Vanguard 工業指數ETF（VIS）績效解析與投資觀點

Zacks Equity Research
發行於 2004 年 9 月 23 日

Vanguard 工業指數基金ETF股票 (代號 VIS) 是一種被動管理的交易所交易基金，旨在為股市工業 - 廣義板塊提供廣泛曝險。

雖然作為長期投資的工具，被動管理的ETF受到機構與散戶的青睞，原因在於其低成本、透明度、靈活性與稅務效率。

Sector ETFs are also funds of convenience, offering many ways to gain low risk and diversified exposure to a broad group of companies in particular sectors. Industrials - Broad is one of the 16 broad Zacks sectors within the Zacks Industry classification. It is currently ranked 8, placing it in top 50%.

Sector ETFs 是方便的投資工具，提供多種方式，以低風險、分散化的方式獲得特定產業的大型公司敞口。工業 - 廣義是 Zacks 產業分類中 16 個廣義產業之一，目前排名第 8，位於前 50%。

The fund is sponsored by Vanguard. It has amassed assets over $7.63 billion, making it one of the largest ETFs attempting to match the performance of the Industrials - Broad segment of the equity market. VIS seeks to match the performance of the MSCI US Investable Market Industrials 25/50 Index before fees and expenses.

The MSCI US Investable Market Industrials 25/50 Index measures the investment return of industrial stocks.

When considering an ETF's total return, expense ratios are an important factor, and cheaper funds can significantly outperform their more expensive counterparts in the long term if all other factors remain equal. Annual operating expenses for this ETF are 0.09%, making it one of the least expensive products in the space.

It has a 12-month trailing dividend yield of 0.9%.

While ETFs offer diversified exposure, which minimizes single stock risk, a deep look into a fund's holdings is a valuable exercise. And, most ETFs are very transparent products that disclose their holdings on a daily basis. This ETF has heaviest allocation in the Industrials sector -- about 99.8% of the portfolio.

Looking at individual holdings, General Electric Co (GE) accounts for about 4.86% of total assets, followed by Caterpillar Inc (CAT) and Rtx Corp (RTX).

The ETF has added roughly 13.12% and it's up approximately 41.56% so far this year and in the past one year (as of 04/15/2026), respectively. VIS has traded between $231.16 and $345.06 during this last 52-week period.

The ETF has a beta of 1.07 and standard deviation of 16.86% for the trailing three-year period, making it a medium risk choice in the space. With about 392 holdings, it effectively diversifies company-specific risk.

Vanguard Industrials Index Fund ETF Shares holds a Zacks ETF Rank of 2 (Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, VIS is an outstanding option for investors seeking exposure to the Industrials ETFs segment of the market. There are other additional ETFs in the space that investors could consider as well.