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VIG - AI Analysis
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Vanguard Dividend Appreciation ETF (VIG)
Rating:74Outperform
Price Target:
$243.00
Positive Factors
Strong Top Holdings
Several key holdings, including Broadcom, Microsoft, and Oracle, have delivered strong year-to-date performance, supporting the ETF's overall returns.
Low Expense Ratio
The ETF charges a very low expense ratio, making it cost-effective for long-term investors.
Sector Diversification
The fund is spread across multiple sectors like technology, financials, and healthcare, reducing the impact of downturns in any single industry.
Negative Factors
High U.S. Exposure
With over 99% of its assets in U.S. companies, the ETF lacks geographic diversification and is vulnerable to domestic market risks.
Overweight in Technology
Technology accounts for a significant portion of the portfolio, which could increase risk if the sector faces challenges.
Mixed Performance Among Holdings
Some holdings, like Apple and Exxon Mobil, have shown weaker year-to-date performance compared to others, potentially dragging on overall returns.
VIG vs. SPDR S&P 500 ETF (SPY)
AUM100.01B
RegionNorth America
Expense Ratio0.05%
Beta0.78
IssuerVanguard
Inception DateApr 21, 2006
Dividend Yield1.62%
Asset ClassEquity
Index TrackedS&P U.S. Dividend Growers Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,178,237
30 Day Avg. Volume931,808
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
246.86Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering339
VIG Summary
The Vanguard Dividend Appreciation ETF (VIG) is an investment fund that focuses on U.S. companies with a strong history of increasing their dividends for at least 10 years. It includes large, well-established companies like Microsoft and Apple, making it a great option for investors seeking stability and growth. VIG tracks the S&P U.S. Dividend Growers Index and offers exposure to various sectors, including technology, financials, and healthcare. Investors might consider VIG for its potential to provide steady income and long-term growth. However, since it focuses on dividend-paying companies, its performance can be affected by market conditions and changes in dividend policies.
How much will it cost me?The Vanguard Dividend Appreciation ETF (VIG) has an expense ratio of 0.05%, meaning you’ll pay $0.50 per year for every $1,000 invested. This is lower than average because it’s passively managed, tracking an index of dividend-growing companies, which helps keep costs down.
What would affect this ETF?The Vanguard Dividend Appreciation ETF (VIG) could benefit from continued growth in the technology and healthcare sectors, as these are key areas of focus within its portfolio. However, rising interest rates or economic slowdowns might negatively impact dividend-paying companies, particularly in financials and consumer sectors, which are also significant parts of the ETF's holdings. Regulatory changes or geopolitical tensions affecting North American markets could further influence its performance.
VIG Top 10 Holdings
The Vanguard Dividend Appreciation ETF (VIG) leans heavily into technology and financials, with Broadcom and Microsoft leading the charge thanks to their strong performance in AI and cloud services. Apple is steady but not soaring, while JPMorgan Chase shows mixed results, facing challenges in deposit growth despite solid earnings. Oracle’s recent gains in cloud services add a spark, though its high valuation raises eyebrows. With a U.S.-centric portfolio and a focus on dividend growth, VIG offers stability, but its reliance on a few sectors could make it vulnerable to shifts in tech and finance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Broadcom | 6.39% | $7.41B | $1.76T | 108.08% | 79 Outperform | |
| Microsoft | 4.78% | $5.53B | $4.03T | 25.49% | 83 Outperform | |
| JPMorgan Chase | 4.06% | $4.70B | $839.66B | 36.99% | 70 Outperform | |
| Apple | 3.95% | $4.57B | $3.99T | 15.12% | 78 Outperform | |
| Eli Lilly & Co | 2.82% | $3.26B | $776.19B | -9.24% | 70 Outperform | |
| Visa | 2.51% | $2.91B | $668.34B | 23.07% | 82 Outperform | |
| Exxon Mobil | 2.25% | $2.61B | $490.40B | -1.92% | 79 Outperform | |
| Mastercard | 2.20% | $2.54B | $511.61B | 11.78% | 80 Outperform | |
| Oracle | 2.15% | $2.48B | $800.59B | 61.93% | 66 Neutral | |
| Walmart | 2.10% | $2.44B | $822.56B | 26.28% | 75 Outperform |
VIG Technical Analysis
Positive
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Price Trends
214.44
Positive
209.44
Positive
201.47
Positive
Market Momentum
1.19
Negative
56.72
Neutral
82.34
Negative
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 undefined is equal to the 20-day moving average (MA) of 217.03, equal to the 50-day MA of 214.44, and equal to the 200-day MA of 201.47, indicating a bullish trend. The MACD of 1.19 indicates Negative momentum. The RSI at 56.72 is Neutral, neither overbought nor oversold. The STOCH value of 82.34 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VIG.
VIG Peer Comparison
Comparison Results
Performance Comparison
VIG
Vanguard Dividend Appreciation ETF
218.20
24.64
12.73%
VTI
Vanguard Total Stock Market ETF
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ITOT
iShares Core S&P Total U.S. Stock Market ETF
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QUAL
iShares MSCI USA Quality Factor ETF
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DFAC
Dimensional U.S. Core Equity 2 ETF
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SCHB
Schwab U.S. Broad Market 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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