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 positive recent momentum.
Low Expense Ratio
The fund’s relatively low annual fee means more of the investment returns stay in investors’ pockets compared with many higher-cost ETFs.
Broad Sector Diversification
Holdings are spread across many sectors, including technology, health care, financials, and defensive areas, which helps reduce the impact of weakness in any single industry.
Negative Factors
Heavy U.S. Focus
With almost all assets invested in U.S. companies, the fund offers little geographic diversification and is highly tied to the U.S. market.
Tech and Communication Tilt
A large share of the portfolio is in technology and communication services, which can increase sensitivity to swings in these growth-oriented sectors.
Mixed Performance Among Top Holdings
While several major positions have delivered strong gains, a few large names have been weak or lagging, which can drag on overall returns if that weakness continues.
VFMV vs. SPDR S&P 500 ETF (SPY)
AUM428.46M
RegionNorth America
Expense Ratio0.13%
Beta0.55
IssuerVanguard
Inception DateFeb 13, 2018
Dividend Yield1.93%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume12,785
30 Day Avg. Volume18,151
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
165.09Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering185
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
VFMV Summary
Vanguard U.S. Minimum Volatility ETF (VFMV) is a U.S. stock fund that aims to give you broad exposure to American companies while trying to smooth out the ride compared with the overall market. It doesn’t track a set index, but follows a “minimum volatility” approach, picking stocks that have tended to move less sharply. The fund holds many well-known names like Microsoft, Apple, Nvidia, and Meta. Someone might invest in VFMV to seek stock market growth with somewhat smaller ups and downs. A key risk is that it still owns stocks, so its value can rise and fall with the market and with tech-heavy sectors.
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 a low-volatility fund, but its story is still driven by a tech-heavy cast. Chipmakers like Qualcomm and Texas Instruments have been rising steadily, giving the ETF a quiet tailwind, while Nvidia’s momentum has cooled a bit as its once-blazing rally catches its breath. Apple remains a solid, if less explosive, contributor, and Microsoft is more of a mixed player lately, occasionally losing steam. Energy names like Exxon Mobil and Chevron add a sturdy, old-economy anchor, keeping this U.S.-only portfolio diversified beyond just calm-but-costly tech giants.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Qualcomm | 1.78% | $7.56M | $264.58B | 56.17% | 80 Outperform | |
| Cisco Systems | 1.72% | $7.34M | $474.63B | 90.02% | 77 Outperform | |
| Microsoft | 1.64% | $6.99M | $3.34T | -0.31% | 79 Outperform | |
| Apple | 1.57% | $6.71M | $4.58T | 51.86% | 79 Outperform | |
| Texas Instruments | 1.54% | $6.56M | $278.20B | 59.17% | 78 Outperform | |
| Cirrus Logic | 1.52% | $6.47M | $8.60B | 71.61% | 79 Outperform | |
| Chevron | 1.50% | $6.40M | $363.39B | 34.82% | 71 Outperform | |
| Johnson & Johnson | 1.50% | $6.40M | $542.42B | 43.83% | 78 Outperform | |
| Verizon | 1.48% | $6.32M | $199.63B | 8.23% | 81 Outperform | |
| Exxon Mobil | 1.48% | $6.31M | $602.10B | 44.96% | 74 Outperform |
VFMV Technical Analysis
Positive
―
Price Trends
137.84
Positive
136.56
Positive
132.79
Positive
Market Momentum
0.88
Positive
55.64
Neutral
59.34
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VFMV, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 140.20, equal to the 50-day MA of 137.84, and equal to the 200-day MA of 132.79, indicating a bullish trend. The MACD of 0.88 indicates Positive momentum. The RSI at 55.64 is Neutral, neither overbought nor oversold. The STOCH value of 59.34 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VFMV.
VFMV Peer Comparison
Comparison Results
Performance Comparison
VFMV
Vanguard U.S. Minimum Volatility ETF
141.20
16.48
13.21%
SYLD
Cambria Shareholder Yield ETF
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ULTY
YieldMax Ultra Option Income Strategy ETF
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BGDV
Bahl & Gaynor Dividend ETF
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―
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AVTM
Avantis Total Equity Markets ETF
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―
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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.
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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