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Upturn AI SWOT - About
Vanguard S&P 500 ETF (VOO)
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Upturn Advisory Summary
03/27/2025: VOO (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
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 9.16% | Avg. Invested days 51 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 7275671 | Beta 1 | 52 Weeks Range 447.90 - 561.97 | Updated Date 03/28/2025 |
52 Weeks Range 447.90 - 561.97 | Updated Date 03/28/2025 |
Upturn AI SWOT
Vanguard S&P 500 ETF
ETF Overview
Overview
The Vanguard S&P 500 ETF (VOO) seeks to track the investment results of the S&P 500 Index, a widely recognized benchmark of U.S. large-cap stocks. It offers a low-cost way to gain exposure to the U.S. equity market, covering approximately 80% of the total U.S. equity market capitalization.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer known for its low-cost, investor-focused approach. It is one of the world's largest investment management companies.
Management Expertise
Vanguard has a strong management team with extensive experience in managing index funds and ETFs.
Investment Objective
Goal
To track the investment results of the S&P 500 Index.
Investment Approach and Strategy
Strategy: VOO aims to replicate the S&P 500 Index by holding stocks in proportion to their weighting in the index.
Composition VOO primarily holds stocks of large-cap U.S. companies.
Market Position
Market Share: VOO holds a significant market share within the S&P 500 ETF category.
Total Net Assets (AUM): 469200000000
Competitors
Key Competitors
- SPDR S&P 500 ETF Trust (SPY)
- iShares Core S&P 500 ETF (IVV)
- Invesco QQQ Trust (QQQ)
Competitive Landscape
The S&P 500 ETF market is highly competitive, with SPY, IVV, and VOO being the dominant players. VOOu2019s advantage lies in its low expense ratio, making it attractive to cost-conscious investors. However, SPY offers higher liquidity due to higher trading volumes, and IVV sometimes attracts investors looking for trading between SPY and VOO to take advantage of slight premiums.
Financial Performance
Historical Performance: VOO has historically mirrored the performance of the S&P 500 Index. Long-term annualized returns are approx 10-12%.
Benchmark Comparison: VOOu2019s performance closely tracks the S&P 500 Index, demonstrating high tracking accuracy.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
VOO exhibits high liquidity with a substantial average daily trading volume, making it easy to buy and sell shares.
Bid-Ask Spread
The bid-ask spread for VOO is typically very tight, reflecting its high liquidity and low transaction costs.
Market Dynamics
Market Environment Factors
VOO's performance is closely tied to the overall U.S. economy and the performance of large-cap U.S. companies. Factors such as interest rates, inflation, and economic growth influence its returns.
Growth Trajectory
VOO's growth trajectory mirrors the growth of the S&P 500 and the overall U.S. stock market. Changes to strategy involve rebalancing to maintain tracking of S&P 500 index and adjustments to constituent weightings.
Moat and Competitive Advantages
Competitive Edge
VOOu2019s primary competitive advantage is its low expense ratio, making it a cost-effective option for investors seeking broad market exposure. Vanguard's reputation for investor-centricity and efficient fund management further enhances its appeal. Its scale allows it to minimize transaction costs, leading to better tracking of the S&P 500 index. The high AUM enables liquidity, making it attractive to investors looking for cost effectiveness.
Risk Analysis
Volatility
VOO's volatility is similar to that of the S&P 500 Index, reflecting the inherent volatility of the stock market.
Market Risk
VOO is subject to market risk, meaning its value can fluctuate based on overall market conditions and economic factors.
Investor Profile
Ideal Investor Profile
VOO is suitable for investors seeking broad exposure to the U.S. stock market at a low cost, particularly those with a long-term investment horizon.
Market Risk
VOO is best suited for long-term investors and passive index followers who want to track the S&P 500 Index.
Summary
The Vanguard S&P 500 ETF (VOO) offers a cost-effective way to track the performance of the S&P 500 Index, providing broad exposure to the U.S. large-cap equity market. Its low expense ratio and high liquidity make it an attractive option for long-term investors. VOO is subject to market risk but offers diversification benefits. As an index fund, VOO performance can vary depending on the performance of the underlying index.
Similar Companies
- SPY
- IVV
- SPLG
- ESGU
- SCHX
- ITOT
Sources and Disclaimers
Data Sources:
- Vanguard's official website
- FactSet
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change, and past performance is not indicative of future results. Consult with a financial advisor 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
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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