Vanguard Consumer Discretionary ETF Performance Insights

Vanguard Consumer Discretionary ETF shows potential for long-term investors despite recent losses. Investors can explore diversified opportunities with low costs and solid holdings.

Date: 07-03-2025

AI Rating: 6

The Vanguard Consumer Discretionary ETF (VCR) offers investors broad exposure to the Consumer Discretionary sector, but recent performance has shown some challenges.

Performance and Risk
The ETF has experienced a decrease of approximately -6.85% this year, which could concern investors tracking stock performance. However, the fund has shown an increase of about 13.70% over the past year, indicating potential recovery and resilience.

Furthermore, the ETF displays a medium risk profile with a beta of 1.35 and a standard deviation of 24.50%, suggesting volatility compared to the market but also implying good growth potential within the sector.

Expense Ratio
With an annual operating expense of 0.09%, VCR remains competitive in cost, which is favorable for long-term investors as lower expenses generally enhance returns.

This aspect may appeal to investors focused on cost-efficiency combined with sector gains.

Sector Exposure
The allocation of about 99.80% in the Consumer Discretionary sector indicates a strong focus on this area. Amazon.com Inc (AMZN) is notably a primary holding, accounting for about 21.38% of total assets. Additional major holdings include Tesla Inc (TSLA) and Home Depot Inc (HD), which are significant players contributing to the ETF's performance.

Given these elements, the overall assessment indicates a cautious optimism for potential investors, focusing on long-term growth while monitoring current fluctuations.

Stocks: AMZN TSLA HD