Vident U.S. Equity Strategy ETF Shows Mixed Performance Insights

Vident U.S. Equity Strategy ETF has experienced a year-to-date loss of -0.77% while gaining 8.84% over the last year. Investors might consider its performance and structure as factors impacting future stock price movements.

Date: 27-03-2025

AI Rating: 6

Earnings Performance Insights
The Vident U.S. Equity Strategy ETF, known as VUSE, has shown mixed performance indicators with a year-to-date loss of -0.77%. Despite this, it has achieved an approximate gain of 8.84% over the last 12 months. This indicates a recovery trend that could interest investors looking for potential upsides in the style box - all cap value segment.

Cost Considerations
VUSE has an operating expense ratio of 0.50%, which is competitive within its category. Lower expenses can enhance return prospects for investors, enabling potentially better performance relative to more expensive counterparts if returns are similar.

Dividend Yield
The ETF has a trailing 12-month dividend yield of 0.81%, which can provide income to investors and may make it more attractive in a low-interest-rate environment.

Holdings and Diversification
With significant exposure to the Information Technology sector (25.80% allocation), the fund holds notable stocks like Walmart Inc (WMT), Apple Inc (AAPL), and Oracle Corp (ORCL). The diversification across 130 holdings helps mitigate company-specific risk, making it a relatively stable investment option.

Market Risk Evaluation
The ETF has a beta of 1.09, suggesting it behaves similarly to the market but has a slightly higher risk volatility. The standard deviation of 16.84% for the trailing three years indicates medium risk, likely appealing to moderate-risk investors.

Final Takeaway
Despite the current negative performance year-to-date, the overall trend over the last year and the structure of the ETF suggest potential for recovery and stability. Investors may weigh these factors in their decision-making process regarding VUSE.

Stocks: AAPL WMT ORCL