VUS - ETF AI Analysis
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Virtus US Dividend ETF (VUS)
Rating:72Outperform
Price Target:―
Positive Factors
Dividend-Focused U.S. Exposure
The fund is heavily invested in U.S. dividend-paying companies, which can appeal to investors seeking income from a familiar market.
Broad Sector Diversification
Holdings are spread across many sectors, including technology, industrials, real estate, health care, and financials, which helps reduce the impact if one industry struggles.
Moderate Expense Ratio
The fund’s fee is relatively modest for an actively selected U.S. equity portfolio, allowing investors to keep more of their returns over time.
Negative Factors
Recent Weak Performance
The ETF has shown weak returns over the past month and year to date, which may concern investors looking for near-term momentum.
Tech-Heavy Concentration
A large portion of the portfolio is in technology stocks, which increases the fund’s sensitivity to swings in that sector.
Underperforming Mega-Cap Holdings
Several major positions such as Apple, Nvidia, Microsoft, Amazon, and Alphabet have been lagging so far this year, weighing on overall fund performance.
VUS vs. SPDR S&P 500 ETF (SPY)
AUM17.98M
RegionNorth America
Expense Ratio0.25%
Beta0.97
IssuerVirtus
Inception DateDec 02, 2025
Dividend Yield0.72%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume309
30 Day Avg. Volume812
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
34.39Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering96
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
VUS Summary
Virtus US Dividend ETF (VUS) is an actively managed fund that focuses on U.S. companies known for paying steady dividends, rather than tracking a set index. It holds a mix of sectors, with a big tilt toward technology, and includes well-known names like Apple, Microsoft, Nvidia, Amazon, and Johnson & Johnson. Investors might consider VUS if they want potential income from dividends along with broad exposure to the U.S. stock market. A key risk is that it is heavily exposed to tech stocks, so its price can rise and fall sharply with changes in 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
VUS may be marketed as a dividend play, but its story right now is all about U.S. tech muscle. Chip names like Micron and Lam Research are sprinting ahead, giving the fund a powerful tailwind, while Broadcom and Nvidia add more AI-fueled lift. Apple and Amazon are also rising, helping keep the tech engine humming. The main soft spot is Microsoft, which has been losing a bit of steam lately, and defensive names like Johnson & Johnson are more steady than exciting. Overall, this is a U.S.-centric, tech-heavy income fund with growth flair.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Apple | 6.04% | $1.08M | $4.58T | 51.86% | 79 Outperform | |
| Nvidia | 5.96% | $1.07M | $5.11T | 63.31% | 76 Outperform | |
| Broadcom | 4.19% | $750.67K | $2.12T | 84.94% | 76 Outperform | |
| Microsoft | 3.64% | $652.10K | $3.34T | -0.31% | 79 Outperform | |
| Micron | 3.28% | $588.16K | $1.10T | 954.70% | 79 Outperform | |
| Amazon | 2.39% | $427.68K | $2.91T | 26.43% | 71 Outperform | |
| Alphabet Class A | 1.82% | $327.07K | $4.59T | 122.66% | 85 Outperform | |
| Cisco Systems | 1.77% | $317.40K | $474.63B | 90.02% | 77 Outperform | |
| Johnson & Johnson | 1.71% | $305.76K | $542.42B | 43.83% | 78 Outperform | |
| Lam Research | 1.71% | $305.70K | $397.91B | 284.48% | 77 Outperform |
VUS Technical Analysis
Positive
―
Price Trends
28.17
Positive
27.42
Positive
Market Momentum
0.47
Positive
72.97
Negative
97.78
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VUS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 29.51, equal to the 50-day MA of 28.17, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.47 indicates Positive momentum. The RSI at 72.97 is Negative, neither overbought nor oversold. The STOCH value of 97.78 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VUS.
VUS Peer Comparison
Comparison Results
Performance Comparison
VUS
Virtus US Dividend ETF
30.24
5.30
21.25%
FDIV
MarketDesk Focused U.S. Dividend ETF
―
―
―
PAYR
Federated Hermes Enhanced Income ETF
―
―
―
DIVY
Sound Equity Income ETF
―
―
―
JHDV
John Hancock U.S. High Dividend ETF
―
―
―
GEND
Genter Capital Dividend Income 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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