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VFMO - ETF AI Analysis
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Vanguard U.S. Momentum Factor ETF (VFMO)
Rating:66Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several of the ETF's largest positions, such as Palantir and Newmont Mining, have delivered strong year-to-date performance, supporting the fund's overall returns.
Sector Diversification
The ETF is spread across multiple sectors, including Technology, Industrials, and Health Care, reducing reliance on any single industry.
Low Expense Ratio
The ETF has a very low expense ratio compared to many other funds, allowing investors to keep more of their returns.
Negative Factors
High U.S. Concentration
The fund is heavily focused on U.S. companies, with minimal exposure to international markets, limiting geographic diversification.
Underweight Defensive Sectors
Sectors like Consumer Defensive, Utilities, and Real Estate have very low weights, which could make the fund more sensitive to market downturns.
Momentum Risk
As a momentum-focused ETF, it may be more vulnerable to sharp reversals in market trends, especially if high-performing stocks lose steam.
VFMO vs. SPDR S&P 500 ETF (SPY)
AUM1.23B
RegionNorth America
Expense Ratio0.13%
Beta1.27
IssuerVanguard
Inception DateFeb 13, 2018
Dividend Yield0.8%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume24,121
30 Day Avg. Volume29,395
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
234.75Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering667
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
VFMO Summary
The Vanguard U.S. Momentum Factor ETF (VFMO) is an investment fund that focuses on U.S. stocks showing strong price momentum, meaning companies whose stock prices have been rising steadily. It includes a mix of industries like technology, healthcare, and financials, with well-known companies such as Alphabet (Google) and Broadcom among its holdings. Investors might consider VFMO for its potential to capture growth from high-performing stocks across the U.S. market. However, since it focuses on momentum-driven stocks, its value can fluctuate significantly with market trends, making it more sensitive to changes in investor sentiment.
How much will it cost me?The Vanguard U.S. Momentum Factor ETF (VFMO) has an expense ratio of 0.13%, which means you’ll pay $1.30 per year for every $1,000 invested. This is lower than the average for actively managed funds because Vanguard focuses on keeping costs low while still providing a momentum-driven investment strategy.
What would affect this ETF?The Vanguard U.S. Momentum Factor ETF (VFMO) could benefit from strong performance in sectors like Technology and Industrials, which are heavily weighted in the fund, especially if innovation and economic growth drive demand in these areas. However, it may face challenges during periods of market volatility or economic downturns, as momentum-focused strategies can be sensitive to sudden shifts in investor sentiment. Additionally, rising interest rates or regulatory changes affecting top holdings like Alphabet or Broadcom could negatively impact the ETF's performance.
VFMO Top 10 Holdings
The Vanguard U.S. Momentum Factor ETF (VFMO) leans heavily on technology and healthcare stocks, which together make up nearly half of its portfolio. Micron and Palantir are rising stars, benefiting from strong momentum in AI and advanced technologies, while Alphabet’s steady performance adds stability. However, Newmont Mining’s mixed signals and valuation concerns are holding the fund back slightly. With its focus on U.S.-based companies and a clear tilt toward growth-oriented sectors, VFMO is positioned to ride the wave of innovation but may face bumps from lagging cyclical names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Micron | 1.17% | $14.04M | $311.30B | 209.44% | 79 Outperform | |
| Howmet Aerospace | 1.14% | $13.65M | $83.70B | 87.05% | 67 Neutral | |
| Newmont Mining | 1.10% | $13.20M | $114.45B | 174.73% | 81 Outperform | |
| Alphabet Class A | 1.09% | $13.05M | $3.75T | 60.29% | 85 Outperform | |
| Palantir Technologies | 1.08% | $12.89M | $462.34B | 135.65% | 74 Outperform | |
| Amphenol | 1.05% | $12.63M | $165.42B | 91.35% | 78 Outperform | |
| GE Vernova Inc. | 1.05% | $12.60M | $179.56B | 90.46% | 69 Neutral | |
| Lam Research | 1.05% | $12.54M | $220.13B | 137.25% | 77 Outperform | |
| AppLovin | 1.01% | $12.10M | $247.92B | 113.10% | 74 Outperform | |
| Broadcom | 0.93% | $11.18M | $1.62T | 45.74% | 76 Outperform |
VFMO Technical Analysis
Positive
―
Price Trends
191.55
Positive
187.81
Positive
173.89
Positive
Market Momentum
1.22
Negative
56.78
Neutral
70.09
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VFMO, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 192.62, equal to the 50-day MA of 191.55, and equal to the 200-day MA of 173.89, indicating a bullish trend. The MACD of 1.22 indicates Negative momentum. The RSI at 56.78 is Neutral, neither overbought nor oversold. The STOCH value of 70.09 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VFMO.
VFMO Peer Comparison
Comparison Results
Performance Comparison
VFMO
Vanguard U.S. Momentum Factor ETF
196.12
28.34
16.89%
CGUS
Capital Group Core Equity ETF
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QLTY
GMO U.S. Quality ETF
―
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DCOR
Dimensional US Core Equity 1 ETF
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―
―
APUE
ActivePassive U.S. Equity ETF
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TSPA
T. Rowe Price U.S. Equity Research 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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