VictoryShares Hedged Equity Income ETF (HEJD) ETF Analysis | Equity Hedged

Victory Capital Management Inc. · USA

AUM:$37.5M

#– of – in Equity Hedged 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 8.1% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.55% — moderate cost. Consider how fees compound over long holding periods.

What is HEJD?

The fund, under normal circumstances, has a policy to invest at least 80% of its assets in dividend paying domestic equity securities. It uses a multi-strategy approach to achieve its principal investment strategy.

Performance Highlights

Returns (%)

Top Sectors (%)

Investment Breakdown

Positive 1-Year Return

HEJD returned 8.1% over the past year. Historical returns only — past performance is not indicative of future results.

Moderate Cost

Expense ratio of 0.55%. Consider how fees compound over a long holding period.

Broadly Diversified

Top 10 holdings represent just 22.2% of the ETF — exposure spread across many positions.

ETF Information

AUM$37.5M

Expense Ratio0.55%

Dividend Yield4.35%

Holdings47

Inception DateJul 2024

Domicile–

Distribution–

Index–

ProviderVictory Capital Management Inc.

Beta–

CategoryEquity Hedged

CurrencyUSD

Portfolio Impact

How would HEJD affect your portfolio?

Sign in to see exactly what adding this ETF changes — sector exposure, yield, diversification, volatility. Real numbers from your actual holdings.

Example preview

6168

+7 points · better diversified