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VEGI - ETF AI Analysis

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VEGI

iShares MSCI Global Agriculture Producers ETF (VEGI)

Rating:59Neutral
Price Target:
VEGI’s rating suggests it is a solid but not top-tier agriculture-focused ETF, with its performance driven largely by heavyweight holdings like Deere and Corteva, which bring strong financials, innovation, and growth prospects to the portfolio. Nutrien, CF Industries, and Kubota further support the fund with attractive valuations, dividends, and generally positive technical trends, while weaker names like CNH Industrial, with high leverage and declining revenues, may weigh on overall quality. The main risk is the fund’s concentration in a single sector—global agriculture producers—which can make it more sensitive to industry-specific challenges and economic cycles.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and solid momentum over the past month, which reflects favorable conditions for its holdings.
Leading Agricultural Companies
Several of the largest positions, including major equipment and fertilizer producers, have delivered strong year-to-date performance, helping drive the fund’s returns.
Global Agriculture Exposure
While most holdings are in the U.S., the fund also invests in companies across multiple countries, giving investors exposure to global agriculture producers.
Negative Factors
High Stock Concentration
The top two holdings make up a large share of the portfolio, which increases the impact that any weakness in these companies can have on the ETF.
Sector Concentration Risk
Heavy exposure to industrials, materials, and consumer defensive sectors means the fund can be sensitive to downturns in agriculture-related industries.
Moderate Expense Ratio
The fund’s fees are not especially low, so costs may slightly reduce long-term returns compared with cheaper broad-market ETFs.

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

VEGI Summary

VEGI is an ETF that follows the MSCI ACWI Select Agriculture Producers index, focusing on companies tied to global food and farming. It holds businesses that make farm equipment, crop chemicals, and process agricultural products, with most of its investments in the United States. Well-known names include Deere, which makes tractors and machinery, and Corteva, a major seed and crop protection company. Investors might choose VEGI to benefit from long-term growth in food demand and to add diversification beyond typical tech or broad market funds. A key risk is that agriculture stocks can be cyclical and may rise or fall with commodity prices and global economic conditions.
How much will it cost me?The iShares MSCI Global Agriculture Producers ETF (VEGI) has an expense ratio of 0.39%, which means you’ll pay $3.90 per year for every $1,000 invested. This is slightly higher than the average for passively managed ETFs because it focuses on a specific niche—global agriculture—requiring more specialized management.
What would affect this ETF?The iShares MSCI Global Agriculture Producers ETF (VEGI) could benefit from increasing global food demand driven by population growth and the shift toward sustainable farming practices, which align with its focus on agriculture and innovation. However, it may face challenges from fluctuating commodity prices, regulatory changes in agriculture, and potential economic slowdowns that could impact industrial and material sectors heavily represented in its portfolio. Additionally, interest rate hikes could affect the cost structures of top holdings like Deere and Corteva, which are involved in equipment and agricultural services.

VEGI Top 10 Holdings

VEGI leans heavily on Deere, which has been steadily climbing and acts as the fund’s main engine, backed by rising names like Corteva and Archer Daniels Midland that keep the agriculture story humming. CF Industries and Darling Ingredients have been particularly strong lately, giving the portfolio an extra boost. On the flip side, Nutrien and Bunge have shown more mixed momentum, occasionally putting a brake on returns. Overall, the ETF is clearly concentrated in global agriculture producers and equipment makers, with a broad international footprint rather than a U.S.-only tilt.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Deere28.54%$41.88M$159.98B21.64%
66
Neutral
Corteva9.75%$14.31M$52.64B8.35%
75
Outperform
Archer Daniels Midland6.97%$10.23M$38.20B32.42%
64
Neutral
Nutrien5.86%$8.60M$33.10B15.68%
75
Outperform
Cf Industries Holdings3.32%$4.87M$19.23B41.33%
72
Outperform
Kubota3.23%$4.74M¥3.12T24.44%
76
Outperform
Bunge Global2.58%$3.78M$20.41B30.67%
66
Neutral
The Toro Company1.82%$2.68M$8.75B35.07%
69
Neutral
CNH Industrial1.79%$2.63M$12.71B-12.23%
55
Neutral
Darling Ingredients1.78%$2.61M$9.64B93.96%
69
Neutral

VEGI Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
44.20
Positive
100DMA
44.55
Negative
200DMA
42.67
Positive
Market Momentum
MACD
0.07
Positive
RSI
48.00
Neutral
STOCH
25.69
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VEGI, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 44.94, equal to the 50-day MA of 44.20, and equal to the 200-day MA of 42.67, indicating a neutral trend. The MACD of 0.07 indicates Positive momentum. The RSI at 48.00 is Neutral, neither overbought nor oversold. The STOCH value of 25.69 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for VEGI.

VEGI Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$146.66M0.39%
59
Neutral
$932.28M0.40%
62
Neutral
$880.04M0.75%
57
Neutral
$762.64M0.65%
64
Neutral
$675.07M0.45%
63
Neutral
$609.65M0.75%
56
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
VEGI
iShares MSCI Global Agriculture Producers ETF
44.48
5.30
13.53%
GII
SPDR S&P Global Infrastructure ETF
MGNR
American Beacon GLG Natural Resources ETF
ROBT
First Trust Nasdaq Artificial Intelligence & Robotics ETF
WTAI
WisdomTree Artificial Intelligence and Innovation Fund
UFO
Procure Space 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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