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VictoryShares Hedged Equity Income (HEJD) ETF Holdings & Analysis
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What HEJD does
The VictoryShares Hedged Equity Income ETF (HEJD) focuses its investments on U.S. companies that pay dividends. It concurrently utilizes a hedging strategy by shorting equity index futures that are highly correlated with the market. This dual approach aims to diminish overall market risk, delivering a dynamic and consistent hedge that adapts to market shifts. The fund's objective is to capture growth from the equity market while actively managing risk. This design strives to reduce portfolio volatility and limit potential downside exposure compared to conventional long-only investment strategies. HEJD contributes to portfolio diversification, showing a moderate correlation to the wider U.S. equity market and a minimal correlation to fixed income assets. In addition to its main goal of achieving capital appreciation, the ETF also endeavors to provide investment income. This fund stands as a highly systematic, transparent, and easily tradable alternative investment, benefiting from continuous professional oversight.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| CASH AND CASH EQUIVALENTS | 10.13% | |
| NASDAQ 100 EMINI FT MAR26 | 3.49% | |
| S&P 500 EMINI FUT MAR26 | 1.92% | |
| MERCK & CO INC. | 1.75% | |
| PEPSICO INC. | 1.63% | |
| RUSS 2000 IDX FUT MAR26 | 1.52% | |
| ALTRIA GROUP INC. | 1.48% | |
| VERIZON COMMUNICATIONS | 1.35% | |
| EVERGY INC | 1.32% | |
| PINNACLE WEST CAPITAL | 1.31% |
Sector allocation
| Basic Materials | 1.86% |
| Communication Services | 11.81% |
| Consumer Cyclical | 13.01% |
| Consumer Defensive | 8.77% |
| Energy | 5.52% |
| Financial Services | 8.23% |
| Healthcare | 6.58% |
| Industrials | 2.73% |
| Real Estate | 0.09% |
| Technology | 33.07% |
| Utilities | 8.33% |
Geographic allocation
| United States | 82.27% |
| Other | 10.94% |
| Bermuda | 1.95% |
| Switzerland | 1.41% |
| Ireland | 1.03% |
| Monaco | 0.55% |
| Panama | 0.49% |
| Cayman Islands | 0.48% |
| Netherlands | 0.33% |
| Luxembourg | 0.29% |
PortView Portfolio Insights
PortView analyzes how HEJD 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.
Analyze HEJD in PortView →Related securities
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Frequently asked questions
- What does HEJD track?
- HEJD is the VictoryShares Hedged Equity Income ETF, a Other ETF.
- What is the expense ratio of HEJD?
- Expense ratio data for HEJD is shown on the page when available from our data provider.
- What are the largest holdings in HEJD?
- Top holdings include , NQH6, ESH6, MRK, PEP.
- How can PortView analyze HEJD overlap with other ETFs?
- PortView computes the holdings overlap between HEJD 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.