VictoryShares US EQ Price, Forecast, Insider, Ratings, Fundamentals & Signals

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CDC was once a top-performing high-dividend ETF, but in 2023, it ranked dead last in the large-cap value ETF category. Past performance was not a good indicator of future results. While its long/cash strategy succeeded in 2020, the underlying portfolio has gradually lost its low-beta advantage. It's now at the same level as SCHD's, which doesn't have a volatility screen. Due to the ETF's high 0.38% expense ratio, CDC and SCHD also offer nearly identical forward dividend yields, but SCHD is a much higher-quality fund.

CDC generally invests in U.S. equities with above-average yields and below-average volatility. It sometimes shifts to cash, depending on market conditions. These shifts are sometimes ill-timed, leading to losses and underperformance, as has been the case YTD.

VictoryShares US EQ Income Enhanced Volatility Wtd ETF seeks to track the performance of the Nasdaq Victory US Large Cap High Dividend 100 Long/Cash Volatility Weighted Index. CDC uses a complex investment approach to reduce risk, focusing on dividend-paying stocks and market timing to adjust equity exposure. The Fund has achieved very strong risk-adjusted performance historically.

CDC holds 100 stocks selected for their high yield and low volatility characteristics. The ETF was a previous top-performer due to its substantial outperformance during the March 2020 market crash. Unfortunately, CDC lost its way last September, and what followed were disastrous results. Through August, CDC is the worst performer in 2023 among 85 dividend or low-volatility ETFs. Prior research also indicates its unique long/cash strategy only benefits investors approximately 50% of the time. The fully invested CDL has now caught up and surpassed CDC on total returns.

CDC follows a long/cash strategy that exits equities in favor of Treasuries as markets decline. The Index currently yields 4.15%, or 3.80% after fees if the fund is fully invested. Selections have four consecutive profitable quarters, but comparisons with alternative high-dividend funds suggest it's an insufficient screen. It's why Regional Banks still make up 7% of the portfolio.

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This article summarizes the performance of the entire U.S. equity market by examining 1Y, 3Y, 5Y, and 10Y returns for 850+ ETFs across 40 categories. Major indices declined, but investing in Energy, High-Dividend, and Large-Cap Value ETFs softened the blow. Meanwhile, searching for the bottom in mega-cap growth and thematic ETFs didn't work.

CDC's Index reconstituted about three months ago, resulting in significant changes to the portfolio's fundamentals. Twenty-five companies were added and deleted, mainly because of dividend yield. This article compares the performance of both groups to assess whether these changes were beneficial. I'll also update CDC's fundamentals and compare it to SPHD, another high-dividend and low-volatility ETF.

CDC is another in a long list of ETFs that are built to reduce risk to the equity markets without sacrificing a bunch of the upside. The ETF has a rule-based algo to reduce risk as the market hits key metrics.

The Index CDC tracks went through one of its semi-annual reconstitutions earlier this month. Financials increased by 6%, while Utilities and Consumer Staples decreased by 5-6% each. The resulting portfolio is much less defensive, and I don't think investors can enjoy the same downside protection as before, assuming the Index stays 100% long equities.