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 helps reduce the impact if any single industry runs into trouble.
Generally Strong Top Holdings
Most of the top 10 stocks, especially several utility and technology names, have shown strong year-to-date performance, supporting the ETF’s overall returns.
Moderate Expense Ratio
The fund’s expense ratio is reasonable for an actively structured strategy, allowing investors to keep more of their gains compared with many higher-cost ETFs.
Negative Factors
Heavy U.S. Concentration
With almost all assets in U.S. companies, the ETF offers very little international diversification and is highly tied to the U.S. market.
Sector Tilts Toward Financials and Industrials
Large weights in financial and industrial stocks mean the fund could be more sensitive if those sectors face a downturn.
Some Lagging Top Holding
At least one major holding has shown weak year-to-date performance, which can drag on the fund’s otherwise solid results.
CFO vs. SPDR S&P 500 ETF (SPY)
AUM417.93M
RegionNorth America
Expense Ratio0.35%
Beta0.72
IssuerVictoryShares
Inception DateJul 01, 2014
Dividend Yield1.21%
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. Volume4,152
30 Day Avg. Volume4,502
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
95.37Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering500
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CFO Summary
VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) is a fund that tracks the Nasdaq Victory U.S. Large Cap 500 Long/Cash Volatility Weighted Index. It invests in large U.S. companies across many sectors, including financials, technology, and utilities. Well-known holdings include Berkshire Hathaway and Palo Alto Networks. Instead of simply buying the biggest companies, it tilts toward stocks that have shown more stable price behavior, aiming for smoother returns while still offering growth and diversification across the U.S. market. A key risk is that it still holds stocks, so its value can rise or fall with overall market conditions.
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 is powered by a mix of steady blue chips and a few livelier names, all rooted in U.S. large caps. Financials play a key role, with Berkshire Hathaway and Bank of New York Mellon quietly rising and helping to anchor returns. On the defensive side, Coca-Cola has been climbing, adding a bit of fizz to performance. The real drag comes from its heavy tilt toward utilities like Duke Energy and WEC Energy Group, which have been lagging and acting as a brake. Overall, the fund leans U.S.-centric and sector-diversified, but utilities are clearly weighing on the story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Berkshire Hathaway B | 0.40% | $1.65M | $974.25B | 1.25% | 66 Neutral | |
| Loews | 0.38% | $1.57M | $22.34B | 13.10% | 76 Outperform | |
| Marathon Petroleum | 0.38% | $1.57M | $109.21B | 115.72% | 66 Neutral | |
| Dell Technologies | 0.38% | $1.57M | $339.79B | 319.88% | 65 Neutral | |
| Palo Alto Networks | 0.38% | $1.56M | $271.61B | 71.38% | 73 Outperform | |
| Coca-Cola | 0.37% | $1.55M | $378.93B | 29.59% | 75 Outperform | |
| Bank of New York Mellon | 0.37% | $1.53M | $111.84B | 58.97% | 75 Outperform | |
| FirstEnergy | 0.37% | $1.52M | $27.06B | 7.57% | 67 Neutral | |
| Johnson & Johnson | 0.36% | $1.52M | $663.28B | 54.25% | 78 Outperform | |
| Evergy | 0.36% | $1.51M | $18.80B | 13.88% | 62 Neutral |
CFO Technical Analysis
Neutral
―
Price Trends
81.40
Negative
79.54
Positive
77.17
Positive
Market Momentum
-0.06
Positive
40.35
Neutral
30.81
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CFO, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 82.30, equal to the 50-day MA of 81.40, and equal to the 200-day MA of 77.17, indicating a neutral trend. The MACD of -0.06 indicates Positive momentum. The RSI at 40.35 is Neutral, neither overbought nor oversold. The STOCH value of 30.81 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for CFO.
CFO Peer Comparison
Comparison Results
Performance Comparison
CFO
VictoryShares US 500 Enhanced Volatility Wtd ETF
80.78
8.69
12.05%
IUS
Invesco RAFI Strategic US ETF
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―
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CVLC
Calvert US Large-Cap Core Responsible Index 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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INFO
Harbor PanAgora Dynamic Large Cap Core 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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