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 can help reduce the impact if any one industry struggles.
Stable, Well-Known Top Holdings
Many of the largest positions are established companies in defensive areas like utilities, health care, and consumer staples, which can help support steadier returns.
Positive Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating recent upward momentum.
Negative Factors
High U.S. Concentration
Almost all of the fund’s assets are invested in U.S. companies, offering very little geographic diversification.
Moderate Expense Ratio
The fund’s fees are not especially low, which can slightly reduce long-term returns compared with cheaper index ETFs.
Limited Real Estate Exposure
The ETF has very little invested in real estate, so investors looking for meaningful exposure to that sector may not find it here.
CFO vs. SPDR S&P 500 ETF (SPY)
AUM405.66M
RegionNorth America
Expense Ratio0.35%
Beta0.74
IssuerVictoryShares
Inception DateJul 01, 2014
Dividend Yield0.65%
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. Volume7,298
30 Day Avg. Volume7,758
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
88.23Price 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) tracks the Nasdaq Victory U.S. Large Cap 500 Long/Cash Volatility Weighted Index, which focuses on large U.S. companies but gives more weight to stocks that have shown more stable price movements. It holds many well-known names such as Johnson & Johnson and Coca-Cola, and spreads investments across sectors like industrials, financials, and technology. Someone might invest in CFO for broad U.S. stock market exposure with an added focus on managing ups and downs. A key risk is that it can still fall in value when the overall stock market declines.
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 leaning heavily on steady, lower-volatility names, with a clear tilt toward U.S. utilities and financials rather than flashy Big Tech. Utilities like Duke Energy and Evergy have been quietly rising over the past few months, helping to power the fund’s recent gains, while Atmos and Alliant Energy add to that slow-and-steady current. On the flip side, Berkshire Hathaway has been losing steam lately, acting as a mild drag. Overall, the ETF is broadly diversified across U.S. large caps but thematically clustered around defensive, income-oriented players.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| FirstEnergy | 0.42% | $1.71M | $29.24B | 23.90% | 67 Neutral | |
| Duke Energy | 0.41% | $1.66M | $99.60B | 6.34% | 70 Outperform | |
| WEC Energy Group | 0.41% | $1.66M | $36.65B | 6.98% | 67 Neutral | |
| Loews | 0.41% | $1.65M | $22.71B | 29.38% | 76 Outperform | |
| Berkshire Hathaway B | 0.40% | $1.61M | $1.02T | -8.20% | 66 Neutral | |
| Alliant Energy | 0.40% | $1.61M | $18.64B | 19.46% | 70 Outperform | |
| Ameren | 0.39% | $1.59M | $30.64B | 13.00% | 72 Outperform | |
| CMS Energy | 0.39% | $1.59M | $23.86B | 7.36% | 67 Neutral | |
| Atmos Energy | 0.39% | $1.57M | $30.81B | 19.16% | 66 Neutral | |
| Evergy | 0.39% | $1.57M | $18.78B | 20.92% | 62 Neutral |
CFO Technical Analysis
Positive
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Price Trends
75.91
Positive
75.07
Positive
73.60
Positive
Market Momentum
0.30
Negative
60.38
Neutral
96.43
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CFO, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 74.68, equal to the 50-day MA of 75.91, and equal to the 200-day MA of 73.60, indicating a bullish trend. The MACD of 0.30 indicates Negative momentum. The RSI at 60.38 is Neutral, neither overbought nor oversold. The STOCH value of 96.43 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CFO.
CFO Peer Comparison
Comparison Results
Performance Comparison
CFO
VictoryShares US 500 Enhanced Volatility Wtd ETF
76.70
14.33
22.98%
VOTE
Engine No. 1 Transform 500 ETF
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EFIV
SPDR S&P 500 ESG ETF
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QQQJ
Invesco NASDAQ Next Gen 100 ETF
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―
―
BALI
BlackRock Advantage Large Cap Income 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.
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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