What Is the Vanguard U.S. Value Factor ETF and Who Should Buy It?
The article analyzes the Vanguard U.S. Value Factor ETF (VFVA), an actively managed fund holding 666 undervalued U.S. stocks across all market caps. It has gained 28.5% in the past year, outperforming the S&P 500 and Nasdaq-100. The fund charges a 0.13% expense ratio and has delivered 10.96% annualized returns since its 2018 inception. Top holdings include EOG Resources, Bristol Myers Squibb, Salesforce, Cigna, and Intuit. Vanguard research predicts U.S. value stocks will outperform growth stocks by 1.6-3.6 percentage points annually over the next decade. The article discusses pros and cons, noting the fund didn't make the list of best value ETFs and that cheaper alternatives exist. It also includes a promotional pitch for Motley Fool's stock recommendations.
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