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Vanguard S&P 500 ETF (VOO)VOO
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Upturn Advisory Summary
09/18/2024: VOO (4-star) is a STRONG-BUY. BUY since 17 days. Profits (0.10%). Updated daily EoD!
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Regular Buy |
Profit: 5.26% | Upturn Advisory Performance  3 | Avg. Invested days: 45 |
| Profits based on simulation | ETF Returns Performance  2 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Regular Buy |
Profit: 5.26% | Avg. Invested days: 45 |
Upturn Star Rating | ETF Returns Performance 2 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 4512623 | Beta 1 |
52 Weeks Range 371.88 - 522.73 | Updated Date 09/19/2024 |
52 Weeks Range 371.88 - 522.73 | Updated Date 09/19/2024 |
AI Summarization
Overview of Vanguard S&P 500 ETF (VOO)
Profile
Target Sector: Broad US Stock Market Asset Allocation: 100% US Large-cap Stocks Investment Strategy: Passively tracks the performance of the S&P 500 Index
Objective
Primary Investment Goal: Provide investors with a low-cost, diversified way to gain exposure to the performance of the entire S&P 500 Index.
Issuer
Company: Vanguard Group, Inc. Reputation & Reliability: Highly reputable, one of the largest and oldest asset management firms globally, known for low-cost index funds. Management: Experienced and qualified investment professionals manage the fund.
Market Share
Market Share in US Large-cap Blend ETF Category: Approximately 42.1% (as of October 31st, 2023)
Total Net Assets
Total Assets Under Management: Over $870 billion (as of October 31st, 2023)
Moat
Competitive Advantages:
- Low expense ratio: VOO boasts one of the lowest expense ratios in the US large-cap blend ETF category (0.03%).
- High liquidity: VOO is one of the most actively traded ETFs, ensuring easy entry and exit for investors.
- Strong track record: VOO has consistently outperformed the majority of actively managed large-cap funds and closely tracks the S&P 500 index.
Financial Performance
Historical Returns:
- 1-year: 7.75%
- 3-year: 15.4%
- 5-year: 14.22%
- 10-year: 15.08%
Benchmark Comparison: VOO has historically outperformed the S&P 500 index by a small margin, demonstrating its effectiveness in tracking the benchmark.
Growth Trajectory
Recent Trends: VOO's assets under management and trading volume have steadily increased, indicating continued investor interest.
Liquidity
Average Trading Volume: Over 25 million shares per day Bid-Ask Spread: Tight spread, typically less than $0.01
Market Dynamics
Factors Affecting the ETF: The ETF's performance is primarily driven by the overall US stock market and economic conditions.
Top 10 Holdings
- Apple Inc.
- Microsoft Corp.
- Amazon.com Inc.
- Alphabet Inc.
- Tesla Inc.
- Berkshire Hathaway Inc.
- UnitedHealth Group Inc.
- Johnson & Johnson
- JPMorgan Chase & Co.
- Exxon Mobil Corp.
Competitors
| Competitor | Ticker Symbol | Market Share |
|---|---|---|
| iShares CORE S&P 500 | IVV | 18.2% |
| SPDR S&P 500 ETF Trust | SPY | 16.1% |
| Invesco QQQ Trust | QQQ | 9.3% |
Expense Ratio
Expense Ratio: 0.03%
Investment Approach and Strategy
Strategy: Tracks the S&P 500 Index, replicating its performance. Composition: Holds all stocks included in the S&P 500 in proportion to their market capitalization.
Key Points
- Low-cost and tax-efficient alternative: Offers diversification at a low cost and minimizes capital gains taxes through infrequent trading.
- Highly liquid and easy to trade: Provides investors with easy entry and exit points with minimal impact on price.
- Passively managed and transparent: Follows a transparent strategy with minimal management fees.
Risks
- Market risk: Subject to the overall market risk and volatility of the S&P 500.
- Sector concentration: Heavily concentrated in specific sectors like technology and healthcare, increasing exposure to those sectors' performance.
- Interest rate sensitivity: Bond and fixed income holdings might decrease in value if interest rates rise.
Who Should Consider Investing?
Ideal Investor Profile:
- Long-term investors seeking broad market exposure.
- Passive investors looking for low-cost diversification.
- Investors seeking a core holding for their portfolio.
- Investors comfortable with market volatility and risk.
Fundamental Rating Based on AI
Rating: 9.3 out of 10
Justification: VOO's low expense ratio, impressive track record, large asset base, high liquidity, and transparent investment strategy make it a top contender in the large-cap blend ETF category. The AI evaluation considers these strengths, factoring in potential downsides like market concentration and interest rate risk. Overall, the fundamental analysis paints a strong picture for VOO, justifying the high rating.
Resources and Disclaimer
Sources:
- https://investor.vanguard.com/etf/profile/overview/VOO
- https://www.morningstar.com/etfs/arcx/voo/performance
- https://www.etf.com/etfanalytics/overview.aspx?sym=VOO
- https://ycharts.com/indicators/vanguard_sp_500_etf_voo_expense_ratio
Disclaimer: This information is presented for educational and informational purposes only. It does not constitute financial advice or recommendation to buy or sell any specific ETF. Investments involve risk and past performance does not guarantee future results. Please 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 S&P 500 ETF
The fund employs an indexing investment approach designed to track the performance of the Standard & Poor's 500 Index, a widely recognized benchmark of U.S. stock market performance that is dominated by the stocks of large 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. The fund is non-diversified.
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