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Upturn AI SWOT - About
Vanguard Core Plus Bond ETF (VPLS)
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Upturn Advisory Summary
03/27/2025: VPLS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 1.7% | Avg. Invested days 48 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 80610 | Beta - | 52 Weeks Range 71.12 - 77.66 | Updated Date 04/1/2025 |
52 Weeks Range 71.12 - 77.66 | Updated Date 04/1/2025 |
Upturn AI SWOT
Vanguard Core Plus Bond ETF
ETF Overview
Overview
The Vanguard Core Plus Bond ETF (VPLS) seeks to provide a total return by investing primarily in a diversified portfolio of investment-grade U.S. bonds, with a smaller allocation to higher-yielding, higher-risk U.S. and non-U.S. investment-grade and below-investment-grade corporate bonds, mortgage-backed securities, and asset-backed securities.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer known for its low-cost investment products and long-term investment philosophy.
Management Expertise
Vanguard has a strong management team with extensive experience in fixed income investing.
Investment Objective
Goal
Seeks to provide a total return by investing in a diversified portfolio of U.S. investment-grade bonds, and a smaller allocation of U.S. and non-U.S. corporate bonds.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but employs an active management strategy.
Composition Primarily invests in U.S. government and corporate bonds with smaller allocations to mortgage-backed, asset-backed, and non-U.S. bonds.
Market Position
Market Share: VPLS has a substantial, but not dominant market share within its broader bond ETF category.
Total Net Assets (AUM): 107790000
Competitors
Key Competitors
- AGG
- BND
- LQD
- IEF
Competitive Landscape
The bond ETF market is highly competitive with several large players. VPLS differentiates itself with its core-plus strategy, offering the stability of investment-grade bonds with the potential for higher returns through strategic allocations. Competitors like AGG and BND offer broader market exposure, while LQD and IEF focus on specific segments.
Financial Performance
Historical Performance: Historical performance data is not provided in this output but is typically available from financial data providers.
Benchmark Comparison: Comparison to benchmarks like the Bloomberg Barclays U.S. Aggregate Bond Index would provide insight into the ETF's effectiveness.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
The average trading volume is moderately active, ensuring ease of buying and selling shares, but varies with market conditions.
Bid-Ask Spread
The bid-ask spread is typically tight, minimizing transaction costs for investors and reflects the ETF's general popularity and liquidity.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, inflation, and economic growth influence bond yields and thus, VPLS's performance.
Growth Trajectory
Growth trends are influenced by bond market conditions and investor demand for diversified fixed-income products; strategic changes may occur to optimize performance based on market outlook.
Moat and Competitive Advantages
Competitive Edge
VPLS benefits from Vanguard's low-cost structure and strong brand reputation. Its core-plus strategy offers the potential for outperformance compared to passively managed bond ETFs. The active management allows for adjustments to the portfolio in response to changing market conditions. Diversification across different bond sectors enhances risk-adjusted returns. Vanguard's established distribution network facilitates accessibility for investors.
Risk Analysis
Volatility
VPLS exhibits moderate volatility, typical of bond ETFs, but may experience fluctuations with interest rate changes and credit spread movements.
Market Risk
Market risk includes interest rate risk (rising rates can decrease bond values) and credit risk (the risk of bond issuers defaulting).
Investor Profile
Ideal Investor Profile
The ideal investor is a moderately conservative investor seeking income and diversification in a portfolio with some potential for capital appreciation. Investors seeking to build a diversified bond portfolio beyond plain vanilla government bonds find this product attractive.
Market Risk
VPLS is suitable for long-term investors seeking a diversified fixed income allocation, and can be part of core portfolio strategy
Summary
VPLS offers a diversified approach to fixed-income investing with a core-plus strategy that combines investment-grade bonds with higher-yielding opportunities. Backed by Vanguard's low-cost structure and active management, it presents a compelling option for investors seeking income and diversification. The ETF is subject to market risks, particularly interest rate and credit risk. VPLS suits moderately conservative investors looking for long-term fixed income exposure within a diversified portfolio.
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Sources and Disclaimers
Data Sources:
- Vanguard.com
- Morningstar.com
- ETFdb.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and risk tolerance. Market data is subject to change.
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 Core Plus Bond ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests in fixed income securities of various maturities, yields, and qualities. Under normal circumstances, the fund will invest at least 80% of its assets in bonds, which include fixed income securities such as corporate bonds; U.S. Treasury obligations and other U.S. government and agency securities; and asset-backed, mortgage-backed, and mortgage-related securities.
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