CFO - ETF AI Analysis
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VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO)
CFO, the VictoryShares US 500 Enhanced Volatility Wtd ETF, earns a solid overall rating, largely supported by strong, stable holdings like Loews, Duke Energy, and Alliant Energy, which show healthy financial performance and generally positive outlooks. However, several utility names such as Evergy and Consolidated Edison face debt and cash flow challenges and bearish technical signals, which weigh on the fund’s rating. The main risk factor is the ETF’s heavy concentration in utilities and a few large positions, which can increase exposure to sector-specific and interest-rate-related volatility.
CFO vs. SPDR S&P 500 ETF (SPY)
- AUM
- 415.85M
- 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 Long/Cash Volatility Weighted Index
CFO Summary
VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) tracks the Nasdaq Victory U.S. Large Cap 500 Long/Cash Volatility Weighted Index, which focuses on large U.S. companies but gives more weight to stocks with steadier price movements. It holds well-known names like Berkshire Hathaway and Duke Energy, and spreads investments across many sectors, including financials, industrials, technology, and utilities. Someone might invest in CFO for broad U.S. stock market exposure with an added focus on stability and diversification. 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 invested. That’s a bit higher than the average low-cost index ETF because it uses a more complex, volatility-weighted strategy rather than simple passive market tracking.
What would affect this ETF?
Because this ETF focuses on large U.S. companies and leans heavily into financials, industrials, and utilities, it could benefit from steady economic growth, stable interest rates, and ongoing demand for essential services from its top holdings like Berkshire Hathaway and major energy providers. On the other hand, a U.S. recession, sharp changes in interest rates, or new regulations affecting banks, insurers, and utilities could hurt profits in these sectors and reduce the effectiveness of its volatility-focused strategy.
CFO Top 10 Holdings
CFO is quietly powered by a mix of steady financials and rising utilities rather than the usual Big Tech headliners. Berkshire Hathaway and AFLAC give the fund a solid financial backbone, though their recent moves have been more steady than spectacular. The real spark lately comes from utility names like WEC Energy, Consolidated Edison, Evergy, and Alliant Energy, which have been climbing and helping smooth out volatility. With its holdings almost entirely U.S.-based and tilted toward financials and utilities, this ETF leans into defensive, income-oriented names rather than high-flying growth stories.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 BRK.B | Berkshire Hathaway B | 0.46% | $1.90M | $1.16T | 13.37% | 66Neutral |
 ATO | Atmos Energy | 0.42% | $1.75M | $29.14B | -0.54% | 66Neutral |
 WEC | WEC Energy Group | 0.43% | $1.78M | $37.82B | 3.08% | 67Neutral |
 DUK | Duke Energy | 0.41% | $1.70M | $99.33B | 1.74% | 70Outperform |
 EVRG | Evergy | 0.41% | $1.68M | $19.81B | 10.52% | 62Neutral |
 ED | Consolidated Edison | 0.40% | $1.67M | $42.99B | 18.79% | 62Neutral |
 FE | FirstEnergy | 0.39% | $1.63M | $27.16B | 1.49% | 67Neutral |
 L | Loews | 0.39% | $1.61M | $22.76B | 11.85% | 76Outperform |
 LNT | Alliant Energy | 0.40% | $1.64M | $18.58B | 5.48% | 70Outperform |
 AFL | AFLAC | 0.39% | $1.60M | $62.11B | 15.96% | 68Neutral |
CFO Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CFO, the sentiment is Positive. The current price of 81.87 is above the 20-day moving average (MA) of 80.35, above the 50-day MA of 80.12, and above the 200-day MA of 78.18, indicating a bullish trend. The MACD of 0.63 indicates Negative momentum. The RSI at 62.93 is Neutral, neither overbought nor oversold. The STOCH value of 81.13 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CFO.
CFO Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| CFO | $81.87 | $88.00(7.49% Upside) | $415.85M | 0.35% | 71Outperform |
 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 | $341.50(26.78% 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 |
|---|---|---|---|---|---|
| CFO | VictoryShares US 500 Enhanced Volatility Wtd ETF | 81.87 | 10.20 | 14.24% | |
| 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.