VIG - ETF AI Analysis
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Vanguard Dividend Appreciation ETF (VIG)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Recent Fund Performance
The ETF has shown solid gains over the past month and year-to-date, indicating positive recent momentum.
Low Expense Ratio
The fund charges a very low fee, which helps investors keep more of their returns over time.
High-Quality Dividend Leaders
Many top holdings are large, established companies with steady dividend histories, which can support more stable long-term returns.
Negative Factors
Mixed Performance Among Top Holdings
Several of the largest positions have shown weak or negative performance this year, which can drag on the fund’s overall results.
Heavy U.S. Market Exposure
With almost all assets in U.S. stocks, the fund offers little geographic diversification and is highly tied to the U.S. market.
Sector Concentration in Technology and Financials
A large portion of the portfolio is in technology and financial stocks, increasing the impact if these sectors face a downturn.
VIG vs. SPDR S&P 500 ETF (SPY)
AUM108.90B
RegionNorth America
Expense Ratio0.04%
Beta0.76
IssuerVanguard
Inception DateApr 21, 2006
Dividend Yield1.46%
Asset ClassEquity
Index TrackedS&P U.S. Dividend Growers Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,011,632
30 Day Avg. Volume1,188,149
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
273.04Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering332
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
VIG Summary
Vanguard Dividend Appreciation ETF (VIG) tracks the S&P U.S. Dividend Growers Index, which focuses on U.S. companies that have raised their dividends for at least 10 years in a row. It holds many large, well-known names such as Apple and Microsoft, along with banks, healthcare firms, and consumer brands. Someone might invest in VIG to seek a mix of steady dividend income and long-term growth, while spreading risk across many strong companies. A key risk is that it still moves with the stock market, so its value can go up and down, especially if large U.S. companies struggle.
How much will it cost me?The Vanguard Dividend Appreciation ETF (VIG) has an expense ratio of 0.05%, meaning you’ll pay $0.50 per year for every $1,000 invested. This is lower than average because it’s passively managed, tracking an index of dividend-growing companies, which helps keep costs down.
What would affect this ETF?The Vanguard Dividend Appreciation ETF (VIG) could benefit from continued growth in the technology and healthcare sectors, as these are key areas of focus within its portfolio. However, rising interest rates or economic slowdowns might negatively impact dividend-paying companies, particularly in financials and consumer sectors, which are also significant parts of the ETF's holdings. Regulatory changes or geopolitical tensions affecting North American markets could further influence its performance.
VIG Top 10 Holdings
VIG’s story is all about steady U.S. dividend growers, with a clear tilt toward big tech and financials. Apple has been a key engine lately, rising on the back of strong services and hardware demand, while Broadcom and Exxon Mobil add extra fuel with momentum in AI chips and energy. On the flip side, Microsoft and Visa look a bit mixed, losing some steam after earlier strength, and Walmart has been lagging. Overall, the fund leans heavily on U.S. blue chips, spreading its bets across tech, banks, health care, and consumer staples.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Broadcom | 5.15% | $6.46B | $2.28T | 87.49% | 76 Outperform | |
| Apple | 4.05% | $5.08B | $4.63T | 55.06% | 79 Outperform | |
| Microsoft | 3.94% | $4.94B | $3.28T | -4.68% | 79 Outperform | |
| JPMorgan Chase | 3.57% | $4.47B | $806.43B | 13.03% | 72 Outperform | |
| Eli Lilly & Co | 3.32% | $4.16B | $1.00T | 41.74% | 72 Outperform | |
| Exxon Mobil | 2.89% | $3.62B | $619.92B | 44.08% | 74 Outperform | |
| Walmart | 2.59% | $3.25B | $899.74B | 13.08% | 78 Outperform | |
| Johnson & Johnson | 2.48% | $3.11B | $536.54B | 44.34% | 78 Outperform | |
| Visa | 2.31% | $2.90B | $597.87B | -13.27% | 70 Outperform | |
| Costco | 2.02% | $2.53B | $423.36B | -9.60% | 72 Outperform |
VIG Technical Analysis
Positive
―
Price Trends
226.19
Positive
224.61
Positive
219.97
Positive
Market Momentum
2.58
Negative
72.25
Negative
94.51
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VIG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 231.70, equal to the 50-day MA of 226.19, and equal to the 200-day MA of 219.97, indicating a bullish trend. The MACD of 2.58 indicates Negative momentum. The RSI at 72.25 is Negative, neither overbought nor oversold. The STOCH value of 94.51 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VIG.
VIG Peer Comparison
Comparison Results
Performance Comparison
VIG
Vanguard Dividend Appreciation ETF
236.51
39.29
19.92%
VTI
Vanguard Total Stock Market ETF
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ITOT
iShares Core S&P Total U.S. Stock Market ETF
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QUAL
iShares MSCI USA Quality Factor ETF
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DFAC
Dimensional U.S. Core Equity 2 ETF
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SCHB
Schwab U.S. Broad Market 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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