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CFA
+3.40 · +3.78%
$93.35 · NASDAQ

VictoryShares US 500 Volatility Wtd ETF (CFA) ETF Analysis | Large Blend

Victory Capital Management Inc. · United States
AUM:$549.2M
#– of – in Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 10.6% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.35% — moderate cost. Consider how fees compound over long holding periods.

What is CFA?

The fund seeks to achieve its investment objective by investing, under normal market conditions, at least 80% of its assets directly or indirectly in the securities included in the Nasdaq Victory U. Large Cap 500 Volatility Weighted Index, an unmanaged, volatility weighted index maintained exclusively by the index provider.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
CFA returned 10.6% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.35%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 3.8% of the ETF — exposure spread across many positions.
ETF Information
AUM$549.2M
Expense Ratio0.35%
Dividend Yield1.28%
Holdings50
Inception DateJul 2014
DomicileUnited States
DistributionNA
Index–
ProviderVictory Capital Management Inc.
Beta0.92
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+5.0%
1Y
+13.1%
3Y
+47.3%
5Y
+45.2%
OpenBook InsightIf you had invested £10,000 in CFA 5 years ago, it would have grown to £14,519 — a gain of £4,519.

Annual Returns

Calendar year performance

CFA delivered positive returns in 4 of the last 5 calendar years.
YearCFA
2026 YTD+11.3%
2025+8.8%
2024+15.3%
2023+12.0%
2022-11.0%
CAGR 4yr+5.7%
4/5 positive yearsAvg return: +7.3%Worst year: -11.0% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
8.5%
Low
Momentum
+2.8%
30-day change
Support Level
100.59
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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