VFMV - ETF AI Analysis
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Vanguard U.S. Minimum Volatility ETF (VFMV)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Overall Performance
The ETF has shown solid gains so far this year and in recent months, indicating steady momentum.
Resilient Top Holdings
Many of the largest positions, including major technology, energy, and consumer brands, have delivered strong year-to-date performance that supports the fund’s returns.
Low Expense Ratio
The fund’s relatively low annual fee helps investors keep more of the returns generated by its holdings.
Negative Factors
Single-Country Focus
With almost all assets in U.S. companies, the ETF offers little geographic diversification and is heavily tied to the U.S. market.
Sector Concentration in Technology
A large portion of the portfolio is in the technology sector, which can increase sensitivity to swings in that industry.
Underperforming Holding Within Top Positions
At least one of the top holdings has shown weak performance this year, which can slightly drag on the fund’s results despite its minimum volatility approach.
VFMV vs. SPDR S&P 500 ETF (SPY)
AUM455.33M
RegionNorth America
Expense Ratio0.13%
Beta0.55
IssuerVanguard
Inception DateFeb 13, 2018
Dividend Yield1.73%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume13,414
30 Day Avg. Volume16,236
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
167.45Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering208
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
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 may be built for calm seas, but a few names are quietly steering returns. Microsoft and Apple give the fund a clear tilt toward U.S. Big Tech, with Microsoft rising on cloud and AI momentum while Apple has been more mixed lately, losing a bit of steam in the short term. On the defensive side, Johnson & Johnson and Coca-Cola are steady anchors, adding stability rather than fireworks. Energy giants Exxon Mobil and Chevron have been climbing, giving the portfolio an extra boost. Overall, it’s a U.S.-only mix that spreads risk broadly while leaning on quality blue chips.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Roper Technologies | 1.74% | $7.89M | $42.15B | -19.02% | 71 Outperform | |
| Johnson & Johnson | 1.67% | $7.57M | $645.95B | 51.29% | 78 Outperform | |
| Microsoft | 1.59% | $7.20M | $3.81T | 1.35% | 79 Outperform | |
| Chevron | 1.58% | $7.12M | $398.83B | 25.69% | 71 Outperform | |
| Exxon Mobil | 1.57% | $7.11M | $644.38B | 37.12% | 74 Outperform | |
| Coca-Cola | 1.53% | $6.90M | $385.77B | 29.96% | 75 Outperform | |
| Costco | 1.49% | $6.74M | $419.30B | 0.23% | 72 Outperform | |
| Apple | 1.49% | $6.74M | $4.67T | 37.72% | 79 Outperform | |
| Analog Devices | 1.48% | $6.67M | $175.31B | 43.96% | 78 Outperform | |
| Verizon | 1.47% | $6.63M | $208.15B | 13.27% | 81 Outperform |
VFMV Technical Analysis
Neutral
―
Price Trends
143.85
Positive
141.63
Positive
137.29
Positive
Market Momentum
0.28
Positive
48.20
Neutral
39.48
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VFMV, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 145.87, equal to the 50-day MA of 143.85, and equal to the 200-day MA of 137.29, indicating a neutral trend. The MACD of 0.28 indicates Positive momentum. The RSI at 48.20 is Neutral, neither overbought nor oversold. The STOCH value of 39.48 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for VFMV.
VFMV Peer Comparison
Comparison Results
Performance Comparison
VFMV
Vanguard U.S. Minimum Volatility ETF
144.88
16.47
12.83%
VFMF
Vanguard U.S. Multifactor ETF
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BGDV
Bahl & Gaynor Dividend ETF
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AVTM
Avantis Total Equity Markets ETF
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ULTY
YieldMax Ultra Option Income Strategy ETF
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SMRI
Bushido Capital US Equity 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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