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VFMV - ETF AI Analysis
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Vanguard U.S. Minimum Volatility ETF (VFMV)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating solid recent momentum.
Low Expense Ratio
The fund charges relatively low fees, which helps investors keep more of their returns over time.
Broad Sector Diversification
Holdings are spread across many sectors, including technology, financials, industrials, and defensive areas, which helps reduce the impact of weakness in any single industry.
Negative Factors
Heavy U.S. Concentration
Almost all of the ETF’s assets are invested in U.S. companies, offering little geographic diversification.
Mixed Performance Among Top Holdings
While several top positions have delivered strong gains, a few have been weak or slightly negative, which can drag on overall returns.
Moderate Fund Size
The ETF’s asset base is not very large, which could limit trading liquidity compared with bigger, more established funds.
VFMV vs. SPDR S&P 500 ETF (SPY)
AUM387.86M
RegionNorth America
Expense Ratio0.13%
Beta0.55
IssuerVanguard
Inception DateFeb 13, 2018
Dividend Yield2.05%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume26,240
30 Day Avg. Volume20,243
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
158.09Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering180
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
VFMV Summary
Vanguard U.S. Minimum Volatility ETF (VFMV) is a fund that invests in a wide range of U.S. stocks while trying to smooth out the ups and downs of the market. It doesn’t track a specific index, but it follows a “minimum volatility” theme, aiming to hold stocks that have been less bumpy over time. The fund owns many well-known companies such as Microsoft and Johnson & Johnson, and it spreads money across sectors like technology, health care, and consumer goods. Someone might invest for broad U.S. stock exposure with a focus on stability. Risk: it can still lose value and will move with the overall stock market.
How much will it cost me?The Vanguard U.S. Minimum Volatility ETF (VFMV) has an expense ratio of 0.13%, meaning you’ll pay $1.30 per year for every $1,000 invested. This is lower than average because it is passively managed, focusing on minimizing volatility rather than active stock picking.
What would affect this ETF?The Vanguard U.S. Minimum Volatility ETF (VFMV) could benefit from stable economic growth and increased demand for low-risk investments, especially if market uncertainty rises. However, it may face challenges if interest rates increase, potentially impacting sectors like technology and real estate, or if regulatory changes affect its top holdings. Its focus on U.S. equities and diverse sector exposure provides resilience but also ties its performance closely to domestic economic conditions.
VFMV Top 10 Holdings
VFMV may be built for calm seas, but its top holdings show a quiet tilt toward tech and steady blue chips. Semiconductor names like Lam Research, Texas Instruments, and Analog Devices are doing much of the heavy lifting, with rising momentum that helps power the fund despite their traditionally cyclical reputations. On the defensive side, Coca-Cola and Johnson & Johnson are humming along steadily, reinforcing the low-volatility theme. The main drag comes from Microsoft, which has been losing a bit of steam lately, though its long-term story remains intact. With all holdings U.S.-based, this is a domestically focused, stability-first portfolio.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Berkshire Hathaway B | 1.56% | $6.09M | $1.06T | -0.48% | 66 Neutral | |
| Microsoft | 1.56% | $6.08M | $3.01T | 5.64% | 79 Outperform | |
| Coca-Cola | 1.52% | $5.92M | $333.87B | 11.00% | 75 Outperform | |
| Republic Services | 1.52% | $5.92M | $69.11B | -2.96% | 72 Outperform | |
| Ross Stores | 1.52% | $5.91M | $68.85B | 68.25% | 80 Outperform | |
| Apple | 1.51% | $5.89M | $3.83T | 20.20% | 79 Outperform | |
| TJX Companies | 1.51% | $5.87M | $175.32B | 36.88% | 79 Outperform | |
| Loews | 1.49% | $5.82M | $22.41B | 29.52% | 76 Outperform | |
| Johnson & Johnson | 1.46% | $5.69M | $585.58B | 49.21% | 78 Outperform | |
| Meta Platforms | 1.38% | $5.39M | $1.66T | 5.70% | 76 Outperform |
VFMV Technical Analysis
Neutral
―
Price Trends
135.30
Positive
132.44
Positive
129.86
Positive
Market Momentum
0.54
Positive
44.99
Neutral
30.08
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VFMV, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 137.85, equal to the 50-day MA of 135.30, and equal to the 200-day MA of 129.86, indicating a neutral trend. The MACD of 0.54 indicates Positive momentum. The RSI at 44.99 is Neutral, neither overbought nor oversold. The STOCH value of 30.08 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for VFMV.
VFMV Peer Comparison
Comparison Results
Performance Comparison
VFMV
Vanguard U.S. Minimum Volatility ETF
135.07
14.56
12.08%
ULTY
YieldMax Ultra Option Income Strategy ETF
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―
―
SYLD
Cambria Shareholder Yield ETF
―
―
―
XCHG
AB US Equity ETF
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―
―
BGDV
Bahl & Gaynor Dividend ETF
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―
―
ABFL
Fcf Us Quality 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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