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VEGI - ETF AI Analysis

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VEGI

iShares MSCI Global Agriculture Producers ETF (VEGI)

Rating:57Neutral
Price Target:
VEGI’s rating suggests it is a solid but not outstanding choice for gaining exposure to global agriculture producers. Strong holdings like Deere, which benefits from technology and innovation despite some sales and leverage challenges, and Corteva and Nutrien, which show robust financial performance and strategic growth, help support the fund’s quality. However, issues such as ADM’s slower revenue growth and broader uncertainties in global demand, along with the fund’s heavy concentration in a single large holding (Deere), add risk and likely prevent a higher overall rating.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and in recent months, indicating positive momentum in its holdings.
Leading Agricultural Companies
Top holdings like Deere, Corteva, Nutrien, and others have delivered solid performance, helping drive the fund’s overall returns.
Global Agriculture Exposure
The fund invests in agriculture producers across multiple countries, giving investors access to a global mix of farming, equipment, and fertilizer businesses.
Negative Factors
High Stock Concentration
A large portion of the fund is invested in a few names, especially Deere, which increases the impact if any of these companies run into trouble.
Moderate Expense Ratio
The fund’s fees are not especially low, which slightly reduces the net return investors keep over time.
Sector Concentration Risk
Heavy exposure to industrials, materials, and consumer defensive companies tied to agriculture means the fund can be sensitive to downturns in the farming and commodity cycle.

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

VEGI Summary

VEGI is the iShares MSCI Global Agriculture Producers ETF, which follows the MSCI ACWI Select Agriculture Producers IMI index. It invests in companies tied to farming and food production around the world, including makers of farm equipment, fertilizers, and crop services. Well-known holdings include Deere and Corteva. Someone might invest in VEGI to benefit from long-term global demand for food and to diversify beyond typical tech or broad market funds. A key risk is that agriculture-related stocks can be volatile and may fall if crop prices, global demand, or farming conditions weaken.
How much will it cost me?The iShares MSCI Global Agriculture Producers ETF (VEGI) has an expense ratio of 0.39%, which means you’ll pay $3.90 per year for every $1,000 invested. This is slightly higher than the average for passively managed ETFs because it focuses on a specific niche—global agriculture—requiring more specialized management.
What would affect this ETF?The iShares MSCI Global Agriculture Producers ETF (VEGI) could benefit from increasing global food demand driven by population growth and the shift toward sustainable farming practices, which align with its focus on agriculture and innovation. However, it may face challenges from fluctuating commodity prices, regulatory changes in agriculture, and potential economic slowdowns that could impact industrial and material sectors heavily represented in its portfolio. Additionally, interest rate hikes could affect the cost structures of top holdings like Deere and Corteva, which are involved in equipment and agricultural services.

VEGI Top 10 Holdings

VEGI is riding on the broad shoulders of Deere, which dominates the portfolio and has been steadily climbing as demand for high-tech farm equipment holds up. Seed and crop-protection specialist Corteva is another key engine, adding a rising growth tilt to the fund. On the input side, CF Industries has been a standout but volatile fertilizer play, while Nutrien’s more mixed, recently lagging action keeps returns in check. With a clear tilt toward agriculture equipment and inputs, and holdings spread across U.S., Canadian, and Asian names, this is a globally diversified bet on the food supply chain.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Deere26.42%$41.71M$151.97B23.36%
66
Neutral
Corteva9.72%$15.35M$53.57B29.01%
75
Outperform
Nutrien6.33%$10.00M$34.53B30.23%
75
Outperform
Archer Daniels Midland6.14%$9.69M$33.36B46.80%
64
Neutral
Cf Industries Holdings3.49%$5.51M$18.58B55.24%
72
Outperform
Bunge Global3.04%$4.80M$24.21B53.78%
66
Neutral
Kubota2.72%$4.29M¥2.91T31.63%
76
Outperform
WH Group 2.04%$3.23MHK$135.87B45.74%
75
Outperform
1.86%$2.93M
1.73%$2.73M

VEGI Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
45.53
Positive
100DMA
43.40
Positive
200DMA
41.25
Positive
Market Momentum
MACD
-0.04
Positive
RSI
51.80
Neutral
STOCH
54.27
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VEGI, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 45.62, equal to the 50-day MA of 45.53, and equal to the 200-day MA of 41.25, indicating a neutral trend. The MACD of -0.04 indicates Positive momentum. The RSI at 51.80 is Neutral, neither overbought nor oversold. The STOCH value of 54.27 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VEGI.

VEGI Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$160.52M0.39%
57
Neutral
$976.34M0.40%
63
Neutral
$946.90M0.55%
65
Neutral
$863.80M0.50%
65
Neutral
$746.43M0.47%
58
Neutral
$744.50M0.75%
60
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
VEGI
iShares MSCI Global Agriculture Producers ETF
45.54
8.24
22.09%
GII
SPDR S&P Global Infrastructure ETF
BKGI
BNY Mellon Global Infrastructure Income ETF
BUG
Global X Cybersecurity Etf
IHAK
iShares Cybersecurity & Tech ETF
UFO
Procure Space 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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