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VictoryShares US Multi-Factor Minimum Volatility (VSMV) ETF Holdings & Analysis
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What VSMV does
The VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) offers investors access to a curated selection of large and mid-sized American companies, engineered to temper market fluctuations and enhance returns relative to the risk undertaken. This fund strives to mirror the performance of the Nasdaq Victory US Multi-Factor Minimum Volatility Index, prior to any associated fees or operational costs. The underlying index utilizes a two-pronged strategy to achieve robust risk-adjusted equity returns while concurrently working to keep overall portfolio volatility at bay. Its initial phase involves a thorough screening process, assessing companies based on key fundamental indicators like earnings quality, price momentum, profitability, and valuation, in order to pinpoint those most likely to outperform. Subsequently, the index minimizes portfolio instability by strategically weighting selected stocks, considering their interdependencies (correlations) and adhering to various constraints. This index undergoes a comprehensive review and adjustment cycle every six months.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| APPLE INC | 10.18% | |
| EXXONMOBIL HOLDINGS CORP | 4.05% | |
| JOHNSON & JOHNSON | 3.83% | |
| LOCKHEED MARTIN CORP | 3.71% | |
| INTUIT INC | 3.54% | |
| TRAVELERS COMPANIES INC | 3.31% | |
| SALESFORCE INC | 3.29% | |
| TJX COS INC. | 3.26% | |
| TE CONNECTIVITY PLC | 3.16% | |
| ALTRIA GROUP INC. | 3.11% |
Sector allocation
| Technology | 37.91% |
| Consumer Defensive | 15.66% |
| Healthcare | 15.42% |
| Financial Services | 7.94% |
| Industrials | 7.66% |
| Communication Services | 4.74% |
| Energy | 4.54% |
| Consumer Cyclical | 4.43% |
| Basic Materials | 1.69% |
| Cash & Others | 0.01% |
Geographic allocation
| United States | 96.88% |
| Ireland | 2.90% |
| Other | 0.22% |
PortView Portfolio Insights
PortView analyzes how VSMV fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
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Frequently asked questions
- What does VSMV track?
- VSMV is the VictoryShares US Multi-Factor Minimum Volatility ETF, a Other ETF.
- What is the expense ratio of VSMV?
- Expense ratio data for VSMV is shown on the page when available from our data provider.
- What are the largest holdings in VSMV?
- Top holdings include AAPL, XOM, JNJ, LMT, INTU.
- How can PortView analyze VSMV overlap with other ETFs?
- PortView computes the holdings overlap between VSMV and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.