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VDC - ETF AI Analysis
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Vanguard Consumer Staples ETF (VDC)
Rating:70Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating solid recent momentum.
Leading Consumer Staples Holdings
Top positions like Walmart, Costco, and Procter & Gamble have delivered generally strong year-to-date results, helping support the fund’s returns.
Low Expense Ratio
The fund’s very low fee means less of your return is eaten up by costs compared with many other ETFs.
Negative Factors
High Concentration in Top Stocks
A large share of the portfolio is tied up in a handful of companies, which increases the impact if any of these big holdings struggle.
Sector Concentration in Consumer Staples
With most assets in the consumer defensive sector, the ETF may lag the broader market when more cyclical or growth sectors are leading.
Limited Geographic Diversification
Almost all of the fund’s holdings are in U.S. companies, so it offers little exposure to consumer staples growth in other regions.
VDC vs. SPDR S&P 500 ETF (SPY)
AUM8.07B
RegionNorth America
Expense Ratio0.09%
Beta0.29
IssuerVanguard
Inception DateJan 26, 2004
Dividend Yield2%
Asset ClassEquity
Index TrackedMSCI US IMI 25/50 Consumer Staples
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume197,676
30 Day Avg. Volume168,065
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
248.33Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering104
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
VDC Summary
Vanguard Consumer Staples ETF (VDC) is a fund that follows the MSCI US IMI 25/50 Consumer Staples index, focusing on companies that sell everyday essentials like food, drinks, and household products. It holds well-known names such as Walmart, Costco, Procter & Gamble, and Coca-Cola. People might consider investing in VDC if they want more stability and steady growth, since demand for basic goods tends to hold up in good and bad economies. However, it is concentrated in consumer staples, so it can still go up and down with that sector and the overall stock market.
How much will it cost me?The Vanguard Consumer Staples ETF (VDC) has an expense ratio of 0.09%, meaning you’ll pay $0.90 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that tracks an index, keeping costs down for investors.
What would affect this ETF?The Vanguard Consumer Staples ETF (VDC) could benefit from steady demand for essential goods like food, beverages, and hygiene products, especially during economic downturns, as its holdings include major companies such as Walmart, Costco, and Procter & Gamble. However, rising interest rates or regulatory changes affecting industries like tobacco and beverages could negatively impact some of its top holdings, while broader economic challenges might influence consumer spending patterns. Its focus on U.S. consumer staples provides stability but limits exposure to growth opportunities in emerging markets.
VDC Top 10 Holdings
VDC is leaning heavily on U.S. consumer staples giants, with Walmart and Costco doing much of the heavy lifting as both stocks have been rising and giving the fund a solid defensive backbone. Coca-Cola and PepsiCo are more in the “steady sippers” camp, contributing but not really exciting, while Procter & Gamble has been a bit mixed, losing some steam over the past few months. On the growthier side, Monster Beverage has been sprinting ahead lately, adding some fizz to an otherwise classic, U.S.-focused staples lineup.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Walmart | 15.07% | $1.28B | $1.03T | 22.58% | 78 Outperform | |
| Costco | 11.65% | $989.62M | $434.17B | -9.17% | 72 Outperform | |
| Procter & Gamble | 10.04% | $852.63M | $371.84B | -6.44% | 69 Neutral | |
| Coca-Cola | 8.35% | $709.22M | $338.11B | 13.09% | 75 Outperform | |
| Philip Morris | 4.67% | $396.27M | $289.96B | 24.86% | 61 Neutral | |
| PepsiCo | 4.50% | $381.99M | $231.17B | 16.99% | 78 Outperform | |
| Altria Group | 3.41% | $289.86M | $110.66B | 22.94% | 64 Neutral | |
| Mondelez International | 2.48% | $210.76M | $78.80B | 0.51% | 62 Neutral | |
| Colgate-Palmolive | 2.19% | $185.71M | $76.83B | 8.62% | 63 Neutral | |
| Monster Beverage | 2.05% | $174.42M | $78.93B | 63.15% | 80 Outperform |
VDC Technical Analysis
Positive
―
Price Trends
219.57
Positive
215.38
Positive
216.26
Positive
Market Momentum
5.61
Negative
75.61
Negative
84.78
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VDC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 229.08, equal to the 50-day MA of 219.57, and equal to the 200-day MA of 216.26, indicating a bullish trend. The MACD of 5.61 indicates Negative momentum. The RSI at 75.61 is Negative, neither overbought nor oversold. The STOCH value of 84.78 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VDC.
VDC Peer Comparison
Comparison Results
Performance Comparison
VDC
Vanguard Consumer Staples ETF
238.82
22.51
10.41%
VDE
Vanguard Energy ETF
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AIRR
First Trust RBA American Industrial Renaissance ETF
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VPU
Vanguard Utilities ETF
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FSTA
FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF
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IYK
iShares U.S. Consumer Staples ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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