Key stats
About VictoryShares US Small Cap High Div Volatility Wtd ETF
Expense ratio
0.35%
Home page
Inception date
Jul 8, 2015
CSBs take on the US small-cap space mirrors that of its large-cap sibling, CDL. To qualify for this fund, a company must be among the 500 largest US companies under 3 billion USD in market cap and must have positive earnings for the four most recent quarters. The index selects the 100 highest dividend-yielding stocks from this group and weights them by inverse volatility, giving overweight to low-vol stocks. The index applies 20% country cap and 25% sector cap with semi-annual reconstitution starting each March. The funds closest peers are sibling funds: CSA, which has the same exposure but without the dividend yield screen, and CSF with a cash toggle feature during downturns.
Classification
What's in the fund
Exposure type
Finance
Utilities
Consumer Services
Stock breakdown by region