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Upturn AI SWOT - About
Vanguard Russell 1000 Value Index Fund ETF Shares (VONV)
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Upturn Advisory Summary
03/27/2025: VONV (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 -5.59% | Avg. Invested days 42 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 794574 | Beta 0.91 | 52 Weeks Range 72.62 - 87.10 | Updated Date 04/2/2025 |
52 Weeks Range 72.62 - 87.10 | Updated Date 04/2/2025 |
Upturn AI SWOT
Vanguard Russell 1000 Value Index Fund ETF Shares
ETF Overview
Overview
The Vanguard Russell 1000 Value Index Fund ETF Shares (VONV) seeks to track the performance of the Russell 1000 Value Index, which measures the investment return of large- and mid-capitalization value stocks.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer, known for its low-cost index funds and long-term investment approach.
Management Expertise
Vanguard has extensive experience and expertise in managing index funds, with a strong track record of closely tracking their benchmark indices.
Investment Objective
Goal
The fund seeks to track the investment results of a broad market-capitalization weighted index composed of value stocks.
Investment Approach and Strategy
Strategy: The ETF employs a 'passive management' investment strategy designed to track the performance of the Russell 1000 Value Index.
Composition The ETF primarily holds stocks of large- and mid-capitalization U.S. companies that are considered to be value stocks based on factors such as book-to-price ratio and expected growth.
Market Position
Market Share: VONV holds a notable market share within the Russell 1000 Value ETF category, although other larger value ETFs exist.
Total Net Assets (AUM): 15775147495
Competitors
Key Competitors
- IVV
- SPYV
- IWD
Competitive Landscape
The Russell 1000 Value ETF market is competitive, with several large players. VONV's advantage lies in Vanguard's reputation and low expense ratio. Disadvantages include smaller AUM compared to some competitors and slightly different tracking methodology.
Financial Performance
Historical Performance: Historical performance data should be obtained from official fund documents.
Benchmark Comparison: The ETF aims to closely track the performance of the Russell 1000 Value Index. Deviations may occur due to tracking error and fund expenses.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
VONV generally exhibits good liquidity with a substantial average daily trading volume.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting ample liquidity and ease of trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards value stocks influence VONV's performance. Sector allocation within the index also plays a crucial role.
Growth Trajectory
Growth depends on value stock performance, with potential for tactical portfolio adjustments over time.
Moat and Competitive Advantages
Competitive Edge
VONV's competitive edge is primarily its low expense ratio which makes it a cost-effective option for investors seeking value exposure. Vanguard's strong reputation and established track record also provide confidence to investors. Additionally, the ETF's focus on tracking the Russell 1000 Value Index offers investors well-defined exposure to the value segment of the U.S. equity market. These factors contribute to VONV's ability to attract and retain assets in the competitive ETF landscape. This enables long term benefits for investors due to compounded interest.
Risk Analysis
Volatility
Volatility mirrors the broad equity market, especially value stocks. Past performance is not indicative of future results.
Market Risk
Market risk, sector concentration risk, and the specific risk associated with the performance of value stocks are key concerns. Changes in value factor definitions can also impact performance.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term capital appreciation through exposure to U.S. value stocks. They are comfortable with market volatility and have a long investment horizon.
Market Risk
VONV is best suited for long-term investors and passive index followers seeking diversified value exposure. It may not be suitable for active traders seeking short-term gains.
Summary
Vanguard's Russell 1000 Value Index Fund ETF Shares (VONV) offers investors exposure to U.S. value stocks via its passive tracking of the Russell 1000 Value Index. With a low expense ratio and reputable issuer, VONV provides a cost-effective way to diversify into this market segment. The ETF is best suited for long-term investors seeking capital appreciation, but its performance will be tied to the success of the tracked index and the value style of investing. Investors should be mindful of the market and sector risks associated with value stocks.
Similar Companies
IVE
iShares S&P 500 Value ETF
IVE
iShares S&P 500 Value ETF
IWD
iShares Russell 1000 Value ETF
IWD
iShares Russell 1000 Value ETF
RPG
Invesco S&P 500® Pure Growth ETF
RPG
Invesco S&P 500® Pure Growth ETF
SPYV
SPDR® Portfolio S&P 500 Value ETF
SPYV
SPDR® Portfolio S&P 500 Value ETF
Sources and Disclaimers
Data Sources:
- Vanguard Official Website
- Russell Investments
- Morningstar
- ETF.com
Disclaimers:
The information provided is for informational purposes only and should not be considered as financial advice. Investment decisions should be based on individual circumstances and professional advice.
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 Russell 1000 Value Index Fund ETF Shares
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund advisor employs an indexing investment approach designed to track the performance of the Russell 1000® Value Index. The index is designed to measure the performance of large-capitalization value stocks in the United States. 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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