Most dividend ETF conversations start and end with the S&P 500. That is fine if you already own Schwab U.S.
The VictoryShares US Large Cap High Div Volatility Wtd ETF (NASDAQ:CDL) pulls its distribution from dividends paid by large U.S.
VictoryShares US Large Cap High Dividend Volatility-Weighted ETF (CDL) emerges as a top dividend growth ETF pick for its stable, low-volatility, large-cap US stock selection. CDL offers a 3.1% yield, monthly dividends, and a 0.35% expense ratio, with sector caps and a unique volatility-weighted methodology limiting concentration risks. CDL's performance is consistently strong versus peers, with less reliance on energy sector outperformance and lower portfolio concentration than competitors like FDL.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 60 | $3,508 | $4,748.1 | $1,240.1 | 35.35% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 3,315 | $192,793.83 | $262,117.05 | $69,323.22 | 35.96% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 16,528 | $1.23M | $1.32M | $85,184.15 | 6.92% |
Jonathan Yarger Yarger Wealth Strategies LLC | 5,830 | $356,842.12 | $463,805.65 | $106,963.53 | 29.98% |
| MH Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 5,685 | $371,384.53 | $454,004.1 | $82,619.57 | 22.25% |
| NASDAQ (NMS) Exchange | US Country |
The fund operates with a specific investment objective to generate returns for its investors by primarily focusing on securities that form part of the Nasdaq Victory U.S. Large Cap High Dividend 100 Volatility Weighted Index. This strategy involves allocating at least 80% of its assets towards investments that are either directly or indirectly included in this index. The index itself is carefully constructed, beginning with stocks that are a part of the Nasdaq Victory U.S. Large Cap 500 Volatility Weighted Index. This broader index consists of the 500 largest U.S. companies by market capitalization, all of which must have reported positive earnings over the past twelve months. By utilizing a volatility-weighted approach, the fund aims to capitalize on the stability and potential growth of these large cap U.S. companies while prioritizing those that offer high dividend yields.
The primary product offered by the fund is an investment vehicle that focuses on capturing the growth and income opportunities presented by the Nasdaq Victory U.S. Large Cap High Dividend 100 Volatility Weighted Index. Investors seeking exposure to a collection of large U.S. companies that not only showcase positive earnings but also offer high dividend yields may find this investment aligns with their financial goals. By investing in this fund, clients gain access to a portfolio that is structured to benefit from the reduced risk and potential returns associated with a volatility weighted investment approach, specifically targeting high dividend-yielding large cap stocks with a record of positive earnings.