Vanguard Funds Underperform S&P 500

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Vanguard ETFs Underperformed

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Vanguard Dividend Appreciation ETF

The Motley Fool

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Prediction: These 3 Vanguard ETFs Underperformed the S&P 500 This Year, but They'll Beat the Index in 2025

Summary

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Vanguard Dividend Appreciation ETF ( NYSEMKT : VIG), Vanguard S&P 500 Value ETF and the Vanguard Energy ETF have all underperformed the S.P 500 this year .

But they all have combinations of quality top holdings and reasonable valuations that could position them to shine bright in 2025 .

The Vanguard fund's top five holdings are Apple, Broadcom , Microsoft , JPMorgan Chase and ExxonMobil .

The Vanguard Energy ETF is designed to reflect the performance of the energy sector.

Just two stocks, ExxonMobil and Chevron , account for 36% of its portfolio value.

The energy sector is cheap because it is prone to downturns and is capital intensive.

By investing in this ETF, investors can get some diversification of risk across the sector.

Vanguard Dividend Appreciation ETF, and Vanguard S&P 500 ETF, will beat the index in 2025 .

The Motley Fool recommends Broadcom and recommends the following options: long January 2026 $ 395 calls on Microsoft and short January 20 26 $ 405 calls.

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