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VSLU - ETF AI Analysis

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VSLU

Applied Finance Valuation Large Cap ETF (VSLU)

Rating:74Outperform
Price Target:
VSLU’s rating reflects a solid overall fund built around high-quality leaders like Alphabet, Microsoft, Apple, and Nvidia, whose strong financial performance, positive earnings outlooks, and strategic focus on AI and cloud growth provide much of the fund’s strength. However, some major holdings such as Visa, Mastercard, and Booking Holdings face bearish technical signals, high valuations, or leverage concerns, and the fund’s heavy exposure to large technology and AI-focused companies means investors should be aware of sector concentration risk.
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and over the past few months, showing positive momentum.
Leading Technology and Growth Holdings
Top positions like Apple, Nvidia, Alphabet, Eli Lilly, Broadcom, and others have shown strong or steady performance, helping drive the fund’s returns.
Broad Sector Diversification
Holdings spread across technology, communication services, health care, consumer, financials, and other sectors help reduce the impact of weakness in any single industry.
Negative Factors
High Concentration in Top Stocks
A large share of the portfolio is tied up in a handful of big names, which increases the risk if any of those companies stumble.
Mixed Performance Among Key Holdings
Some major positions like Microsoft, Meta, Mastercard, and Booking have shown weaker or negative performance, which can drag on overall returns.
Heavy U.S. and Technology Focus
With almost all assets in U.S. companies and a large tilt toward technology, the fund is sensitive to downturns in the U.S. market and tech sector and offers little international diversification.

VSLU vs. SPDR S&P 500 ETF (SPY)

VSLU Summary

The Applied Finance Valuation Large Cap ETF (VSLU) invests in large U.S. companies and follows a valuation-based strategy instead of a traditional index. It focuses on finding big, well-known businesses that its managers believe are trading below their true worth. The fund is heavily invested in technology and communication companies, with major holdings like Apple and Nvidia, along with other large, established firms. Someone might consider VSLU for long-term growth and diversification across many leading U.S. companies. However, it can still rise and fall with the stock market and is especially sensitive to swings in large tech stocks.
How much will it cost me?The Applied Finance Valuation Large Cap ETF (VSLU) has an expense ratio of 0.49%, meaning you’ll pay $4.90 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed, using a proprietary valuation methodology to select stocks rather than tracking a passive index.
What would affect this ETF?The Applied Finance Valuation Large Cap ETF (VSLU) could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from top companies like Apple, Nvidia, and Microsoft. However, rising interest rates or economic slowdowns could negatively impact consumer spending and the valuation of growth-oriented stocks, particularly in sectors like technology and communication services. Additionally, regulatory changes targeting large-cap tech companies or broader market volatility could pose risks to the ETF's performance.

VSLU Top 10 Holdings

VSLU is leaning heavily on U.S. Big Tech, with Microsoft and Nvidia acting as key engines of recent performance thanks to rising momentum in cloud and AI. Alphabet has been more mixed, helping over the short term but losing steam over the past few months, while Apple and Meta have lagged and occasionally dragged on returns. There’s a clear tilt toward technology, with additional support from steady financial names like Visa and Mastercard and health care leaders such as Eli Lilly, giving the fund a U.S.-centric, large-cap growth flavor despite its valuation focus.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nvidia10.63%$59.88M$5.15T24.46%
76
Outperform
Apple10.35%$58.33M$4.85T41.67%
79
Outperform
Microsoft7.80%$43.95M$3.64T-3.90%
79
Outperform
Alphabet Class A6.91%$38.94M$4.17T37.81%
85
Outperform
Meta Platforms4.45%$25.08M$1.72T-12.55%
76
Outperform
Eli Lilly & Co3.38%$19.04M$1.07T51.05%
72
Outperform
Visa3.06%$17.23M$692.54B9.39%
70
Outperform
Broadcom2.50%$14.09M$1.62T0.56%
76
Outperform
Mastercard2.25%$12.69M$497.35B-3.47%
75
Outperform
Merck & Company1.39%$7.81M$357.52B80.48%
80
Outperform

VSLU Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
48.27
Positive
100DMA
47.25
Positive
200DMA
45.52
Positive
Market Momentum
MACD
<0.01
Positive
RSI
49.97
Neutral
STOCH
41.14
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VSLU, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 48.70, equal to the 50-day MA of 48.27, and equal to the 200-day MA of 45.52, indicating a neutral trend. The MACD of <0.01 indicates Positive momentum. The RSI at 49.97 is Neutral, neither overbought nor oversold. The STOCH value of 41.14 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VSLU.

VSLU Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$563.76M0.49%
74
Outperform
$994.63M0.18%
72
Outperform
$954.53M0.75%
71
Outperform
$874.88M0.35%
74
Outperform
$831.97M0.29%
73
Outperform
$770.37M0.55%
74
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
VSLU
Applied Finance Valuation Large Cap ETF
48.51
5.72
13.37%
DSPY
Tema S&P 500 Historical Weight ETF Strategy
FTQI
First Trust Hedged BuyWrite Income ETF
INFO
Harbor PanAgora Dynamic Large Cap Core ETF
NBCR
Neuberger Berman Core Equity ETF
AFLG
First Trust Active Factor Large Cap ETF
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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