VUSE – Vident U.S. Equity Strategy ETF – ETF Stock Quote | Morningstar

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Will VUSE outperform in future?

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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.

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Morningstar Manager Research

Summary

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

by Morningstar Manager Research

Rated on Jul 31, 2024 Published on Jul 31, 2024

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Current Portfolio Date Sep 23, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 21.0

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Amazon.com Inc	2.70	15.6 Mil	Consumer Cyclical
Oracle Corp	2.24	13.0 Mil	Technology
Visa Inc Class A	2.11	12.2 Mil	Financial Services
Mastercard Inc Class A	2.08	12.0 Mil	Financial Services
Walmart Inc	2.07	12.0 Mil	Consumer Defensive
The Home Depot Inc	2.05	11.9 Mil	Consumer Cyclical
Microsoft Corp	1.97	11.4 Mil	Technology
Apple Inc	1.95	11.3 Mil	Technology
Chevron Corp	1.94	11.2 Mil	Energy
Johnson & Johnson	1.94	11.2 Mil	Healthcare

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