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

Large Growth | BATS, USA | Market Cap: 36m USD | 12M Return: 13.2% | US9219385021 | Charts, Fundamentals & Technical Analysis

Growth Stocks, Large-Cap Stocks, Mid-Cap Stocks, U.S. Equities
Total Rating 46
Safety 56
Buy Signal -0.08
Large Growth
Category Rotation: +14.3
AUM: 35.5M
Avg Turnover: 3.78M
Risk 3d forecast
Volatility17.0%
VaR 5th Pctl3.18%
VaR vs Median3.86%
Reward TTM
Sharpe Ratio0.67
Rel. Str. IBD64
Rel. Str. Peer Group47.6
Character TTM
Beta1.613
Beta Downside1.815
Hurst Exponent0.509
Drawdowns 3y
Max DD15.14%
CAGR/Max DD1.11
CAGR/Mean DD4.58

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 0.8 years of data

Jan - -
Feb - -
Mar - -
Apr - -
May - -
Jun - -
Jul - -
Aug - -
Sep - -
Oct - -
Nov - -
Dec - -

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

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 September 27, 2026, the stock is trading at USD 67.20 with a total of 135,721 shares traded. Over the past week, the price has changed by +2.17%, over one month by +2.96%, over three months by +9.00% and over the past year by +13.17%.

Current recommended Stop Loss: 65.30 (which is 2.8% or 2.2 ATR below the current price).

Is VUSG a buy, sell or hold?

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