VictoryShares Dividend Accelerator ETF remains rated 'hold' due to its strong dividend growth track record. 3Y and 5Y Dividend CAGRs of 21.20% and 17.20% are best-in-class. However, a lot of its dividend growth is manufactured since the underlying dividend growth rates of its components are in the 6-7% range on average. Despite relying on a comprehensive set of 14 factors to predict dividend growth, earnings growth is not one of those factors. Unfortunately, it's starting to show up in the fundamentals.
VictoryShares Dividend Accelerator ETF targets high-probability dividend growers, emphasizing capital preservation and income stability for near-retirees. VSDA's 2.5% yield is modest, but its 5-year dividend CAGR of 17.2% significantly outpaces ETF medians, rewarding patient investors. Lack of meaningful technology exposure has led to underperformance versus peers; this is expected to persist if tech continues driving market gains.
VictoryShares Dividend Accelerator ETF delivers strong dividend growth, with a 3-year CAGR of 18.5% and a defensive sector tilt. VSDA's 0.35% expense ratio creates a 3–4% drag over 10 years, challenging its value versus lower-cost alternatives like VIG and VDC. The fund's defensive holdings provide downside protection but limit upside in growth markets, and liquidity is lower than peers.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 16,180 | $941,280 | $962,790.9 | $21,510.9 | 2.29% |
| CGP Corey G. Prestidge Hilltop Holdings Inc. | 5,934 | $302,127.53 | $354,586.17 | $52,458.64 | 17.36% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 71 | $3,201.78 | $4,227.69 | $1,025.91 | 32.04% |
Lukas Lindgren Abound Wealth Management | 53 | $2,888.69 | $3,152.97 | $264.28 | 9.15% |
Christopher C. Powers Farther Finance Advisors, LLC | 31,956 | $1.85M | $1.9M | $42,740.05 | 2.3% |
| NASDAQ (NMS) Exchange | US Country |
The fund aims to fulfill its investment objective by primarily allocating at least 80% of its assets into securities that are part of the Nasdaq Victory Dividend Accelerator Index. This investment approach focuses on selecting dividend-paying stocks that are probable to experience growth in their future dividend payouts. By adhering to a rules-based methodology, the fund seeks to invest in companies demonstrating potential for sustained dividend increases, which might be attractive to investors looking for income-generating investments with the prospect for capital appreciation.
This product centers on investing in securities included in the Nasdaq Victory Dividend Accelerator Index. The index is carefully designed to track dividend-paying stocks with an increased likelihood of future dividend growth. By utilizing a strategic, rules-based approach, the fund identifies and invests in companies across various sectors that are not only paying dividends but are also positioned for potential dividend increases. This service is tailored for investors seeking exposure to dividend growth as part of their investment strategy.