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VIG - ETF AI Analysis
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Vanguard Dividend Appreciation ETF (VIG)
Rating:73Outperform
Price Target:―
Positive Factors
Low Expense Ratio
The ETF charges a very low fee, which helps investors keep more of their returns over time.
Large Asset Base
The fund manages a very large pool of assets, which can support liquidity and trading ease for investors.
Broad Sector Diversification
Holdings spread across technology, financials, health care, industrials, and consumer sectors help reduce the impact if any one area of the market struggles.
Negative Factors
Weakness in Several Top Holdings
Many of the largest positions, including major technology and financial names, have shown weak performance this year, which can drag on the fund’s results.
High U.S. Concentration
With almost all assets in U.S. companies, the ETF offers little geographic diversification and is heavily tied to the U.S. market.
Heavy Tilt Toward Technology and Financials
A large share of the portfolio is in technology and financial stocks, which increases the fund’s sensitivity to downturns in these sectors.
VIG vs. SPDR S&P 500 ETF (SPY)
AUM103.14B
RegionNorth America
Expense Ratio0.05%
Beta0.77
IssuerVanguard
Inception DateApr 21, 2006
Dividend Yield1.59%
Asset ClassEquity
Index TrackedS&P U.S. Dividend Growers Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,726,934
30 Day Avg. Volume1,650,132
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
260.66Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering338
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
VIG Summary
Vanguard Dividend Appreciation ETF (VIG) is a fund that follows the S&P U.S. Dividend Growers Index, focusing on U.S. companies that have raised their dividends for at least 10 years in a row. It mainly holds large, well-established businesses across many sectors, including big names like Microsoft and Apple, as well as JPMorgan Chase and Johnson & Johnson. Someone might invest in VIG to seek steady dividend growth, potential long-term growth in share price, and broad diversification in one fund. A key risk is that it can still go up and down with the stock market, especially with its large exposure to U.S. stocks and tech companies.
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 right now is a tug-of-war between lagging Big Tech and steadier dividend stalwarts. Heavyweights like Broadcom, Microsoft, Apple, and the payment giants Visa and Mastercard have been losing steam lately, putting pressure on returns despite their long-term strength. Offsetting that, health care names like Eli Lilly and Johnson & Johnson, along with Walmart and energy player Exxon Mobil, have been quietly rising and helping to steady the ship. The fund is firmly U.S.-focused, with a clear tilt toward technology and financials driving its overall direction.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Broadcom | 6.65% | $8.00B | $1.57T | 49.73% | 76 Outperform | |
| Microsoft | 4.40% | $5.30B | $3.20T | 3.67% | 79 Outperform | |
| Apple | 4.14% | $4.99B | $3.81T | 9.95% | 79 Outperform | |
| JPMorgan Chase | 4.05% | $4.88B | $832.71B | 14.44% | 72 Outperform | |
| Eli Lilly & Co | 3.91% | $4.71B | $980.50B | 27.87% | 72 Outperform | |
| Visa | 2.53% | $3.05B | $615.41B | -5.84% | 70 Outperform | |
| Exxon Mobil | 2.35% | $2.83B | $596.31B | 32.36% | 74 Outperform | |
| Johnson & Johnson | 2.29% | $2.75B | $547.51B | 49.36% | 78 Outperform | |
| Walmart | 2.24% | $2.70B | $949.57B | 21.37% | 78 Outperform | |
| Mastercard | 2.16% | $2.60B | $483.97B | -3.00% | 75 Outperform |
VIG Technical Analysis
Positive
―
Price Trends
221.27
Positive
218.31
Positive
208.98
Positive
Market Momentum
0.82
Positive
53.81
Neutral
59.75
Neutral
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 223.86, equal to the 50-day MA of 221.27, and equal to the 200-day MA of 208.98, indicating a bullish trend. The MACD of 0.82 indicates Positive momentum. The RSI at 53.81 is Neutral, neither overbought nor oversold. The STOCH value of 59.75 is Neutral, 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
224.02
25.78
13.00%
VTI
Vanguard Total Stock Market ETF
―
―
―
ITOT
iShares Core S&P Total U.S. Stock Market ETF
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―
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QUAL
iShares MSCI USA Quality Factor ETF
―
―
―
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.
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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