VFMO - ETF AI Analysis
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Vanguard U.S. Momentum Factor ETF (VFMO)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Recent Year-to-Date Results
The fund has delivered strong gains so far this year, suggesting its momentum-focused strategy has recently worked well.
Momentum in Top Technology and Chip Stocks
Many of the largest holdings, especially in semiconductor and technology companies, have shown strong performance, helping drive the ETF’s returns.
Low Expense Ratio
The ETF charges a relatively low fee, which helps investors keep more of their returns over time.
Negative Factors
Recent Short-Term Pullback
The fund has slipped over the past month, showing that momentum strategies can experience short-term reversals.
Heavy U.S. and Technology Exposure
With most assets in U.S. stocks and a large weight in technology and industrials, the fund is sensitive to downturns in these areas.
Concentrated in a Single Factor Strategy
Because the ETF focuses on momentum stocks, it may lag the market when this style falls out of favor.
VFMO vs. SPDR S&P 500 ETF (SPY)
AUM1.95B
RegionNorth America
Expense Ratio0.13%
Beta1.17
IssuerVanguard
Inception DateFeb 13, 2018
Dividend Yield0.6%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume51,562
30 Day Avg. Volume55,389
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
295.74Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering693
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
VFMO Summary
Vanguard U.S. Momentum Factor ETF (VFMO) is a U.S.-focused fund that looks for stocks whose prices have been rising strongly, rather than tracking a traditional index. It spreads investments across many sectors, with a tilt toward technology, industrials, and health care. Well-known holdings include Alphabet (Google’s parent company) and Advanced Micro Devices (AMD). Someone might invest in VFMO if they want growth potential from companies that have recently been strong performers, while still staying diversified across the broader U.S. market. A key risk is that momentum stocks can fall quickly, so the ETF’s price can move up and down more than the overall market.
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
VFMO is leaning hard into U.S. momentum names, with a clear tech tilt led by chipmakers like AMD, Micron, and Marvell, which have been rising on AI and data-center optimism. Dell adds another leg to the tech story, steadily contributing as its AI-focused businesses gain traction. Not everything in tech is firing, though—Intel and SanDisk look more mixed, occasionally losing steam and tempering the upside. On the other side of the barbell, refiners such as Marathon Petroleum, Valero, and Phillips 66 are steadily supporting returns, giving this all‑U.S. fund a blend of high-octane growth and more grounded energy exposure.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Advanced Micro Devices | 1.13% | $21.78M | $992.71B | 182.97% | 73 Outperform | |
| Marathon Petroleum | 1.11% | $21.29M | $127.78B | 151.55% | 66 Neutral | |
| Valero Energy | 1.04% | $19.91M | $124.89B | 174.49% | 69 Neutral | |
| Dell Technologies | 1.01% | $19.44M | $372.62B | 289.23% | 65 Neutral | |
| Phillips 66 | 0.98% | $18.80M | $111.00B | 119.45% | 73 Outperform | |
| Fortinet | 0.97% | $18.65M | $142.89B | 134.52% | 71 Outperform | |
| Marvell | 0.94% | $18.11M | $241.39B | 221.55% | 76 Outperform | |
| Micron | 0.91% | $17.40M | $1.16T | 466.63% | 79 Outperform | |
| Applied Materials | 0.90% | $17.32M | $402.38B | 141.50% | 77 Outperform | |
| Intel | 0.90% | $17.29M | $553.46B | 187.87% | 64 Neutral |
VFMO Technical Analysis
Negative
―
Price Trends
229.81
Negative
231.62
Negative
219.59
Positive
Market Momentum
-0.08
Positive
45.52
Neutral
30.29
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VFMO, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 228.43, equal to the 50-day MA of 229.81, and equal to the 200-day MA of 219.59, indicating a neutral trend. The MACD of -0.08 indicates Positive momentum. The RSI at 45.52 is Neutral, neither overbought nor oversold. The STOCH value of 30.29 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for VFMO.
VFMO Peer Comparison
Comparison Results
Performance Comparison
VFMO
Vanguard U.S. Momentum Factor ETF
226.75
30.80
15.72%
QLTY
GMO U.S. Quality ETF
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TSPA
T. Rowe Price U.S. Equity Research ETF
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AKRE
Akre Focus ETF
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DCOR
Dimensional US Core Equity 1 ETF
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FTHI
First Trust BuyWrite 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.
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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