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VEGN - ETF AI Analysis
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US Vegan Climate ETF (VEGN)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several key holdings, such as Broadcom, Nvidia, and Oracle, have delivered strong year-to-date performance, driving the ETF’s returns.
Technology Sector Leadership
With over half of its exposure in the technology sector, the ETF benefits from the strong growth trends in this industry.
Healthy Year-to-Date Performance
The ETF has shown solid year-to-date gains, reflecting its ability to capitalize on favorable market conditions.
Negative Factors
High Sector Concentration
The ETF is heavily weighted toward technology, which could lead to higher volatility if the sector faces a downturn.
Limited Geographic Diversification
With nearly all of its exposure in U.S. companies, the ETF lacks diversification across global markets.
Moderate Expense Ratio
The ETF’s expense ratio is higher than some low-cost alternatives, which could slightly reduce long-term returns.
VEGN vs. SPDR S&P 500 ETF (SPY)
AUM134.77M
RegionNorth America
Expense Ratio0.60%
Beta1.15
IssuerFolioBeyond
Inception DateSep 09, 2019
Dividend Yield0%
Asset ClassEquity
Index TrackedUS Vegan Climate Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,408
30 Day Avg. Volume4,466
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
71.73Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering266
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
VEGN Summary
The US Vegan Climate ETF (VEGN) is an investment fund designed for people who want to align their money with ethical and sustainable values. It tracks the US Vegan Climate Index, focusing on companies that avoid harming animals, exploiting workers, or damaging the environment. VEGN includes well-known companies like Alphabet (Google) and Nvidia, and it emphasizes sectors like technology and financial services. Investors might consider this ETF if they want to support eco-friendly and cruelty-free practices while aiming for growth in innovative industries. However, new investors should know that VEGN’s performance can be heavily influenced by the tech sector, which tends to be more volatile.
How much will it cost me?The US Vegan Climate ETF (VEGN) has an expense ratio of 0.6%, which means you’ll pay $6 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed to align with ethical and sustainable investment principles, requiring more specialized research and oversight.
What would affect this ETF?The US Vegan Climate ETF (VEGN) could benefit from growing consumer demand for sustainable and ethical products, as well as advancements in technology and innovation within its top holdings like Nvidia and Apple. However, it may face challenges from economic downturns, regulatory changes affecting the agriculture or technology sectors, or shifts in investor sentiment away from thematic ETFs. Additionally, its heavy focus on U.S.-based companies and technology could make it vulnerable to sector-specific risks or geopolitical tensions.
VEGN Top 10 Holdings
The US Vegan Climate ETF (VEGN) leans heavily into technology, with names like Alphabet and Nvidia driving performance thanks to their focus on AI and cloud innovation. Alphabet is rising steadily, while Nvidia shows mixed signals, with strong fundamentals but some bearish momentum. Apple adds steady growth to the mix, though its high valuation tempers enthusiasm. On the flip side, Visa and Oracle are lagging, weighed down by valuation concerns and bearish technical trends. With a clear tilt toward U.S.-based tech giants, VEGN is riding the wave of innovation but faces challenges from overvaluation in some holdings.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Broadcom | 5.14% | $6.93M | $1.95T | 124.94% | 77 Outperform | |
| Alphabet Class A | 4.78% | $6.44M | $3.87T | 62.76% | 85 Outperform | |
| Apple | 4.42% | $5.96M | $4.12T | 12.13% | 79 Outperform | |
| Mastercard | 4.33% | $5.84M | $483.89B | 5.82% | 75 Outperform | |
| Visa | 4.30% | $5.80M | $622.87B | 9.99% | 70 Outperform | |
| Nvidia | 4.30% | $5.79M | $4.47T | 31.74% | 76 Outperform | |
| Oracle | 4.29% | $5.78M | $635.76B | 13.42% | 66 Neutral | |
| Cisco Systems | 4.19% | $5.64M | $317.08B | 34.70% | 77 Outperform | |
| Micron | 4.15% | $5.60M | $296.77B | 163.09% | 77 Outperform | |
| Advanced Micro Devices | 4.08% | $5.50M | $360.48B | 69.55% | 74 Outperform |
VEGN Technical Analysis
Positive
―
Price Trends
60.08
Positive
58.73
Positive
55.22
Positive
Market Momentum
0.43
Negative
52.64
Neutral
66.52
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VEGN, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 59.85, equal to the 50-day MA of 60.08, and equal to the 200-day MA of 55.22, indicating a bullish trend. The MACD of 0.43 indicates Negative momentum. The RSI at 52.64 is Neutral, neither overbought nor oversold. The STOCH value of 66.52 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VEGN.
VEGN Peer Comparison
Comparison Results
Performance Comparison
VEGN
US Vegan Climate ETF
60.57
5.42
9.83%
PWRD
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SIXG
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IYZ
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FEPI
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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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