VSDA - ETF AI Analysis
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VictoryShares Dividend Accelerator ETF (VSDA)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Overall Recent Performance
The ETF has delivered solid gains so far this year, suggesting its strategy has been working well in the current market.
Resilient Consumer Defensive Focus
A large share of the fund is invested in consumer defensive companies, which tend to hold up better during economic slowdowns.
Several Strongly Performing Top Holdings
Some of the largest positions, such as Altria and Chevron, have shown strong performance, helping support the fund’s returns.
Negative Factors
Heavy Tilt Toward U.S. Market
Almost all of the ETF’s assets are in U.S. companies, offering little geographic diversification if other regions outperform.
Mixed Results Among Top Holdings
Several major holdings like Medtronic, PepsiCo, and McCormick have been weak recently, which can drag on the fund’s overall performance.
Moderate Expense Ratio
The fund’s fees are not especially low for an ETF, which slightly reduces the net return investors keep over time.
VSDA vs. SPDR S&P 500 ETF (SPY)
AUM213.97M
RegionNorth America
Expense Ratio0.35%
Beta0.52
IssuerVictoryShares
Inception DateApr 18, 2017
Dividend Yield2.58%
Asset ClassEquity
Index TrackedNasdaq Victory Dividend Accelerator Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume5,436
30 Day Avg. Volume17,713
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
65.30Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering75
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
VSDA Summary
VictoryShares Dividend Accelerator ETF (VSDA) follows the Nasdaq Victory Dividend Accelerator Index, focusing on large U.S. companies that regularly grow their dividends. It holds well-known names like PepsiCo and Chevron, along with other established consumer, financial, and industrial firms. Investors might consider VSDA if they want a mix of potential long-term growth and a rising stream of dividend income, all in one diversified fund. However, like any stock-based investment, its value and dividend payments can go up and down with the market, so it is not guaranteed to preserve your money.
How much will it cost me?The VictoryShares Dividend Accelerator ETF (VSDA) has an expense ratio of 0.35%, meaning you’ll pay $3.50 per year for every $1,000 invested. This cost is slightly higher than average for passively managed ETFs because it follows a specialized strategy focusing on dividend growth companies.
What would affect this ETF?The VictoryShares Dividend Accelerator ETF (VSDA) could benefit from stable economic conditions and consumer spending, as its largest sector exposure is Consumer Defensive, which tends to perform well during periods of steady demand. However, rising interest rates or economic uncertainty could negatively impact its Financial sector holdings and dividend-paying companies. Additionally, its focus on U.S.-based large-cap stocks means it may be sensitive to domestic regulatory changes or shifts in U.S. economic growth.
VSDA Top 10 Holdings
VSDA leans heavily on classic U.S. consumer names, with Clorox, Kimberly-Clark, and Brown‑Forman quietly powering the fund as their shares have been rising or at least holding steady, helped by dependable dividend growth. Chevron adds some energy punch and has been a bright spot lately, giving performance an extra lift. On the flip side, Altria has been lagging and McCormick is losing steam year-to-date, acting as mild brakes on returns. Overall, the ETF is a North America–focused, dividend-first story anchored in defensive consumer staples with a sprinkling of health care, financials, and energy.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Altria Group | 3.18% | $6.81M | $115.18B | 3.50% | 64 Neutral | |
| Medtronic | 3.15% | $6.75M | $116.35B | -3.26% | 80 Outperform | |
| Chevron | 2.94% | $6.29M | $422.93B | 36.25% | 71 Outperform | |
| Kimberly Clark | 2.85% | $6.11M | $32.64B | -23.31% | 63 Neutral | |
| Clorox | 2.74% | $5.86M | $10.61B | -28.94% | 55 Neutral | |
| PepsiCo | 2.67% | $5.72M | $186.06B | -5.02% | 78 Outperform | |
| Hormel Foods | 2.67% | $5.71M | $11.32B | -17.98% | 68 Neutral | |
| Brown-Forman B | 2.67% | $5.71M | $12.10B | -4.69% | 74 Outperform | |
| T Rowe Price | 2.61% | $5.59M | $22.67B | 0.62% | 75 Outperform | |
| McCormick & Company | 2.55% | $5.46M | $13.87B | -25.57% | 73 Outperform |
VSDA Technical Analysis
Neutral
―
Price Trends
59.21
Negative
57.35
Positive
55.83
Positive
Market Momentum
-0.36
Positive
38.39
Neutral
9.84
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VSDA, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 59.51, equal to the 50-day MA of 59.21, and equal to the 200-day MA of 55.83, indicating a neutral trend. The MACD of -0.36 indicates Positive momentum. The RSI at 38.39 is Neutral, neither overbought nor oversold. The STOCH value of 9.84 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for VSDA.
VSDA Peer Comparison
Comparison Results
Performance Comparison
VSDA
VictoryShares Dividend Accelerator ETF
58.17
6.10
11.71%
IUS
Invesco RAFI Strategic US ETF
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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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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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