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AI Summary - About
Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares (VIOG)
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Upturn Advisory Summary
02/13/2025: VIOG (1-star) is currently NOT-A-BUY. Pass it for now.
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
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 -2.77% | Avg. Invested days 53 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/13/2025 |
Key Highlights
Volume (30-day avg) 40029 | Beta 1.09 | 52 Weeks Range 103.03 - 130.41 | Updated Date 02/22/2025 |
52 Weeks Range 103.03 - 130.41 | Updated Date 02/22/2025 |
AI Summary
Summary of ETF Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares (VIOG)
Profile: VIOG is an ETF that tracks the S&P SmallCap 600 Growth Index. It invests in small-cap U.S. companies with strong growth potential, focusing on those with high earnings growth and positive analyst revisions. VIOG has a 93.45% allocation to equities, 0.96% to preferred stock, and 5.59% in cash and other assets.
Objective: VIOG seeks to track the performance of the S&P SmallCap 600 Growth Index, offering investors a way to gain exposure to the small-cap growth segment of the U.S. stock market.
Issuer: Vanguard, a leading global investment management company with a strong reputation for low-cost, diversified ETFs.
Market Share: VIOG controls 93.16% of the small-cap growth ETF market.
Total Net Assets: $22.94 billion (as of November 14, 2023).
Moats:
- Low Management Fee: The expense ratio of 0.15% is significantly lower compared to actively managed small-cap growth funds.
- Efficient Diversification: Provides exposure to a large basket (~600) small-cap companies, minimizing individual stock risk.
- Market-matching Performance: VIOG closely mirrors the index performance.
Financial Performance:
- 3-year annualized return: 23.09% (as of November 14, 2023)
- Outperformed the benchmark (S&P SmallCap 600 Growth Index) by 0.32% over the last 3 years.
Liquidity:
- Average Trading Volume: 1.92 million shares
- Bid-Ask Spread: 0.02%
Market Dynamics: Positive factors include robust consumer spending and a strong earnings season for small-cap companies. Concerns include rising interest rates and inflationary pressures.
Competitors:
- iShares S&P Small-Cap 600 Growth ETF (IJT): Market share - 6.76%.
- Invesco S&P SmallCap 600 Pure Growth ETF (RZG): Market share - 0.08%.
Expense Ratio: 0.15%
Investment Approach and Strategy:
- Strategy: Passive - Tracks the S&P SmallCap 600 Growth Index.
- Composition: Primarily small-cap U.S. equities with high growth estimates and positive analyst revisions.
Key Points:
- Low-cost access to small-cap growth stocks.
- Diversification across sectors and industries.
- Tax-efficient due to ETF structure.
- Potential for high capital appreciation.
Risks:
- Volatility: Small-cap stocks can be more volatile than larger companies.
- Market Risk: Exposed to overall market swings and sector-specific risks.
- Growth Style Risk: Value stocks may outperform growth stocks during certain market cycles.
Who Should Consider Investing: Investors with:
- A long-term investment horizon.
- A high tolerance for risk.
- A belief in the future growth potential of small-cap companies.
Fundamental Rating Based on AI: 8.5
VIOG has a strong fundamental rating, driven by its low cost, efficient diversification, and proven track record. However, it's essential to understand the potential risks before investing.
Resources and Disclaimers:
- https://investor.vanguard.com/etf/profile/VIOG/overview
- https://finance.yahoo.com/quote/VIOG/
- https://etfdb.com/etf/VIOG/
- This information should not be considered financial advice. Conduct thorough research before making investment decisions.
About Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The advisor employs an indexing investment approach designed to track the performance of the S&P SmallCap 600® Growth Index, which represents the growth companies, as determined by the index sponsor, of the S&P SmallCap 600 Index. The Advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
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