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VUG - ETF AI Analysis
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Vanguard Growth ETF (VUG)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several key stocks, including Nvidia, Broadcom, and Alphabet, have delivered strong year-to-date performance, driving the ETF's returns.
Low Expense Ratio
The ETF has an exceptionally low expense ratio, making it cost-effective for investors compared to similar funds.
Sector Focus on Growth
The ETF's heavy allocation to technology and communication services positions it to benefit from growth-oriented industries.
Negative Factors
High Sector Concentration
Over 50% of the ETF is allocated to technology, which increases vulnerability to downturns in that sector.
Limited Geographic Diversification
The ETF is overwhelmingly focused on U.S. companies, offering minimal exposure to international markets.
Mixed Performance Among Holdings
Some top holdings, such as Apple and Amazon, have shown weaker year-to-date performance, which could weigh on overall returns.
VUG vs. SPDR S&P 500 ETF (SPY)
AUM206.40B
RegionNorth America
Expense Ratio0.04%
Beta1.25
IssuerVanguard
Inception DateJan 26, 2004
Dividend Yield0.42%
Asset ClassEquity
Index TrackedCRSP US Large Growth
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume937,065
30 Day Avg. Volume1,132,733
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
596.09Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering159
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
VUG Summary
The Vanguard Growth ETF (VUG) is an investment fund that focuses on large U.S. companies with strong growth potential. It tracks the CRSP US Large Cap Growth Index and includes well-known names like Microsoft and Nvidia. This ETF is heavily weighted toward technology companies, making up over half of its portfolio, but also includes sectors like communication services and consumer cyclical. Investors might consider VUG for its potential to grow their money through exposure to innovative, high-performing companies. However, since it focuses on growth stocks, its value can fluctuate significantly with market conditions, especially during economic downturns.
How much will it cost me?The Vanguard Growth ETF (VUG) has an expense ratio of 0.04%, which means you’ll pay $0.40 per year for every $1,000 invested. This is much lower than average because it is a passively managed fund that tracks an index, keeping costs down for investors.
What would affect this ETF?The Vanguard Growth ETF (VUG) could benefit from continued innovation and strong earnings growth in the technology sector, which makes up over half of its holdings, as well as consumer demand for products from companies like Apple and Amazon. However, rising interest rates or economic slowdowns could negatively impact growth stocks, particularly in sectors like technology and consumer cyclical, which rely on favorable borrowing conditions and robust consumer spending. Regulatory changes affecting major companies like Nvidia, Microsoft, or Tesla could also pose risks to the ETF's performance.
VUG Top 10 Holdings
The Vanguard Growth ETF (VUG) leans heavily into technology, with over half its weight in the sector, making it a bet on innovation and digital transformation. Nvidia and Alphabet are driving the fund’s performance, thanks to their strong focus on AI and cloud services, while Apple’s steady gains add stability. However, Microsoft and Meta Platforms are lagging, with mixed momentum and valuation concerns weighing them down. With its U.S.-centric portfolio and concentration in tech giants, VUG offers growth potential but may feel the pinch if Big Tech stumbles.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 12.53% | $44.81B | $4.25T | 30.37% | 76 Outperform | |
| Apple | 10.68% | $38.21B | $4.11T | 12.15% | 79 Outperform | |
| Microsoft | 10.28% | $36.76B | $3.56T | 6.99% | 79 Outperform | |
| Amazon | 5.93% | $21.21B | $2.42T | -0.56% | 71 Outperform | |
| Broadcom | 4.59% | $16.40B | $1.70T | 60.11% | 76 Outperform | |
| Alphabet Class A | 4.19% | $14.99B | $3.74T | 62.94% | 85 Outperform | |
| Tesla | 3.65% | $13.08B | $1.53T | 5.21% | 73 Outperform | |
| Meta Platforms | 3.58% | $12.81B | $1.62T | 3.85% | 76 Outperform | |
| Alphabet Class C | 3.33% | $11.92B | $3.74T | 62.25% | 82 Outperform | |
| Eli Lilly & Co | 2.16% | $7.73B | $971.39B | 30.21% | 72 Outperform |
VUG Technical Analysis
Neutral
―
Price Trends
486.76
Negative
475.30
Positive
437.21
Positive
Market Momentum
1.75
Negative
46.87
Neutral
54.11
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VUG, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 485.30, equal to the 50-day MA of 486.76, and equal to the 200-day MA of 437.21, indicating a neutral trend. The MACD of 1.75 indicates Negative momentum. The RSI at 46.87 is Neutral, neither overbought nor oversold. The STOCH value of 54.11 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for VUG.
VUG Peer Comparison
Comparison Results
Performance Comparison
VUG
Vanguard Growth ETF
485.26
59.20
13.89%
IWF
iShares Russell 1000 Growth ETF
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―
―
IVW
iShares S&P 500 Growth ETF
―
―
―
SCHG
Schwab U.S. Large-Cap Growth ETF
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―
―
SPYG
SPDR Portfolio S&P 500 Growth ETF
―
―
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VONG
Vanguard Russell 1000 Growth 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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