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VFMV - ETF AI Analysis
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Vanguard U.S. Minimum Volatility ETF (VFMV)
Rating:71Outperform
Price Target:
$143.00
Positive Factors
Strong Top Holdings
Several of the ETF's largest positions, like Lam Research and McKesson, have delivered strong year-to-date performance, supporting overall returns.
Low Expense Ratio
The ETF has a very low expense ratio compared to industry averages, helping investors keep more of their gains.
Sector Diversification
The fund spreads its investments across ten sectors, reducing the risk of being overly dependent on one industry.
Negative Factors
High U.S. Concentration
The ETF is heavily focused on U.S. companies, offering little exposure to international markets and global diversification.
Weak Short-Term Performance
The ETF has seen negative returns over the past month, which may concern investors looking for consistent gains.
Limited Holding Impact
Despite strong individual stock performance, no single holding makes up a significant portion of the portfolio, potentially limiting outsized gains.
VFMV vs. SPDR S&P 500 ETF (SPY)
AUM313.79M
RegionNorth America
Expense Ratio0.13%
Beta0.55
IssuerVanguard
Inception DateFeb 13, 2018
Dividend Yield1.73%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume9,839
30 Day Avg. Volume10,374
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
150.63Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering194
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
VFMV Summary
The Vanguard U.S. Minimum Volatility ETF (VFMV) is designed to give investors exposure to the U.S. stock market while aiming to reduce the ups and downs of typical market movements. It includes companies from various sectors, such as technology, healthcare, and consumer goods, with well-known names like Coca-Cola and Cisco Systems among its top holdings. This ETF is a good option for those seeking stability and a smoother ride in their investments, making it suitable for long-term goals. However, new investors should be aware that while it focuses on minimizing volatility, it can still be affected by overall market trends.
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
The Vanguard U.S. Minimum Volatility ETF (VFMV) leans heavily on technology, with names like Lam Research and Cisco Systems contributing steady growth thanks to their innovation in AI and semiconductors. Coca-Cola adds a splash of stability from the consumer defensive sector, while McKesson and Cencora provide resilience in healthcare. However, Keysight Technologies has been lagging, weighing on the fund’s performance. With a clear focus on U.S. equities and a tilt toward low-volatility sectors, this ETF offers a balanced approach, though its reliance on tech could amplify risks if the sector falters.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| McKesson | 1.78% | $5.58M | $103.77B | 34.61% | 72 Outperform | |
| Lam Research | 1.75% | $5.48M | $202.75B | 115.83% | 77 Outperform | |
| Innoviva | 1.58% | $4.96M | $1.67B | 10.84% | 61 Neutral | |
| Cencora | 1.58% | $4.95M | $70.46B | 45.38% | 76 Outperform | |
| Coca-Cola | 1.54% | $4.83M | $307.61B | 14.32% | 78 Outperform | |
| Johnson & Johnson | 1.53% | $4.79M | $468.34B | 28.00% | 78 Outperform | |
| Keysight Technologies | 1.52% | $4.77M | $31.63B | 17.00% | 73 Outperform | |
| TJX Companies | 1.50% | $4.70M | $164.30B | 23.12% | 79 Outperform | |
| Apple | 1.49% | $4.66M | $4.04T | 21.48% | 80 Outperform | |
| CME Group | 1.48% | $4.65M | $100.82B | 22.55% | 76 Outperform |
VFMV Technical Analysis
Positive
―
Price Trends
130.15
Negative
129.16
Positive
126.48
Positive
Market Momentum
0.09
Negative
51.04
Neutral
84.32
Negative
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 130.01, equal to the 50-day MA of 130.15, and equal to the 200-day MA of 126.48, indicating a neutral trend. The MACD of 0.09 indicates Negative momentum. The RSI at 51.04 is Neutral, neither overbought nor oversold. The STOCH value of 84.32 is Negative, 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
130.10
8.19
6.72%
SYLD
Cambria Shareholder Yield ETF
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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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EBI
Longview Advantage 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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