VSMV yields 1.41% · ARCC yields 10.82%● Live data
📍 ARCC pulled ahead of the other in Year 1
Combined, VSMV + ARCC cover 0 of 12 months — good coverage
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The VictoryShares US Multi-Factor Minimum Volatility ETF offers exposure to large- and mid-cap US stocks in a portfolio that seeks to minimize volatility and maximize risk-adjusted returns. The fund seeks to provide investment results that track the performance of the Nasdaq Victory US Multi-Factor Minimum Volatility Index before fees and expenses. Nasdaq Victory US Multi-Factor Minimum Volatility Index Employs a two-step approach that aims to deliver superior risk-adjusted equity returns, while seeking to minimize the overall portfolio volatility. Uses a screening model based on fundamental factors—such as earnings quality, momentum, profitability, and valuation—to help identify stocks most likely to outperform. Seeks to minimize overall portfolio volatility by weighting stocks based on the correlation of assets and a series of constraints. The index is reconstituted/rebalanced semi-annually.
Full VSMV Calculator →Ares Capital Corporation is a business development company specializing in acquisition, recapitalization, mezzanine debt, restructurings, rescue financing, and leveraged buyout transactions of middle market companies. It also makes growth capital and general refinancing. It prefers to make investments in companies engaged in the basic and growth manufacturing, business services, consumer products, health care products and services, and information technology service sectors. The fund will also consider investments in industries such as restaurants, retail, oil and gas, and technology sectors. It focuses on investments in Northeast, Mid-Atlantic, Southeast and Southwest regions from its New York office, the Midwest region, from the Chicago office, and the Western region from the Los Angeles office. The fund typically invests between $20 million and $200 million and a maximum of $400 million in companies with an EBITDA between $10 million and $250 million. It makes debt investments between $10 million and $100 million The fund invests through revolvers, first lien loans, warrants, unitranche structures, second lien loans, mezzanine debt, private high yield, junior capital, subordinated debt, and non-control preferred and common equity. The fund also selectively considers third-party-led senior and subordinated debt financings and opportunistically considers the purchase of stressed and discounted debt positions. The fund prefers to be an agent and/or lead the transactions in which it invests. The fund also seeks board representation in its portfolio companies.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.