VS

Correlation: 98.4%

What is CFA?

CFA was created on 2014-07-02 by VictoryShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 462.09m in AUM and 501 holdings. CFA tracks an index of the largest US stocks by market cap", screened for positive earnings and weighted by volatility.

What is VO?

VO was created on 2004-01-26 by Vanguard. The fund's investment portfolio concentrates primarily on mid cap equity. The ETF currently has 65499.32m in AUM and 319 holdings. The fund tracks a market cap-weighted index of mid-cap stocks in the US.

Key Details

CFA
VO
Website
www.vcm.com
investor.vanguard.com
Inception Date

Jul 02, 2014

Jan 26, 2004

Asset Class

Equity

Equity

Investment Segment

Large Cap

Mid Cap

AUM
$492.90M
$71.17B
Dividend Yield
1.27%
1.68%
Expense Ratio
0.35%
0.04%
Return 1Y
4.44%
5.31%

Holdings

VictoryShares US 500 Volatility Wtd ETF - CFA is made up of 500 holdings. Vanguard Mid Cap ETF - VO is made up of 307 holdings.

Name
Weight
Evergy, Inc. logoEVRGEvergy, Inc.

0.42%

Marsh & McLennan Cos., Inc. logoMMCMarsh & McLennan Cos., Inc.

0.4%

Linde Plc logoLINLinde Plc

0.38%

Atmos Energy Corp. logoATOAtmos Energy Corp.

0.38%

The Coca-Cola Co. logoKOThe Coca-Cola Co.

0.37%

CME Group, Inc. logoCMECME Group, Inc.

0.37%

WEC Energy Group, Inc. logoWECWEC Energy Group, Inc.

0.36%

CMS Energy Corp. logoCMSCMS Energy Corp.

0.36%

The TJX Cos., Inc. logoTJXThe TJX Cos., Inc.

0.36%

Republic Services, Inc. logoRSGRepublic Services, Inc.

0.36%

PPL Corp. logoPPLPPL Corp.

0.36%

Consolidated Edison, Inc. logoEDConsolidated Edison, Inc.

0.36%

Automatic Data Processing, Inc. logoADPAutomatic Data Processing, Inc.

0.36%

Berkshire Hathaway, Inc. logoBRK.BBerkshire Hathaway, Inc.

0.35%

Duke Energy Corp. logoDUKDuke Energy Corp.

0.35%

NiSource, Inc. logoNINiSource, Inc.

0.35%

Cencora, Inc. logoCORCencora, Inc.

0.35%

Jack Henry & Associates, Inc. logoJKHYJack Henry & Associates, Inc.

0.34%

Exelon Corp. logoEXCExelon Corp.

0.34%

The Southern Co. logoSOThe Southern Co.

0.33%

DTE Energy Co. logoDTEDTE Energy Co.

0.33%

Broadridge Financial Solutions, Inc. logoBRBroadridge Financial Solutions, Inc.

0.33%

Northrop Grumman Corp. logoNOCNorthrop Grumman Corp.

0.33%

Keurig Dr Pepper, Inc. logoKDPKeurig Dr Pepper, Inc.

0.33%

Johnson & Johnson logoJNJJohnson & Johnson

0.33%

American Electric Power Co., Inc. logoAEPAmerican Electric Power Co., Inc.

0.33%

Colgate-Palmolive Co. logoCLColgate-Palmolive Co.

0.32%

Ameren Corp. logoAEEAmeren Corp.

0.32%

General Dynamics Corp. logoGDGeneral Dynamics Corp.

0.32%

Kimberly-Clark Corp. logoKMBKimberly-Clark Corp.

0.32%

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Stock Correlation

The stocks that are correlated to CFA - VictoryShares US 500 Volatility Wtd ETF are BN, ITT, BNT, SEIC, PFG

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
B
BNBrookfield Corp.
86.08%$73.18B+25.17%0.68%
I
ITTITT, Inc.
84.04%$10.27B+1.33%1.03%
B
BNTBrookfield Wealth Solutions Ltd.
83.88%$9.82B+25.07%0.00%
S
SEICSEI Investments Co.
82.74%$9.07B+8.10%1.32%
P
PFGPrincipal Financial Group, Inc.
82.48%$16.12B-8.72%4.01%
P
PHParker-Hannifin Corp.
82.34%$72.04B+3.49%1.16%
J
JHGJanus Henderson Group Plc
82.04%$4.81B-0.62%5.05%
M
METMetLife, Inc.
81.12%$48.84B+4.03%3.01%
G
GSThe Goldman Sachs Group, Inc.
80.82%$155.10B+23.55%2.33%
A
AVNTAvient Corp.
80.70%$2.82B-26.87%3.41%
S
STTState Street Corp.
80.38%$22.98B+9.37%3.70%
D
DOVDover Corp.
80.26%$22.20B-4.45%1.27%
S
SFStifel Financial Corp.
80.23%$8.68B+12.42%2.04%
B
BLKBlackRock, Inc.
80.08%$134.21B+14.86%2.35%
B
BXBlackstone, Inc.
80.04%$157.67B+5.02%3.04%
I
ITWIllinois Tool Works Inc.
80.01%$67.42B-7.91%2.55%
A
AXPAmerican Express Co.
79.99%$177.32B+16.19%1.14%
F
FTVFortive Corp.
79.86%$22.12B-18.95%0.49%
J
JEFJefferies Financial Group, Inc.
79.64%$8.79B+3.42%3.25%
P
PRIPrimerica, Inc.
79.40%$8.44B+20.54%1.40%

The stocks that are correlated to VO - Vanguard Mid Cap ETF are BN, ITT, BNT, PH, JHG

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
B
BNBrookfield Corp.
86.77%$73.18B+25.17%0.68%
I
ITTITT, Inc.
85.73%$10.27B+1.33%1.03%
B
BNTBrookfield Wealth Solutions Ltd.
84.35%$9.82B+25.07%0.00%
P
PHParker-Hannifin Corp.
83.22%$72.04B+3.49%1.16%
J
JHGJanus Henderson Group Plc
82.63%$4.81B-0.62%5.05%
S
SEICSEI Investments Co.
82.45%$9.07B+8.10%1.32%
F
FLSFlowserve Corp.
81.50%$5.56B-7.62%1.99%
D
DOVDover Corp.
81.49%$22.20B-4.45%1.27%
F
FTVFortive Corp.
81.00%$22.12B-18.95%0.49%
B
BXBlackstone, Inc.
80.88%$157.67B+5.02%3.04%
P
PFGPrincipal Financial Group, Inc.
80.24%$16.12B-8.72%4.01%
A
AVNTAvient Corp.
80.09%$2.82B-26.87%3.41%
G
GSThe Goldman Sachs Group, Inc.
79.76%$155.10B+23.55%2.33%
J
JEFJefferies Financial Group, Inc.
79.63%$8.79B+3.42%3.25%
E
EMREmerson Electric Co.
79.38%$55.64B-10.14%2.12%
A
APOApollo Global Management, Inc.
79.26%$71.43B+16.49%1.47%
E
EVREvercore, Inc.
79.18%$6.98B-3.87%1.78%
S
SFStifel Financial Corp.
79.13%$8.68B+12.42%2.04%
A
ARESAres Management Corp.
79.08%$28.98B+6.00%2.79%
A
AWIArmstrong World Industries, Inc.
79.08%$5.81B+16.56%0.87%

ETF Correlation

The ETFs that are correlated to CFA - VictoryShares US 500 Volatility Wtd ETF are RSP, GSEW, FEX, IWD, VO

Name
Correlation
AUM
Expense Ratio
R
RSPInvesco S&P 500 Equal Weight ETF
99.03%$67.79B0.2%
G
GSEWGoldman Sachs Equal Weight U.S. Large Cap Equity ETF
98.74%$1.06B0.09%
F
FEXTraded Fund III First Trust Large Cap Core AlphaDEX Fund
98.68%$1.17B0.6%
I
IWDiShares Russell 1000 Value ETF
98.45%$59.29B0.19%
V
VOVanguard Mid Cap ETF
98.37%$71.17B0.04%
P
PRFInvesco RAFI US 1000 ETF
98.26%$7.19B0.33%
V
VONVVanguard Russell 1000 Value Index ETF
98.24%$10.93B0.07%
I
IWSiShares Russell Mid Cap Value ETF
98.13%$12.53B0.23%
S
SCHVSchwab U.S. Large Cap Value ETF
98.02%$11.30B0.04%
I
IWRiShares Russell Mid Cap ETF
98.01%$36.87B0.19%
F
FNDXSchwab Fundamental U.S. Large Company ETF
97.90%$16.33B0.25%
D
DTDWisdomTree U.S. Total Dividend Fund
97.70%$1.26B0.28%
V
VTVVanguard Value ETF
97.64%$126.80B0.04%
S
SIZEiShares MSCI USA Size Factor ETF
97.54%$302.81M0.15%
V
VOEVanguard Mid Cap Value ETF
97.45%$16.44B0.07%
J
JHMMJohn Hancock Multifactor Mid Cap ETF
97.39%$3.66B0.42%
T
TDVGT. Rowe Price Dividend Growth ETF
97.26%$754.61M0.5%
U
USMFWisdomTree U.S. Multifactor Fund
97.18%$355.47M0.28%
P
PYTraded Funds Principal Value ETF
97.10%$285.46M0.15%
I
IUSViShares Core S&P U.S.Value ETF
97.05%$19.16B0.04%

The ETFs that are correlated to VO - Vanguard Mid Cap ETF are IWR, GSEW, FEX, CFA, JHMM

Name
Correlation
AUM
Expense Ratio
I
IWRiShares Russell Mid Cap ETF
99.23%$36.87B0.19%
G
GSEWGoldman Sachs Equal Weight U.S. Large Cap Equity ETF
99.05%$1.06B0.09%
F
FEXTraded Fund III First Trust Large Cap Core AlphaDEX Fund
98.74%$1.17B0.6%
C
CFAVictoryShares US 500 Volatility Wtd ETF
98.37%$492.90M0.35%
J
JHMMJohn Hancock Multifactor Mid Cap ETF
98.23%$3.66B0.42%
R
RSPInvesco S&P 500 Equal Weight ETF
98.15%$67.79B0.2%
F
FMDEFidelity Enhanced Mid Cap ETF
98.14%$2.27B0.23%
I
IWSiShares Russell Mid Cap Value ETF
97.87%$12.53B0.23%
I
IMCGiShares Morningstar Mid Cap Growth ETF
97.81%$2.37B0.06%
S
SIZEiShares MSCI USA Size Factor ETF
97.63%$302.81M0.15%
S
SCHMSchwab U.S. Mid Cap ETF
97.04%$10.23B0.04%
J
JHMLJohn Hancock Multifactor Large Cap ETF
96.91%$865.58M0.29%
J
JVALTraded Fund Trust JPMorgan U.S. Value Factor ETF
96.51%$546.33M0.12%
P
PRFInvesco RAFI US 1000 ETF
96.42%$7.19B0.33%
A
AVUSAvantis U.S. Equity ETF
96.41%$7.28B0.15%
D
DFACDimensional U.S. Core Equity 2 ETF
96.39%$30.03B0.17%
I
IYJiShares U.S. Industrials ETF
96.37%$1.52B0.39%
I
IWDiShares Russell 1000 Value ETF
96.29%$59.29B0.19%
V
VOTVanguard Mid Cap Growth ETF
96.28%$14.27B0.07%
F
FNDXSchwab Fundamental U.S. Large Company ETF
96.27%$16.33B0.25%

Holding Overlap

CFA - VictoryShares US 500 Volatility Wtd ETF and VO - Vanguard Mid Cap ETF have a 248 holding overlap. Which accounts for a 46.4% overlap.

Number of overlapping holdings

248

% of overlapping holdings

46.36%

Name
Weight in CFA
Weight in VO
E
EVRGEvergy Inc
0.42%0.10%
W
WECWEC Energy Group Inc
0.36%0.45%
C
CMSCMS Energy Corporation
0.36%0.29%
P
PPLPPL Corp
0.36%0.33%
E
EDConsolidated Edison, Inc.
0.36%0.52%
N
NINiSource Inc
0.35%0.12%
C
CORCencora Inc.
0.35%0.65%
E
EXCExelon Corp.
0.34%0.62%
D
DTEDTE Energy Co.
0.33%0.31%
B
BRBroadridge Financial Solutions, Inc.
0.33%0.36%

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