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VDV - ETF AI Analysis

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VDV

Vanguard Developed Markets ex-US Value Index ETF (VDV)

Rating:62Neutral
Price Target:
VDV’s rating suggests it is a solid but not top-tier ETF, supported by strong, diversified holdings in large international companies. High-quality positions like HSBC, Toyota, and Novartis, which show robust financial health and positive earnings outlooks, help lift the fund’s overall quality, while some holdings such as Allianz and BHP face short-term technical or momentum challenges that may weigh on performance. A key risk is the fund’s exposure to specific sectors like energy and financials, where external factors and short-term volatility can impact returns.
Positive Factors
Strong Recent Performance
The ETF has shown steady gains over the past three months and year to date, indicating positive recent momentum.
Global Diversification Across Developed Markets
Holdings spread across many developed countries like Japan, the UK, France, and others help reduce the impact of problems in any single market.
Low Expense Ratio
The fund’s low ongoing fee means more of the investment return can stay in investors’ pockets over time.
Negative Factors
Heavy Exposure to Japan
A large share of the portfolio is invested in Japanese companies, so the fund is sensitive to economic and market conditions in Japan.
Concentration in Financials and General Sector
Significant weight in financials and a broad 'general' category means performance could be heavily influenced by these areas if they weaken.
Mixed Performance Among Top Holdings
While several leading positions like Samsung, Shell, and BHP have performed strongly, others such as Nestlé and Toyota have been weaker, creating uneven contributions to returns.

VDV vs. SPDR S&P 500 ETF (SPY)

VDV Summary

VDV is the Vanguard Developed Markets ex-US Value Index ETF. It follows the S&P Developed Ex-U.S. LargeMidCap Value Index, focusing on stocks from developed countries outside the U.S. that look relatively cheap and often pay solid dividends. The fund owns well-known companies like Samsung Electronics, Nestlé, Shell, and Toyota, giving investors broad international exposure across Europe, Japan, and other regions. Someone might invest in VDV to diversify away from U.S. stocks and add a value tilt for potential long-term growth and income. A key risk is that international and value stocks can lag the overall market and move up and down with global currency and stock market swings.
How much will it cost me?This ETF has an expense ratio of 0.08%, which means you’ll pay about $0.80 per year for every $1,000 invested. That’s lower than the average stock ETF because it’s a passively managed index fund that tracks a developed markets ex-US value index instead of paying managers to pick individual stocks.
What would affect this ETF?VDV could benefit if developed economies outside the U.S. strengthen, if value-style stocks come back into favor, and if sectors like financials, energy, and materials do well, which would support many of its major holdings such as Nestlé, Shell, and BHP. On the other hand, it could be hurt by global slowdowns, falling commodity prices, prolonged underperformance of value stocks versus growth stocks, currency swings, or new regulations that weigh on banks, energy companies, or other large international firms in Europe and Japan.

VDV Top 10 Holdings

VDV leans heavily into classic international value, with European financials and energy names doing much of the heavy lifting. HSBC, Allianz, and other big banks have been rising, giving the fund a solid backbone, while Shell and TotalEnergies add extra fuel thanks to strong recent momentum in energy. BHP’s steady climb helps on the materials side, though Toyota looks a bit mixed and Nestlé has been losing steam, slightly tugging on returns. With holdings spread across Europe, Japan, and other developed markets, this is very much a non-U.S. value story.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Samsung Electronics2.71%$846.74K₩10.00T>230.73%
Nestlé SA1.89%$590.13KCHF208.89B10.64%
71
Outperform
Shell (UK)1.81%$564.28K£181.34B24.71%
73
Outperform
BHP Group Ltd1.65%$515.96KAU$319.93B76.56%
68
Neutral
HSBC Holdings1.52%$475.44K£262.77B60.76%
80
Outperform
Allianz1.40%$436.24K€164.16B20.51%
67
Neutral
TotalEnergies SE1.31%$409.42K€165.38B44.08%
78
Outperform
Roche Holding AG1.02%$317.61K$361.51B51.16%
73
Outperform
Banco Santander1.00%$313.63K€188.68B54.02%
73
Outperform
Toyota Motor0.98%$306.58K¥35.29T7.50%
80
Outperform

VDV Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
76.56
Positive
100DMA
200DMA
Market Momentum
MACD
0.75
Negative
RSI
64.34
Neutral
STOCH
85.76
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VDV, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 77.12, equal to the 50-day MA of 76.56, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.75 indicates Negative momentum. The RSI at 64.34 is Neutral, neither overbought nor oversold. The STOCH value of 85.76 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VDV.

VDV Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$31.46M0.08%
62
Neutral
$56.71M0.24%
58
Neutral
$55.56M0.12%
68
Neutral
$37.15M0.48%
67
Neutral
$32.22M0.08%
62
Neutral
$2.52M0.48%
61
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
VDV
Vanguard Developed Markets ex-US Value Index ETF
79.14
3.78
5.02%
DEEF
Xtrackers FTSE Developed ex US Multifactor ETF
QLVD
FlexShares Developed Markets ex-US Quality Low Volatility Index Fund
OEFA
O'Shares International Developed Quality Dividend ETF
VDG
Vanguard Developed Markets ex-US Growth Index ETF
FHIL
Federated Hermes International Leaders ETF
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.
DisclaimerThis 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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