VictoryShares US 500 Enhanced Volatility Wtd ETF

Yield per half year: 3.36%
Industry: Large Cap Growth Equities

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Description VictoryShares US 500 Enhanced Volatility Wtd ETF

Ѐинансовый Π΄ΠΈΡ€Π΅ΠΊΡ‚ΠΎΡ€ пытаСтся ΠΎΠ±Π΅ΡΠΏΠ΅Ρ‡ΠΈΡ‚ΡŒ ΡˆΠΈΡ€ΠΎΠΊΠΈΠΉ доступ ΠΊ компаниям с большой ΠΊΠ°ΠΏΠΈΡ‚Π°Π»ΠΈΠ·Π°Ρ†ΠΈΠ΅ΠΉ Π² БША, ΠΎΠ΄Π½ΠΎΠ²Ρ€Π΅ΠΌΠ΅Π½Π½ΠΎ ΡƒΠΌΠ΅Π½ΡŒΡˆΠ°Ρ ΡΠΎΠΏΡƒΡ‚ΡΡ‚Π²ΡƒΡŽΡ‰ΡƒΡŽ Π²ΠΎΠ»Π°Ρ‚ΠΈΠ»ΡŒΠ½ΠΎΡΡ‚ΡŒ. Для этого Π² Π½Π΅ΠΌ ΠΈΡΠΏΠΎΠ»ΡŒΠ·ΡƒΡŽΡ‚ΡΡ Ρ‚Ρ€ΠΈ двиТущихся части: простой экран качСства, взвСшиваниС с Π½ΠΈΠ·ΠΊΠΎΠΉ Π²ΠΎΠ»Π°Ρ‚ΠΈΠ»ΡŒΠ½ΠΎΡΡ‚ΡŒΡŽ ΠΈ ΠΏΠ΅Ρ€Π΅ΠΊΠ»ΡŽΡ‡Π°Ρ‚Π΅Π»ΡŒ Π΄Π΅Π½Π΅ΠΆΠ½Ρ‹Ρ… срСдств. Π­ΠΊΡ€Π°Π½ качСства удаляСт Ρ„ΠΈΡ€ΠΌΡ‹ с ΠΎΡ‚Ρ€ΠΈΡ†Π°Ρ‚Π΅Π»ΡŒΠ½ΠΎΠΉ ΠΏΡ€ΠΈΠ±Ρ‹Π»ΡŒΡŽ Π·Π° послСдниС Ρ‡Π΅Ρ‚Ρ‹Ρ€Π΅ ΠΊΠ²Π°Ρ€Ρ‚Π°Π»Π°. Π’Π·Π²Π΅ΡˆΠΈΠ²Π°Π½ΠΈΠ΅ с Π½ΠΈΠ·ΠΊΠΎΠΉ Π²ΠΎΠ»Π°Ρ‚ΠΈΠ»ΡŒΠ½ΠΎΡΡ‚ΡŒΡŽ Π΄Π°Π΅Ρ‚ больший вСс акциям с Π±ΠΎΠ»Π΅Π΅ Π½ΠΈΠ·ΠΊΠΎΠΉ ΠΈΠ·ΠΌΠ΅Π½Ρ‡ΠΈΠ²ΠΎΡΡ‚ΡŒΡŽ Ρ†Π΅Π½ ΠΈ ΠΈΠ³Π½ΠΎΡ€ΠΈΡ€ΡƒΠ΅Ρ‚ коррСляции.

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Π—Π°Ρ‚Π΅ΠΌ финансовый Π΄ΠΈΡ€Π΅ΠΊΡ‚ΠΎΡ€ добавляСт ΠΏΠ΅Ρ€Π΅ΠΊΠ»ΡŽΡ‡Π°Ρ‚Π΅Π»ΡŒ Π΄Π΅Π½Π΅ΠΆΠ½Ρ‹Ρ… срСдств, ΠΊΠΎΡ‚ΠΎΡ€Ρ‹ΠΉ срабатываСт ΠΏΡ€ΠΈ ΠΏΠ°Π΄Π΅Π½ΠΈΠΈ Π½Π° 10% с Ρ€Π΅ΠΊΠΎΡ€Π΄Π½ΠΎΠ³ΠΎ максимума CFA ΠΈ ΠΏΠ΅Ρ€Π΅Π²ΠΎΠ΄ΠΈΡ‚ 75% Π² Π½Π°Π»ΠΈΡ‡Π½Ρ‹Π΅. Π’ условиях ΡΠ΅Ρ€ΡŒΠ΅Π·Π½ΠΎΠ³ΠΎ спада финансовый Π΄ΠΈΡ€Π΅ΠΊΡ‚ΠΎΡ€ вСрнСтся ΠΊ Ρ€Π°Π±ΠΎΡ‚Π΅, ΠΊΠΎΠ³Π΄Π° Ρ†Π΅Π½Ρ‹ Π½Π° Π°ΠΊΡ†ΠΈΠΈ ΡƒΠΏΠ°Π΄ΡƒΡ‚.


10 лСтняя Π΄ΠΎΡ…ΠΎΠ΄Π½ΠΎΡΡ‚ΡŒ 107.83
3 лСтняя Π΄ΠΎΡ…ΠΎΠ΄Π½ΠΎΡΡ‚ΡŒ -4.66
5 лСтняя Π΄ΠΎΡ…ΠΎΠ΄Π½ΠΎΡΡ‚ΡŒ 51.02
Assets class size Large-Cap
Country USA
Country ISO US
Focus Large Cap
ISIN US92647N7820
Issuer Victory Capital
P/BV 2.94
P/S 1.7
Region specific U.S.
Segment Equity: U.S. - Large Cap
Strategy Multi-factor
Π‘Π΅Ρ‚Π° 0.75
Π’Π°Π»ΡŽΡ‚Π° usd
Годовая Π΄ΠΎΡ…ΠΎΠ΄Π½ΠΎΡΡ‚ΡŒ 18.19
Π”Π°Ρ‚Π° основания 2014-07-01
Π”ΠΈΠ² Π΄ΠΎΡ…ΠΎΠ΄Π½ΠΎΡΡ‚ΡŒ 1.75
ИндСкс Nasdaq Victory U.S. Large Cap 500 Long/Cash Volatility Weighted Index
ΠšΠΎΠ»ΠΈΡ‡Π΅ΡΡ‚Π²ΠΎ ΠΊΠΎΠΌΠΏΠ°Π½ΠΈΠΉ 497
Комиссия 0.4
ПолноС наимСнованиС VictoryShares US 500 Enhanced Volatility Wtd ETF
Π Π΅Π³ΠΈΠΎΠ½ United States
Π‘Π°ΠΉΡ‚ link
Π‘Ρ€Π΅Π΄Π½ΠΈΠΉ P/E 18.72
Π’ΠΈΠΏ Π°ΠΊΡ‚ΠΈΠ²Π° Equity
Π’ΠΎΠΏ 10 эмитСнтов, % 3.76
Change price per day: +0.6999% (68.729)
Change price per week: -2.42% (70.93)
Change price per month: -3.41% (71.655)
Change price per 3 month: -5.21% (73.015)
Change price per half year: +3.36% (66.96)
Change price per year: +7.17% (64.58)
Change price per year to date: -2.12% (70.7103)

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TitleIndustryShare, %P/BVP/SP/EEV/EbitdaDividend yield
Coca-Cola Coca-Cola Consumer Discretionary 0.39045 9.21 5.53 23.62 22.97 2.91
Philip Morris International Philip Morris International Consumer Staples 0.37878 -15.28 4.1 18.47 13.42 4.61
T-Mobile US T-Mobile US Telecom 0.3757 2.89 2.38 22.47 21.13 1.05
Walmart Walmart Consumer Staples 0.36252 4.93 0.6883 28.76 12.78 1.05
Republic Services Republic Services Industrials 0.36172 5.55 3.95 31 13.49 1.06
Colgate-Palmolive Company Colgate-Palmolive Company Consumer Staples 0.35904 68.02 3.35 28.3 15.58 2.12
Vistra Corp. Vistra Corp. Utilities 0.35844 2.68 0.9652 9.55 5.61 0.8374
The TJX Companies, Inc The TJX Companies, Inc Consumer Discretionary 0.34424 15.3 2.06 24.98 16.93 1.22
Loews Corporation Loews Corporation Financials 0.34318 0.9485 0.9997 10.93 -14.66 0.3435
Motorola Solutions Motorola Solutions Technology 0.34146 72.16 5.34 31.2 25.36 0.9245
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