VUSE - ETF AI Analysis

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Vident Core US Equity Fund (VUSE)

Rating:74Outperform

Price Target:―

VUSE, the Vident Core US Equity Fund, has a solid overall rating driven by high-quality leaders like Alphabet and Walmart, which benefit from strong financial performance, positive earnings calls, and strategic growth in areas like AI, cloud, e-commerce, and international expansion. Other major holdings such as Apple, Broadcom, and Lam Research further support the fund through their focus on AI and advanced technologies, though elevated valuations and some mixed or bearish technical signals in names like Visa and Meta slightly temper the outlook. The main risk factor is the fund’s meaningful exposure to large, growth-oriented U.S. companies where high valuations and regulatory or technical pressures could introduce volatility.

Positive Factors

Strong Blue-Chip Core

Several top holdings like Alphabet, Walmart, Eli Lilly, Lam Research, Johnson & Johnson, and Costco have shown strong or steady performance, helping support the fund despite recent market weakness.

Broad Sector Diversification

The ETF spreads its investments across many sectors, including technology, financials, health care, consumer stocks, and more, which helps reduce the impact if any one area of the market struggles.

Meaningful Fund Size

With hundreds of millions in assets under management, the fund is large enough to offer stability and efficient trading for most everyday investors.

Negative Factors

Recent Weak Performance

The ETF has delivered slightly negative returns over the past month, three months, and year to date, showing it has recently lagged the broader market.

Higher-Than-Index Expense Ratio

The fund’s expense ratio is noticeably higher than many low-cost core U.S. equity index ETFs, which can slowly reduce investors’ net returns over time.

Heavy U.S. and Technology Exposure

Almost all assets are invested in U.S. stocks with a large tilt toward technology, which increases sensitivity to downturns in the U.S. market and the tech sector.

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

AUM627.11M

RegionNorth America

Expense Ratio0.50%

Beta0.97

IssuerVident

Inception DateJan 21, 2014

Dividend Yield0.47%

Asset ClassEquity

Index TrackedVident Core U.S. Stock Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume18,675

30 Day Avg. Volume24,394

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

80.29

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering122

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

VUSE Summary

VUSE (Vident Core US Equity Fund) is an ETF that follows the Vident Core U.S. Stock Index, aiming to give you broad exposure to the entire U.S. stock market. It holds many types of companies, from smaller up-and-coming businesses to large, well-known names like Alphabet (Google’s parent company) and Walmart, across sectors such as technology, health care, and consumer goods. Someone might invest in VUSE for simple, one-stop diversification across U.S. stocks and the potential for long-term growth. A key risk is that its value can rise and fall with the overall U.S. stock market, especially tech-heavy periods.

How much will it cost me?The Vident Core US Equity Fund (VUSE) has an expense ratio of 0.5%, which means you’ll pay $5 per year for every $1,000 invested. This is higher than average for ETFs because it uses an actively managed strategy that focuses on optimizing risk-adjusted returns through proprietary factors. Active management typically involves more research and decision-making, which can lead to higher costs.

What would affect this ETF?VUSE's heavy exposure to technology and consumer sectors could benefit from innovation and consumer spending trends, especially if economic conditions remain strong and interest rates stabilize. However, rising interest rates or regulatory changes in tech and healthcare could negatively impact its top holdings like Apple, Meta, and Eli Lilly. Additionally, broader economic slowdowns or sector-specific challenges could affect its diverse portfolio across U.S. equities.

VUSE Top 10 Holdings

VUSE leans heavily into U.S. large caps, with a clear tilt toward tech and health care as its main performance engines. Alphabet and Lam Research are doing the heavy lifting, riding strong momentum in AI and chip demand, while Costco and Walmart add steady consumer strength to the mix. On the flip side, Apple and Visa are losing steam, and AbbVie has been lagging, creating a bit of drag. Overall, the fund is U.S.-only, tech-tilted, and driven by a handful of big, influential names.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
WMT	Walmart	3.28%	$20.68M	$1.03T	25.91%	78 Outperform
GOOGL	Alphabet Class A	3.06%	$19.28M	$3.92T	75.00%	85 Outperform
AVGO	Broadcom	2.82%	$17.77M	$1.63T	46.33%	76 Outperform
LLY	Eli Lilly & Co	2.78%	$17.48M	$987.61B	20.77%	72 Outperform
JNJ	Johnson & Johnson	2.64%	$16.65M	$574.95B	52.85%	78 Outperform
AAPL	Apple	2.34%	$14.75M	$4.03T	18.06%	79 Outperform
V	Visa	2.27%	$14.27M	$620.56B	-7.17%	70 Outperform
META	Meta Platforms	2.19%	$13.83M	$1.71T	-5.92%	76 Outperform
LRCX	Lam Research	2.16%	$13.62M	$286.32B	175.38%	77 Outperform
JPM	JPMorgan Chase	2.11%	$13.29M	$876.84B	17.13%	72 Outperform

VUSE Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

66.34

Negative

100DMA

66.07

Negative

200DMA

64.07

Positive

Market Momentum

MACD

-0.28

Positive

RSI

49.33

Neutral

STOCH

40.17

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VUSE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 66.25, equal to the 50-day MA of 66.34, and equal to the 200-day MA of 64.07, indicating a neutral trend. The MACD of -0.28 indicates Positive momentum. The RSI at 49.33 is Neutral, neither overbought nor oversold. The STOCH value of 40.17 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VUSE.

VUSE Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
VUSE	―	―	$627.11M	0.50%	―
SYLD	―	―	$917.69M	0.59%	―
PLDR	―	―	$825.93M	0.59%	―
AUSF	―	―	$813.64M	0.27%	―
ABFL	―	―	$783.22M	0.49%	―
PFM	―	―	$759.63M	0.52%	―

Performance Comparison

VUSE

Vident Core US Equity Fund

66.02

4.24

6.86%

SYLD

Cambria Shareholder Yield ETF

―

PLDR

Putnam Sustainable Leaders ETF

―

AUSF

Global X Adaptive U.S. Factor ETF

―

ABFL

Fcf Us Quality Etf

―

PFM

Invesco Dividend Achievers 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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