VictoryShares Hedged Equity Income ETF

Frequently Asked Questions About HEJD

What does HEJD invest in?

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.

What is the expense ratio of HEJD?

VictoryShares Hedged Equity Income ETF (HEJD) charges an expense ratio of 0.92%. This is the annual fee deducted from fund assets to cover management and operations.

How big is HEJD?

VictoryShares Hedged Equity Income ETF (HEJD) manages $37.5M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is HEJD actively managed or an index fund?

HEJD's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was HEJD launched?

VictoryShares Hedged Equity Income ETF (HEJD) launched in July 2024 and is managed by Victory Capital.

How has HEJD performed?

HEJD's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.