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VictoryShares Hedged Equity Income ETF

Why HEJD? 

  • Equity market participation that seeks to minimize downside risk during market declines.
  • Designed to offer income without exposure to bonds.
  • Potential for enhanced portfolio diversification given modest correlation to traditional asset classes.
  • Shorts equity futures to provide a more consistent hedge than options-based approaches.
  • A cost-effective,* liquid, alternative investment.

 

*Source: FUSE Research peer group comparison of 25 ETFs with derivative overlays that seek risk mitigation.

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This information must be preceded or accompanied by a current prospectus. For standardized performance, click on the Performance tab above.

The inception date of this ETF is 7/10/2024. Data will populate as it becomes available. 

About HEJD

  • Invests in U.S. dividend-paying stocks while shorting highly correlated equity index futures, in an effort to offset market risk providing a consistent hedge that is adjusted with market movements.
  • Seeks equity market participation with risk mitigation designed to reduce volatility and downside capture relative to traditional long-only strategies.
  • Offers diversification by providing modest correlation to the U.S. equity market and low correlation to fixed income.
  • Seeks income in addition to its main objective of providing capital appreciation.
  • A highly systematic, transparent and liquid alternative investment with active oversight.

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Past performance does not guarantee future results. The performance data quoted represents past performance and current performance may be lower or higher. The investment return and principal value will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than the original cost. ETF shares are bought and sold at market price (not NAV) and are not individually redeemed from the Fund. Brokerage commissions will reduce returns. Market price returns are based on price of the last reported trade on the fund’s primary exchange. If you trade your shares at another time, your return may differ. ETF redemptions are limited and commissions are often charged on each trade. ETFs may trade at a premium or discount to their net asset value.

Returns include reinvestment of dividends and capital gains. Performance for periods greater than one year is annualized.

Fee waivers and/or expense reimbursements were in place for some or all periods shown, without which, fund performance would have been lower.

Net expense ratios reflect the contractual waiver and/or reimbursement of management fees through October 31, 2025.

High, double-digit returns are highly unusual and cannot be sustained. Investors should be aware that these returns were primarily achieved during favorable market conditions. 

Calendar year returns are shown at NAV.

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Top 10 Holdings

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Asset Allocation

 

 

 

Carefully consider a fund's investment objectives, risks, charges and expenses before investing. To obtain a prospectus or summary prospectus containing this and other important information, visit vcm.com/prospectus. Read it carefully before investing.

All investing involves risk, including the potential loss of principal.

The Fund has the same risks as the underlying securities traded on the exchange throughout the day. ETFs may trade at a premium or discount to their net asset value.

Dividends are never guaranteed.

Investments in small- and mid-cap companies typically exhibit higher volatility.

Derivatives may not work as intended and may result in losses. Derivatives may also entail counterparty and mispricing risk. With short sales, the fund may face the potential for unlimited losses if the security's price rises.

Strategies intended to hedge risk may be partly or wholly unsuccessful.  

The Fund is new with a limited operating history. As a result, it does not have a record of performance or other dealings for prospective investors to evaluate when making investment decisions.

Large shareholders, including other funds advised by the Adviser, may own a substantial amount of the Fund’s shares. The actions of large shareholders, including large inflows or outflows, may adversely affect other shareholders, including potentially increasing capital gains.

Diversification does not promise any level of performance or guarantee against loss of principal.

The value of your investment is also subject to geopolitical risks such as wars, terrorism, environmental disasters, and public health crises; the risk of technology malfunctions or disruptions; and the responses to such events by governments and/or individual companies.

The S&P 500® Index is a market-capitalization-weighted index that measures the performance of the common stocks of 500 leading U.S. companies.

Distributed by Foreside Fund Services, LLC (Foreside). Foreside is not affiliated with Victory Capital Management Inc. or its affiliates.

Learn more about Foreside at FINRA's BrokerCheck.

Not FDIC Insured • May Lose Value • No Bank Guarantee

20240710-3678802

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