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VictoryShares US EQ Income Enhanced Volatility Wtd ETF

CDC tracks an index of 100 high-yield stocks pulled from the largest 500 US stocks, with an earnings screen and volatility weighting.

Active management aims to beat benchmarks but often struggles; VictoryShares US EQ Income Enhanced Volatility Wtd ETF offers a disciplined, risk-managed approach focusing on high-yield, stable large-cap stocks. The CDC ETF's unique volatility-weighted methodology and ability to move to cash during market drops provide a smoother ride and potential protection against big losses. The fund's sector allocation leans towards dividend-paying sectors like Utilities, Financials, and Energy, with a lower tech allocation, offering a diversified approach.

CDC: A Value Dividend Play For When Stocks Go Down Hard

CDC is an index-based ETF that favors less volatile high-yield stocks. Its strategy incorporates a sophisticated market-timing ingredient. CDC offers a lesson on how safety-oriented market-timing strategies can disappoint, especially when downside and upside capture are completely out of proportion. I believe CDC has growth factor-related risks. Valuation and quality are a silver lining, yet they are not necessarily supportive of outperformance.

CDC: Peculiar Market-Timing Strategy Incapable Of Capturing Sufficient Upside, A Hold

HCA Healthcare

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Clinical Trial by Harvard Pilgrim Health Care Institute, HCA Healthcare, UCI Health and CDC Identifies Strategy to Rapidly Detect and Respond to Hospital Outbreaks Using Algorithm-Driven Technology

CDC was once a top-performing high-dividend ETF, but in 2023, it ranked dead last in the large-cap value ETF category. Past performance was not a good indicator of future results. While its long/cash strategy succeeded in 2020, the underlying portfolio has gradually lost its low-beta advantage. It's now at the same level as SCHD's, which doesn't have a volatility screen. Due to the ETF's high 0.38% expense ratio, CDC and SCHD also offer nearly identical forward dividend yields, but SCHD is a much higher-quality fund.

CDC: Revisiting This Once Top-Performing High-Dividend ETF

CDC generally invests in U.S. equities with above-average yields and below-average volatility. It sometimes shifts to cash, depending on market conditions. These shifts are sometimes ill-timed, leading to losses and underperformance, as has been the case YTD.

CDC: Ineffective Momentum Strategy, No Reason To Buy

VictoryShares US EQ Income Enhanced Volatility Wtd ETF seeks to track the performance of the Nasdaq Victory US Large Cap High Dividend 100 Long/Cash Volatility Weighted Index. CDC uses a complex investment approach to reduce risk, focusing on dividend-paying stocks and market timing to adjust equity exposure. The Fund has achieved very strong risk-adjusted performance historically.

CDC: A Solid Market Timing ETF

CDC holds 100 stocks selected for their high yield and low volatility characteristics. The ETF was a previous top-performer due to its substantial outperformance during the March 2020 market crash. Unfortunately, CDC lost its way last September, and what followed were disastrous results. Through August, CDC is the worst performer in 2023 among 85 dividend or low-volatility ETFs. Prior research also indicates its unique long/cash strategy only benefits investors approximately 50% of the time. The fully invested CDL has now caught up and surpassed CDC on total returns.

CDC's Catastrophic Collapse: Diving Into 2023's Worst Dividend ETF

VictoryShares US EQ Income Enhanced Volatility Wtd ETF is a defensive fund with inverse volatility weighting and unconventional market timing. The heaviest sectors in the portfolio are utilities and financials. Portfolio quality is inferior to the S&P 500. The CDC ETF has underperformed the S&P 500 and competitors, but has shown lower risk in drawdown and volatility. Market timing rules have often been counter-productive.

CDC: Dividend ETF With Unconventional Market Timing

Schwab US Dividend Equity ETF

The VictoryShares US EQ Income Enhanced Volatility Wtd ETF offers downside protection during market crashes and selloffs for dividend growth investors and income investors. CDC's strategy of automatically shifting to cash during significant market declines can limit downside, but may also lead to underperformance during market rebounds. Investors must weigh the benefits of downside protection against potential underperformance and the impact on long-term income generation and dividend growth.

CDC Vs. SCHD: Comparing Downside Protection To Upside Maximization

CDC follows a long/cash strategy that exits equities in favor of Treasuries as markets decline. The Index currently yields 4.15%, or 3.80% after fees if the fund is fully invested. Selections have four consecutive profitable quarters, but comparisons with alternative high-dividend funds suggest it's an insufficient screen. It's why Regional Banks still make up 7% of the portfolio.

CDC: 4.15% Index Yield, But No Longer Worth Your Money

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This article summarizes the performance of the entire U.S. equity market by examining 1Y, 3Y, 5Y, and 10Y returns for 850+ ETFs across 40 categories. Major indices declined, but investing in Energy, High-Dividend, and Large-Cap Value ETFs softened the blow. Meanwhile, searching for the bottom in mega-cap growth and thematic ETFs didn't work.

U.S. Equity ETFs: The Best And Worst Of 2022

CDC's Index reconstituted about three months ago, resulting in significant changes to the portfolio's fundamentals. Twenty-five companies were added and deleted, mainly because of dividend yield. This article compares the performance of both groups to assess whether these changes were beneficial. I'll also update CDC's fundamentals and compare it to SPHD, another high-dividend and low-volatility ETF.

CDC: Did September's Reconstitution Benefit Shareholders?

CDC is another in a long list of ETFs that are built to reduce risk to the equity markets without sacrificing a bunch of the upside. The ETF has a rule-based algo to reduce risk as the market hits key metrics.

CDC ETF: Large Cap Dividend Exposure With Less Risk? Not So Sure

The Index CDC tracks went through one of its semi-annual reconstitutions earlier this month. Financials increased by 6%, while Utilities and Consumer Staples decreased by 5-6% each. The resulting portfolio is much less defensive, and I don't think investors can enjoy the same downside protection as before, assuming the Index stays 100% long equities.

CDC: 4% Estimated Yield And A Check-Up After September's Reconstitution

A reader asked for my thoughts on CDC. CDC is an equity index ETF investing in high-yield low-volatility U.S. equities, with some market timing included.

CDC: High-Yield Low-Volatility Equity Index ETF, Complicated Strategy, Strong Performance

CDC is now 75% cash, triggered by its Index being off more than 8% from its all-time high price. Fees are 0.36%, AUM is $1.23 billion, and CDC yields 3.05%. Performance since its launch in 2014 is impressive. CDC has the best three- and five-year returns out of all low-volatility ETFs. Most are attributed to the long/cash strategy.

CDC: Testing The Long/Cash Low Volatility Strategy Over 20 Years

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U.S. equities posted their worst first half performance since 1970, as inflation concerns, Fed rate hikes, and slowing economic growth weighed on markets, according to S&P Dow Jones Indices. Dividend, value, and low volatility strategies outperformed, signaling the market's continuing emphasis on defense.

Here Are the 9 Most Popular Large-Cap Value ETFs

The CDC ETF combines fundamental criteria to select dividend stocks with a volatility weighting methodology. The fund has delivered a positive return thus far in 2022, bucking the trend of the broad market selloff.

CDC: Volatility-Weighted Dividend Strategy Delivering Alpha In 2022

CDC is a high dividend, low volatility fund that strategically exits equities in favor of U.S. treasuries during signs of market weakness. The ETF lost just 1% in March 2020. Unlike other low volatility ETFs, CDC also performs well in rising markets. The ETF has matched the S&P 500 since April 2020, and beat it on risk-adjusted returns, too.

CDC: Three Layers Of Portfolio Protection

CDC, the VictoryShares US EQ Income Enhanced Volatility Wtd ETF, is a volatility-weighted ETF that fell just 1% in March 2020. It accomplished this by correctly anticipating that an 8% drop in February would extend into March, all by following a rules-based methodology.

CDC: Like Medicine For Market Corrections

Victory Capital Management Inc plans to enter the cryptocurrency market with private placement funds and other vehicles for U.S. investors, the firm announced in a press release Wednesday. Victory Capital will be offering investment vehicles that track the Nasdaq Crypto Index (NCI), an index that tracks multiple cryptocurrencies and was co-developed by Nasdaq and Hashdex, [.

Victory Capital to Join Cryptocurrency Market with Private Funds

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Amid very-low interest rate environment, investors may be interested in securities that have the potential to offer capital appreciation as well as benchmark-beating yields.

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Investors who are concerned about concentration risks associated with the traditional market capitalization-weighted indexing approach may consider alternative index strategies, such as volatility-weighted smart beta exchange traded funds that help limit potential drawdowns.

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