Vanguard US Minimum Volatility ETF

VFMV

時価総額 $4.76億

Low-vol funds can make good diversifiers to bring the overall temperature of a momentum-driven portfolio down.

Vanguard U.S. Minimum Volatility ETF (VFMV) remains a solid but not ideal low volatility choice, warranting a "hold" rating. This article encourages its investors to explore alternatives. Overall, VFMV's risk-adjusted returns, drawdown recovery times, and quality statistics are about average or in some cases below average. I recommend defensive investors consider FDLO or USMV for a better blend of growth, value, and quality without excessive capital appreciation sacrifice.

The Vanguard U.S. Minimum Volatility ETF may be a friend to risk-averse investors. It's an actively managed, low-cost ETF offered by the mutual funds giant.

President Donald Trump's recent address to the nation did little to calm investor concerns around the ongoing conflict with Iran, which has now entered its fifth week.

This trio of Vanguard ETFs can help investors protect their portfolio. A couple of these ETFs also offer attractive income profiles.

Relative to other Vanguard offerings, this low volatility ETF is unheralded. It shouldn't be because it bests some of its direct competitors.

After a three-year bull market in U.S. stocks, it's worthwhile to consider different ways to protect some of those gains. Investing in bonds and low-volatility stocks are two common ways to reduce broader portfolio risk.

The Vanguard Short-Term Treasury ETF is reliable safe haven in today's market dynamics. The Vanguard Total Bond Market ETF provides exposure to 11,444 government and investment-grade corporate bonds.

The Vanguard U.S. Minimum Volatility ETF targets low aggregate volatility with a diversified, value-tilted portfolio of 198 U.S. stocks. VFMV has underperformed the Russell 3000 benchmark and most low-volatility peers since inception. The return, Sharpe ratio, dividend yield, and growth are unattractive, and key competitor FDLO offers better risk-adjusted performance.

Investing in diverse, low-cost Vanguard funds can be a good way to minimize risk. The Vanguard High Dividend Yield ETF focuses on dividend stocks with solid, recurring income.