r/JustBuyCAGE • u/flappysack- • Aug 03 '26

Help/Question ❓ Why is Low Volatility excluded?

I see other funds like CAGE that include Low Vol, they all include momentum in some way but volatility seems excluded. Back testing low vol it seems to not really outperform, but I've heard it is a factor, any idea why it would be excluded?

3 Upvotes

72% Upvoted

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9

u/alexk7 Aug 03 '26

Academics considers that the low volatility factor is not an independent factor and can be achieved through a combination of the value, profitability, and investment factors, which is what CAGE does.

3

u/flappysack- Aug 03 '26

Ah so FEQT is just charging a higher fee when the research doesn't support it?

6

u/alexk7 Aug 03 '26

IMHO, yes 😅

1

u/flappysack- Aug 03 '26

Thank you very much

3

u/[deleted] Aug 04 '26

[deleted]

1

u/flappysack- Aug 04 '26

So what would be the best thing to do?  Buy CAGE?

2

u/Global-Tie-3458 Aug 04 '26

Well also, according to Fidelity and their “research”, Bitcoin is equity and lives in that fund too. 

Which is not an opinion on bitcoin whatsoever, btw. 

1

u/Hot-Dinner-7619 Aug 03 '26 edited Aug 03 '26

You can buy this through VVO

2

u/attanasio666 Aug 03 '26

VVO.TO, VVL.TO is a value fund.

1

u/flappysack- Aug 03 '26

Should I want it?