CFOVictoryShares US 500 Enhanced Volatility Wtd ETF
Tracks the performance of the Nasdaq Victory US Large Cap 500 Long/Cash Volatility Weighted Index.
By Victory Capital Management Inc. · Launched 2014
Annual Cost
0.35%
#1,644 of 5,854 · low cost
Fund Size
$412M
#1,756 of 5,854 · large
Return (1Y)Goal
+13.6%
Track Record
12 years
#1,183 of 5,854 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,309+13.1%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
AlternativeRegion
North americaStrategy
Volatility strategy
Index tracked
Nasdaq Victory US Large Cap 500 Long/Cash Volatility Weighted Index
What it actually holds
By weightConcentration
Top 10 holdings = 4.1% of fund✓ well diversified
FIRSTENERGY CORP.
0.4%
DUKE ENERGY CORPORATION
0.4%
WEC ENERGY GROUP INC.
0.4%
BERKSHIRE HATHAWAY INC.
0.4%
LOEWS CORPORATION
0.4%
ALLIANT ENERGY CORPORATION
0.4%
CMS ENERGY CORPORATION
0.4%
AMEREN CORPORATION
0.4%
Evergy, Inc.
0.4%
DTE ENERGY COMPANY
0.4%
Asset allocation
Stocks
99.8%
Cash
0.2%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
10.8%Moderate
Year-on-year price swings
Max drawdown
-24.4%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.53Decent risk-adjusted returns
Sortino (3Y)
0.76Moderate downside risk
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Tracks the performance of the Nasdaq Victory US Large Cap 500 Long/Cash Volatility Weighted Index.
- Strategy
- Invests primarily in securities included in the Nasdaq Victory US Large Cap 500 Long/Cash Volatility Weighted Index, which is composed of the 500 largest U.S. stocks by market capitalization. The Index employs a volatility weighting methodology to enhance risk-adjusted returns while minimizing downside market risk.
- Inception date
- July 1, 2014
- Fund family
- Victory Capital Management Inc.
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Data updated on 2026-08-04