Wall Street believes the information technology and consumer discretionary sectors could outperform the S&P 500 this year. With that in mind, we used the TipRanks Best Vanguard ETFs tool to identify Vanguard Information Technology ETF (VGT), Vanguard Growth ETF (VUG), and Vanguard Consumer Discretionary ETF (VCR) that could help investors navigate market volatility and potentially outperform the S&P 500 over the long term.
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Let’s take a look at these ETFs in detail.
Vanguard Information Technology ETF (VGT)
The Vanguard Information Technology ETF (VGT) focuses exclusively on U.S. tech stocks and holds 323 companies. Its top positions include Nvidia (NVDA), Apple (AAPL), Microsoft (MSFT), Broadcom (AVGO), and Micron (MU).
The fund offers direct exposure to AI, semiconductors, and enterprise software — areas still seeing strong spending trends. The fund carries a 0.09% expense ratio.
According to TipRanks’ unique ETF analyst consensus, determined based on a weighted average of analyst ratings on its holdings, VGT is a Strong Buy. The Street’s average price target of $975.01 implies an upside of 32%. Currently, VGT’s top two holdings with the highest upside are Expensify (EXFY) at 284% and Veritone (VERI) at over 250%.
Vanguard Growth ETF (VUG)
Vanguard Growth ETF (VUG) invests in U.S. growth stocks across multiple sectors, including technology, healthcare, and consumer. It offers high growth potential with broader diversification than a tech-focused ETF like VGT.
VUG has 154 holdings with total assets worth $193.95 billion. Its top positions include NVDA at 13.22%, AAPL at 11.49%, MSFT at 9.58%, Alphabet (GOOGL) at 5.89%, and Amazon (AMZN) at 4.81%.
According to TipRanks’ unique ETF analyst consensus, determined based on a weighted average of analyst ratings on its holdings, VUG is a Strong Buy. The Street’s average price target of $598.92 implies an upside of 29%. Currently, VUG’s top two holdings with the highest upside are Strategy (MSTR) at 168% and Atlassian (TEAM) at 124%.
Vanguard Consumer Discretionary ETF (VCR)
The Vanguard Consumer Discretionary ETF (VCR) gives investors exposure to leading consumer brands like AMZN, Tesla (TSLA), and Home Depot (HD). These companies tend to dominate their industries and capture spending even when the economy slows.
In volatile markets, strong brand power and pricing flexibility can help these businesses protect margins. If consumer spending stays resilient, VCR could outperform broader market funds over time.
According to TipRanks’ unique ETF analyst consensus, determined based on a weighted average of analyst ratings on its holdings, VCR is a Moderate Buy. The Street’s average price target of $448.33 implies an upside of 15%. Currently, VCR’s top two holdings with the highest upside are Groupon (GRPN) at 240% and Traeger (COOK) at 233%.
