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CDC - ETF AI Analysis
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VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC)
Rating:71Outperform
Price Target:―
Positive Factors
Steady Recent Performance
The ETF has shown positive performance over the past month, three months, and year-to-date, indicating steady recent gains.
Defensive Sector Tilt
Large weights in utilities, consumer defensive, and health care stocks can help provide more stability during market downturns.
Solid Top Holdings
Most of the top holdings, including well-known defensive names, have delivered strong year-to-date results that support the fund’s overall performance.
Negative Factors
High U.S. Concentration
With almost all assets invested in U.S. companies, the fund offers little geographic diversification and is heavily tied to the U.S. market.
Sector Concentration in Utilities and Defensive Areas
A large share of the portfolio is concentrated in utilities and consumer defensive sectors, which may limit upside if more growth-oriented areas of the market lead.
Moderate Expense Ratio
The fund’s expense ratio is not especially low for an ETF, meaning fees take a noticeable, ongoing bite out of returns compared with cheaper index funds.
CDC vs. SPDR S&P 500 ETF (SPY)
AUM749.32M
RegionNorth America
Expense Ratio0.35%
Beta0.48
IssuerVictoryShares
Inception DateJul 02, 2014
Dividend Yield3.11%
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. Volume17,783
30 Day Avg. Volume22,356
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
75.59Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering102
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 steady dividends while trying to smooth out big market swings. It holds well-known names like Johnson & Johnson and Coca-Cola, along with many utility and consumer defensive stocks that tend to be more stable. Someone might invest in CDC for income from dividends plus broad diversification across many large U.S. companies. A key risk is that it still invests in stocks, so its value can go up and down with the overall 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 powered by a steady-eddy mix of U.S. dividend payers, with utilities clearly in the driver’s seat. Names like Evergy, Duke Energy, and CMS Energy have been rising this year but show mixed or lagging trends over the past few months, so they’re more slow-burning engine than turbocharger. Johnson & Johnson and Coca-Cola add a defensive health care and consumer backbone, both trending steadily higher and helping smooth the ride. Overall, this is a U.S.-only, income-focused fund leaning heavily on regulated utilities and other low-drama stalwarts.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Johnson & Johnson | 1.59% | $11.89M | $574.95B | 52.85% | 78 Outperform | |
| Coca-Cola | 1.55% | $11.53M | $335.40B | 15.34% | 75 Outperform | |
| Evergy | 1.54% | $11.51M | $17.76B | 16.50% | 62 Neutral | |
| CME Group | 1.50% | $11.21M | $110.79B | 27.10% | 74 Outperform | |
| WEC Energy Group | 1.45% | $10.84M | $36.21B | 8.39% | 67 Neutral | |
| CMS Energy | 1.42% | $10.55M | $22.16B | 4.85% | 67 Neutral | |
| American Electric Power | 1.40% | $10.41M | $64.68B | 18.86% | 69 Neutral | |
| Duke Energy | 1.37% | $10.24M | $94.66B | 4.31% | 70 Outperform | |
| DTE Energy | 1.34% | $10.00M | $28.05B | 8.13% | 65 Neutral | |
| Alliant Energy | 1.33% | $9.95M | $17.20B | 10.93% | 70 Outperform |
CDC Technical Analysis
Positive
―
Price Trends
67.40
Positive
66.28
Positive
64.56
Positive
Market Momentum
1.32
Negative
81.81
Negative
89.55
Negative
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 69.38, equal to the 50-day MA of 67.40, and equal to the 200-day MA of 64.56, indicating a bullish trend. The MACD of 1.32 indicates Negative momentum. The RSI at 81.81 is Negative, neither overbought nor oversold. The STOCH value of 89.55 is Negative, 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
72.11
10.01
16.12%
VOTE
Engine No. 1 Transform 500 ETF
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QQQJ
Invesco NASDAQ Next Gen 100 ETF
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NBCR
Neuberger Berman Core Equity ETF
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―
―
ONEY
SPDR Russell 1000 Yield Focus ETF
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―
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MODL
VictoryShares WestEnd U.S. Sector 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.
Disclaimer
This 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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