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VDC - ETF AI Analysis
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Vanguard Consumer Staples ETF (VDC)
Rating:71Outperform
Price Target:
$238.00
Positive Factors
Strong Top Holdings
Several key holdings, such as Walmart, Coca-Cola, and Monster Beverage, have delivered strong year-to-date performance, supporting the ETF's returns.
Low Expense Ratio
The ETF has a very low expense ratio compared to industry averages, making it cost-effective for investors.
Defensive Sector Focus
The fund's heavy exposure to the Consumer Defensive sector provides stability during economic uncertainty.
Negative Factors
High Geographic Concentration
The ETF is almost entirely focused on U.S. companies, limiting diversification across global markets.
Underperforming Holdings
Some top holdings, like Procter & Gamble and Colgate-Palmolive, have struggled with negative year-to-date performance, dragging on overall returns.
Sector Overweight
The ETF is heavily concentrated in Consumer Defensive stocks, which may underperform during periods of strong economic growth.
VDC vs. SPDR S&P 500 ETF (SPY)
AUM7.24B
RegionNorth America
Expense Ratio0.09%
Beta0.30
IssuerVanguard
Inception DateJan 26, 2004
Dividend Yield2.24%
Asset ClassEquity
Index TrackedMSCI US IMI 25/50 Consumer Staples
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume122,776
30 Day Avg. Volume131,133
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
247.55Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering106
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
VDC Summary
The Vanguard Consumer Staples ETF (VDC) is an investment fund that focuses on companies providing essential goods and services, like groceries, hygiene products, and beverages. It follows the MSCI US IMI 25/50 Consumer Staples Index and includes well-known companies such as Walmart and Coca-Cola. This ETF is ideal for investors looking for stability and steady growth, as consumer staples are always in demand, even during economic downturns. However, new investors should be aware that its performance depends heavily on the consumer staples sector, which may not grow as quickly as other sectors during economic booms.
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
The Vanguard Consumer Staples ETF (VDC) leans heavily on household names like Walmart and Coca-Cola, which have shown steady or rising performance this year, helping to anchor the fund during market turbulence. However, lagging stocks like Procter & Gamble and Costco have been holding back gains, reflecting challenges in valuation and bearish momentum. With nearly all its holdings rooted in the U.S. consumer defensive sector, the fund is a fortress of stability, focusing on essentials like groceries and beverages. While some names are losing steam, the ETF’s defensive positioning remains its core strength.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Walmart | 14.26% | $1.18B | $839.70B | 16.45% | 78 Outperform | |
| Costco | 12.96% | $1.07B | $398.42B | -6.74% | 68 Neutral | |
| Procter & Gamble | 11.15% | $922.10M | $352.66B | -14.39% | 74 Outperform | |
| Coca-Cola | 8.71% | $720.65M | $313.80B | 14.13% | 78 Outperform | |
| PepsiCo | 4.75% | $392.46M | $200.08B | -9.67% | 78 Outperform | |
| Philip Morris | 4.22% | $348.67M | $241.65B | 19.42% | 62 Neutral | |
| Altria Group | 3.36% | $278.07M | $97.68B | 2.57% | 64 Neutral | |
| Mondelez International | 2.65% | $219.28M | $73.55B | -11.49% | 62 Neutral | |
| Colgate-Palmolive | 2.13% | $176.47M | $65.23B | -14.74% | 63 Neutral | |
| Monster Beverage | 1.80% | $149.16M | $70.38B | 33.26% | 80 Outperform |
VDC Technical Analysis
Neutral
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Price Trends
212.70
Negative
215.74
Negative
216.11
Negative
Market Momentum
-0.88
Negative
53.06
Neutral
53.79
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VDC, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 209.80, equal to the 50-day MA of 212.70, and equal to the 200-day MA of 216.11, indicating a neutral trend. The MACD of -0.88 indicates Negative momentum. The RSI at 53.06 is Neutral, neither overbought nor oversold. The STOCH value of 53.79 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for VDC.
VDC Peer Comparison
Comparison Results
Performance Comparison
VDC
Vanguard Consumer Staples ETF
211.98
-4.60
-2.12%
VPU
Vanguard Utilities ETF
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XLRE
Real Estate Select Sector SPDR Fund
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VDE
Vanguard Energy ETF
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IYK
iShares U.S. Consumer Staples ETF
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FSTA
FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX 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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