CDC - ETF AI Analysis
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VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC)
Rating:70Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and in recent months, indicating positive momentum.
Defensive Sector Tilt
Heavy exposure to utilities and consumer defensive stocks can help provide more stability during market downturns.
Consistently Performing Top Holdings
Most of the largest positions, especially in utilities, have delivered steady gains this year, supporting the fund’s overall returns.
Negative Factors
High Sector Concentration
A large portion of the portfolio is in utilities and financials, which increases the impact if these sectors struggle.
Limited Geographic Diversification
With almost all assets in U.S. companies, the fund offers little exposure to international markets.
Moderate Expense Ratio
The fund’s fee is not especially low for an ETF, which slightly reduces the net return investors keep over time.
CDC vs. SPDR S&P 500 ETF (SPY)
AUM713.00M
RegionNorth America
Expense Ratio0.35%
Beta0.46
IssuerVictoryShares
Inception DateJul 02, 2014
Dividend Yield3.17%
Asset ClassEquity
Index TrackedNasdaq Victory U.S. Large Cap High Dividend 100 Long/Cash Volatility Weighted Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume9,880
30 Day Avg. Volume13,739
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
81.18Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering100
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CDC Summary
CDC is an ETF that follows the Nasdaq Victory U.S. Large Cap High Dividend 100 Long/Cash Volatility Weighted Index, focusing on large U.S. companies that pay higher dividends while trying to smooth out big market swings. It holds many well-known utility and financial names, such as Duke Energy and Southern Company, aiming to provide regular income plus some growth. Investors might consider CDC if they want broad U.S. stock exposure with an income tilt and somewhat lower ups and downs than the overall market. A key risk is that it still invests in stocks, so its value can go up and down with the market.
How much will it cost me?The CDC ETF has an expense ratio of 0.42%, which means you’ll pay $4.20 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed, using a unique volatility-weighted strategy to balance income generation and risk reduction.
What would affect this ETF?The CDC ETF, with its focus on U.S. large-cap stocks and sectors like Utilities and Consumer Defensive, could benefit from stable economic conditions and increased demand for dividend-paying stocks, especially during periods of market uncertainty. However, rising interest rates or regulatory changes affecting utilities and energy companies may negatively impact its performance, as these sectors are sensitive to such factors. Additionally, shifts in investor sentiment away from defensive sectors toward growth-oriented areas could pose challenges for the fund.
CDC Top 10 Holdings
CDC is leaning heavily on U.S. utilities, with names like Alliant Energy, Evergy, and DTE Energy quietly powering the fund as their shares have been steadily climbing this year. WEC Energy and CMS Energy are also helping, though their momentum is more measured. On the flip side, Southern Co and Duke Energy have been losing a bit of steam recently, acting as mild brakes on performance rather than full-on drags. With a clear tilt toward defensive, dividend-paying utilities and all holdings based in the U.S., this ETF is more about steady income than flashy growth.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| WEC Energy Group | 1.69% | $12.21M | $35.56B | 2.13% | 67 Neutral | |
| Duke Energy | 1.69% | $12.17M | $94.29B | 5.00% | 70 Outperform | |
| Alliant Energy | 1.68% | $12.11M | $18.31B | 14.26% | 70 Outperform | |
| Evergy | 1.66% | $12.00M | $18.56B | 22.11% | 62 Neutral | |
| DTE Energy | 1.58% | $11.38M | $29.08B | 2.01% | 65 Neutral | |
| FirstEnergy | 1.57% | $11.33M | $25.35B | 3.43% | 67 Neutral | |
| CMS Energy | 1.56% | $11.28M | $22.13B | 0.22% | 67 Neutral | |
| Coca-Cola | 1.52% | $10.96M | $347.73B | 12.89% | 75 Outperform | |
| Southern Co | 1.52% | $10.93M | $104.33B | 4.73% | 68 Neutral | |
| Consolidated Edison | 1.41% | $10.18M | $38.83B | 1.07% | 62 Neutral |
CDC Technical Analysis
Positive
―
Price Trends
71.53
Positive
70.49
Positive
67.54
Positive
Market Momentum
0.06
Positive
52.53
Neutral
28.04
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CDC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 72.28, equal to the 50-day MA of 71.53, and equal to the 200-day MA of 67.54, indicating a bullish trend. The MACD of 0.06 indicates Positive momentum. The RSI at 52.53 is Neutral, neither overbought nor oversold. The STOCH value of 28.04 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CDC.
CDC Peer Comparison
Comparison Results
Performance Comparison
CDC
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
72.46
10.83
17.57%
MODL
VictoryShares WestEnd U.S. Sector ETF
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QLC
FlexShares US Quality Large Cap Index Fund
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NBCR
Neuberger Berman Core Equity ETF
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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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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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