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Upturn AI SWOT - About
Vanguard Mid-Cap Index Fund ETF Shares (VO)
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Upturn Advisory Summary
04/01/2025: VO (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 -6.39% | Avg. Invested days 45 | 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) 860722 | Beta 1.08 | 52 Weeks Range 229.63 - 283.17 | Updated Date 04/2/2025 |
52 Weeks Range 229.63 - 283.17 | Updated Date 04/2/2025 |
Upturn AI SWOT
Vanguard Mid-Cap Index Fund ETF Shares
ETF Overview
Overview
The Vanguard Mid-Cap Index Fund ETF Shares (VO) seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization stocks. This ETF offers exposure to a diversified portfolio of mid-sized U.S. companies, aiming for long-term capital appreciation through passive index tracking.
Reputation and Reliability
Vanguard is a well-respected and highly reputable investment management company known for its low-cost investment products and investor-focused approach.
Management Expertise
Vanguard has a long history and extensive expertise in managing index-tracking funds, with a seasoned team dedicated to maintaining accurate index replication and efficient fund operations.
Investment Objective
Goal
To track the performance of a benchmark index that measures the investment return of mid-capitalization stocks.
Investment Approach and Strategy
Strategy: VO employs a passive management strategy, attempting to replicate the performance of the CRSP US Mid Cap Index by investing in a broadly diversified portfolio of mid-sized U.S. companies.
Composition VO holds a diversified portfolio consisting primarily of stocks of mid-capitalization U.S. companies.
Market Position
Market Share: VO holds a significant market share within the mid-cap ETF segment.
Total Net Assets (AUM): 57200000000
Competitors
Key Competitors
- iShares Core S&P Mid-Cap ETF (IJH)
- Schwab U.S. Mid-Cap ETF (SCHM)
- SPDR S&P MidCap ETF Trust (MDY)
Competitive Landscape
The mid-cap ETF market is competitive, with several large players offering similar index-tracking products. VO's competitive advantages include Vanguard's established reputation, low expense ratio, and significant AUM. Disadvantages may involve slight tracking differences and competition from more specialized ETFs.
Financial Performance
Historical Performance: VO's historical performance closely mirrors the performance of its underlying CRSP US Mid Cap Index.
Benchmark Comparison: VO aims to closely match the performance of the CRSP US Mid Cap Index.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
VO demonstrates strong liquidity, characterized by a high average daily trading volume.
Bid-Ask Spread
VO generally exhibits a tight bid-ask spread, indicating efficient trading conditions.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment towards mid-sized companies influence VO's performance.
Growth Trajectory
VO's growth trajectory is generally tied to the performance of the mid-cap market segment, with changes in holdings reflecting index rebalancing and corporate actions.
Moat and Competitive Advantages
Competitive Edge
VO benefits from Vanguard's reputation for low-cost investing and efficient fund management. Its broad diversification across the mid-cap market segment provides stable and reliable returns that closely track the index. Vanguard's scale and expertise allow it to maintain a competitive expense ratio. VO's focus on passive index tracking, rather than active management, may appeal to investors seeking consistent returns at a lower cost.
Risk Analysis
Volatility
VO's volatility is generally in line with the broader mid-cap equity market.
Market Risk
VO is subject to market risk, as fluctuations in the overall stock market can impact the value of its holdings.
Investor Profile
Ideal Investor Profile
VO is suitable for investors seeking diversified exposure to the mid-cap U.S. equity market, particularly those with a long-term investment horizon.
Market Risk
VO is well-suited for long-term investors and passive index followers due to its low cost and broad diversification.
Summary
Vanguard Mid-Cap Index Fund ETF Shares (VO) is a passively managed ETF that seeks to replicate the performance of the CRSP US Mid Cap Index. It offers investors exposure to a diversified portfolio of mid-sized U.S. companies at a low expense ratio. The fund is well-suited for long-term investors and passive index followers. VO's performance closely tracks its benchmark, providing reliable access to the mid-cap market segment.
Similar Companies
IJH
iShares Core S&P Mid-Cap ETF
IJH
iShares Core S&P Mid-Cap ETF
IWR
iShares Russell Mid-Cap ETF
IWR
iShares Russell Mid-Cap ETF
MDY
SPDR® S&P MIDCAP 400 ETF Trust
MDY
SPDR® S&P MIDCAP 400 ETF Trust
SCHM
Schwab U.S. Mid-Cap ETF
SCHM
Schwab U.S. Mid-Cap ETF
Sources and Disclaimers
Data Sources:
- Vanguard.com
- Morningstar.com
- ETFdb.com
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results.
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 Mid-Cap 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 CRSP US Mid Cap Index, a broadly diversified index of stocks of mid-size U.S. companies. 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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