VUS - ETF AI Analysis
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Virtus US Dividend ETF (VUS)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year, showing solid momentum despite a slightly weak recent month.
Leading Technology Holdings
Several of the largest positions are well-known technology companies that have shown strong or steady performance, helping drive returns.
Broad Sector Diversification
Holdings spread across technology, real estate, industrials, financials, health care, and other sectors help reduce the impact of weakness in any single industry.
Negative Factors
Heavy Tilt Toward Technology
A large share of the portfolio is in technology stocks, which can increase volatility if that sector falls out of favor.
Concentration in U.S. Market
The ETF is overwhelmingly invested in U.S. companies, offering limited diversification across different global markets.
Mixed Performance Among Top Holdings
While many top positions have been strong, at least one major holding has shown weak performance this year, which can drag on overall returns.
VUS vs. SPDR S&P 500 ETF (SPY)
AUM18.13M
RegionNorth America
Expense Ratio0.25%
Beta0.91
IssuerVirtus
Inception DateDec 02, 2025
Dividend Yield1.27%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume100
30 Day Avg. Volume562
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
35.66Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering94
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
VUS Summary
The Virtus US Dividend ETF (VUS) is an actively managed fund that invests in U.S. companies that pay steady dividends, with a strong focus on technology and other major sectors. It doesn’t track a specific index, but instead picks stocks the managers believe offer attractive income and long-term potential. Well-known holdings include Apple, Microsoft, Nvidia, and Amazon. Someone might invest in VUS to get a diversified mix of dividend-paying U.S. stocks and a potential stream of income. A key risk is that it is heavily tilted toward tech stocks, so its value can rise and fall sharply with the tech sector and overall market.
How much will it cost me?The Virtus US Dividend ETF (VUS) has an expense ratio of 0.25%, which means you’ll pay $2.50 per year for every $1,000 invested. This is slightly higher than average because it is actively managed, allowing the fund to adjust its holdings to optimize returns and focus on high dividend-paying companies.
What would affect this ETF?The Virtus US Dividend ETF (VUS) could benefit from continued strength in the U.S. economy and growth in dividend-paying sectors like technology and healthcare, which are heavily represented in its holdings. However, rising interest rates or economic slowdowns could negatively impact dividend-paying companies, particularly in sectors like real estate and financials, which are sensitive to borrowing costs and market conditions.
VUS Top 10 Holdings
This dividend-focused ETF leans heavily on U.S. Big Tech, with Apple, Microsoft, Nvidia, and Broadcom doing much of the heavy lifting. Nvidia and Broadcom are rising on the back of AI enthusiasm, while Microsoft has been steadily adding gains thanks to its cloud and AI push. Apple, by contrast, looks a bit tired lately, losing steam in the short term even as it holds up over longer periods. Amazon and Micron add more growth flavor, though their recent moves have been mixed. Overall, it’s a U.S.-centric, tech-tilted income play with financials and health care providing ballast.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Apple | 6.05% | $1.09M | $4.51T | 35.82% | 79 Outperform | |
| Nvidia | 5.65% | $1.02M | $5.20T | 20.64% | 76 Outperform | |
| Microsoft | 3.78% | $684.27K | $3.59T | -4.73% | 79 Outperform | |
| Broadcom | 3.32% | $601.31K | $1.75T | 25.32% | 76 Outperform | |
| Micron | 2.63% | $475.66K | $1.09T | 721.53% | 79 Outperform | |
| Amazon | 2.24% | $405.27K | $2.79T | 13.02% | 71 Outperform | |
| JPMorgan Chase | 2.14% | $386.74K | $934.57B | 18.68% | 72 Outperform | |
| Johnson & Johnson | 2.04% | $369.69K | $651.25B | 50.73% | 78 Outperform | |
| Lam Research | 1.67% | $302.70K | $392.91B | 213.75% | 77 Outperform | |
| Alphabet Class A | 1.66% | $299.65K | $4.20T | 67.32% | 85 Outperform |
VUS Technical Analysis
Neutral
―
Price Trends
29.88
Positive
29.22
Positive
Market Momentum
0.13
Positive
50.54
Neutral
8.69
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VUS, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 30.21, equal to the 50-day MA of 29.88, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.13 indicates Positive momentum. The RSI at 50.54 is Neutral, neither overbought nor oversold. The STOCH value of 8.69 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for VUS.
VUS Peer Comparison
Comparison Results
Performance Comparison
VUS
Virtus US Dividend ETF
30.22
5.42
21.85%
PAYR
Federated Hermes Enhanced Income ETF
―
―
―
FDIV
MarketDesk Focused U.S. Dividend ETF
―
―
―
DIVY
Sound Equity Income ETF
―
―
―
JHDV
John Hancock U.S. High Dividend ETF
―
―
―
DDDD
YieldMax U.S. Stocks Target Double Distribution 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.
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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