VIG - ETF AI Analysis
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Vanguard Dividend Appreciation ETF (VIG)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several of the largest positions, including Broadcom, Apple, Eli Lilly, JPMorgan, Johnson & Johnson, Exxon Mobil, Lam Research, and Visa, have shown strong or steady performance, helping support the ETF’s overall returns.
Low Expense Ratio
The ETF’s very low expense ratio means investors keep more of the fund’s returns compared with many higher-cost alternatives.
Broad Sector Diversification
Holdings spread across technology, financials, health care, industrials, consumer sectors, and more help reduce the impact if any one industry runs into trouble.
Negative Factors
Heavy U.S. Concentration
With almost all assets invested in U.S. companies, the fund offers little geographic diversification and is highly tied to the U.S. market.
Concentration in a Few Large Stocks
A meaningful share of the portfolio sits in a small group of big names like Broadcom, Apple, and Microsoft, increasing the impact if any of these companies stumble.
Mixed Performance Among Top Holdings
While many top holdings have done well, some key positions such as Microsoft and Walmart have shown weaker recent performance, which can drag on the fund’s results.
VIG vs. SPDR S&P 500 ETF (SPY)
AUM110.78B
RegionNorth America
Expense Ratio0.04%
Beta0.76
IssuerVanguard
Inception DateApr 21, 2006
Dividend Yield1.51%
Asset ClassEquity
Index TrackedS&P U.S. Dividend Growers Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume895,098
30 Day Avg. Volume1,005,463
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
279.23Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering333
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
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 many years in a row. It mainly holds large, well-known businesses like Apple and Microsoft, along with banks, healthcare firms, and industrial companies. Someone might invest in VIG to seek steady dividend income plus long-term growth, while spreading their money across many solid companies instead of picking individual stocks. A key risk is that it is heavily invested in U.S. stocks, especially tech and financial companies, so its value can still go up and down with the stock market.
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
VIG is powered by a U.S. roster of dividend stalwarts, with Big Tech and financials steering the ship. Microsoft is the clear engine right now, rising on cloud and AI momentum, while Apple and Broadcom have lost some steam lately, softening the tech tailwind. On the financial side, JPMorgan and the payment giants Visa and Mastercard are steadily adding fuel, helped by solid earnings and resilient spending trends. Health care names like Eli Lilly and Johnson & Johnson, plus a strong Exxon Mobil, round out a broadly diversified, large-cap, dividend-growth story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Microsoft | 4.67% | $6.20B | $3.67T | -4.66% | 79 Outperform | |
| Apple | 4.50% | $5.98B | $4.91T | 36.92% | 79 Outperform | |
| Broadcom | 4.34% | $5.77B | $1.71T | 3.67% | 76 Outperform | |
| JPMorgan Chase | 4.07% | $5.40B | $929.49B | 11.08% | 72 Outperform | |
| Eli Lilly & Co | 3.90% | $5.18B | $1.09T | 53.32% | 72 Outperform | |
| Exxon Mobil | 2.84% | $3.78B | $672.46B | 44.96% | 74 Outperform | |
| Johnson & Johnson | 2.73% | $3.62B | $650.65B | 53.24% | 78 Outperform | |
| Visa | 2.50% | $3.32B | $687.61B | 7.81% | 70 Outperform | |
| Mastercard | 2.03% | $2.69B | $495.16B | -3.24% | 75 Outperform | |
| Walmart | 1.96% | $2.60B | $846.77B | 4.30% | 78 Outperform |
VIG Technical Analysis
Neutral
―
Price Trends
241.06
Negative
236.76
Positive
228.85
Positive
Market Momentum
-1.35
Positive
43.81
Neutral
44.42
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VIG, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 240.48, equal to the 50-day MA of 241.06, and equal to the 200-day MA of 228.85, indicating a neutral trend. The MACD of -1.35 indicates Positive momentum. The RSI at 43.81 is Neutral, neither overbought nor oversold. The STOCH value of 44.42 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for VIG.
VIG Peer Comparison
Comparison Results
Performance Comparison
VIG
Vanguard Dividend Appreciation ETF
237.00
23.90
11.22%
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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DFAC
Dimensional U.S. Core Equity 2 ETF
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QUAL
iShares MSCI USA Quality Factor 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.
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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