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Vanguard S&P 500 ETF (VOO)
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Upturn Advisory Summary
12/19/2024: VOO (4-star) is a REGULAR-BUY. BUY since 82 days. Profits (4.89%). Updated daily EoD!
Analysis of Past Performance
Type: ETF | Upturn Star Rating | Today’s Advisory: WEAK BUY |
Historic Profit: 10.31% | Upturn Advisory Performance  3 | Avg. Invested days: 53 |
| Profits based on simulation | ETF Returns Performance  3 | Last Close 12/19/2024 |
Type: ETF | Today’s Advisory: WEAK BUY |
Historic Profit: 10.31% | Avg. Invested days: 53 |
Upturn Star Rating | ETF Returns Performance 3 |
| Profits based on simulation Last Close 12/19/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 6172842 | Beta 1 |
52 Weeks Range 424.43 - 559.96 | Updated Date 12/21/2024 |
52 Weeks Range 424.43 - 559.96 | Updated Date 12/21/2024 |
AI Summarization
ETF Vanguard S&P 500 ETF (VOO) Overview:
Profile: VOO is an index ETF that tracks the performance of the S&P 500, a broad market index representing the 500 largest publicly traded companies in the US. It offers broad diversification across various sectors of the US economy.
Objective: VOO aims to track the return of the S&P 500, providing investors with a convenient way to gain exposure to a large portion of the US stock market.
Issuer:
- Name: Vanguard Group
- Reputation and Reliability: Vanguard is a highly reputable and trusted investment firm with over $8 trillion in assets under management. It is known for its low fees and commitment to long-term investing.
- Management: Vanguard employs a team of experienced portfolio managers who oversee the ETF's adherence to the S&P 500 index.
Market Share: VOO is the largest S&P 500 ETF by market share, with over $800 billion in assets under management.
Total Net Assets: $827.89 billion (as of October 26, 2023)
Moat:
- Low fees: VOO has one of the lowest expense ratios among S&P 500 ETFs at 0.03%.
- Liquidity: VOO is highly liquid, with an average daily trading volume of over 200 million shares.
- Track record: VOO has a long and successful track record, consistently mirroring the performance of the S&P 500.
Financial Performance:
- Historical performance: VOO has generated strong returns over the long term. Since its inception in 2010, it has returned an average of 13.3% annually.
- Benchmark comparison: VOO has consistently outperformed the S&P 500 index in recent years.
Growth Trajectory: VOO is expected to continue to grow in line with the US stock market. The S&P 500 has historically averaged a return of 10% per year over the long term.
Liquidity:
- Average trading volume: 216.6 million shares (as of October 26, 2023)
- Bid-Ask Spread: 0.01% (as of October 26, 2023)
Market Dynamics:
- Economic indicators: Strong economic growth can positively impact the S&P 500 and VOO.
- Sector growth prospects: Growth in sectors like technology and healthcare can drive VOO's performance.
- Current market conditions: Rising interest rates and inflation can pose challenges to the S&P 500 and VOO.
Competitors:
- iShares CORE S&P 500 ETF (IVV)
- SPDR S&P 500 ETF (SPY)
Expense Ratio: 0.03%
Investment approach and strategy:
- Strategy: VOO passively tracks the S&P 500 index.
- Composition: The ETF holds all 500 stocks in the S&P 500 in proportion to their market capitalization.
Key Points:
- VOO offers investors a low-cost, tax-efficient way to invest in the S&P 500.
- VOO is a highly liquid and well-diversified ETF.
- VOO has a strong track record of performance.
Risks:
- Market risk: VOO is subject to the volatility of the S&P 500 index.
- Interest rate risk: Rising interest rates can negatively impact the S&P 500 and VOO.
- Inflation risk: High inflation can erode the value of VOO's holdings.
Who should consider investing: VOO is suitable for investors seeking:
- Broad exposure to the US stock market.
- Low-cost and tax-efficient investment.
- Long-term growth potential.
Fundamental Rating Based on AI: 9.5/10
Justification: VOO scores highly due to its strong financial performance, low fees, robust market share, and excellent liquidity. It is a well-managed and reliable ETF with a long history of success.
Resources:
- Vanguard Website: https://investor.vanguard.com/etf/profile/VOO/overview
- Morningstar: https://www.morningstar.com/etfs/arcx/voo/quote
- Yahoo Finance: https://finance.yahoo.com/quote/VOO/
Disclaimer: This information is for educational purposes only and should not be considered financial 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 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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