VOX - ETF AI Analysis

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Vanguard Communication Services ETF (VOX)

Rating:71Outperform

Price Target:―

The Vanguard Communication Services ETF (VOX) benefits significantly from its top holdings in Alphabet (GOOGL and GOOG), which contribute positively due to their strong financial performance, growth in AI and cloud services, and efficient operations. Meta Platforms (META) also supports the fund's rating with its revenue growth and advancements in AI, though its high valuation and regulatory challenges are potential concerns. However, weaker contributions from holdings like Comcast (CMCSA) and Netflix (NFLX), which face bearish technical indicators and valuation concerns, slightly temper the overall rating. Investors should also note the ETF's concentration in a single sector, which could increase risk during periods of industry-specific volatility.

Positive Factors

Strong Top Holdings

Several major positions, including Meta, Alphabet, and Netflix, have shown strong year-to-date performance, driving the ETF's returns.

Low Expense Ratio

The ETF has a very low expense ratio compared to industry averages, making it cost-effective for investors.

Focused Sector Exposure

The ETF's heavy focus on communication services provides targeted exposure to a sector with high growth potential.

Negative Factors

High Concentration in Top Holdings

The top three holdings make up a significant portion of the portfolio, increasing risk if these stocks underperform.

Limited Geographic Diversification

The ETF is almost entirely invested in U.S. companies, leaving it vulnerable to domestic market fluctuations.

Mixed Performance Among Holdings

Some holdings, such as Comcast, have underperformed year-to-date, which could weigh on overall returns.

VOX vs. SPDR S&P 500 ETF (SPY)

AUM5.95B

RegionNorth America

Expense Ratio0.09%

Beta0.92

IssuerVanguard

Inception DateSep 23, 2004

Dividend Yield0.89%

Asset ClassEquity

Index TrackedMSCI US IMI 25/50 Communication Services -SEC

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume364,502

30 Day Avg. Volume221,109

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

224.15

Price Target Upside― Downside

Rating ConsensusStrong Buy

Number of Analyst Covering122

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

VOX Summary

The Vanguard Communication Services ETF (VOX) is a fund that focuses on companies in the communication services sector, including telecommunications, media, entertainment, and interactive services. It tracks the MSCI US IMI 25/50 Communication Services Index and includes well-known companies like Meta Platforms (Facebook) and Alphabet (Google). This ETF could be a good choice for investors looking to benefit from the growth of technology and media industries while diversifying their portfolio. However, new investors should be aware that its performance is heavily tied to the communication and tech sectors, which can be volatile depending on market trends.

How much will it cost me?The Vanguard Communication Services ETF (VOX) has an expense ratio of 0.09%, meaning you’ll pay $0.90 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that tracks an index, which typically has lower costs compared to actively managed funds.

What would affect this ETF?The Vanguard Communication Services ETF (VOX) could benefit from continued growth in digital advertising, streaming services, and advancements in interactive media, driven by major holdings like Meta and Alphabet. However, it may face challenges from regulatory scrutiny on big tech companies, economic slowdowns affecting consumer spending, or rising interest rates that could pressure growth-oriented stocks. Its heavy focus on U.S.-based communication services makes it sensitive to domestic economic and policy changes.

VOX Top 10 Holdings

The Vanguard Communication Services ETF (VOX) leans heavily into U.S.-based giants in media, tech, and telecom, with Alphabet’s Class A and C shares driving recent gains thanks to strong momentum in AI and cloud services. Meta Platforms, however, is losing steam, weighed down by regulatory challenges and bearish sentiment. Disney and Netflix are also lagging, as streaming competition and valuation concerns hold them back. Warner Bros. Discovery stands out as a bright spot, riding a wave of streaming growth and box office success. Overall, the fund is concentrated in communication services, with mixed performance across its top holdings.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
META	Meta Platforms	17.83%	$1.08B	$1.60T	11.32%	71 Outperform
GOOGL	Alphabet Class A	16.94%	$1.03B	$3.86T	89.06%	80 Outperform
GOOG	Alphabet Class C	12.83%	$777.91M	$3.86T	89.46%	82 Outperform
DIS	Walt Disney	4.13%	$250.31M	$184.65B	-12.05%	76 Outperform
NFLX	Netflix	3.91%	$237.12M	$449.75B	20.98%	69 Neutral
T	AT&T	3.64%	$220.63M	$183.05B	10.96%	72 Outperform
VZ	Verizon	3.51%	$212.81M	$172.37B	-7.89%	72 Outperform
TMUS	T Mobile US	2.46%	$149.17M	$231.23B	-16.03%	73 Outperform
WBD	Warner Bros	2.46%	$148.89M	$59.17B	127.10%	70 Outperform
CMCSA	Comcast	2.41%	$145.88M	$96.82B	-37.57%	69 Neutral

VOX Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

185.73

Positive

100DMA

181.39

Positive

200DMA

168.08

Positive

Market Momentum

MACD

0.10

Negative

RSI

60.51

Neutral

STOCH

96.69

Negative

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VOX, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 183.82, equal to the 50-day MA of 185.73, and equal to the 200-day MA of 168.08, indicating a bullish trend. The MACD of 0.10 indicates Negative momentum. The RSI at 60.51 is Neutral, neither overbought nor oversold. The STOCH value of 96.69 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VOX.

VOX Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
VOX	―	―	$5.95B	0.09%	―
VPU	―	―	$8.11B	0.09%	―
XLRE	―	―	$7.47B	0.08%	―
VDC	―	―	$7.13B	0.09%	―
VDE	―	―	$7.00B	0.09%	―
FCOM	―	―	$1.82B	0.08%	―

Performance Comparison

VOX

Vanguard Communication Services ETF

189.29

35.31

22.93%

VPU

Vanguard Utilities ETF

―

XLRE

Real Estate Select Sector SPDR Fund

―

VDC

Vanguard Consumer Staples ETF

―

VDE

Vanguard Energy ETF

―

FCOM

Fidelity MSCI Communication Services Index ETF

―

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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