VIG - ETF AI Analysis
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Vanguard Dividend Appreciation ETF (VIG)
VIG’s rating suggests it is a high-quality dividend-focused ETF built on financially strong, growing companies. Top holdings like Microsoft and Apple boost the fund’s quality by combining solid profits with long-term growth drivers in areas like cloud, AI, and services, while other leaders such as Johnson & Johnson and Walmart add stability and diversified growth. The main risk is that several major holdings trade at rich valuations or show bearish or mixed technical signals, which could make the fund more sensitive if growth expectations cool or markets turn volatile.
VIG vs. SPDR S&P 500 ETF (SPY)
- AUM
- 118.29B
- Region
- North America
- Expense Ratio
- 0.04%
- Beta
- 0.74
- Issuer
- Vanguard
- Inception Date
- Apr 21, 2006
- Dividend Yield
- 1.49%
- Asset Class
- Equity
- Index Tracked
- S&P U.S. Dividend Growers Index
VIG Summary
Vanguard Dividend Appreciation ETF (VIG) is a fund that follows the S&P U.S. Dividend Growers Index, focusing on U.S. companies that have raised their dividends for at least 10 years in a row. It mainly holds large, well-established businesses across many sectors, including technology, finance, and health care. Well-known holdings include Microsoft and Apple, along with companies like JPMorgan Chase and Johnson & Johnson. Someone might invest in VIG for steady dividend income plus long-term growth, with broad diversification across many industries. A key risk is that the value of the ETF can still go up and down with the overall stock market.
How much will it cost me?
VIG has an expense ratio of 0.04%, which means you’ll pay about $0.40 per year for every $1,000 invested. This cost is lower than the average ETF because VIG is a passively managed index fund that tracks a dividend growth index instead of paying managers to pick individual stocks.
What would affect this ETF?
VIG could benefit if the U.S. economy stays healthy, interest rates stabilize or fall, and large, established companies in technology, health care, and financials keep growing profits and raising dividends, which would support its top holdings like Microsoft, Apple, and JPMorgan. On the other hand, a U.S. recession, higher-for-longer interest rates, tighter banking or tech regulations, or sector-specific setbacks in areas like energy or financials could hurt company earnings and reduce the fund’s dividend growth, weighing on future returns.
VIG Top 10 Holdings
VIG leans heavily on U.S. blue chips, with Big Tech and health care setting the tone. Microsoft and Apple are steady engines, with Apple still rising but showing signs of slowing compared with earlier momentum. Eli Lilly and AbbVie are powering ahead, giving the fund a strong health care backbone, while Broadcom’s more mixed, recently lagging performance keeps semiconductor exposure from fully shining. JPMorgan is treading water, and Exxon Mobil’s strong run adds an energy kicker. Overall, the ETF is U.S.-centric, dividend-focused, and anchored in large, resilient names.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 MSFT | Microsoft | 4.92% | $6.27B | $4.13T | 5.67% | 79Outperform |
 AAPL | Apple | 4.91% | $6.24B | $5.08T | 27.40% | 79Outperform |
 AVGO | Broadcom | 4.32% | $5.49B | $1.55T | -18.79% | 76Outperform |
 LLY | Eli Lilly & Co | 4.12% | $5.24B | $1.33T | 47.41% | 72Outperform |
 JPM | JPMorgan Chase | 3.91% | $4.98B | $935.07B | 8.23% | 72Outperform |
 XOM | Exxon Mobil | 2.98% | $3.79B | $690.49B | 45.41% | 74Outperform |
 JNJ | Johnson & Johnson | 2.84% | $3.61B | $665.19B | 46.41% | 78Outperform |
 V | Visa | 2.54% | $3.23B | $836.32B | 24.28% | 70Outperform |
 WMT | Walmart | 2.06% | $2.62B | $1.02T | 25.87% | 78Outperform |
 ABBV | AbbVie | 2.06% | $2.62B | $521.15B | 32.97% | 66Neutral |
VIG Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VIG, the sentiment is Positive. The current price of 244.26 is above the 20-day moving average (MA) of 244.17, above the 50-day MA of 240.19, and above the 200-day MA of 231.52, indicating a bullish trend. The MACD of 2.54 indicates Negative momentum. The RSI at 51.42 is Neutral, neither overbought nor oversold. The STOCH value of 56.42 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VIG.
VIG Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| VIG | $244.26 | $264.00(8.08% Upside) | $118.29B | 0.04% | 73Outperform |
 VTI | $360.52 | $480.51(33.28% Upside) | $699.73B | 0.03% | 73Outperform |
 ITOT | $159.92 | $204.29(27.74% Upside) | $97.01B | 0.03% | 73Outperform |
 DFAC | $43.71 | $54.47(24.61% Upside) | $50.17B | 0.17% | 72Outperform |
 QUAL | $54.79 | $66.80(21.92% Upside) | $49.20B | 0.15% | 75Outperform |
 DGRO | $80.25 | $90.94(13.31% Upside) | $46.14B | 0.08% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| VIG | Vanguard Dividend Appreciation ETF | 244.26 | 30.48 | 14.26% | |
| VTI | Vanguard Total Stock Market ETF | 360.52 | 29.38 | 8.87% | |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | 159.92 | 12.86 | 8.75% | |
| DFAC | Dimensional U.S. Core Equity 2 ETF | 43.71 | 4.94 | 12.73% | |
| QUAL | iShares MSCI USA Quality Factor ETF | 54.79 | 6.26 | 12.89% | |
| DGRO | iShares Core Dividend Growth ETF | 80.25 | 13.54 | 20.30% |
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.