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Upturn AI SWOT - About
Vanguard Consumer Staples Index Fund ETF Shares (VDC)
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Upturn Advisory Summary
04/01/2025: VDC (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 2.41% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 155654 | Beta 0.6 | 52 Weeks Range 189.67 - 225.41 | Updated Date 04/2/2025 |
52 Weeks Range 189.67 - 225.41 | Updated Date 04/2/2025 |
Upturn AI SWOT
Vanguard Consumer Staples Index Fund ETF Shares
ETF Overview
Overview
The Vanguard Consumer Staples Index Fund ETF Shares (VDC) seeks to track the investment results of a broad, market-cap-weighted index of consumer staples stocks. It offers exposure to companies that manufacture and distribute everyday products, like food, beverages, and household goods.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer known for its low-cost index funds and ETFs.
Management Expertise
Vanguard has extensive experience and expertise in managing index-tracking ETFs.
Investment Objective
Goal
To track the performance of a benchmark index that measures the investment return of consumer staples stocks.
Investment Approach and Strategy
Strategy: The fund employs a passive management strategy designed to track the investment results of the MSCI US Investable Market Consumer Staples 25/50 Index.
Composition The ETF holds a diversified portfolio of stocks in the consumer staples sector.
Market Position
Market Share: VDC holds a significant market share within the consumer staples ETF category.
Total Net Assets (AUM): 6950000000
Competitors
Key Competitors
- XLP
- RHS
- FXG
Competitive Landscape
The consumer staples ETF industry is dominated by a few large players. VDC's low expense ratio provides a competitive advantage, while XLP has greater AUM due to its longer history. RHS and FXG are smaller and offer different weighting strategies.
Financial Performance
Historical Performance: Historical performance data should be sourced from financial data providers.
Benchmark Comparison: VDC's performance closely tracks its benchmark, the MSCI US Investable Market Consumer Staples 25/50 Index.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
VDC has a relatively high average trading volume, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread for VDC is typically tight, suggesting low transaction costs.
Market Dynamics
Market Environment Factors
Economic conditions, consumer spending patterns, and inflation can influence the performance of consumer staples companies.
Growth Trajectory
VDC's growth trajectory is tied to the overall performance of the consumer staples sector. Changes in consumer preferences and industry trends can impact its holdings.
Moat and Competitive Advantages
Competitive Edge
VDC's main advantage is its low expense ratio, which makes it a cost-effective option for investors seeking exposure to the consumer staples sector. Its broad diversification within the sector reduces company-specific risk. Vanguard's reputation for low-cost investing further enhances its appeal. The ETF's passive management strategy also ensures consistency in tracking its benchmark index.
Risk Analysis
Volatility
Consumer staples stocks are generally considered less volatile than other sectors, which reduces the ETF's overall volatility.
Market Risk
VDC is subject to market risk, including the risk that consumer staples stocks may decline in value due to economic downturns or changes in consumer behavior.
Investor Profile
Ideal Investor Profile
VDC is suitable for investors seeking stable returns, dividend income, and diversification within the consumer staples sector.
Market Risk
VDC is best suited for long-term investors seeking passive exposure to the consumer staples sector.
Summary
VDC offers low-cost exposure to a diversified portfolio of consumer staples stocks, making it suitable for long-term investors seeking stability and dividend income. It tracks the MSCI US Investable Market Consumer Staples 25/50 Index effectively. Vanguard's reputation and low expense ratio make it a competitive choice within the consumer staples ETF category. However, its returns are limited by the relatively slow-growth nature of the consumer staples sector.
Similar Companies
FSTA
Fidelity® MSCI Consumer Staples Index ETF
FSTA
Fidelity® MSCI Consumer Staples Index ETF
FXG
First Trust Consumer Staples AlphaDEX® Fund
FXG
First Trust Consumer Staples AlphaDEX® Fund
KXI
iShares Global Consumer Staples ETF
KXI
iShares Global Consumer Staples ETF
RHS
Invesco S&P 500® Equal Weight Consumer Staples ETF
RHS
Invesco S&P 500® Equal Weight Consumer Staples ETF
XLP
Consumer Staples Select Sector SPDR® Fund
XLP
Consumer Staples Select Sector SPDR® Fund
Sources and Disclaimers
Data Sources:
- Vanguard's official website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share data is estimated and may vary. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Vanguard Consumer Staples Index Fund ETF Shares
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund employs an indexing investment approach designed to track the performance of the index, an index made up of stocks of large, mid-size, and small U.S. companies within the consumer staples sector, as classified under the GICS. The Advisor attempts to replicate the target index by seeking to invest all, or substantially all, of its assets in the stocks that make up the index, in order to hold each stock in approximately the same proportion as its weighting in the index. The fund is non-diversified.
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