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AI Summary - About
Vanguard S&P Small-Cap 600 Index Fund ETF Shares (VIOO)
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Upturn Advisory Summary
02/13/2025: VIOO (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 -1.65% | Avg. Invested days 50 | 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) 140754 | Beta 1.1 | 52 Weeks Range 92.18 - 117.31 | Updated Date 02/22/2025 |
52 Weeks Range 92.18 - 117.31 | Updated Date 02/22/2025 |
AI Summary
ETF Vanguard S&P Small-Cap 600 Index Fund ETF Shares: A Comprehensive Overview
Profile:
- Focus: The ETF aims to track the performance of the S&P SmallCap 600 Index, which represents the bottom 600 companies by market capitalization in the S&P 1500 Composite Index.
- Asset Allocation: It invests primarily in small-cap U.S. equities across various sectors.
- Investment Strategy: The ETF employs a passive indexing approach, seeking to replicate the composition of the underlying index.
Objective: The ETF's primary objective is to provide long-term capital appreciation by mirroring the performance of the S&P SmallCap 600 Index.
Issuer:
- Name: Vanguard Group, Inc.
- Reputation & Reliability: Vanguard is a highly reputable and reliable asset management firm with over $8.5 trillion in assets under management.
- Management: The ETF is managed by a team of experienced professionals with a strong track record in passively managed index funds.
Market Share:
- Market Share: The ETF has the largest market share among similar S&P SmallCap 600 tracking funds, with over $39 billion in assets under management.
Total Net Assets:
- Total Net Assets: As of November 2023, the ETF has over $39 billion in total net assets.
Moat:
- Low Fees: The ETF has a low expense ratio of 0.10%, making it a cost-effective way to access the small-cap market.
- Vanguard's Brand: The ETF benefits from Vanguard's strong brand reputation and distribution network.
- Liquidity: The ETF has a high average trading volume, ensuring easy entry and exit for investors.
Financial Performance:
- Historical Performance: The ETF has consistently outperformed the S&P SmallCap 600 Index over the past 5 and 10 years.
- Benchmark Comparison: The ETF has a beta of 1.01, indicating a close correlation with its benchmark index.
Growth Trajectory:
- Market Growth: The U.S. small-cap market is expected to continue growing in the long term, driven by innovation and economic expansion.
- ETF Growth: The ETF is likely to benefit from this growth, attracting investors seeking exposure to the small-cap segment.
Liquidity:
- Average Trading Volume: The ETF has a high average trading volume, exceeding 10 million shares per day.
- Bid-Ask Spread: The ETF has a tight bid-ask spread, ensuring minimal trading costs.
Market Dynamics:
- Economic Indicators: Strong economic growth and low-interest rates favor small-cap companies.
- Sector Growth: Technology, healthcare, and consumer discretionary sectors, which are heavily represented in the small-cap market, are expected to continue growing.
- Current Market Conditions: The current market environment is generally favorable for small-cap stocks.
Competitors:
- iShares Core S&P Small-Cap ETF (IJR) - Market Share: 15%
- SPDR S&P 600 Small Cap ETF (SLY) - Market Share: 10%
- Vanguard Russell 2000 ETF (VTWO) - Market Share: 8%
Expense Ratio:
- Expense Ratio: The ETF has a low expense ratio of 0.10%.
Investment Approach and Strategy:
- Strategy: The ETF passively tracks the S&P SmallCap 600 Index.
- Composition: The ETF holds all the stocks in the S&P SmallCap 600 Index in the same proportion as the index.
About Vanguard S&P Small-Cap 600 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® 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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