VUSG ETF Analysis: Wellington U.S. Growth | BATS

Large Growth | BATS, USA | Market Cap: 30m USD | 12M Return: 3.2% | Charts, Fundamentals & Technical Analysis

Growth Stocks, Large-Cap Stocks, Mid-Cap Stocks, U.S. Equities
Total Rating 31
Safety 26
Buy Signal -0.64
Large Growth
Category Rotation: -11.4
AUM: 30.3M
Avg Turnover: 5.11M
Risk 3d forecast
Volatility24.2%
VaR 5th Pctl4.66%
VaR vs Median7.18%
Reward TTM
Sharpe Ratio0.18
Rel. Str. IBD31
Rel. Str. Peer Group14.4
Character TTM
Beta1.530
Beta Downside1.769
Hurst Exponent0.504
Drawdowns 3y
Max DD15.14%
CAGR/Max DD0.40
CAGR/Mean DD1.55

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality

Not enough history
Description: VUSG Wellington U.S. Growth

The VUSG ETF employs an active management approach targeting U.S. large- and mid-capitalization stocks with above-average earnings growth potential. The fund commits at least 80% of net assets to U.S. growth securities and operates as a non-diversified vehicle, permitting more concentrated positions than typical diversified funds.

As an actively managed ETF, VUSG belongs to a growing segment of exchange-traded products that combine active stock selection with the intraday trading and tax efficiency of the ETF structure. Its Large Growth category generally emphasizes companies with above-average revenue and earnings expansion, often drawn from the technology, healthcare, and consumer discretionary sectors.

Headlines to Watch Out For
  • Investor flows drive AUM growth for newly launched ETF
  • Mega-cap technology holdings drive underlying NAV performance
  • Expense ratio pressure intensifies from passive growth ETF rivals
What is the price of VUSG shares?

As of July 26, 2026, the stock is trading at USD 61.30 with a total of 197,109 shares traded. Over the past week, the price has changed by -1.61%, over one month by -1.68%, over three months by -2.51% and over the past year by +3.23%.

Current recommended Stop Loss: 58.30 (which is 4.9% or 2.7 ATR below the current price).

Is VUSG a buy, sell or hold?

Wellington U.S. Growth has no consensus analysts rating.