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Upturn AI SWOT - About
Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares (VIOV)
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Upturn Advisory Summary
04/01/2025: VIOV (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
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -9.38% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 72690 | Beta 1.15 | 52 Weeks Range 79.26 - 101.67 | Updated Date 04/2/2025 |
52 Weeks Range 79.26 - 101.67 | Updated Date 04/2/2025 |
Upturn AI SWOT
Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares
ETF Overview
Overview
The Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares (VIOV) seeks to track the performance of the S&P SmallCap 600 Value Index. It focuses on U.S. small-cap value stocks, providing exposure to companies with value characteristics.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer known for its low-cost, index-tracking ETFs.
Management Expertise
Vanguard has extensive experience in managing index funds and ETFs, leveraging a disciplined and passive approach.
Investment Objective
Goal
To track the performance of the S&P SmallCap 600 Value Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, aiming to replicate the S&P SmallCap 600 Value Index by investing in its constituent securities.
Composition The ETF holds a diversified portfolio of U.S. small-cap stocks that exhibit value characteristics, such as low price-to-book ratios.
Market Position
Market Share: VIOV holds a moderate market share within the small-cap value ETF segment.
Total Net Assets (AUM): 1750000000
Competitors
Key Competitors
- IShares S&P Small-Cap 600 Value ETF (IJS)
- Avantis U.S. Small Cap Value ETF (AVUV)
- Invesco S&P SmallCap 600 Pure Value ETF (RZV)
Competitive Landscape
The small-cap value ETF market is competitive, with several ETFs offering similar exposure. VIOV's advantage lies in Vanguard's low-cost structure, while competitors may differentiate through index construction or active management strategies.
Financial Performance
Historical Performance: Historical performance data is available from financial data providers and Vanguard's website. Performance varies with market cycles.
Benchmark Comparison: The ETF's performance closely tracks the S&P SmallCap 600 Value Index, with minor deviations due to expense ratio and tracking error.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
VIOV generally has moderate average trading volume, offering sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread for VIOV is typically tight, reflecting its relatively high liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment towards value stocks influence VIOV's performance.
Growth Trajectory
VIOV's growth trajectory is tied to the performance of the S&P SmallCap 600 Value Index and investor demand for small-cap value exposure. There are no drastic changes to strategy and holdings.
Moat and Competitive Advantages
Competitive Edge
VIOV's competitive advantage stems from Vanguard's reputation for low-cost investing and efficient index tracking. The ETF offers broad exposure to the small-cap value segment of the U.S. equity market. Its passive management style contributes to consistent performance relative to the benchmark. The fund's expense ratio is very competitive within its category, attracting cost-conscious investors. VIOV's liquidity also makes it an appealing choice for investors.
Risk Analysis
Volatility
VIOV experiences moderate volatility, typical of small-cap stocks, which can be more sensitive to market fluctuations.
Market Risk
VIOV is subject to market risk, including the potential for declines in the value of its underlying holdings due to economic downturns or sector-specific challenges.
Investor Profile
Ideal Investor Profile
The ideal investor for VIOV is one seeking exposure to U.S. small-cap value stocks as part of a diversified portfolio. These investors should have a long-term investment horizon.
Market Risk
VIOV is suitable for long-term investors and passive index followers seeking value stock exposure. It may not be ideal for active traders seeking short-term gains.
Summary
Vanguard's VIOV provides low-cost exposure to small-cap U.S. value stocks, mirroring the S&P SmallCap 600 Value Index. It is a passively managed ETF that aims for consistent performance with competitive expense ratio and is suitable for long-term investors seeking diversified value stock investments. VIOV is subject to market risk and volatility typical of small-cap equity. Investors should consider it as part of a wider portfolio strategy.
Similar Companies
- IJS
- AVUV
- RZV
- IWN
- VBR
Sources and Disclaimers
Data Sources:
- Vanguard's official website
- Financial data providers (e.g., Yahoo Finance, Bloomberg)
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and after consulting 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 S&P Small-Cap 600 Value 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® Value Index, which represents the value 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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