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VFMO - ETF AI Analysis
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Vanguard U.S. Momentum Factor ETF (VFMO)
Rating:66Neutral
Price Target:
$211.00
Positive Factors
Strong Top Holdings
Several of the ETF's largest positions, such as Palantir and Newmont Mining, have delivered strong year-to-date performance, supporting the fund's overall returns.
Sector Diversification
The ETF is spread across multiple sectors, including Technology, Industrials, and Health Care, reducing reliance on any single industry.
Low Expense Ratio
The ETF has a very low expense ratio compared to many other funds, allowing investors to keep more of their returns.
Negative Factors
High U.S. Concentration
The fund is heavily focused on U.S. companies, with minimal exposure to international markets, limiting geographic diversification.
Underweight Defensive Sectors
Sectors like Consumer Defensive, Utilities, and Real Estate have very low weights, which could make the fund more sensitive to market downturns.
Momentum Risk
As a momentum-focused ETF, it may be more vulnerable to sharp reversals in market trends, especially if high-performing stocks lose steam.
VFMO vs. SPDR S&P 500 ETF (SPY)
AUM1.21B
RegionNorth America
Expense Ratio0.13%
Beta1.25
IssuerVanguard
Inception DateFeb 13, 2018
Dividend Yield0.87%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume25,777
30 Day Avg. Volume25,203
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
225.71Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering627
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
VFMO Summary
The Vanguard U.S. Momentum Factor ETF (VFMO) is an investment fund that focuses on U.S. stocks showing strong price momentum, meaning companies whose stock prices have been rising steadily. It includes a mix of industries like technology, healthcare, and financials, with well-known companies such as Alphabet (Google) and Broadcom among its holdings. Investors might consider VFMO for its potential to capture growth from high-performing stocks across the U.S. market. However, since it focuses on momentum-driven stocks, its value can fluctuate significantly with market trends, making it more sensitive to changes in investor sentiment.
How much will it cost me?The Vanguard U.S. Momentum Factor ETF (VFMO) has an expense ratio of 0.13%, which means you’ll pay $1.30 per year for every $1,000 invested. This is lower than the average for actively managed funds because Vanguard focuses on keeping costs low while still providing a momentum-driven investment strategy.
What would affect this ETF?The Vanguard U.S. Momentum Factor ETF (VFMO) could benefit from strong performance in sectors like Technology and Industrials, which are heavily weighted in the fund, especially if innovation and economic growth drive demand in these areas. However, it may face challenges during periods of market volatility or economic downturns, as momentum-focused strategies can be sensitive to sudden shifts in investor sentiment. Additionally, rising interest rates or regulatory changes affecting top holdings like Alphabet or Broadcom could negatively impact the ETF's performance.
VFMO Top 10 Holdings
The Vanguard U.S. Momentum Factor ETF (VFMO) leans heavily into technology and industrials, with names like Broadcom and Palantir driving its upward momentum thanks to their focus on AI and cloud innovation. Alphabet adds steady growth to the mix, while Oracle has been losing steam recently despite its strong cloud positioning. On the flip side, AppLovin has been lagging, holding back performance with weaker short-term results. With its U.S.-centric exposure and a clear tilt toward high-growth sectors, VFMO is riding the wave of innovation but faces valuation risks in some holdings.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Palantir Technologies | 1.22% | $14.87M | $452.50B | 273.05% | 74 Outperform | |
| AppLovin | 1.18% | $14.35M | $205.89B | 268.49% | 69 Neutral | |
| Howmet Aerospace | 1.14% | $13.81M | $82.43B | 100.68% | 77 Outperform | |
| Amphenol | 1.07% | $13.01M | $167.33B | 96.10% | 77 Outperform | |
| Broadcom | 1.06% | $12.91M | $1.66T | 102.38% | 76 Outperform | |
| Alphabet Class A | 0.99% | $12.07M | $3.35T | 63.51% | 80 Outperform | |
| Micron | 0.97% | $11.82M | $244.73B | 106.68% | 73 Outperform | |
| Snowflake | 0.97% | $11.74M | $89.92B | 127.83% | 69 Neutral | |
| Lam Research | 0.94% | $11.46M | $195.66B | 103.90% | 77 Outperform | |
| Tesla | 0.93% | $11.34M | $1.48T | 76.69% | 73 Outperform |
VFMO Technical Analysis
Neutral
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Price Trends
190.62
Positive
182.13
Positive
170.51
Positive
Market Momentum
0.94
Positive
49.82
Neutral
34.12
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VFMO, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 195.06, equal to the 50-day MA of 190.62, and equal to the 200-day MA of 170.51, indicating a neutral trend. The MACD of 0.94 indicates Positive momentum. The RSI at 49.82 is Neutral, neither overbought nor oversold. The STOCH value of 34.12 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for VFMO.
VFMO Peer Comparison
Comparison Results
Performance Comparison
VFMO
Vanguard U.S. Momentum Factor ETF
193.52
24.15
14.26%
DFAU
Dimensional US Core Equity Market ETF
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CGUS
Capital Group Core Equity ETF
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QLTY
GMO U.S. Quality ETF
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ULTY
YieldMax Ultra Option Income Strategy ETF
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RDVI
FT Cboe Vest Rising Dividend Achievers Target Income ETF
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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.
Disclaimer
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.Date of analysis: ―
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