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Upturn AI SWOT - About
Vanguard S&P 500 Value Index Fund ETF Shares (VOOV)
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Upturn Advisory Summary
03/27/2025: VOOV (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 6.32% | Avg. Invested days 57 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 113596 | Beta 0.92 | 52 Weeks Range 166.65 - 197.69 | Updated Date 03/28/2025 |
52 Weeks Range 166.65 - 197.69 | Updated Date 03/28/2025 |
Upturn AI SWOT
Vanguard S&P 500 Value Index Fund ETF Shares
ETF Overview
Overview
The Vanguard S&P 500 Value Index Fund ETF (VOOV) seeks to track the investment results of the S&P 500 Value Index, which measures the performance of large-capitalization value stocks in the U.S. equity market. It provides exposure to companies that exhibit value characteristics. Asset allocation primarily consists of stocks within the S&P 500 Value Index. The investment strategy is to replicate the index by investing in all, or substantially all, of the stocks in the S&P 500 Value Index.
Reputation and Reliability
Vanguard is a highly reputable and reliable investment management company with a long track record of providing low-cost, index-tracking ETFs.
Management Expertise
Vanguard has extensive experience and expertise in managing index funds and ETFs, known for their efficient and cost-effective operations.
Investment Objective
Goal
To track the investment results of the S&P 500 Value Index.
Investment Approach and Strategy
Strategy: Tracks the S&P 500 Value Index.
Composition Primarily consists of stocks selected based on value characteristics from the S&P 500.
Market Position
Market Share: VOOV holds a significant market share within the S&P 500 value ETF segment.
Total Net Assets (AUM): 15026000000
Competitors
Key Competitors
- IVV
- SPYV
- IJS
Competitive Landscape
The market for value ETFs is competitive, with several major players. VOOV benefits from Vanguard's reputation for low costs and efficient index tracking. Competitors such as IVV and SPYV offer similar exposure but may have different tracking methodologies or expense ratios. VOOV's primary advantage is its low expense ratio and close tracking of the S&P 500 Value Index.
Financial Performance
Historical Performance: Past performance does not guarantee future results, but VOOV's historical performance closely mirrors the S&P 500 Value Index.
Benchmark Comparison: The ETF is designed to closely track its benchmark, the S&P 500 Value Index, and typically exhibits a high correlation.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
VOOV generally exhibits moderate to high trading volume, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread for VOOV is typically tight, reflecting its liquidity and efficient trading.
Market Dynamics
Market Environment Factors
VOOV's performance is influenced by economic growth, interest rates, and investor sentiment towards value stocks. Sector rotations and overall market volatility can also impact its returns.
Growth Trajectory
VOOV's growth trajectory is tied to the performance of value stocks and the broader market trends. Changes in investment strategy are unlikely, given its index-tracking approach.
Moat and Competitive Advantages
Competitive Edge
VOOV's competitive advantages stem from Vanguard's established reputation, low expense ratio, and efficient index tracking. Its large AUM and high liquidity make it attractive to both institutional and retail investors. The fund's broad diversification within the S&P 500 Value Index reduces company-specific risk. Vanguard's commitment to cost-effectiveness also contributes to its long-term appeal.
Risk Analysis
Volatility
VOOV's volatility is similar to that of the S&P 500 Value Index.
Market Risk
Market risk is the primary risk factor, as VOOV's performance is closely tied to the overall performance of the U.S. equity market and value stocks. Changes in interest rates and economic conditions can also affect its performance.
Investor Profile
Ideal Investor Profile
The ideal investor for VOOV is someone seeking broad exposure to U.S. large-cap value stocks and a passive investment approach.
Market Risk
VOOV is suitable for long-term investors seeking diversified exposure to value stocks within the S&P 500.
Summary
VOOV offers broad exposure to U.S. large-cap value stocks through a passively managed ETF. Its low expense ratio and efficient index tracking make it an attractive option for long-term investors. The fund's performance closely mirrors the S&P 500 Value Index. VOOV is well-suited for investors seeking diversified exposure to value stocks with minimal active management, offering a cost-effective way to capture the returns of the value segment of the U.S. equity market.
Similar Companies
- SPYV
- IVE
- IWD
- RPV
- JHUV
Sources and Disclaimers
Data Sources:
- Vanguard
- Morningstar
- Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified 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 Value Index Fund ETF Shares
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 S&P 500® Value Index, which represents the value companies, as determined by the index sponsor, of the S&P 500 Index. The index measures the performance of large-capitalization value companies in the United States.
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