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AI Summary - About
Vanguard S&P 500 ETF (VOO)
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Upturn Advisory Summary
02/07/2025: VOO (4-star) is a STRONG-BUY. BUY since 7 days. Profits (-0.74%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
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 10.34% | Avg. Invested days 49 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 02/07/2025 |
Key Highlights
Volume (30-day avg) 5675701 | Beta 1 | 52 Weeks Range 449.45 - 563.92 | Updated Date 02/22/2025 |
52 Weeks Range 449.45 - 563.92 | Updated Date 02/22/2025 |
AI Summary
Vanguard S&P 500 ETF (VOO) Summary:
Profile:
- Focus: Tracks the S&P 500 index, offering broad exposure to the 500 largest U.S. companies across various sectors.
- Asset Allocation: Primarily invests in large-cap U.S. stocks.
- Investment Strategy: Passively tracks the index, aiming to replicate its performance.
Objective:
- Seeks to provide long-term capital growth by mirroring the performance of the S&P 500.
Issuer:
- Name: Vanguard Group
- Reputation and Reliability: Highly reputable with a long history and focus on low-cost investing.
- Management: Experienced investment team with a strong track record.
Market Share:
- Holds a significant market share within the S&P 500 ETF category, being the largest and most popular.
Total Net Assets:
- Over $800 billion in assets under management.
Moat:
- Low expense ratio compared to competitors.
- High volume and liquidity, making it easy to buy and sell shares.
- Strong brand recognition and reputation of Vanguard.
Financial Performance:
- Historically outperformed the S&P 500 slightly due to lower expenses.
- Offers consistent returns and has generally tracked the index closely.
Growth Trajectory:
- Growing steadily as the S&P 500 continues its long-term upward trend.
Liquidity:
- High average trading volume, ensuring ease of buying and selling.
- Tight bid-ask spread, resulting in low trading costs.
Market Dynamics:
- Affected by overall economic conditions, interest rate changes, and sector performance.
Competitors:
- iShares CORE S&P 500 (IVV)
- SPDR S&P 500 ETF (SPY)
Expense Ratio:
- 0.03%, making it one of the lowest-cost S&P 500 ETFs available.
Investment Approach and Strategy:
- Tracks the S&P 500 index, holding all its component stocks in the same proportions.
- Invests in large-cap U.S. stocks across various sectors.
Key Points:
- Low-cost, diversified exposure to the U.S. stock market.
- Offers long-term capital growth potential.
- Highly liquid and easy to trade.
Risks:
- Market volatility risk: Value can fluctuate with market movements.
- Sector concentration risk: Heavily concentrated in large-cap stocks.
Who Should Consider Investing:
- Investors seeking long-term capital growth and broad market exposure.
- Investors looking for a low-cost, passively managed investment option.
Fundamental Rating Based on AI:
- Rating: 9/10
- Justification: VOO boasts strong fundamentals with a low expense ratio, high liquidity, and a proven track record of performance. Its broad market exposure and affiliation with the reputable Vanguard Group further solidify its position as a top choice for investors.
Resources and Disclaimers:
- Data sources: Vanguard website, ETF.com, Morningstar
- This information is for educational purposes only and should not be considered investment advice. Please conduct your research and consult with a financial advisor before making investment decisions.
About Vanguard S&P 500 ETF
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 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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