CDC - ETF AI Analysis
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VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC)
Rating:70Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year and in recent months, showing solid momentum.
Defensive Sector Tilt
Heavy exposure to utilities and consumer defensive companies can help provide more stability during market downturns.
Income-Focused, Low-Volatility Approach
The fund targets U.S. stocks with an income and reduced-volatility focus, which can appeal to investors seeking smoother returns and regular payouts.
Negative Factors
High U.S.-Only Concentration
Almost all assets are invested in U.S. companies, offering little diversification across global markets.
Sector Concentration Risk
Large weights in financials and utilities mean the fund could be hit hard if these sectors face pressure.
Moderate Expense Ratio
The fund’s fees are not especially low for an ETF, which slightly reduces the net return investors keep over time.
CDC vs. SPDR S&P 500 ETF (SPY)
AUM746.53M
RegionNorth America
Expense Ratio0.35%
Beta0.43
IssuerVictoryShares
Inception DateJul 01, 2014
Dividend Yield3.06%
Asset ClassEquity
Index TrackedNasdaq Victory U.S. Large Cap High Dividend 100 Long/Cash Volatility Weighted Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume9,281
30 Day Avg. Volume15,546
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
84.20Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering100
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
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 big, established U.S. companies that pay higher dividends. It holds well-known names like Coca-Cola and Duke Energy, along with many utility and financial firms, aiming to provide steady income and smoother ups and downs by favoring stocks with lower volatility. Someone might invest in CDC to diversify their portfolio while seeking regular dividend income from large, stable companies. A key risk is that it can still lose value when the overall stock market or dividend-paying sectors decline.
How much will it cost me?The CDC ETF has an expense ratio of 0.42%, which means you’ll pay $4.20 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed, using a unique volatility-weighted strategy to balance income generation and risk reduction.
What would affect this ETF?The CDC ETF, with its focus on U.S. large-cap stocks and sectors like Utilities and Consumer Defensive, could benefit from stable economic conditions and increased demand for dividend-paying stocks, especially during periods of market uncertainty. However, rising interest rates or regulatory changes affecting utilities and energy companies may negatively impact its performance, as these sectors are sensitive to such factors. Additionally, shifts in investor sentiment away from defensive sectors toward growth-oriented areas could pose challenges for the fund.
CDC Top 10 Holdings
CDC is leaning heavily on steady, dividend-rich U.S. utilities and consumer staples, with names like Coca-Cola quietly lifting returns while most power companies are losing steam. Duke Energy, Evergy, and CMS Energy have been lagging lately, acting as a brake on the fund despite their income appeal. On the brighter side, State Street and ADP are rising and helping offset the drag, giving the portfolio a financials-driven boost. With all holdings U.S.-based and tilted toward defensive, income-focused sectors, CDC is built more for resilience than fireworks.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Coca-Cola | 1.60% | $11.85M | $385.77B | 29.96% | 75 Outperform | |
| Duke Energy | 1.53% | $11.29M | $93.76B | -1.83% | 70 Outperform | |
| FirstEnergy | 1.52% | $11.22M | $26.55B | 5.18% | 67 Neutral | |
| Evergy | 1.51% | $11.21M | $18.59B | 13.18% | 62 Neutral | |
| WEC Energy Group | 1.50% | $11.12M | $34.61B | -0.27% | 67 Neutral | |
| Alliant Energy | 1.48% | $10.95M | $17.64B | 4.55% | 70 Outperform | |
| Automatic Data Processing | 1.48% | $10.93M | $114.21B | -5.45% | 70 Outperform | |
| DTE Energy | 1.41% | $10.47M | $28.27B | -0.58% | 65 Neutral | |
| State Street | 1.37% | $10.15M | $53.11B | 68.16% | 75 Outperform | |
| CMS Energy | 1.37% | $10.13M | $21.39B | -4.69% | 67 Neutral |
CDC Technical Analysis
Positive
―
Price Trends
76.38
Positive
74.31
Positive
71.27
Positive
Market Momentum
0.16
Positive
50.36
Neutral
54.86
Neutral
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 undefined is equal to the 20-day moving average (MA) of 77.13, equal to the 50-day MA of 76.38, and equal to the 200-day MA of 71.27, indicating a neutral trend. The MACD of 0.16 indicates Positive momentum. The RSI at 50.36 is Neutral, neither overbought nor oversold. The STOCH value of 54.86 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CDC.
CDC Peer Comparison
Comparison Results
Performance Comparison
CDC
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
76.83
13.38
21.09%
CVLC
Calvert US Large-Cap Core Responsible Index ETF
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IUS
Invesco RAFI Strategic US ETF
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FTQI
First Trust Hedged BuyWrite Income ETF
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―
SPHB
Invesco S&P 500 High Beta ETF
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PTL
Inspire 500 ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis 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.Date of analysis: ―
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