CDL stock icon

VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL

$64.31
0.81%

Market Cap: 354M

0
Funds holding %
of 6,702 funds
–
Analysts bullish %
–
News positive %

Fund manager confidence

Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)

0% more funds holding in top 10

Funds holding in top 10: 1 [Q4 2023] → 1 (+0) [Q1 2024]

0% less capital invested

Capital invested by funds: $146M [Q4 2023] → $146M (-$267K) [Q1 2024]

1.17% less ownership

Funds ownership: 42.0% [Q4 2023] → 40.82% (-1.17%) [Q1 2024]

2% less funds holding

Funds holding: 54 [Q4 2023] → 53 (-1) [Q1 2024]

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

58% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 26

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Research analyst outlook

We haven’t received any recent analyst ratings for CDL.

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Financial journalist opinion

Negative
Seeking Alpha
2 months ago
CDL: A Solid Income Option But With Potential Underperformance
CDL is an ETF that focuses on high dividend yields and low volatility. Both its methodology and its current allocations make this an adequately diversified fund that has also enjoyed a very good past performance since it was launched. That being said, it is likely to underperform VYM in the long run because of its high expense ratio and turnover rate.
CDL: A Solid Income Option But With Potential Underperformance
Neutral
Seeking Alpha
6 months ago
CDL: Investment Process Produces A Mixed Bag Of Good And Bad Holdings
VictoryShares US Large Cap High Div Volatility Wtd ETF offers a rules-based approach that bridges active and passive management. The ETF's investment process may result in betting on both good and bad sectors, potentially leading to so-so returns in 2024. A company's past 12-month profitability is essential to CDL's selection process.
CDL: Investment Process Produces A Mixed Bag Of Good And Bad Holdings
Neutral
Seeking Alpha
6 months ago
CDL: 3.62% Dividend Yield With Big Quality And Growth Tradeoffs
CDL has a 3.62% dividend yield and makes monthly distributions. Its expense ratio is 0.35%, and the ETF has amassed $354 million in assets under management over nearly nine years. Victory Capital's literature suggests market-cap-weighting schemes are flawed and that its volatility-weighted approach is superior. However, the evidence I gathered indicates the opposite. CDL features 11–12% lower free cash flow margins than funds like SCHD and DLN, which incorporate a security's size into the weighting equation. It's no coincidence that they've outperformed.
CDL: 3.62% Dividend Yield With Big Quality And Growth Tradeoffs
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