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HEJD - ETF AI Analysis
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Rating:63Neutral
Price Target:―
Positive Factors
Income-Focused Defensive Holdings
Many top positions are in traditionally steady, dividend-paying companies in sectors like consumer defensive, utilities, and health care, which can help support income and reduce volatility.
Broad Sector Diversification
The fund spreads its investments across multiple sectors, so it is not overly dependent on the fortunes of any single industry.
Several Strong Individual Stocks
A number of the largest holdings have shown strong or steady performance this year, helping to offset weaker names in the portfolio.
Negative Factors
Recent Weak Performance
The ETF has shown negative returns over the past month, three months, and year to date, indicating recent performance has been soft.
Mixed Results Among Top Holdings
Some of the biggest positions, such as Verizon, OneMain Holdings, General Mills, and Amcor, have been lagging this year, which has weighed on overall results.
Higher Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the return is eaten up by fees over time.
HEJD vs. SPDR S&P 500 ETF (SPY)
AUMN/A
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Expense RatioN/A
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IssuerN/A
Inception DateN/A
Dividend YieldN/A
Asset ClassN/A
Index TrackedN/A
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. VolumeN/A
30 Day Avg. VolumeN/A
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 TargetN/A
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Rating ConsensusN/A
Number of Analyst CoveringN/A
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
HEJD Summary
VictoryShares Hedged Equity Income ETF (HEJD) is an exchange-traded fund that invests in a wide range of U.S. companies across many sectors, with a focus on generating income and reducing big market swings. It does not track a specific index, but follows a total market, broad-based approach and uses hedging strategies to try to limit losses. Well-known holdings include Merck and PepsiCo. Someone might invest in HEJD for diversified stock exposure plus potential income with a smoother ride. A key risk is that it can still lose value and may lag the market in strong up years.
How much will it cost me?The VictoryShares Hedged Equity Income ETF (Ticker: HEJD) has an expense ratio of 0.55%, meaning you’ll pay $5.50 per year for every $1,000 invested. This is higher than average for ETFs because it uses active management and hedging strategies to reduce risk and provide income opportunities.
What would affect this ETF?The VictoryShares Hedged Equity Income ETF (HEJD) could benefit from stable economic conditions and increased demand for defensive sectors like Consumer Defensive and Utilities, which are heavily represented in its holdings. However, rising interest rates or regulatory changes affecting key sectors like Financials and Energy may negatively impact its performance. Its hedging strategy provides some protection against market volatility, making it appealing during uncertain times.
HEJD Top 10 Holdings
HEJD leans into steady, income-friendly U.S. names, with health care, consumer staples, utilities, and financials doing most of the heavy lifting. Merck has been a clear bright spot, helping to power returns, while defensive staples like PepsiCo and Altria are more in “slow and steady” mode. Utilities such as Pinnacle West and Evergy are quietly supporting the fund, though their signals are a bit mixed. On the flip side, Verizon and General Mills have been losing steam, modestly dragging on performance in this otherwise conservative, domestically focused portfolio.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Merck & Company | 1.90% | $714.97K | $273.69B | 11.59% | 80 Outperform | |
| PepsiCo | 1.76% | $661.33K | $210.06B | 1.95% | 78 Outperform | |
| Altria Group | 1.60% | $602.48K | $104.06B | 18.69% | 64 Neutral | |
| Verizon | 1.45% | $546.12K | $187.72B | 13.02% | 81 Outperform | |
| Amcor | 1.43% | $536.33K | $20.43B | -8.95% | 73 Outperform | |
| Pinnacle West Capital | 1.43% | $536.15K | $11.20B | 7.59% | 65 Neutral | |
| Evergy | 1.43% | $535.47K | $17.66B | 19.57% | 62 Neutral | |
| OneMain Holdings | 1.39% | $523.05K | $7.72B | 18.00% | 79 Outperform | |
| Kinder Morgan | 1.36% | $510.07K | $67.83B | 10.95% | 68 Neutral | |
| General Mills | 1.35% | $507.86K | $24.68B | -23.08% | 66 Neutral |
HEJD Technical Analysis
Positive
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Price Trends
26.77
Positive
26.66
Positive
26.32
Positive
Market Momentum
0.17
Negative
67.29
Neutral
97.35
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HEJD, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 26.85, equal to the 50-day MA of 26.77, and equal to the 200-day MA of 26.32, indicating a bullish trend. The MACD of 0.17 indicates Negative momentum. The RSI at 67.29 is Neutral, neither overbought nor oversold. The STOCH value of 97.35 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HEJD.
HEJD Peer Comparison
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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