VCR - ETF AI Analysis
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Vanguard Consumer Discretionary ETF (VCR)
VCR, the Vanguard Consumer Discretionary ETF, earns a solid overall rating largely because of strong, growth-focused holdings like Amazon and Tesla, which show robust financial performance and positive outlooks despite richer valuations. High-quality contributors such as TJX and Mercadolibre further support the fund’s strength, while more mixed names like Starbucks and Booking Holdings, with leverage, valuation, and bearish technical concerns, slightly weigh on the rating. The main risk factor is the ETF’s heavy concentration in a few large consumer discretionary stocks, which can increase volatility if those companies face setbacks.
VCR vs. SPDR S&P 500 ETF (SPY)
- AUM
- 5.90B
- Region
- North America
- Expense Ratio
- 0.09%
- Beta
- 1.15
- Issuer
- Vanguard
- Inception Date
- Jan 26, 2004
- Dividend Yield
- 0.78%
- Asset Class
- Equity
- Index Tracked
- MSCI US IMI 25/50 Consumer Discretionary
VCR Summary
Vanguard Consumer Discretionary ETF (VCR) tracks the MSCI US IMI 25/50 Consumer Discretionary Index, focusing on U.S. companies that sell non‑essential goods and services, like retail, travel, cars, and leisure. Its top holdings include well-known names such as Amazon and Tesla, along with brands like Home Depot and McDonald’s. Investors might choose this ETF for growth potential when the economy is strong and people spend more on extras, while also getting diversification across many consumer-focused companies. A key risk is that it can be very sensitive to the economy and consumer spending, so its price can rise and fall sharply.
How much will it cost me?
The Vanguard Consumer Discretionary ETF (VCR) has an expense ratio of 0.09%, which means you’ll pay $0.90 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that tracks an index, keeping costs low for investors.
What would affect this ETF?
The Vanguard Consumer Discretionary ETF (VCR) could benefit from economic growth and rising consumer spending, as people tend to spend more on non-essential goods and services during prosperous times. However, it may face challenges during economic slowdowns or periods of high inflation, which can reduce discretionary income and spending. Additionally, changes in interest rates or regulations affecting top holdings like Amazon and Tesla could impact the ETF's performance.
VCR Top 10 Holdings
VCR is essentially a bet on U.S. consumer splurges, with Amazon and Tesla sitting in the driver’s seat. Amazon has been steady over the longer term but is losing a bit of steam lately, while Tesla’s mixed, often lagging performance has been a noticeable drag. Home Depot and Lowe’s, both tied to housing and home improvement, have been under pressure, adding to the headwinds. On the brighter side, Starbucks is quietly rising, offering a modest boost. Overall, the fund is heavily tilted toward U.S. consumer cyclical names, making it sensitive to shifts in discretionary spending.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AMZN | Amazon | 22.99% | $1.42B | $2.83T | 21.32% | 71Outperform |
 TSLA | Tesla | 15.91% | $981.43M | $1.45T | -16.48% | 73Outperform |
 HD | Home Depot | 4.52% | $279.04M | $309.16B | -18.97% | 66Neutral |
 MCD | McDonald's | 2.64% | $163.11M | $171.72B | -19.90% | 65Neutral |
 TJX | TJX Companies | 2.37% | $146.30M | $162.09B | 2.55% | 79Outperform |
 BKNG | Booking Holdings | 2.07% | $127.42M | $123.17B | -20.30% | 63Neutral |
 SBUX | Starbucks | 1.74% | $107.51M | $113.28B | 17.56% | 56Neutral |
 LOW | Lowe's | 1.68% | $103.36M | $109.92B | -18.05% | 69Neutral |
 MAR | Marriott International | 1.32% | $81.22M | $103.61B | 52.81% | 62Neutral |
 MELI | Mercadolibre | 1.30% | $80.37M | $93.27B | -10.59% | 77Outperform |
VCR Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VCR, the sentiment is Positive. The current price of 385.60 is above the 20-day moving average (MA) of 373.17, above the 50-day MA of 381.19, and above the 200-day MA of 385.01, indicating a bullish trend. The MACD of 0.66 indicates Negative momentum. The RSI at 60.49 is Neutral, neither overbought nor oversold. The STOCH value of 72.10 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VCR.
VCR Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| VCR | $385.60 | $418.00(8.40% Upside) | $5.90B | 0.09% | 69Neutral |
 AIRR | $98.45 | $146.58(48.88% Upside) | $8.51B | 0.69% | 66Neutral |
 XLB | $51.23 | $60.18(17.47% Upside) | $8.01B | 0.08% | 67Neutral |
 VPU | $181.04 | $210.15(16.08% Upside) | $7.85B | 0.09% | 67Neutral |
 FDIS | $100.27 | $120.29(19.96% Upside) | $1.60B | 0.08% | 69Neutral |
 IYC | $100.26 | $119.32(19.01% Upside) | $1.21B | 0.37% | 69Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| VCR | Vanguard Consumer Discretionary ETF | 385.60 | -2.67 | -0.69% | |
| AIRR | First Trust RBA American Industrial Renaissance ETF | 98.45 | 3.46 | 3.64% | |
| XLB | Materials Select Sector SPDR Fund | 51.23 | 7.85 | 18.11% | |
| VPU | Vanguard Utilities ETF | 181.04 | -9.29 | -4.88% | |
| FDIS | Fidelity MSCI Consumer Discretionary Index ETF | 100.27 | -0.47 | -0.46% | |
| IYC | iShares U.S. Consumer Discretionary ETF | 100.26 | -2.79 | -2.71% |
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.