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Upturn AI SWOT - About
Vanguard Information Technology Index Fund ETF Shares (VGT)
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Upturn Advisory Summary
03/18/2025: VGT (2-star) is currently NOT-A-BUY. Pass it for now.
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 22.26% | Avg. Invested days 61 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 03/18/2025 |
Key Highlights
Volume (30-day avg) 652575 | Beta 1.24 | 52 Weeks Range 475.70 - 647.94 | Updated Date 04/2/2025 |
52 Weeks Range 475.70 - 647.94 | Updated Date 04/2/2025 |
Upturn AI SWOT
ETF Vanguard Information Technology Index Fund ETF Shares (VGT)
Profile
This ETF provides investors with exposure to a broad range of large, medium, and small-cap U.S. information technology companies. It tracks the performance of the CRSP US Select Technology 25-50 Index, investing in companies across software, semiconductors, technology hardware, and internet services.
Objective
The primary goal of VGT is to track the performance of the technology sector, offering investors a convenient way to gain diversified exposure to this dynamic industry.
Issuer
Vanguard Group, Inc.
- Reputation and Reliability: Vanguard is a highly reputable and reliable asset management firm, known for its low-cost index funds and commitment to investor education.
- Management: Vanguard's experienced and knowledgeable management team oversees a wide range of successful funds and ETFs.
Market Share
VGT is the second-largest technology sector ETF, with a market share of approximately 30%.
Total Net Assets
VGT has over $220 billion in assets under management.
Moat
Strengths of VGT:
- Low Expense Ratio: VGT boasts a low expense ratio of 0.10%, making it one of the most affordable ways to invest in the technology sector.
- Diversification: The ETF invests in a wide range of companies, minimizing single-stock risk.
- Strong Track Record: VGT has consistently outperformed the broader market over the long term.
Financial Performance
- Year-to-date: 0.75% (as of November 14, 2023)
- 3-year: 11.54%
- 5-year: 13.52%
- 10-year: 16.23%
Benchmark Comparison: VGT has consistently outperformed its benchmark index, the CRSP US Select Technology 25-50 Index, over various timeframes.
Growth Trajectory
The technology sector is expected to continue its growth trajectory, driven by increasing technological adoption and innovation. VGT is well-positioned to benefit from this trend.
Liquidity
- Average Trading Volume: Over 25 million shares traded daily, making it highly liquid.
- Bid-Ask Spread: Tight bid-ask spread, ensuring low transaction costs.
Market Dynamics
Factors impacting VGT's market environment include:
- Economic Growth: Strong economic growth leads to increased technology spending.
- Technological Advancement: Rapidly evolving technologies create new opportunities for the tech sector.
- Interest Rates: Rising interest rates can negatively impact growth stocks like those in VGT.
Competitors
VGT's main competitors include:
- Invesco QQQ Trust (QQQ): Market share: 50%
- SPDR S&P Semiconductor ETF (XSD): Market share: 5%
- iShares Expanded Tech Sector ETF (IGV): Market share: 4%
Expense Ratio
VGT's expense ratio is 0.10%.
Investment Approach and Strategy
- Strategy: VGT tracks the CRSP US Select Technology 25-50 Index, investing in a broad range of technology companies.
- Composition: The ETF holds over 350 stocks, primarily focused on software, semiconductors, technology hardware, and internet services.
Key Points
- Low-cost diversification in technology sector
- Strong historical performance
- Large and liquid ETF
Risks
- Volatility: Technology stocks can be volatile, leading to significant price fluctuations.
- Market Risk: The ETF's performance is tied to the technology sector, which is sensitive to economic conditions and technological change.
Who should consider investing?
VGT is suitable for investors who:
- Seek long-term exposure to the technology sector
- Have a high risk tolerance
- Believe in the continued growth of the technology industry
Fundamental Rating Based on AI
8.5 out of 10
VGT has strong fundamentals, supported by its low expense ratio, diversified holdings, solid track record, and growth potential. The AI system considers these factors to give VGT a high rating. However, investors should be aware of the inherent volatility of the technology sector and the risks involved.
Resources and Disclaimers
Resources:
- Vanguard's VGT webpage: https://investor.vanguard.com/etf/profile/VGT
- Morningstar's VGT report: https://www.morningstar.com/etfs/xnys/vgt
Disclaimer: This analysis is for informational purposes only and should not be considered financial advice.
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 Information Technology Index Fund ETF Shares
Exchange NYSE ARCA | 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 index, an index made up of stocks of large, mid-size, and small U.S. companies within the information technology 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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