VDC - ETF AI Analysis
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Vanguard Consumer Staples ETF (VDC)
VDC, the Vanguard Consumer Staples ETF, earns a solid overall rating thanks to large positions in resilient, globally recognized brands like Walmart and PepsiCo, which show strong financial performance, strategic growth initiatives, and supportive earnings trends. The fund’s score is held back somewhat by weaker names such as Philip Morris and Mondelez, where high leverage, bearish technical signals, and margin or stability concerns introduce more caution. A key risk factor is the ETF’s concentration in the consumer staples sector, which limits diversification across the broader market.
VDC vs. SPDR S&P 500 ETF (SPY)
- AUM
- 8.09B
- Region
- North America
- Expense Ratio
- 0.09%
- Beta
- 0.25
- Issuer
- Vanguard
- Inception Date
- Jan 26, 2004
- Dividend Yield
- 1.98%
- Asset Class
- Equity
- Index Tracked
- MSCI US IMI 25/50 Consumer Staples
VDC Summary
Vanguard Consumer Staples ETF (VDC) is a fund that follows the MSCI US IMI 25/50 Consumer Staples index, focusing on companies that sell everyday essentials like food, drinks, and household products. Its holdings include well-known names such as Walmart, Costco, Procter & Gamble, and Coca-Cola. Investors might consider VDC for more stable, defensive exposure, since people tend to keep buying these products in good and bad economic times. However, it is heavily concentrated in the consumer staples sector, so its value can still go up and down with that part of the market.
How much will it cost me?
This ETF has an expense ratio of 0.09%, which means you’ll pay about $0.90 per year for every $1,000 you invest. That’s lower than the average ETF because it’s a passively managed fund that simply tracks a consumer staples index instead of paying managers to pick individual stocks.
What would affect this ETF?
VDC could benefit from steady demand for everyday goods sold by companies like Walmart, Costco, and Procter & Gamble, especially if the U.S. economy slows and investors favor more defensive, stable sectors. On the downside, higher interest rates, weaker consumer spending, or stricter regulations on tobacco and sugary drinks could pressure profits for key holdings such as Philip Morris, Altria, Coca-Cola, and PepsiCo, which may weigh on the ETF’s future performance.
VDC Top 10 Holdings
VDC is anchored by retail powerhouses Walmart and Costco, both rising steadily and giving the fund a solid defensive backbone as consumers keep spending on everyday essentials. Household giants Procter & Gamble and Coca-Cola add more stability, with their brands quietly doing the heavy lifting, though rich valuations mean their upside may be slowing. Tobacco names like Philip Morris and Altria are surprisingly strong contributors, even as long-term risks linger. PepsiCo and Mondelez are more mixed, occasionally losing steam, but overall this U.S.-focused staples lineup leans on reliable, cash-generating brands to drive performance.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 WMT | Walmart | 13.91% | $1.21B | $979.90B | 26.20% | 78Outperform |
 COST | Costco | 12.16% | $1.06B | $448.57B | 14.16% | 72Outperform |
 PG | Procter & Gamble | 9.93% | $862.21M | $374.48B | 8.77% | 69Neutral |
 KO | Coca-Cola | 9.83% | $853.74M | $404.72B | 39.09% | 75Outperform |
 PM | Philip Morris | 4.85% | $421.10M | $325.43B | 44.32% | 61Neutral |
 PEP | PepsiCo | 4.29% | $372.52M | $187.16B | -3.88% | 78Outperform |
 MO | Altria Group | 3.87% | $335.95M | $129.80B | 36.87% | 64Neutral |
 MDLZ | Mondelez International | 2.59% | $225.06M | $82.20B | 15.52% | 62Neutral |
 TGT | Target | 2.50% | $217.41M | $70.13B | 70.82% | 70Neutral |
 CL | Colgate-Palmolive | 2.29% | $198.67M | $75.96B | 26.45% | 63Neutral |
VDC Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VDC, the sentiment is Positive. The current price of 246.86 is above the 20-day moving average (MA) of 234.57, above the 50-day MA of 228.73, and above the 200-day MA of 227.62, indicating a bullish trend. The MACD of 4.42 indicates Negative momentum. The RSI at 71.28 is Negative, neither overbought nor oversold. The STOCH value of 74.47 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VDC.
VDC Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| VDC | $246.86 | $245.00(-0.75% Downside) | $8.09B | 0.09% | 70Neutral |
 AIRR | $99.56 | $144.35(44.99% Upside) | $8.37B | 0.69% | 68Neutral |
 XLB | $53.67 | $60.21(12.18% Upside) | $8.41B | 0.08% | 67Neutral |
 XLRE | $43.64 | $49.26(12.88% Upside) | $8.19B | 0.08% | 69Neutral |
 FSTA | $57.54 | $60.23(4.67% Upside) | $1.51B | 0.08% | 69Neutral |
 IYK | $78.94 | $83.41(5.66% Upside) | $1.46B | 0.37% | 66Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| VDC | Vanguard Consumer Staples ETF | 246.86 | 43.09 | 21.14% | |
| AIRR | First Trust RBA American Industrial Renaissance ETF | 99.56 | 1.44 | 1.46% | |
| XLB | Materials Select Sector SPDR Fund | 53.67 | 12.06 | 28.99% | |
| XLRE | Real Estate Select Sector SPDR Fund | 43.64 | 4.10 | 10.36% | |
| FSTA | FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF | 57.54 | 10.03 | 21.10% | |
| IYK | iShares U.S. Consumer Staples ETF | 78.94 | 14.15 | 21.84% |
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.