CDC vs XMLV

Comparison between VICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETF (CDC, ETF) and INVESCO S&P MIDCAP LOW VOLATILITY ETF (XMLV, ETF).

5-Year PerformanceXMLV has outperformed CDC, delivering a return of +6.2% compared to +6.1%

CDC vs XMLV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CDC(ETF)	XMLV(ETF)
Net Assets	$720M	$716M
Expense Ratio	0.35%	0.25%
Max Drawdown	25.69%	40.50%
Sharpe Ratio	1.47	0.45
5Y Beta	0.43	0.48
P/E Ratio	17.36	16.99
Forward P/E	14.03	15.43
PEG Ratio	0.44	0.19
5Y Dividends CAGR	11.23%	17.24%
5Y EPS CAGR	5.70%	12.27%
Debt to Equity	-36.53%	64.76%
P/S Ratio	1.60	2.48
P/B Ratio	2.23	1.88

Net Assets

Winner

CDC

$720M

XMLV

$716M

Expense Ratio

CDC

0.35%

Winner

XMLV

0.25%

Max Drawdown

Winner

CDC

25.69%

XMLV

40.50%

Sharpe Ratio

Winner

CDC

1.47

XMLV

0.45

5Y Beta

Winner

CDC

0.43

XMLV

0.48

P/E Ratio

CDC

17.36

Winner

XMLV

16.99

Forward P/E

Winner

CDC

14.03

XMLV

15.43

PEG Ratio

CDC

0.44

Winner

XMLV

0.19

5Y Dividends CAGR

CDC

11.23%

Winner

XMLV

17.24%

5Y EPS CAGR

CDC

5.70%

Winner

XMLV

12.27%

Debt to Equity

Winner

CDC

-36.53%

XMLV

64.76%

P/S Ratio

Winner

CDC

1.60

XMLV

2.48

P/B Ratio

CDC

2.23

Winner

XMLV

1.88

CDC vs XMLV - Holdings Comparison

CDC and XMLV have 1 common holdings. Overlap is 0.00%

CDC's top 25 holdings weight is 34.56%. XMLV's top 25 holdings weight is 37.89%.

Rank	CDC	XMLV
#1	WEC ENERGY GROUP INC (WEC) - 1.69%	TXNM ENERGY INC (TXNM) - 3.06%
#2	ALLIANT ENERGY CORP (LNT) - 1.66%	OGE ENERGY CORP (OGE) - 1.69%
#3	DUKE ENERGY CORP (DUK) - 1.66%	NEW JERSEY RESOURCES CORP (NJR) - 1.64%
#4	EVERGY INC (EVRG) - 1.63%	AGREE REALTY CORP (ADC) - 1.62%
#5	FIRSTENERGY CORP (FE) - 1.61%	NNN REIT INC (NNN) - 1.60%
#6	DTE ENERGY CO (DTE) - 1.59%	W.P. CAREY INC (WPC) - 1.60%
#7	COCA-COLA CO (KO) - 1.56%	IDACORP INC (IDA) - 1.56%
#8	CMS ENERGY CORP (CMS) - 1.54%	EQUITY LIFESTYLE PROPERTIES INC (ELS) - 1.49%
#9	SOUTHERN CO (SO) - 1.50%	INGREDION INC (INGR) - 1.48%
#10	CONSOLIDATED EDISON INC (ED) - 1.40%	COPT DEFENSE PROPERTIES (CDP) - 1.47%
#11	DOMINION ENERGY INC (D) - 1.37%	PORTLAND GENERAL ELECTRIC CO (POR) - 1.46%
#12	PPL CORP (PPL) - 1.34%	GAMING AND LEISURE PROPERTIES INC (GLPI) - 1.45%
#13	AMERICAN ELECTRIC POWER CO INC (AEP) - 1.33%	SPIRE INC (SR) - 1.45%
#14	PROCTER & GAMBLE CO (PG) - 1.28%	EASTGROUP PROPERTIES INC (EGP) - 1.43%
#15	XCEL ENERGY INC (XEL) - 1.27%	STARWOOD PROPERTY TRUST INC (STWD) - 1.42%
#16	EXELON CORP (EXC) - 1.25%	ONE GAS INC (OGS) - 1.41%
#17	PRINCIPAL FINANCIAL GROUP INC (PFG) - 1.24%	OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.41%
#18	AUTOMATIC DATA PROCESSING INC (ADP) - 1.24%	BRIXMOR PROPERTY GROUP INC (BRX) - 1.35%
#19	METLIFE INC (MET) - 1.22%	SABRA HEALTH CARE REIT INC (SBRA) - 1.35%
#20	PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.21%	THE HANOVER INSURANCE GROUP INC (THG) - 1.34%
#21	CNA FINANCIAL CORP (CNA) - 1.20%	NATIONAL FUEL GAS CO (NFG) - 1.34%
#22	CHEVRON CORP (CVX) - 1.20%	LAMAR ADVERTISING CO CLASS A (LAMR) - 1.33%
#23	STATE STREET CORP (STT) - 1.20%	ANTERO MIDSTREAM CORP (AM) - 1.33%
#24	PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.20%	AMERICAN FINANCIAL GROUP INC (AFG) - 1.31%
#25	ALTRIA GROUP INC (MO) - 1.17%	RLI CORP (RLI) - 1.30%
Total Holdings	102	82

CDC vs XMLV - Historical Returns

Returns include dividend reinvestment.

Period	CDC	XMLV
1 month	+1.35%	-0.57%
3 months	+2.91%	+0.53%
6 months	+11.55%	+3.37%
1 year	+20.30%	+9.01%
5 years(CAGR)	+6.11%	+6.25%
10 years(CAGR)	+10.25%	+7.85%
Max(CAGR)	+9.84%	+9.57%

Winner

CDC

+1.35%

XMLV

-0.57%

Winner

CDC

+2.91%

XMLV

+0.53%

Winner

CDC

+11.55%

XMLV

+3.37%

Winner

CDC

+20.30%

XMLV

+9.01%

5Y(CAGR)

CDC

+6.11%

Winner

XMLV

+6.25%

10Y(CAGR)

Winner

CDC

+10.25%

XMLV

+7.85%

Max(CAGR)

Winner

CDC

+9.84%

XMLV

+9.57%

CDC vs XMLV - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	CDC	XMLV
2026	+11.60%	+4.50%
2025	+8.93%	+5.88%
2024	+13.99%	+16.72%
2023	-5.55%	+1.70%
2022	-8.07%	-6.04%
2021	+35.17%	+24.82%
2020	+12.93%	-7.56%
2019	+19.64%	+25.81%
2018	-6.07%	-0.21%
2017	+15.43%	+13.66%
2016	+21.97%	+23.26%
2015	-0.32%	+5.16%
2014	+7.22%	+19.64%
2013	N/A	+14.56%

CDC vs XMLV Drawdown Comparison

The maximum drawdown for CDC was -21.36%, occurring on Aug 24, 2023. Recovery took 654 trading sessions.

The maximum drawdown for XMLV was -39.83%, occurring on Mar 23, 2020. Recovery took 292 trading sessions.

The current CDC drawdown is -1.91%. The current XMLV drawdown is -3.03%.

Rank	CDC	XMLV
#1	-21.36% Apr 20, 2022 - Nov 25, 2024	-39.83% Feb 18, 2020 - Apr 15, 2021
#2	-18.27% Jan 17, 2020 - Jun 5, 2020	-16.54% Dec 29, 2021 - Mar 27, 2024
#3	-15.13% Sep 14, 2018 - Oct 23, 2019	-13.81% Nov 25, 2024 - Aug 22, 2025
#4	-12.70% Nov 29, 2024 - Aug 13, 2025	-13.26% Sep 14, 2018 - Feb 15, 2019
#5	-10.88% Jun 8, 2020 - Nov 9, 2020	-9.62% Aug 17, 2015 - Nov 23, 2015
#6	-9.89% Oct 22, 2015 - Mar 3, 2016	-9.26% Dec 1, 2015 - Mar 3, 2016
#7	-9.76% Dec 29, 2014 - Oct 22, 2015	-8.93% May 21, 2013 - Jul 18, 2013
#8	-9.29% Jan 26, 2018 - Aug 17, 2018	-8.47% Jul 23, 2013 - Oct 18, 2013
#9	-5.67% Mar 2, 2026 - Apr 30, 2026	-7.97% Jan 26, 2018 - May 10, 2018
#10	-5.49% May 10, 2021 - Aug 11, 2021	-7.03% Mar 2, 2026 - Mar 20, 2026
#11	-5.42% Jan 14, 2022 - Mar 25, 2022	-6.72% Jul 1, 2014 - Oct 28, 2014
#12	-4.81% Nov 15, 2021 - Dec 15, 2021	-6.13% Sep 7, 2016 - Nov 28, 2016
#13	-4.80% Jan 14, 2021 - Feb 8, 2021	-5.57% Nov 15, 2021 - Dec 27, 2021
#14	-4.68% Jun 23, 2016 - Jul 1, 2016	-5.56% Sep 2, 2021 - Nov 1, 2021
#15	-4.61% Sep 2, 2021 - Oct 20, 2021	-5.37% Mar 28, 2024 - May 9, 2024

Correlation

Correlation between CDC and XMLV is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2013 - 2026)

CDC vs XMLV dividend yield comparison.

Year	CDC	XMLV
2026	1.38%	0.88%
2025	3.36%	2.87%
2024	3.32%	2.23%
2023	4.24%	2.34%
2022	3.48%	2.05%
2021	2.65%	1.14%
2020	2.48%	1.93%
2019	3.04%	2.02%
2018	3.37%	2.13%
2017	2.81%	1.74%
2016	2.99%	1.72%
2015	3.17%	1.85%
2014	1.20%	2.00%
2013	0.00%	1.63%