UBND

Victory Capital$21.43+0.07 (+0.33%)
AUM $1.99BER 0.45%NAV $21.43Holdings 1,110

Price Chart

Key Statistics

Previous Close

$21.36

Day Range

$21.41$21.44

52-Week Range

$21.36$22.25

Avg Volume

174.7K

Dividend Yield

4.58%

Expense Ratio

0.45%

AUM

$1.99B

Shares Outstanding

90.8M

ETF Grades

?

Sector Breakdown

SectorWeight %
Cash & Others100.00%

Country Allocation

CountryWeight %
Other59.59%
United States36.42%
United Kingdom1.16%
Canada0.89%
Ireland0.32%
France0.31%
Luxembourg0.27%
Mexico0.22%
Bermuda0.17%
Japan0.14%
Saudi Arabia0.12%
Cayman Islands0.08%
Netherlands0.08%
Switzerland0.08%
Malta0.05%
Norway0.03%
Chile0.03%
Australia0.02%
Germany0.02%
South Korea0.01%
Malaysia0.00%

Fund Information

Inception Date
Oct 4, 2021
Exchange
NASDAQ
Description
Under normal circumstances, the fund invests at least 80% of its net assets in debt securities and in derivatives and other instruments that have economic characteristics similar to such securities. The fund primarily invests in securities that have a dollar-weighted average portfolio maturity between three to 10 years. The fund will invest primarily in investment-grade securities, but may invest up to 20% of its net assets in below-investment-grade securities which are sometimes referred to as high-yield or “junk” bonds.

Similar ETFs

SymbolNameAUM
BNDVanguard Total Bond Market ETF$398.10B
GLDSPDR Gold Shares$143.84B
AGGiShares Core U.S. Aggregate Bond ETF$138.02B
SGOViShares 0-3 Month Treasury Bond ETF$102.68B
VNGDFVanguard S&P 500 UCITS ETF$86.23B

The VictoryShares Core Plus Bond ETF (UBND) is an exchange-traded fund issued by Victory Capital that launched on Oct 4, 2021. It currently manages $1.99B in assets under management. The fund charges an expense ratio of 0.45%. The fund holds 1110 securities in its portfolio. It falls under the Cash & Others category.

Top 10 holdings represent 11.8% of the fund

RankSymbolNameWeight %SharesMarket Value
1US T-BOND 4.375% 11/15/391.97%40,901,000$38.9M
2US T-NOTE 4.375% 05/15/361.82%36,832,000$36.1M
3US T-BOND 5% 05/15/371.78%34,173,000$35.3M
4US T-NOTE 4.125% 02/15/361.17%24,142,000$23.2M
5US T-NOTE 4.25% 05/15/350.98%19,810,000$19.3M
6US T-NOTE 4.25% 08/15/350.87%17,737,000$17.3M
7FN CC1375# 5.00% 11/1/550.85%17,291,231$16.8M
8FR SL3085# 4.50% 9/1/550.81%16,866,691$16.1M
9US T-BOND 4.625% 11/15/450.80%17,000,000$15.8M
10FR RB1239# 4.50% 12/1/450.74%15,166,181$14.7M
11US T-BOND 4.625% 11/15/550.72%15,601,000$14.2M
12US T-BOND 4.75% 02/15/560.71%15,191,000$14.1M
13US T-BOND 4.625% 02/15/460.70%14,933,000$13.9M
14FR RJ4668# 4.50% 7/1/550.70%14,520,007$13.8M
15FR SD1968# 4.00% 11/1/520.70%14,859,006$13.8M
Page 1 of 23

Detailed Returns

PeriodReturnETF
1D
+0.33%
1W
+0.30%
1M
-0.12%
3M
-0.61%
6M
-3.43%
YTD
-2.42%
1Y
-1.75%
3Y
+2.33%
5Y
-14.38%

Moving Averages

20-Day MA

$21.42

Above 20-Day MA
50-Day MA

$21.54

Below 50-Day MA
200-Day MA

$21.82

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$22.25

Current Price

$21.43

52-Week Low

$21.36

$21.36$22.25

Current Yield

4.58%

Annual Dividend

$0.3399

Frequency

12x/year

Last Ex-Date

Aug 7, 2026

Dividend History

Ex-DateAmountPay Date
Aug 7, 2026$0.0819Aug 10, 2026
Jul 9, 2026$0.0906Jul 10, 2026
Jun 9, 2026$0.0834Jun 10, 2026
May 8, 2026$0.0840May 11, 2026
Apr 9, 2026$0.1057Apr 10, 2026
Apr 9, 2026$0.1057Apr 10, 2026
Mar 10, 2026$0.0878Mar 11, 2026
Feb 9, 2026$0.0862Feb 10, 2026
Jan 8, 2026$0.0130Jan 9, 2026
Dec 11, 2025$0.1634Dec 12, 2025
Dec 11, 2025$0.1634Dec 12, 2025
Nov 7, 2025$0.0802Nov 10, 2025
Oct 9, 2025$0.0957Oct 10, 2025
Sep 8, 2025$0.0899Sep 9, 2025
Aug 6, 2025$0.0660Aug 7, 2025
Jul 10, 2025$0.0867Jul 11, 2025
Jun 9, 2025$0.0755Jun 10, 2025
May 8, 2025$0.0799May 9, 2025
Apr 10, 2025$0.0908Apr 11, 2025
Mar 10, 2025$0.0837Mar 11, 2025

Dividend Payments Over Time

Category Comparison

MetricUBNDCash & Others(1017 ETFs)Cash & Others(37 ETFs)
Fund Info
Expense Ratio0.45%0.63%0.53%
AUM$1.99B$2.72B$5.17B
Dividend Yield4.58%9.31%3.77%
Avg Volume174.7K837.8K542.1K
Holdings1,1103681,007
Performance
1-Month Return-0.19%
6-Month Return-1.25%
YTD Return-2.55%+5.63%+3.58%
1-Year Return+1.82%

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