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VFMF - ETF AI Analysis
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Vanguard U.S. Multifactor ETF (VFMF)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, reflecting its ability to navigate market conditions effectively.
Low Expense Ratio
With a low expense ratio compared to many other ETFs, investors benefit from reduced costs and higher net returns.
Broad Sector Diversification
The fund is spread across multiple sectors, including financials, healthcare, and technology, reducing the risk of overexposure to any single industry.
Negative Factors
Overwhelming U.S. Exposure
The ETF is heavily concentrated in U.S. companies, offering minimal geographic diversification and exposure to international markets.
Weak One-Month Performance
The fund has experienced a slight decline in the past month, which could signal short-term volatility.
Underperforming Holdings
Several top holdings, such as Gilead Sciences and Wells Fargo, have shown weaker year-to-date performance, potentially dragging down overall returns.
VFMF vs. SPDR S&P 500 ETF (SPY)
AUM516.49M
RegionNorth America
Expense Ratio0.18%
Beta0.92
IssuerVanguard
Inception DateFeb 13, 2018
Dividend Yield1.48%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume36,269
30 Day Avg. Volume18,028
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
175.84Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering575
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
VFMF Summary
The Vanguard U.S. Multifactor ETF (VFMF) is an investment fund that focuses on the entire U.S. stock market, using a strategy that combines factors like value, momentum, and quality to select stocks. It includes companies from various sectors, such as healthcare and financials, with well-known names like Johnson & Johnson and Wells Fargo among its holdings. This ETF might appeal to investors looking for long-term growth and diversification across different industries. However, new investors should be aware that its performance can fluctuate with the overall U.S. market, making it sensitive to economic changes.
How much will it cost me?The Vanguard U.S. Multifactor ETF (VFMF) has an expense ratio of 0.18%, meaning you’ll pay $1.80 per year for every $1,000 invested. This is slightly higher than the average for passively managed ETFs because it uses a multifactor strategy to select stocks, which requires more active management. However, it’s still relatively low compared to actively managed funds.
What would affect this ETF?The Vanguard U.S. Multifactor ETF (VFMF) could benefit from positive trends in the U.S. economy, such as strong consumer spending and technological innovation, which align with its exposure to sectors like Consumer Cyclical and Technology. However, it may face challenges from rising interest rates, which could impact its Financial sector holdings, and economic slowdowns that might affect cyclical industries like Industrials and Energy. Regulatory changes in healthcare or financial services could also influence the performance of its top holdings, such as Gilead Sciences and Wells Fargo.
VFMF Top 10 Holdings
The Vanguard U.S. Multifactor ETF (VFMF) is leaning heavily on financials and healthcare, with names like Wells Fargo and Bank of New York Mellon providing steady momentum thanks to strong earnings and strategic growth initiatives. Alphabet, a tech giant, is rising on the back of AI and cloud investments, adding a spark to the fund’s performance. However, healthcare stocks like AbbVie and Amgen are showing mixed results, with profitability concerns and competitive pressures holding them back. With its U.S.-focused portfolio and broad sector exposure, VFMF offers a balanced yet dynamic approach to capturing market opportunities.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Newmont Mining | 1.14% | $5.87M | $124.57B | 174.21% | 81 Outperform | |
| Altria Group | 0.96% | $4.96M | $103.19B | 20.37% | 64 Neutral | |
| HCA Healthcare | 0.93% | $4.80M | $109.27B | 56.35% | 70 Neutral | |
| AbbVie | 0.90% | $4.67M | $392.16B | 24.78% | 66 Neutral | |
| Gilead Sciences | 0.88% | $4.56M | $153.93B | 32.31% | 78 Outperform | |
| Bank of New York Mellon | 0.88% | $4.53M | $85.75B | 50.72% | 75 Outperform | |
| Lam Research | 0.86% | $4.43M | $262.25B | 174.51% | 77 Outperform | |
| Alphabet Class A | 0.85% | $4.38M | $4.06T | 72.50% | 85 Outperform | |
| Regeneron | 0.85% | $4.36M | $79.26B | 7.02% | 78 Outperform | |
| Wells Fargo | 0.84% | $4.35M | $280.16B | 17.13% | 80 Outperform |
VFMF Technical Analysis
Positive
―
Price Trends
149.36
Positive
146.07
Positive
137.58
Positive
Market Momentum
1.97
Negative
70.35
Negative
95.44
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VFMF, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 153.74, equal to the 50-day MA of 149.36, and equal to the 200-day MA of 137.58, indicating a bullish trend. The MACD of 1.97 indicates Negative momentum. The RSI at 70.35 is Negative, neither overbought nor oversold. The STOCH value of 95.44 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VFMF.
VFMF Peer Comparison
Comparison Results
Performance Comparison
VFMF
Vanguard U.S. Multifactor ETF
157.35
24.80
18.71%
SYLD
Cambria Shareholder Yield ETF
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―
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PLDR
Putnam Sustainable Leaders ETF
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ABFL
Fcf Us Quality Etf
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BGDV
Bahl & Gaynor Dividend ETF
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XCHG
AB US Equity 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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