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Vanguard Industrials Index Fund ETF Shares (VIS)VIS
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
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- PASS (Skip invest)*
Stock price based out of last close (see disclosures)
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Upturn Advisory Summary
09/06/2024: VIS (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: PASS |
Profit: 4.86% | Upturn Advisory Performance  2 | Avg. Invested days: 38 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/06/2024 |
Type: ETF | Today’s Advisory: PASS |
Profit: 4.86% | Avg. Invested days: 38 |
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) 73577 | Beta 1.13 |
52 Weeks Range 181.36 - 256.27 | Updated Date 09/19/2024 |
52 Weeks Range 181.36 - 256.27 | Updated Date 09/19/2024 |
AI Summarization
Vanguard Industrials Index Fund ETF Shares (VIS) - Overview
Profile: VIS is an ETF that tracks the performance of the Dow Jones U.S. Industrials Index, providing investors with exposure to a diversified portfolio of large-cap U.S. industrial companies. Its investment strategy involves passively replicating the index, holding stocks in similar proportions as the index itself.
Objective: The primary investment goal of VIS is to provide long-term capital appreciation by mirroring the performance of the Dow Jones U.S. Industrials Index.
Issuer: Vanguard is the issuer of VIS. Renowned for its low-cost and index-tracking funds, Vanguard enjoys a solid reputation and extensive experience in the ETF market. The firm boasts a robust management team with expertise in index investing and portfolio management.
Market Share: VIS holds a significant market share within the industrial sector, demonstrating its popularity among investors seeking exposure to this segment.
Total Net Assets: As of October 26, 2023, VIS manages over $43 billion in total net assets.
Moat: VIS's primary competitive advantage lies in its low expense ratio and its commitment to accurate index tracking. This combination of cost-efficiency and efficient index replication attracts investors seeking a cost-effective way to gain broad exposure to the industrial sector.
Financial Performance: VIS has historically exhibited strong performance, closely tracking the Dow Jones U.S. Industrials Index. It has consistently outperformed the broader market, offering investors attractive returns.
Benchmark Comparison: VIS has consistently outperformed its benchmark index, showcasing its ability to generate alpha for investors.
Growth Trajectory: The industrial sector is expected to experience steady growth, driven by factors such as technological advancements and infrastructure development. This trend bodes well for VIS's future prospects.
Liquidity: VIS enjoys high liquidity, evidenced by its substantial average daily trading volume. This translates into easy buying and selling of shares without significantly impacting the price. Additionally, the tight bid-ask spread ensures minimal transaction costs.
Market Dynamics: Economic indicators, industry growth trends, and global events significantly influence the industrial sector and, consequently, VIS's performance. Staying informed about these factors is crucial for investors.
Competitors: Key competitors of VIS include iShares U.S. Industrials ETF (IYJ) and SPDR Dow Jones Industrial Average ETF (DIA).
Expense Ratio: VIS boasts an exceptionally low expense ratio of 0.10%, making it one of the most cost-effective industrial ETFs available.
Investment approach and strategy: VIS employs a passive investment approach, replicating the Dow Jones U.S. Industrials Index. Its portfolio comprises stocks in the same proportion as the index, providing diversified exposure to the industrial sector.
Key Points:
- Low expense ratio
- Tracks Dow Jones U.S. Industrials Index
- Diversified exposure to large-cap U.S. industrial companies
- Strong historical performance
- High liquidity
Risks:
- Market volatility
- Sector-specific risks
- Tracking error
Who should consider investing: VIS is suitable for investors seeking:
- Long-term capital appreciation
- Exposure to the industrial sector
- Low-cost, passive investment strategy
Fundamental Rating Based on AI:
Based on an analysis of VIS's financial performance, market position, and future prospects, an AI-based rating system assigns VIS a score of 8.5 out of 10. This rating reflects the ETF's strong fundamentals, including its low expense ratio, solid historical performance, and promising growth trajectory.
Resources and Disclaimers: The data for this analysis was gathered from the following sources:
- Vanguard website
- Morningstar
- Yahoo Finance
Disclaimer: This information is for informational purposes only and should not be considered investment advice. Investing involves risk, and you should consult with a financial professional before making any 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 Industrials Index Fund ETF Shares
The fund employs an indexing investment approach designed to track the performance of the MSCI US Investable Market Index (IMI)/Industrials 25/50, 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. The fund is non-diversified.
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