CFO - ETF AI Analysis
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VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO)
Rating:72Outperform
Price Target:―
Positive Factors
Broad Sector Diversification
The fund spreads its investments across many sectors, which can help reduce the impact if any one industry struggles.
Defensive Tilt in Top Holdings
Many of the largest positions are utility and energy companies that have shown strong recent performance, which can add stability to the portfolio.
Solid Recent Performance
The ETF has delivered steady gains so far this year and over the past month, suggesting its strategy has been working in the current market.
Negative Factors
High U.S. Concentration
Almost all of the fund’s assets are invested in U.S. companies, offering very little geographic diversification.
Some Lagging Top Holding
One of the largest positions, Berkshire Hathaway B, has shown weak performance this year, which can drag on overall returns.
Moderate Expense Ratio
The fund’s fee is not extremely high but is above the cheapest index ETFs, which slightly reduces the net return to investors over time.
CFO vs. SPDR S&P 500 ETF (SPY)
AUM412.70M
RegionNorth America
Expense Ratio0.35%
Beta0.71
IssuerVictoryShares
Inception DateJul 01, 2014
Dividend Yield1.22%
Asset ClassEquity
Index TrackedNasdaq Victory U.S. Large Cap 500 Long/Cash Volatility Weighted Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume4,159
30 Day Avg. Volume5,404
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
91.65Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering501
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CFO Summary
CFO is an exchange-traded fund (ETF) that follows the Nasdaq Victory U.S. Large Cap 500 Long/Cash Volatility Weighted Index. It invests mainly in large U.S. companies across many sectors, including financials, industrials, and technology. Well-known holdings include Berkshire Hathaway and Duke Energy. Instead of simply buying the biggest companies, it tilts toward stocks based on how their prices move, aiming to smooth out some of the ups and downs. Someone might invest in CFO for broad U.S. stock market exposure with a focus on managing volatility. A key risk is that it can still go up and down with the overall stock market.
How much will it cost me?The VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) has an expense ratio of 0.37%, which means you’ll pay $3.70 per year for every $1,000 invested. This is slightly higher than average for ETFs because it uses an actively managed strategy to balance growth potential with volatility management. Active management typically involves more research and adjustments, which can increase costs.
What would affect this ETF?The VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) could benefit from stable economic growth in the U.S., particularly in sectors like Technology and Industrials, which make up a significant portion of its holdings. However, rising interest rates or economic uncertainty could negatively impact its Financial and Consumer Cyclical sector exposure, while regulatory changes in the Utilities sector, which includes many of its top holdings, may also pose risks.
CFO Top 10 Holdings
CFO’s story right now is all about steady, utility-style muscle quietly steering the ship. Names like Evergy and DTE Energy have been rising, giving the fund a lift, while Ameren and CMS Energy look more mixed as they wrestle with weaker momentum despite decent fundamentals. Alliant and WEC Energy are holding a middle lane, not surging but not stumbling either. Berkshire Hathaway B adds a diversified financial anchor that’s been a bit sluggish lately. Overall, this is a U.S.-only fund leaning heavily on defensive utilities and financials rather than flashy Big Tech high-flyers.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Loews | 0.41% | $1.70M | $22.07B | 19.26% | 76 Outperform | |
| Alliant Energy | 0.41% | $1.69M | $18.85B | 19.35% | 70 Outperform | |
| Berkshire Hathaway B | 0.40% | $1.67M | $1.06T | 0.19% | 66 Neutral | |
| WEC Energy Group | 0.40% | $1.67M | $36.54B | 7.15% | 67 Neutral | |
| Palo Alto Networks | 0.40% | $1.65M | $234.54B | 40.86% | 73 Outperform | |
| Evergy | 0.40% | $1.65M | $19.02B | 21.59% | 62 Neutral | |
| Duke Energy | 0.39% | $1.64M | $96.56B | 5.60% | 70 Outperform | |
| Ameren | 0.39% | $1.61M | $30.07B | 14.26% | 72 Outperform | |
| FirstEnergy | 0.38% | $1.59M | $26.87B | 15.97% | 67 Neutral | |
| DTE Energy | 0.38% | $1.59M | $30.70B | 9.54% | 65 Neutral |
CFO Technical Analysis
Positive
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Price Trends
78.17
Positive
77.00
Positive
75.26
Positive
Market Momentum
0.73
Negative
68.31
Neutral
91.64
Negative
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 undefined is equal to the 20-day moving average (MA) of 79.39, equal to the 50-day MA of 78.17, and equal to the 200-day MA of 75.26, indicating a bullish trend. The MACD of 0.73 indicates Negative momentum. The RSI at 68.31 is Neutral, neither overbought nor oversold. The STOCH value of 91.64 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
Performance Comparison
CFO
VictoryShares US 500 Enhanced Volatility Wtd ETF
80.75
9.71
13.67%
QLC
FlexShares US Quality Large Cap Index Fund
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―
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DSPY
Tema S&P 500 Historical Weight ETF Strategy
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FTQI
First Trust Hedged BuyWrite Income ETF
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―
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OMAH
VistaShares Target 15 Berkshire Select Income 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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