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HEJD - ETF AI Analysis
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VictoryShares Hedged Equity Income ETF (HEJD)
Rating:64Neutral
Price Target:―
Positive Factors
Strong Defensive Holdings
Several top holdings, such as Altria Group and Evergy, have delivered strong year-to-date performance, supporting the ETF's stability.
Sector Diversification
The ETF is spread across ten sectors, including Financials, Utilities, and Consumer Defensive, reducing reliance on any single industry.
Moderate Expense Ratio
The fund's expense ratio is reasonable compared to actively managed ETFs, helping investors retain more of their returns.
Negative Factors
Underperforming Holdings
Some top holdings, such as Flowers Foods and General Mills, have lagged in year-to-date performance, dragging on overall returns.
High U.S. Exposure
With nearly 90% of its assets in U.S. companies, the ETF lacks significant global diversification, increasing sensitivity to domestic market conditions.
Recent Weak Performance
The ETF has seen negative returns over the past one and three months, indicating short-term challenges in maintaining momentum.
HEJD vs. SPDR S&P 500 ETF (SPY)
AUM36.69M
RegionNorth America
Expense Ratio0.55%
Beta0.48
IssuerVictoryShares
Inception DateJul 11, 2024
Dividend Yield4.49%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume5
30 Day Avg. Volume809
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
29.20Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering198
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
HEJD Summary
The VictoryShares Hedged Equity Income ETF (HEJD) is designed for investors who want exposure to a wide range of U.S. companies while aiming to reduce risk. This ETF includes businesses across various sectors, such as financials, utilities, and consumer goods, and holds well-known companies like PepsiCo and Altria Group. It uses hedging strategies to help protect against market downturns, making it appealing for those seeking stability and income. However, new investors should be aware that while the ETF aims to reduce volatility, it can still be affected by overall market trends and may not fully avoid losses.
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
The VictoryShares Hedged Equity Income ETF leans heavily on defensive sectors like Financials, Utilities, and Consumer Defensive, creating a cushion against market volatility. Merck is a bright spot, rising steadily on strong growth and strategic investments, while Evergy adds stability with its solid operations and positive technical momentum. On the flip side, General Mills is lagging, weighed down by profit pressures and bearish sentiment, and Altria struggles with declining cigarette volumes. With its U.S.-focused portfolio, the fund balances steady performers with a few names losing steam, aiming for resilience in uncertain times.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| PepsiCo | 1.92% | $697.81K | $205.99B | -4.63% | 78 Outperform | |
| Merck & Company | 1.91% | $692.47K | $248.95B | -1.67% | 80 Outperform | |
| Verizon | 1.63% | $591.80K | $172.41B | -3.29% | 81 Outperform | |
| Altria Group | 1.60% | $579.75K | $98.62B | 6.97% | 64 Neutral | |
| OneMain Holdings | 1.58% | $575.54K | $8.10B | 23.60% | 81 Outperform | |
| General Mills | 1.52% | $552.67K | $24.91B | -29.99% | 64 Neutral | |
| Evergy | 1.47% | $534.16K | $16.99B | 19.20% | 62 Neutral | |
| Pinnacle West Capital | 1.42% | $517.73K | $10.51B | 0.30% | 65 Neutral | |
| Amcor | 1.42% | $514.30K | $18.96B | -16.87% | 73 Outperform | |
| Flowers Foods | 1.40% | $507.35K | $2.28B | -49.03% | 69 Neutral |
HEJD Technical Analysis
Neutral
―
Price Trends
26.66
Negative
26.58
Negative
26.07
Positive
Market Momentum
0.03
Positive
44.14
Neutral
-17.04
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HEJD, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 26.76, equal to the 50-day MA of 26.66, and equal to the 200-day MA of 26.07, indicating a neutral trend. The MACD of 0.03 indicates Positive momentum. The RSI at 44.14 is Neutral, neither overbought nor oversold. The STOCH value of -17.04 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for HEJD.
HEJD Peer Comparison
Comparison Results
Performance Comparison
HEJD
VictoryShares Hedged Equity Income ETF
26.56
0.79
3.07%
BAMD
Brookstone Dividend Stock ETF
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STNC
Stance Equity ESG Large Cap Core ETF
―
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RFDA
RiverFront Dynamic US Dividend Advantage ETF
―
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STOX
Horizon Core Equity ETF
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LSAT
Leadershares Alphafactor Tactical Focused 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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