VFMV - ETF AI Analysis
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Vanguard U.S. Minimum Volatility ETF (VFMV)
VFMV, the Vanguard U.S. Minimum Volatility ETF, earns a solid overall rating thanks to high-quality leaders like Microsoft and Apple, which bring strong financial performance and long-term growth potential in areas like cloud, AI, and services. Defensive blue chips such as Johnson & Johnson and Coca-Cola further support the fund with stable earnings, though names like Berkshire Hathaway and Costco face bearish technical trends or rich valuations that slightly weigh on the rating. The main risk is that, despite its minimum-volatility focus, the fund still holds several large, well-known U.S. stocks whose valuations and mixed technical signals could lead to periods of short-term price swings.
VFMV vs. SPDR S&P 500 ETF (SPY)
- AUM
- 495.53M
- Region
- North America
- Expense Ratio
- 0.13%
- Beta
- 0.53
- Issuer
- Vanguard
- Inception Date
- Feb 13, 2018
- Dividend Yield
- 1.56%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
VFMV Summary
Vanguard U.S. Minimum Volatility ETF (VFMV) is a U.S. stock fund that aims to give you broad exposure to American companies while trying to smooth out the ups and downs of the market, rather than tracking a specific index. It holds many well-known names like Apple and Johnson & Johnson, along with companies from sectors such as technology, health care, and consumer goods. Someone might invest in this ETF to seek steadier long-term growth and diversification across many industries. A key risk is that it still invests in stocks, so its value can go up and down with the overall market.
How much will it cost me?
The Vanguard U.S. Minimum Volatility ETF (VFMV) has an expense ratio of 0.13%, meaning you’ll pay $1.30 per year for every $1,000 invested. This is lower than average because it is passively managed, focusing on minimizing volatility rather than active stock picking.
What would affect this ETF?
The Vanguard U.S. Minimum Volatility ETF (VFMV) could benefit from stable economic growth and increased demand for low-risk investments, especially if market uncertainty rises. However, it may face challenges if interest rates increase, potentially impacting sectors like technology and real estate, or if regulatory changes affect its top holdings. Its focus on U.S. equities and diverse sector exposure provides resilience but also ties its performance closely to domestic economic conditions.
VFMV Top 10 Holdings
VFMV leans heavily on U.S. blue chips, with Big Tech and steady consumer names steering the ship. Microsoft and Apple have been rising over the past few months, giving the fund a helpful tailwind, while Texas Instruments and Analog Devices add more measured, lower-volatility tech exposure. On the defensive side, Johnson & Johnson and Coca-Cola are holding up well, keeping the ride relatively smooth. Costco and Berkshire Hathaway have been more mixed lately, occasionally tapping the brakes but not derailing this broadly diversified, U.S.-focused, low-volatility approach.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 XOM | Exxon Mobil | 1.61% | $7.99M | $731.34B | 58.01% | 74Outperform |
 CVX | Chevron | 1.60% | $7.93M | $445.95B | 47.46% | 71Outperform |
 KO | Coca-Cola | 1.57% | $7.76M | $402.25B | 30.13% | 75Outperform |
 COST | Costco | 1.55% | $7.69M | $440.74B | 6.49% | 72Outperform |
 ADI | Analog Devices | 1.54% | $7.63M | $192.40B | 64.78% | 78Outperform |
 MSFT | Microsoft | 1.54% | $7.62M | $3.95T | 2.95% | 79Outperform |
 JNJ | Johnson & Johnson | 1.53% | $7.56M | $621.22B | 34.34% | 78Outperform |
 TXN | Texas Instruments | 1.50% | $7.45M | $253.68B | 57.40% | 78Outperform |
 AAPL | Apple | 1.47% | $7.30M | $4.95T | 30.91% | 79Outperform |
 BRK.B | Berkshire Hathaway B | 1.48% | $7.34M | $1.16T | 9.71% | 66Neutral |
VFMV Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VFMV, the sentiment is Positive. The current price of 147.17 is above the 20-day moving average (MA) of 144.09, above the 50-day MA of 144.38, and above the 200-day MA of 139.29, indicating a bullish trend. The MACD of 0.84 indicates Negative momentum. The RSI at 67.54 is Neutral, neither overbought nor oversold. The STOCH value of 86.47 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VFMV.
VFMV Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| VFMV | $147.17 | $158.00(7.36% Upside) | $495.53M | 0.13% | 72Outperform |
 AAUB | $51.16 | $61.56(20.33% Upside) | $845.44M | 0.10% | 69Neutral |
 SEUS | $26.10 | $30.80(18.02% Upside) | $944.92M | 0.30% | 73Outperform |
 BGDV | $31.20 | $36.88(18.22% Upside) | $864.61M | 0.45% | 74Outperform |
 AVTM | $55.01 | $64.58(17.41% Upside) | $781.43M | 0.22% | 60Neutral |
 XCHG | $27.78 | $33.13(19.26% Upside) | $717.72M | 0.50% | 70Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| VFMV | Vanguard U.S. Minimum Volatility ETF | 147.17 | 18.86 | 14.70% | |
| AAUB | Alpha Architect US Equity 4 ETF | 51.16 | 1.67 | 3.38% | |
| SEUS | SEI QiM U.S. Equity Factor Allocation Active ETF | 26.09 | 0.83 | 3.29% | |
| BGDV | Bahl & Gaynor Dividend ETF | 31.20 | 4.66 | 17.56% | |
| AVTM | Avantis Total Equity Markets ETF | 55.01 | 5.36 | 10.80% | |
| XCHG | AB US Equity ETF | 27.78 | 2.93 | 11.79% |
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.