.55% | 74Outperform |
 XVV | $57.72 | $71.07(23.13% Upside) | $902.08M | 0.08% | 74Outperform |
 PTL | $269.36 | $343.57(27.55% Upside) | $888.20M | 0.09% | 70Neutral |
 ROCY | $54.69 | $67.21(22.89% Upside) | $890.97M | 0.35% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| CDC | VictoryShares US EQ Income Enhanced Volatility Wtd ETF | 77.84 | 15.22 | 24.30% | |
| INFO | Harbor PanAgora Dynamic Large Cap Core ETF | 27.73 | 3.30 | 13.53% | |
| AFLG | First Trust Active Factor Large Cap ETF | 44.27 | 5.48 | 14.14% | |
| XVV | iShares ESG Screened S&P 500 ETF | 57.72 | 5.42 | 10.37% | |
| PTL | Inspire 500 ETF | 269.36 | 20.84 | 8.38% | |
| ROCY | JPMorgan Equity Premium Yield ETF | 54.69 | 6.65 | 13.83% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.