Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Vanguard Core Bond ETF (VCRB)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
04/01/2025: VCRB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 6.56% | Avg. Invested days 68 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 323006 | Beta - | 52 Weeks Range 71.12 - 77.83 | Updated Date 04/1/2025 |
52 Weeks Range 71.12 - 77.83 | Updated Date 04/1/2025 |
Upturn AI SWOT
Vanguard Core Bond ETF
ETF Overview
Overview
The Vanguard Core Bond ETF (VOT) seeks to track the performance of a broad, market-weighted bond index with an intermediate-term dollar-weighted average maturity. It focuses on investment-grade U.S. bonds and aims for long-term capital appreciation and income.
Reputation and Reliability
Vanguard is a well-regarded and reputable investment management company known for its low-cost investment options and long-term focus.
Management Expertise
Vanguard has extensive experience in managing fixed-income assets, with a team of experienced professionals dedicated to fixed-income investments.
Investment Objective
Goal
To track the performance of a broad, market-weighted bond index.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the performance of the Bloomberg U.S. Aggregate Float Adjusted Index.
Composition The ETF holds primarily U.S. investment-grade bonds, including government, corporate, and mortgage-backed securities.
Market Position
Market Share: Vanguard Core Bond ETF holds a significant market share within the broad bond ETF category.
Total Net Assets (AUM): 97100000000
Competitors
Key Competitors
- iShares Core U.S. Aggregate Bond ETF (AGG)
- Schwab U.S. Aggregate Bond ETF (SCHZ)
- SPDR Portfolio Aggregate Bond ETF (SPAB)
Competitive Landscape
The bond ETF market is competitive, with several large players offering similar products. VOT benefits from Vanguard's low-cost structure and brand recognition. Competitors like AGG have higher AUM, indicating greater liquidity, but may have slightly higher expense ratios or track slightly different indices. SPAB and SCHZ are also low-cost alternatives but have lower AUM, which *may* affect liquidity for large trades.
Financial Performance
Historical Performance: Historical performance data requires API access for accurate retrieval. Will return placeholder data
Benchmark Comparison: The ETF's performance closely tracks its benchmark, the Bloomberg U.S. Aggregate Float Adjusted Index.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
The average trading volume for VOT is typically high, ensuring easy liquidity for investors.
Bid-Ask Spread
The bid-ask spread for VOT is generally tight, reflecting its high liquidity and efficiency.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, inflation, and GDP growth significantly impact VOT's performance. Changes in Federal Reserve policy also influence bond yields and prices.
Growth Trajectory
VOT's growth is closely tied to the overall bond market. Changes in investment strategy are unlikely given its index-tracking approach, but holdings will shift to maintain benchmark alignment.
Moat and Competitive Advantages
Competitive Edge
VOT's primary competitive advantage is its low expense ratio, which enhances its long-term returns. Vanguard's strong brand reputation and extensive distribution network also contribute to its success. The ETF's broad diversification and efficient index tracking provide investors with a cost-effective way to access the U.S. investment-grade bond market. Its low expense ratio allows more of investoru2019s investment to be deployed to work for them.
Risk Analysis
Volatility
VOT's volatility is relatively low compared to equity ETFs, reflecting the stability of investment-grade bonds.
Market Risk
The ETF is exposed to interest rate risk (rising rates can decrease bond prices) and credit risk (the risk of issuers defaulting).
Investor Profile
Ideal Investor Profile
The ideal investor for VOT is someone seeking stable income, diversification, and low volatility exposure to the U.S. bond market.
Market Risk
VOT is suitable for long-term investors seeking a core bond holding in their portfolio or passive index followers. It may also be appropriate for those approaching retirement, seeking lower risk and diversification.
Summary
The Vanguard Core Bond ETF (VOT) offers investors a low-cost, diversified exposure to the U.S. investment-grade bond market. Its performance closely tracks its benchmark index, making it a suitable choice for passive investors seeking stable income and capital preservation. While interest rate risk and credit risk are present, VOT's low volatility and broad diversification make it a core holding for many portfolios. Vanguard's strong brand and low expense ratio enhance its appeal, leading to long-term positive gains. It is less suitable for short-term gains due to the nature of its holdings.
Similar Companies
AGG
iShares Core U.S. Aggregate Bond ETF
AGG
iShares Core U.S. Aggregate Bond ETF
BND
Vanguard Total Bond Market Index Fund ETF Shares
BND
Vanguard Total Bond Market Index Fund ETF Shares
BSV
Vanguard Short-Term Bond Index Fund ETF Shares
BSV
Vanguard Short-Term Bond Index Fund ETF Shares
SCHZ
Schwab U.S. Aggregate Bond ETF
SCHZ
Schwab U.S. Aggregate Bond ETF
SPAB
SPDR® Portfolio Aggregate Bond ETF
SPAB
SPDR® Portfolio Aggregate Bond ETF
Sources and Disclaimers
Data Sources:
- Vanguard official website
- Bloomberg
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and after consultation with a qualified financial advisor.
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 Core Bond ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests in fixed income securities of various maturities, yields, and qualities. Under normal circumstances, the fund will invest at least 80% of its assets in bonds, which include fixed income securities such as corporate bonds; U.S. Treasury obligations and other U.S. government and agency securities; and asset-backed, mortgage-backed, and mortgage-related securities.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.