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.
VictoryShares Dividend Accelerator ETF (VSDA) offers a defensive, dividend growth-focused portfolio with a pronounced overweight in consumer staples and mid-cap stocks. VSDA trades at a 26% P/E discount to the Russell 1000, with a 2.5% yield and the highest dividend growth rate among peers, exceeding 15%. The fund underperforms peers and the Russell 1000 on total returns, reflecting its limited technology exposure and defensive sector allocation.
The VictoryShares Dividend Accelerator ETF earns a solid 'hold' rating due to its strong dividend growth and earnings risk features. This article demonstrates why it's superior to NOBL and SDY. In addition to better total returns, VSDA has excellent from a risk-adjusted returns and drawdowns perspective, with its ten-year net income stability as the likely source. However, VSDA is overweight Consumer Staples (33%) and underweight Technology (3%), which leads to concerns about its underlying holdings' earnings growth and momentum statistics.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 91 | $4,094.78 | $5,337.6 | $1,242.82 | 30.35% |
Lukas Lindgren Abound Wealth Management | 276 | $15,043 | $15,996.96 | $953.96 | 6.34% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,360 | $71,781 | $79,752.3 | $7,971.3 | 11.11% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 4,054 | $205,354.33 | $238,354.93 | $33,000.6 | 16.07% |
Nicole Reese WPG Advisers LLC | 65 | $3,304 | $3,826.55 | $522.55 | 15.82% |
| 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.