Key stats
About Vident Core US Equity ETF
Home page
Inception date
Jan 21, 2014
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
Primary advisor
Vident Advisory LLC
Distributor
Alps Distributors, Inc.
VUSE uses screens that produce a portfolio differing materially from the US market. The index considers three market-cap segments: giant-, large-, and small- or mid-caps (SMID). Companies are assigned a corporate governance score based on proprietary criteria relating to policies, such that those with lower scores receive lower allocations. The index utilizes a multi-factor model that scores and ranks eligible stocks based on quality and momentum factors with an emphasis on quality. Portfolio stocks initially receive a weight of 0.10%, subject to a cap of 2% for giant, 1% for large, and 0.5% for SMID. Weights are adjusted based on corporate governance score and quality and momentum factors. For quality, the index considers profitability and profitability growth, with consideration for cost and use of capital for small- and mid-caps. On Jan. 6, 2016, VUSE ceased tracking the Vident Core U.S. Equity Index. Prior to Dec. 31, 2022, the fund was named Vident Core U.S. Equity Fund.
Classification
What's in the fund
Exposure type
Technology Services
Electronic Technology
Finance
Health Technology
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.