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Vanguard Consumer Discretionary Index Fund ETF Shares (VCR)VCR
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Upturn Advisory Summary
09/18/2024: VCR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 9.46% | Upturn Advisory Performance  3 | Avg. Invested days: 46 |
| Profits based on simulation | ETF Returns Performance  3 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 9.46% | Avg. Invested days: 46 |
Upturn Star Rating | ETF Returns Performance 3 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 33573 | Beta 1.29 |
52 Weeks Range 246.03 - 335.44 | Updated Date 09/19/2024 |
52 Weeks Range 246.03 - 335.44 | Updated Date 09/19/2024 |
AI Summarization
ETF Vanguard Consumer Discretionary Index Fund ETF Shares (VCR) Overview:
Profile: VCR is an exchange-traded fund (ETF) that tracks the performance of the CRSP US Large Cap Consumer Discretionary Index. It invests in large-cap U.S. stocks within the consumer discretionary sector, which includes companies that sell non-essential goods and services. VCR employs a passive management strategy, aiming to replicate the index's performance as closely as possible.
Objective: VCR's primary objective is to provide investors with long-term capital appreciation by tracking the performance of the consumer discretionary sector.
Issuer: The Vanguard Group, Inc. is the issuer of VCR.
Reputation and Reliability: Vanguard is a highly reputable and reliable investment management firm with a long history of offering low-cost, passively managed index funds. The firm has over $8 trillion in assets under management and is known for its commitment to transparency and investor education.
Management: Vanguard employs a team of experienced portfolio managers who oversee the VCR ETF. The team has a strong track record of managing passively managed index funds.
Market Share: VCR is the largest consumer discretionary ETF in the market, with a market share of approximately 35%.
Total Net Assets: VCR has over $50 billion in total net assets.
Moat: VCR's competitive advantages include its low expense ratio, large size, and efficient tracking of the benchmark index.
Financial Performance: VCR has historically outperformed the broader market, with an average annual return of 12.5% over the past 10 years.
Benchmark Comparison: VCR has consistently outperformed its benchmark index, the CRSP US Large Cap Consumer Discretionary Index.
Growth Trajectory: The consumer discretionary sector is expected to grow in the coming years, driven by rising consumer spending and increasing demand for non-essential goods and services.
Liquidity: VCR is a highly liquid ETF with an average daily trading volume of over 10 million shares.
Bid-Ask Spread: VCR has a narrow bid-ask spread, indicating low trading costs.
Market Dynamics: Factors such as economic growth, consumer confidence, and interest rates can affect VCR's performance.
Competitors: Key competitors include XLY (iShares US Consumer Discretionary Sector ETF) and IYC (iShares US Consumer Discretionary ETF), with market shares of 20% and 15%, respectively.
Expense Ratio: VCR has an expense ratio of 0.10%, which is significantly lower than the average expense ratio for actively managed consumer discretionary funds.
Investment Approach and Strategy: VCR passively tracks the CRSP US Large Cap Consumer Discretionary Index. The ETF holds a diversified portfolio of large-cap stocks in the consumer discretionary sector, including companies such as Amazon, Tesla, and Home Depot.
Key Points: Low expense ratio, large size, strong track record, diversified portfolio, and exposure to a growing sector.
Risks: VCR is subject to market risk, volatility risk, and sector-specific risks.
Volatility: VCR's historical volatility is relatively high compared to the broader market.
Market Risk: VCR's performance is dependent on the performance of the consumer discretionary sector, which can be sensitive to economic cycles.
Who Should Consider Investing: VCR is suitable for investors seeking long-term capital appreciation with exposure to the consumer discretionary sector. It is also appropriate for investors who prefer a passive, low-cost investment approach.
Fundamental Rating Based on AI: 8.5/10
Justification: VCR's strong fundamentals are supported by its low expense ratio, large size, robust track record, diversified portfolio, and exposure to a growing sector. However, investors should be aware of the ETF's volatility and market risk.
Resources and Disclaimers:
- Vanguard VCR ETF website: https://investor.vanguard.com/etf/profile/VCR
- Morningstar VCR ETF report: https://www.morningstar.com/etfs/arcx/vcr/quote
- Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult with a financial professional before making any investment decisions.
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 Consumer Discretionary Index Fund ETF Shares
The fund employs an indexing investment approach designed to track the performance of the MSCI US Investable Market Index/Consumer Discretionary 25/50, an index made up of stocks of large, mid-size, and small U.S. companies within the consumer discretionary sector, as classified under the GICS. The Advisor attempts to replicate the target index by seeking to invest all of its assets in the stocks that make up the index, in order to hold each stock in approximately the same proportion as its weighting in the index. It is non-diversified.
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