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Upturn AI SWOT - About
Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares (VCIT)
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Upturn Advisory Summary
04/01/2025: VCIT (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 4.26% | Avg. Invested days 41 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 7254095 | Beta 1.16 | 52 Weeks Range 74.40 - 82.07 | Updated Date 04/2/2025 |
52 Weeks Range 74.40 - 82.07 | Updated Date 04/2/2025 |
Upturn AI SWOT
Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares
ETF Overview
Overview
The Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares (VCIT) seeks to track the performance of a broad, market-weighted index of investment-grade U.S. corporate bonds with an intermediate-term maturity. It offers exposure to the corporate bond sector and aims for a balance between risk and return.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer, known for its low-cost, index-tracking investment products and its client-owned structure.
Management Expertise
Vanguard has extensive experience and expertise in managing index funds and ETFs, with a focus on maintaining close tracking to the target index and efficient portfolio management.
Investment Objective
Goal
To track the investment performance of the Bloomberg U.S. 5-10 Year Corporate Bond Index.
Investment Approach and Strategy
Strategy: VCIT employs a passive management strategy, attempting to replicate the Bloomberg U.S. 5-10 Year Corporate Bond Index.
Composition The ETF primarily holds investment-grade U.S. corporate bonds with maturities between 5 and 10 years.
Market Position
Market Share: VCIT holds a significant market share within the intermediate-term corporate bond ETF category.
Total Net Assets (AUM): 37100000000
Competitors
Key Competitors
- iShares Intermediate-Term Corporate Bond ETF (IGIB)
- SPDR Portfolio Intermediate Term Corporate Bond ETF (ITRM)
- Schwab Intermediate-Term Corporate Bond ETF (SCHI)
Competitive Landscape
The intermediate-term corporate bond ETF market is competitive, with several large players offering similar investment strategies. VCIT's advantages include Vanguard's reputation for low costs and efficient tracking. Disadvantages may include slight tracking differences compared to competitors.
Financial Performance
Historical Performance: VCIT's historical performance closely tracks the Bloomberg U.S. 5-10 Year Corporate Bond Index, with returns influenced by interest rate movements and credit spreads.
Benchmark Comparison: VCIT's performance closely mirrors its benchmark index, the Bloomberg U.S. 5-10 Year Corporate Bond Index, demonstrating effective tracking.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
VCIT exhibits strong liquidity with a high average daily trading volume, allowing investors to easily buy and sell shares.
Bid-Ask Spread
VCIT typically has a tight bid-ask spread, indicating low transaction costs for investors.
Market Dynamics
Market Environment Factors
VCIT's performance is influenced by factors such as interest rate changes, credit market conditions, and overall economic growth. Rising interest rates can negatively impact bond prices, while improving economic conditions can tighten credit spreads.
Growth Trajectory
VCIT's growth trajectory is tied to the overall demand for intermediate-term corporate bond exposure and the fund's ability to maintain low costs and effective tracking.
Moat and Competitive Advantages
Competitive Edge
VCIT's competitive advantages include its low expense ratio, Vanguard's strong reputation, and its efficient tracking of the Bloomberg U.S. 5-10 Year Corporate Bond Index. The fund's large asset base contributes to economies of scale, further reducing costs. These factors make VCIT an attractive option for investors seeking broad exposure to the intermediate-term corporate bond market at a low cost. The established reputation of Vanguard further ensures the fund is a good investment option.
Risk Analysis
Volatility
VCIT's volatility is generally moderate, reflecting the relative stability of investment-grade corporate bonds. However, it is still sensitive to interest rate movements and credit spread fluctuations.
Market Risk
The primary market risks associated with VCIT include interest rate risk (rising rates can decrease bond values) and credit risk (the risk of bond issuers defaulting).
Investor Profile
Ideal Investor Profile
The ideal investor for VCIT is one seeking a relatively stable source of income and diversification through intermediate-term corporate bonds, with a moderate risk tolerance.
Market Risk
VCIT is suitable for long-term investors, passive index followers, and those looking to diversify their fixed-income portfolios.
Summary
VCIT offers low-cost exposure to a broad portfolio of intermediate-term U.S. corporate bonds. Managed by Vanguard, a reputable issuer, VCIT aims to track the performance of the Bloomberg U.S. 5-10 Year Corporate Bond Index. The fund is suitable for investors seeking income and diversification with a moderate risk tolerance. While VCIT exhibits moderate volatility, its tight tracking of the benchmark and low expense ratio make it a compelling choice in its category. Investors need to be aware of the sensitivity to interest rate risk and credit risk.
Similar Companies
- IGIB
- ITRM
- SCHI
- LQD
- AGG
Sources and Disclaimers
Data Sources:
- Vanguard's official website
- Bloomberg
- FactSet
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor. Market data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund employs an indexing investment approach designed to track the performance of the Bloomberg U.S. 5-10 Year Corporate Bond Index. This index includes U.S. dollar-denominated, investment-grade, fixed-rate, taxable securities issued by U.S. and non-U.S. industrial, utility, and financial companies, with maturities between 5 and 10 years. Under normal circumstances, at least 80% of the fund's assets will be invested in bonds included in the index.
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