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VEGI - ETF AI Analysis

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VEGI

iShares MSCI Global Agriculture Producers ETF (VEGI)

Rating:58Neutral
Price Target:
VEGI’s rating suggests it is a solid but not top-tier agriculture-focused ETF, with its quality driven largely by heavyweight holding Deere, whose strong financials and innovation are offset by debt, softer equipment demand, and tariff pressures. Other key positions like Corteva, Nutrien, Kubota, CF Industries, and WH Group add support through generally strong performance, attractive valuations, and strategic growth initiatives. The main risk is the fund’s high concentration in a single stock (Deere) and exposure to companies facing operational challenges and mixed technical signals, such as CNH Industrial and some holdings with bearish or cautious indicators.
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past month, three months, and year to date, indicating positive recent momentum.
Leading Agricultural Companies in Top Holdings
Several of the largest positions, including major equipment and fertilizer producers, have delivered strong year-to-date performance, helping support the fund’s returns.
Global but U.S.-Anchored Exposure
While the fund is anchored in U.S. stocks, it also includes meaningful exposure to other countries, giving investors some global diversification within agriculture.
Negative Factors
Heavy Concentration in a Single Stock
The largest holding makes up a sizable share of the portfolio, which increases the fund’s sensitivity to that one company’s performance.
Sector Concentration Risk
Most assets are clustered in just three related sectors—industrials, materials, and consumer defensive—so the fund may be hit hard if agriculture-related industries struggle.
Moderate Expense Ratio
The fund’s expense ratio is not especially low for a passive ETF, meaning fees take a noticeable, ongoing bite out of returns compared with cheaper broad-market funds.

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

VEGI Summary

The iShares MSCI Global Agriculture Producers ETF (VEGI) tracks the MSCI ACWI Select Agriculture Producers IMI index, focusing on companies tied to global food and farming. It holds businesses that make farm equipment, crop chemicals, and handle agricultural products, with major holdings like Deere and Archer Daniels Midland. Someone might invest in VEGI to gain diversified exposure to the long-term growth of global food demand and agricultural innovation, rather than picking individual farm-related stocks. A key risk is that it is concentrated in the agriculture sector, so its price can swing with commodity prices, farming conditions, and global economic cycles.
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 heavily hitched to Deere, and lately that giant tractor is sputtering a bit, with recent weakness muting the fund’s upside even as longer-term trends stay positive. Fertilizer name CF Industries is doing the heavy lifting, rising strongly and giving the portfolio a welcome boost, while Nutrien and Corteva add steady, supportive growth from the crop-chemicals side. Archer Daniels Midland and Bunge are more mixed, helping when grain markets cooperate but not driving the show. Overall, this is a globally diversified but agriculture‑centric bet, tilted toward industrials and materials tied to farming.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Deere26.30%$43.34M$154.15B21.19%
66
Neutral
Corteva10.01%$16.49M$56.36B30.95%
75
Outperform
Nutrien6.61%$10.89M$35.88B49.27%
75
Outperform
Archer Daniels Midland6.27%$10.33M$34.82B50.86%
64
Neutral
Cf Industries Holdings3.84%$6.34M$19.66B60.32%
72
Outperform
Bunge Global3.15%$5.19M$24.83B64.49%
66
Neutral
Kubota2.73%$4.49M¥2.99T36.12%
76
Outperform
WH Group 1.98%$3.26MHK$134.20B29.03%
75
Outperform
1.88%$3.09M
Darling Ingredients1.69%$2.79M$9.86B87.62%
69
Neutral

VEGI Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
44.89
Positive
100DMA
41.98
Positive
200DMA
40.70
Positive
Market Momentum
MACD
0.12
Negative
RSI
57.51
Neutral
STOCH
94.51
Negative
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 45.12, equal to the 50-day MA of 44.89, and equal to the 200-day MA of 40.70, indicating a bullish trend. The MACD of 0.12 indicates Negative momentum. The RSI at 57.51 is Neutral, neither overbought nor oversold. The STOCH value of 94.51 is Negative, 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
$165.06M0.39%
58
Neutral
$984.09M0.75%
53
Neutral
$952.92M0.20%
66
Neutral
$904.33M0.70%
59
Neutral
$849.75M0.40%
63
Neutral
$835.29M0.75%
72
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
VEGI
iShares MSCI Global Agriculture Producers ETF
45.88
12.68
38.19%
ARKG
ARK Genomic Revolution ETF
CRBN
iShares MSCI ACWI Low Carbon Target ETF
BLOK
Amplify Transformational Data Sharing Etf
GII
SPDR S&P Global Infrastructure ETF
IVES
Dan IVES Wedbush AI Revolution 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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