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VDI - ETF AI Analysis

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VDI

Virtus International Dividend ETF (VDI)

Rating:65Neutral
Price Target:
VDI, the Virtus International Dividend ETF, has a solid overall rating, reflecting a portfolio anchored by strong global leaders like ASML and HSBC, which bring robust financial performance, positive outlooks, and supportive valuations that lift the fund’s quality. Several major bank holdings such as BNP Paribas, Sumitomo Mitsui, and Intesa Sanpaolo also add stability and income potential, though the ETF’s heavy tilt toward financial institutions means investors are exposed to sector-specific risks if global banking conditions weaken.
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, showing that its strategy has recently been working well for investors.
Leading Tech and Financial Holdings
Top positions like ASML, Tokyo Electron, and several major banks have shown strong to steady performance, helping support the fund’s returns.
Broad International Diversification
Holdings spread across many countries and sectors help reduce the impact if any single market or industry runs into trouble.
Negative Factors
Moderate Expense Ratio
The fund’s fee is not especially low, which slightly reduces the net return investors keep over time compared with cheaper ETFs.
Small Asset Base
With relatively modest assets under management, the ETF may be less liquid and more vulnerable to large investor inflows or outflows.
Mixed Performance Among Top Holdings
While many top positions are performing well, some like Roche have been weak, which can drag on overall results if that continues.

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

VDI Summary

Virtus International Dividend ETF (VDI) is an actively managed fund that focuses on dividend-paying companies outside the United States, across both developed and emerging markets. It doesn’t track a specific index, but follows a high dividend income theme, with holdings spread across countries like Japan, the UK, and Canada, and sectors such as financials and industrials. Well-known companies in the fund include ASML Holding and HSBC. Investors might consider VDI for international diversification and steady dividend income. A key risk is that global stock prices and dividend payments can go up and down with economic conditions.
How much will it cost me?The Virtus International Dividend ETF (VDI) has an expense ratio of 0.39%, which means you’ll pay $3.90 per year for every $1,000 you invest. This expense ratio is slightly higher than average for ETFs because it is actively managed, focusing on selecting high-dividend-paying companies across global markets. Active management typically involves more research and decision-making, which can increase costs.
What would affect this ETF?The Virtus International Dividend ETF (VDI) could benefit from global economic growth, particularly in developed and emerging markets, which may boost dividend-paying companies in sectors like financials and healthcare. However, challenges such as rising interest rates, currency fluctuations, or geopolitical tensions in key regions could negatively impact the ETF's performance. Additionally, sector-specific risks, like regulatory changes in financials or healthcare, may influence returns.

VDI Top 10 Holdings

VDI leans heavily on global financials and industrials, with European and Asian giants doing much of the heavy lifting. HSBC, BNP Paribas, and Toronto-Dominion Bank are steadily rising, giving the fund a solid banking backbone, while Sumitomo Mitsui adds more momentum from Japan. On the growth side, ASML and Tokyo Electron are powering ahead, reflecting a clear tilt toward international semiconductors. BHP and ABB are contributing steadily, but Roche has been lagging, acting as a mild brake. Overall, it’s a diversified, ex-U.S. income play with a noticeable global financial and tech flavor.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
ASML Holding NV3.54%$561.25K€588.56B120.57%
76
Outperform
HSBC Holdings2.40%$380.93K£251.22B58.40%
80
Outperform
Tokyo Electron2.22%$351.09K¥32.41T145.36%
73
Outperform
BHP Group Ltd2.11%$334.82KAU$296.41B61.48%
68
Neutral
Roche Holding AG1.96%$310.58K$326.17B25.32%
73
Outperform
Toronto Dominion Bank1.89%$299.28K$205.31B67.30%
74
Outperform
BNP Paribas1.88%$298.57K€111.48B31.47%
77
Outperform
Sumitomo Mitsui Financial Group1.80%$285.58K¥26.43T73.11%
77
Outperform
ABB Ltd1.79%$283.40Kkr1.80T76.40%
78
Outperform
Intesa Sanpaolo SpA1.62%$256.88K€111.68B28.19%
76
Outperform

VDI Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
34.97
Positive
100DMA
34.04
Positive
200DMA
Market Momentum
MACD
0.14
Positive
RSI
57.02
Neutral
STOCH
77.05
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VDI, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 35.36, equal to the 50-day MA of 34.97, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.14 indicates Positive momentum. The RSI at 57.02 is Neutral, neither overbought nor oversold. The STOCH value of 77.05 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VDI.

VDI Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$15.92M0.39%
65
Neutral
$72.13M0.35%
69
Neutral
$51.01M0.40%
67
Neutral
$27.90M0.45%
69
Neutral
$19.82M0.49%
70
Neutral
$17.89M0.25%
72
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
VDI
Virtus International Dividend ETF
35.68
5.82
19.49%
FDIV
MarketDesk Focused U.S. Dividend ETF
PAYR
Federated Hermes Enhanced Income ETF
DIVY
Sound Equity Income ETF
DIVD
Altrius Global Dividend ETF Altrius Global Divid ETF
VUS
Virtus US Dividend 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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