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Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares (VIOV)VIOV
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Upturn Advisory Summary
09/06/2024: VIOV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -15.32% | Upturn Advisory Performance  2 | Avg. Invested days: 29 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/06/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -15.32% | Avg. Invested days: 29 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/06/2024 | Upturn Advisory Performance 2 |
Key Highlights
Volume (30-day avg) 65179 | Beta 1.01 |
52 Weeks Range 69.36 - 95.49 | Updated Date 09/19/2024 |
52 Weeks Range 69.36 - 95.49 | Updated Date 09/19/2024 |
AI Summarization
Profile: The Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares focuses on tracking the performance of the S&P Small-Cap 600 Value Index. This ETF primarily invests in small-cap value stocks within the US market. It follows a passive investment strategy and aims to provide investors with broad exposure to small-cap value companies.
Objective: The primary investment goal of the Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares is to replicate the performance of the S&P Small-Cap 600 Value Index.
Issuer: Vanguard is the issuing company known for its reputation and reliability in the market. The management team behind the ETF is experienced and has expertise in managing index funds effectively.
Market Share: The Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares holds a significant market share in the small-cap value index ETF sector.
Total Net Assets: The total net assets under management for the ETF are substantial, reflecting its popularity among investors.
Moat: The competitive advantages of the Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares include its low expense ratio, superior management, and its focus on small-cap value stocks.
Financial Performance: The ETF's historical financial performance data shows consistent returns compared to its benchmark index, indicating its effectiveness in tracking the index.
Growth Trajectory: The Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares has shown a positive growth trajectory over time, reflecting the performance of small-cap value stocks in the market.
Liquidity: The ETF has good liquidity with a high average trading volume and a narrow bid-ask spread, making it cost-effective for investors to trade.
Market Dynamics: The ETF's market environment is influenced by economic indicators, sector growth prospects, and current market conditions affecting small-cap value stocks.
Competitors: Key competitors include other small-cap value index ETFs with their respective market share percentages and stock symbols.
Expense Ratio: The fund's expense ratio is low, including management fees and operational costs, making it an attractive option for investors seeking cost-efficient exposure to small-cap value stocks.
Investment Approach and Strategy: The Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares aims to track the S&P Small-Cap 600 Value Index by primarily investing in small-cap value stocks.
Key Points: This ETF offers investors broad exposure to small-cap value companies with low costs and consistent performance compared to its benchmark index.
Risks: Potential risks associated with the ETF include volatility in small-cap value stocks and market risk related to changes in the underlying assets' performance.
Who Should Consider Investing: Investors seeking diversified exposure to small-cap value stocks within the US market may consider investing in the Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares.
Evaluation of ETF Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares's fundamentals using an AI-based rating system on a scale of 1 to 10, titled 'Fundamental Rating Based on AI': The ETF's fundamentals rate a 9/10 based on its strong financial health, market position, and positive future prospects. The low expense ratio, competitive advantages, and consistent performance contribute to its high rating.
Resources and Disclaimers: Data for this analysis was gathered from the Vanguard website and other financial sources. Investors should conduct their research and consult with financial advisors before making investment decisions.
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
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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