VUS - ETF AI Analysis
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Virtus US Dividend ETF (VUS)
VUS, the Virtus US Dividend ETF, earns a solid overall rating thanks to its heavy exposure to high-quality tech leaders like Apple, Microsoft, Nvidia, and Alphabet, which combine strong financial performance with promising growth in areas such as cloud, AI, and services. These strengths are partly offset by holdings like Chevron and AbbVie, where bearish technical signals, revenue and cash flow challenges, and financial stability concerns introduce some risk. The main risk factor is the fund’s concentration in large U.S. technology and AI-related names, which can increase volatility if that sector faces a downturn.
VUS vs. SPDR S&P 500 ETF (SPY)
- AUM
- 17.12M
- Region
- North America
- Expense Ratio
- 0.25%
- Beta
- 0.90
- Issuer
- Virtus
- Inception Date
- Dec 02, 2025
- Dividend Yield
- 2.28%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
VUS Summary
Virtus US Dividend ETF (VUS) is an actively managed fund that focuses on U.S. companies that pay strong, consistent dividends, rather than tracking a fixed index. It invests across many sectors, with a big tilt toward technology, and holds well-known names like Apple and Nvidia. Someone might consider VUS if they want a mix of income from dividends plus growth potential from leading U.S. stocks, all in one investment. However, because it owns many stocks and leans heavily toward tech, its value can go up and down with the stock market and technology sector.
How much will it cost me?
The Virtus US Dividend ETF (VUS) has an expense ratio of 0.25%, which means you’ll pay $2.50 per year for every $1,000 invested. This is slightly higher than average because it is actively managed, allowing the fund to adjust its holdings to optimize returns and focus on high dividend-paying companies.
What would affect this ETF?
The Virtus US Dividend ETF (VUS) could benefit from continued strength in the U.S. economy and growth in dividend-paying sectors like technology and healthcare, which are heavily represented in its holdings. However, rising interest rates or economic slowdowns could negatively impact dividend-paying companies, particularly in sectors like real estate and financials, which are sensitive to borrowing costs and market conditions.
VUS Top 10 Holdings
VUS may be a dividend fund, but its engine is classic U.S. Big Tech. Apple, Nvidia, and Microsoft have been rising, giving the ETF a strong tailwind as investors pile into AI and cloud themes. Amazon and Alphabet add more growth flavor, though their recent moves have been steadier to mixed. Broadcom has lost a bit of steam, and JPMorgan has been lagging, slightly dampening results. Overall, this is a U.S.-only, tech-heavy income play where a handful of mega-cap names do most of the heavy lifting.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AAPL | Apple | 6.78% | $1.17M | $4.95T | 30.91% | 79Outperform |
 NVDA | Nvidia | 5.89% | $1.01M | $5.22T | 22.53% | 76Outperform |
 MSFT | Microsoft | 4.98% | $856.45K | $3.95T | 2.95% | 79Outperform |
 AVGO | Broadcom | 3.07% | $528.32K | $1.60T | -1.42% | 76Outperform |
 AMZN | Amazon | 2.29% | $394.08K | $2.83T | 18.17% | 71Outperform |
 MU | Micron | 1.76% | $303.34K | $1.03T | 351.66% | 79Outperform |
 JPM | JPMorgan Chase | 1.74% | $299.66K | $891.18B | 12.82% | 72Outperform |
 CVX | Chevron | 1.71% | $294.81K | $445.95B | 47.46% | 71Outperform |
 GOOGL | Alphabet Class A | 1.62% | $278.86K | $4.14T | 33.66% | 85Outperform |
 ABBV | AbbVie | 1.68% | $288.22K | $510.84B | 23.08% | 66Neutral |
VUS Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VUS, the sentiment is Positive. The current price of 29.94 is below the 20-day moving average (MA) of 30.00, below the 50-day MA of 29.97, and above the 200-day MA of 28.30, indicating a neutral trend. The MACD of -0.04 indicates Positive momentum. The RSI at 50.07 is Neutral, neither overbought nor oversold. The STOCH value of 33.80 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VUS.
VUS Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| VUS | $29.94 | $33.00(10.21% Upside) | $17.12M | 0.25% | 71Outperform |
 PAYR | $55.07 | $60.59(10.03% Upside) | $80.74M | 0.40% | 66Neutral |
 HQDG | $25.25 | $30.54(20.96% Upside) | $75.31M | 0.50% | 74Outperform |
 FDIV | $27.50 | $31.53(14.69% Upside) | $54.88M | 0.35% | 70Neutral |
 DIVY | $30.94 | $34.22(10.63% Upside) | $29.38M | 0.45% | 69Neutral |
 JHDV | $46.19 | $55.66(20.50% Upside) | $12.85M | 0.34% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| VUS | Virtus US Dividend ETF | 29.94 | 5.46 | 22.30% | |
| PAYR | Federated Hermes Enhanced Income ETF | 55.06 | 8.70 | 18.77% | |
| HQDG | Raub Brock Dividend Growth ETF | 25.25 | 0.25 | 1.02% | |
| FDIV | MarketDesk Focused U.S. Dividend ETF | 27.50 | 1.29 | 4.91% | |
| DIVY | Sound Equity Income ETF | 30.93 | 5.94 | 23.76% | |
| JHDV | John Hancock U.S. High Dividend ETF | 46.19 | 7.48 | 19.33% |
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.