CFA - ETF AI Analysis
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VictoryShares US 500 Volatility Wtd ETF (CFA)
CFA, the VictoryShares US 500 Volatility Wtd ETF, earns a solid overall rating largely because it holds financially strong, stable companies like Loews and Duke Energy, which bring consistent revenue growth, robust cash flow, and supportive earnings call outlooks to the portfolio. However, several major utility holdings such as Evergy and Consolidated Edison face cash flow and debt challenges and show bearish technical signals, which weigh on the fund’s appeal. The main risk factor is the ETF’s heavy concentration in utilities and similar defensive names, which can limit upside and expose investors to sector-specific issues like leverage and regulatory pressures.
CFA vs. SPDR S&P 500 ETF (SPY)
- AUM
- 538.42M
- Region
- North America
- Expense Ratio
- 0.35%
- Beta
- 0.70
- Issuer
- VictoryShares
- Inception Date
- Jul 01, 2014
- Dividend Yield
- 1.21%
- Asset Class
- Equity
- Index Tracked
- Nasdaq Victory U.S. Large Cap 500 Volatility Weighted Index
CFA Summary
VictoryShares US 500 Volatility Wtd ETF (CFA) is a fund that follows the Nasdaq Victory U.S. Large Cap 500 Volatility Weighted Index, focusing on large U.S. companies but giving more weight to stocks that have been less bumpy in the past. It holds well-known names like Berkshire Hathaway and Duke Energy, along with companies from many sectors such as financials, industrials, technology, and utilities. Someone might invest in CFA for broad diversification across major U.S. stocks with an added tilt toward stability and smoother returns. A key risk is that it still invests in stocks, so its value can go up and down with the overall 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 you invest. That’s a bit higher than many plain index ETFs because this fund uses a more complex, volatility-weighted strategy rather than simple passive market-cap weighting.
What would affect this ETF?
This ETF focuses on large U.S. companies and leans toward financials, industrials, and utilities, so it could benefit if the U.S. economy grows steadily, interest rates stabilize, and demand for essential services and insurance stays strong, supporting holdings like Berkshire Hathaway and major utility firms. On the downside, a U.S. recession, sharp interest rate moves, or sector-specific issues in financials or utilities could hurt performance, and its volatility-weighted approach may lag in sudden, fast-rising markets led by more volatile growth stocks.
CFA Top 10 Holdings
This ETF leans heavily into steady, lower-volatility U.S. names, with a surprising tilt toward utilities and financials rather than flashy Big Tech. Utilities like WEC Energy, Consolidated Edison, Evergy, and Alliant Energy have been rising lately, giving the fund a quiet but meaningful lift. Berkshire Hathaway and AFLAC add blue-chip financial ballast, though their recent performance has been more steady than exciting. A few holdings such as Atmos Energy and FirstEnergy have seen more mixed, lagging stretches, occasionally acting as a brake on the fund’s otherwise stable, U.S.-focused ride.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 BRK.B | Berkshire Hathaway B | 0.46% | $2.46M | $1.16T | 13.37% | 66Neutral |
 ATO | Atmos Energy | 0.42% | $2.27M | $29.14B | -0.54% | 66Neutral |
 WEC | WEC Energy Group | 0.43% | $2.31M | $37.82B | 3.08% | 67Neutral |
 DUK | Duke Energy | 0.41% | $2.20M | $99.33B | 1.74% | 70Outperform |
 EVRG | Evergy | 0.41% | $2.18M | $19.81B | 10.52% | 62Neutral |
 ED | Consolidated Edison | 0.40% | $2.16M | $42.99B | 18.79% | 62Neutral |
 FE | FirstEnergy | 0.39% | $2.11M | $27.16B | 1.49% | 67Neutral |
 L | Loews | 0.39% | $2.09M | $22.76B | 11.85% | 76Outperform |
 LNT | Alliant Energy | 0.40% | $2.12M | $18.58B | 5.48% | 70Outperform |
 AFL | AFLAC | 0.39% | $2.07M | $62.11B | 15.96% | 68Neutral |
CFA Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CFA, the sentiment is Positive. The current price of 101.00 is above the 20-day moving average (MA) of 99.11, above the 50-day MA of 98.83, and above the 200-day MA of 96.45, indicating a bullish trend. The MACD of 0.78 indicates Negative momentum. The RSI at 62.91 is Neutral, neither overbought nor oversold. The STOCH value of 83.47 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CFA.
CFA Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| CFA | $101.00 | $108.00(6.93% Upside) | $538.42M | 0.35% | 71Outperform |
 INFO | $27.73 | $33.94(22.41% Upside) | $961.91M | 0.35% | 74Outperform |
 AFLG | $44.27 | $53.02(19.76% Upside) | $933.48M | 0.55% | 74Outperform |
 XVV | $57.72 | $71.09(23.16% Upside) | $902.08M | 0.08% | 74Outperform |
 PTL | $269.36 | $341.59(26.81% Upside) | $888.20M | 0.09% | 70Neutral |
 ROCY | $54.69 | $67.23(22.94% Upside) | $890.97M | 0.35% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| CFA | VictoryShares US 500 Volatility Wtd ETF | 101.00 | 12.60 | 14.25% | |
| 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.