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Morningstar

Vident U.S. Equity Strategy ETF VUSE

Morningstar Medalist Rating
Medalist Rating as of | See Vident Financial Investment Hub

Morningstar’s Analysis VUSE

Will VUSE outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VUSE’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VUSE management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of VUSE’s parent organization’s priorities and whether they’re in line with investors’ interests.

Vident U.S. Equity Strategy ETF retains its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings VUSE

More VUSE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Exxon Mobil Corp

2.36 13.1 Mil
Energy

Adobe Inc

2.18 12.1 Mil
Technology

Chevron Corp

2.14 11.9 Mil
Energy

JPMorgan Chase & Co

2.12 11.8 Mil
Financial Services

PepsiCo Inc

2.12 11.7 Mil
Consumer Defensive

Amazon.com Inc

2.12 11.7 Mil
Consumer Cyclical

Coca-Cola Co

2.04 11.3 Mil
Consumer Defensive

Broadcom Inc

2.03 11.3 Mil
Technology

Microsoft Corp

2.02 11.2 Mil
Technology

Merck & Co Inc

1.99 11.0 Mil
Healthcare