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VUSEVident U.S. Equity Strategy ETF

Grow my money12y track recordRanked #1,017 of 2,992 in this goal

Tracks the performance of the Vident U.S. Quality Index.

By Vident Financial · Launched 2014

Annual Cost

0.50%

#2,660 of 5,854 · average

Fund Size

$690M

#1,370 of 5,854 · large

Return (1Y)Goal

+13.5%

Track Record

12 years

#1,143 of 5,854 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,233+12.3%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Index tracking

Factor

Quality

Index tracked

Vident US Quality Index

What it actually holds

By weight

Concentration

Top 10 holdings = 25.2% of fundwell diversified

Walmart Inc
3.2%
Alphabet Inc
2.9%
Eli Lilly & Co
2.8%
Johnson & Johnson
2.7%
Broadcom Inc
2.6%
Apple Inc
2.2%
Visa Inc
2.2%
Lam Research Corp
2.2%
AbbVie Inc
2.2%
Meta Platforms Inc
2.1%

Asset allocation

Stocks
99.9%
Cash
0.1%

By sector

Technology
35.8%
Financial Services
14.2%
Consumer Cyclical
10.2%
Healthcare
10.1%
Industrials
8.5%
Communication
8.2%
Consumer Defensive
6.6%
Basic Materials
2.5%
Other
4.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
13.3%Moderate

Year-on-year price swings

Max drawdown
-43.9%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.73Decent risk-adjusted returns
Sortino (3Y)
1.07Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the performance of the Vident U.S. Quality Index.
Strategy
Employs a passive management approach to invest primarily in equity securities of U.S. companies with market capitalizations of at least $100 million. The Fund aims to replicate the Vident U.S. Quality Index, which is weighted based on quality and momentum factors, and has significant exposure to the information technology, financials, industrials, and health care sectors.
Inception date
January 22, 2014
Fund family
Vident Financial

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Data updated on 2026-08-03