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Upturn AI SWOT - About
Vanguard Industrials Index Fund ETF Shares (VIS)
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Upturn Advisory Summary
04/01/2025: VIS (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 0.58% | Avg. Invested days 39 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 100733 | Beta 1.16 | 52 Weeks Range 225.58 - 277.73 | Updated Date 04/2/2025 |
52 Weeks Range 225.58 - 277.73 | Updated Date 04/2/2025 |
Upturn AI SWOT
Vanguard Industrials Index Fund ETF Shares
ETF Overview
Overview
The Vanguard Industrials Index Fund ETF Shares (VIS) seeks to track the investment results of a broad industrial sector index. It offers exposure to U.S. industrial stocks, spanning a range of companies involved in manufacturing, infrastructure, and other industrial activities. The fund employs a passive management investment strategy to mirror the performance of the MSCI US Investable Market Industrials 25/50 Index.
Reputation and Reliability
Vanguard is a well-established and reputable investment management company known for its low-cost index funds and ETFs.
Management Expertise
Vanguard has extensive experience managing index-tracking ETFs and employs a large team of investment professionals.
Investment Objective
Goal
To track the investment results of a broad industrial sector index.
Investment Approach and Strategy
Strategy: The fund employs a passive management strategy, aiming to replicate the MSCI US Investable Market Industrials 25/50 Index.
Composition The ETF primarily holds stocks of U.S. companies in the industrial sector.
Market Position
Market Share: VIS is a significant player in the industrial sector ETF market, commanding a considerable portion of the AUM invested in similar funds.
Total Net Assets (AUM): 5573000000
Competitors
Key Competitors
- Industrial Select Sector SPDR Fund (XLI)
- iShares U.S. Industrials ETF (IYJ)
- Invesco DWA Industrials Momentum ETF (PRN)
Competitive Landscape
The industrial sector ETF market is competitive, with XLI dominating in terms of AUM. VIS offers a broad market approach with Vanguard's low cost structure. Competitors may have different weighting methodologies or focus on different segments of the industrial sector which may cater to various investment objectives. XLI offers high liquidity and narrower exposure whereas VIS has broader market exposure with similar liquidity.
Financial Performance
Historical Performance: Historical performance can be found through various sources. Note: Past performance does not guarantee future results.
Benchmark Comparison: The ETF's performance is expected to closely track the MSCI US Investable Market Industrials 25/50 Index.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
VIS demonstrates strong liquidity with a substantial average daily trading volume, allowing investors to buy and sell shares easily.
Bid-Ask Spread
The bid-ask spread for VIS is typically tight, reflecting its high liquidity and minimizing transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators such as manufacturing PMI, infrastructure spending, and global trade activities influence VIS. Sector growth prospects also play a pivotal role in affecting VIS performance.
Growth Trajectory
VIS growth trajectory is tied to the performance of the industrial sector and the overall economy. There have been no significant changes to the fund's strategy or holdings recently.
Moat and Competitive Advantages
Competitive Edge
VIS benefits from Vanguard's low-cost structure and the broad diversification offered by the MSCI US Investable Market Industrials 25/50 Index. Its passive management approach ensures that it accurately tracks the index, providing investors with reliable exposure to the industrial sector. The fund's size and liquidity also contribute to its competitive advantage. Low costs allow the fund to outpace actively managed funds over the long term. As well as providing the benefits of index investing to investors that are focused on the industrial sector.
Risk Analysis
Volatility
VIS's volatility is comparable to that of the broader industrial sector. Fluctuations are often tied to economic cycles and industrial output.
Market Risk
VIS is susceptible to market risk, particularly sector-specific risks such as changes in government regulations, trade policies, and technological disruptions impacting industrial companies.
Investor Profile
Ideal Investor Profile
The ideal investor for VIS is someone seeking broad exposure to the U.S. industrial sector as part of a diversified portfolio.
Market Risk
VIS is suitable for long-term investors and passive index followers who want to track the performance of the industrial sector at a low cost.
Summary
Vanguard Industrials Index Fund ETF Shares (VIS) offers a low-cost, passively managed approach to investing in the U.S. industrial sector. The ETF tracks the MSCI US Investable Market Industrials 25/50 Index, providing investors with broad diversification. Its liquidity and Vanguard's reputation make it a solid choice for long-term investors seeking sector exposure. However, investors should be aware of the sector-specific and market risks associated with the fund. VIS is suitable for those looking to match the performance of the broad industrial market rather than outperform it.
Similar Companies
- XLI
- IYJ
- PRN
- FXR
- VISR
- AIRR
- FTXN
Sources and Disclaimers
Data Sources:
- Vanguard
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data is estimated and may vary.
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 Industrials 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 industrials sector, as classified under the GICS. The Advisor attempts to replicate the target index by seeking to invest all, or substantially 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.
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