Both CFO and HSPX are ETFs. CFO has a higher expense ratio than HSPX (0.36% vs 0.3%). Below is the comparison between CFO and HSPX.
| CFO | HSPX | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | N/A | 0 |
| Category | Large Blend | N/A |
| Family | Victory Capital Management | Horizons |
| Net Assets | $747.30M | $95.43M |
| Expense Ratio | 0.36% | 0.30% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 4.08% | N/A |
| Underlying Index | CEMP U.S. Large Cap 500 Long/Cash Volatility Weighted Index | S&P 500 Stock Covered Call Index |
| YTD Return | -5.01% | 0.00% |
| 1-Year Return | -8.78% | 0.00% |
| 3-Year Return | 8.37% | 0.00% |
| 5-Year Return | 5.88% | 0.00% |
| 10-Year Return | 0.00% | 0.00% |
CFO
CFO description
Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF is an exchange traded fund launched and managed by Victory Capital Management Inc. The fund invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. The fund invests in less volatile stocks of large-cap companies. It seeks to track the performance of the Nasdaq Victory US Large Cap 500 Long/Cash Volatility Weighted Index, by using full replication technique. Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF was formed on July 1, 2014 and is domiciled in the United States.
CFO performance & returns
| YTD Return | -5.01% |
| 1-Month Return | -1.83% |
| 3-Month Return | -3.12% |
| 1-Year Return | -8.78% |
| 3-Year Return | 8.37% |
| 5-Year Return | 5.88% |
| 10-Year Return | 0.00% |
CFO holdings
Top 10 Holdings (3.79% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Johnson & Johnson | JNJ | 0.41% |
| PepsiCo Inc | PEP | 0.40% |
| Mondelez International Inc Class A | MDLZ | 0.39% |
| McDonald's Corp | MCD | 0.39% |
| Coca-Cola Co | KO | 0.39% |
| Kimberly-Clark Corp | KMB | 0.38% |
| JM Smucker Co | SJM | 0.37% |
| The Hershey Co | HSY | 0.36% |
| Procter & Gamble Co | PG | 0.35% |
| Colgate-Palmolive Co | CL | 0.35% |
CFO pros
The following are CFO strengths from our perspective:
- CFO 3-year return is 9.22%, which is in line with the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
Other relevant CFO comparisons
You may also want to check out the following CFO comparisons that investors often look for on Finny
- CFO vs DIA
- CFO vs DLN
- CFO vs FMK
- CFO vs CDC
- CFO vs CFA
- CFO vs CSM
- CFO vs DUSA
- CFO vs DJD
- CFO vs CAPE
- CFO vs DTN
HSPX
HSPX description
The Fund seeks high current income and, as a secondary objective, capital appreciation. Allocating assets according to a neutral asset allocation strategy that adjusts over time until it reaches an allocation similar to that of the Fidelity Freedom Blend Income Fund, approximately 10 to 19 years after the year 2025.
HSPX performance & returns
| YTD Return | 0.00% |
| 1-Month Return | 0.00% |
| 3-Month Return | 0.00% |
| 1-Year Return | 0.00% |
| 3-Year Return | 0.00% |
| 5-Year Return | 0.00% |
| 10-Year Return | 0.00% |
HSPX holdings
Top 10 Holdings (27.07% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Microsoft Corp | MSFT | 6.05% |
| Apple Inc | AAPL | 5.83% |
| Amazon.com Inc | AMZN | 4.53% |
| Facebook Inc A | FB | 2.14% |
| Alphabet Inc A | GOOGL | 1.66% |
| Alphabet Inc Class C | GOOG | 1.62% |
| Johnson & Johnson | JNJ | 1.45% |
| Berkshire Hathaway Inc Class B | BRK.B | 1.36% |
| Visa Inc Class A | V | 1.27% |
| Procter & Gamble Co | PG | 1.16% |
HSPX pros
None that we could think of.HSPX cons
None that we could think of.Other relevant HSPX comparisons
You may also want to check out the following HSPX comparisons that investors often look for on Finny
- HSPX vs DIA
- HSPX vs DLN
- HSPX vs FMK
- HSPX vs CDC
- HSPX vs CFO
- HSPX vs CFA
- HSPX vs CSM
- HSPX vs DUSA
- HSPX vs DJD
- HSPX vs CAPE