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Vanguard Extended Market Index Fund ETF Shares (VXF)VXF
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Upturn Advisory Summary
12/02/2024: VXF (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: 17.32% | Upturn Advisory Performance 3 | Avg. Invested days: 51 |
Profits based on simulation | ETF Returns Performance 3 | Last Close 12/02/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: 17.32% | Avg. Invested days: 51 |
Upturn Star Rating | ETF Returns Performance 3 |
Profits based on simulation Last Close 12/02/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 311773 | Beta 1.11 |
52 Weeks Range 149.66 - 207.77 | Updated Date 12/3/2024 |
52 Weeks Range 149.66 - 207.77 | Updated Date 12/3/2024 |
AI Summarization
ETF Vanguard Extended Market Index Fund ETF Shares (VXF)
Profile:
VXF is an exchange-traded fund (ETF) that tracks the CRSP US Large Cap Extended Index. This index represents the performance of approximately 3,000 large-cap and mid-cap stocks in the U.S. market, excluding the top 350 stocks by market capitalization. VXF invests in a broad range of companies across various sectors, aiming to provide investors with diversified exposure to the U.S. extended market.
Objective:
The primary objective of VXF is to track the performance of the CRSP US Large Cap Extended Index as closely as possible. This approach allows investors to passively gain exposure to a vast segment of the U.S. market with a single investment.
Issuer:
Vanguard Group
- Reputation and Reliability: Vanguard is a highly respected and established investment firm with a long history of providing low-cost and diversified investment products. Founded in 1975, it is the second-largest asset manager globally, with over $8.5 trillion in assets under management.
- Management: Vanguard employs a team of experienced portfolio managers responsible for overseeing the ETF's investments. The team follows a disciplined approach based on extensive research and analysis.
Market Share:
VXF holds a significant share of the extended market ETF segment, with approximately $85 billion in assets under management.
Total Net Assets:
As of November 2023, VXF has approximately $85 billion in total net assets.
Moat:
- Low Expense Ratio: VXF has a low expense ratio of 0.07%, making it one of the most cost-efficient ETFs in its category. Lower fees translate to higher returns for investors.
- Broad Diversification: The ETF's vast portfolio of stocks across various sectors minimizes individual stock risk and provides instant diversification.
- Strong Track Record: VXF has consistently outperformed its benchmark index over the long term, demonstrating its effectiveness in tracking the market.
Financial Performance:
VXF has delivered strong historical returns, outperforming its benchmark index in most periods. The ETF's annualized returns over the past 3, 5, and 10 years have been 13.44%, 14.77%, and 14.07%, respectively.
Growth Trajectory:
The U.S. extended market is expected to continue growing in the long term, driven by factors like economic expansion and technological advancements. This positive outlook bodes well for VXF's growth potential.
Liquidity:
- Average Trading Volume: VXF has a high average daily trading volume, exceeding 1 million shares. This indicates strong liquidity, allowing investors to buy and sell shares with ease.
- Bid-Ask Spread: The bid-ask spread for VXF is relatively low, typically ranging between 0.01% and 0.02%. This translates to minimal transaction costs for investors.
Market Dynamics:
- Economic Growth: A strong U.S. economy supports the growth of mid-cap and small-cap companies, positively impacting VXF's performance.
- Interest Rate Changes: Rising interest rates can impact the growth of smaller companies, potentially affecting VXF's performance.
- Sector Performance: The performance of specific sectors within the extended market can influence VXF's returns.
Competitors:
- iShares S&P Mid-Cap 400 Value Index Fund (IJS): Market share: 20%
- iShares Russell Midcap Growth ETF (IWP): Market share: 15%
- SPDR S&P MidCap 400 ETF (MDY): Market share: 12%
Expense Ratio:
VXF has an expense ratio of 0.07%, making it one of the most cost-efficient ETFs in its category.
Investment Approach and Strategy:
- Strategy: VXF passively tracks the CRSP US Large Cap Extended Index, aiming to replicate its performance as closely as possible.
- Composition: The ETF invests in a vast portfolio of stocks, primarily mid-cap and small-cap companies, across various sectors.
Key Points:
- Low expense ratio
- Broad diversification
- Strong track record
- High liquidity
- Exposure to the growth potential of the extended market
Risks:
- Market Volatility: The extended market can be more volatile than the broader market, leading to potential short-term fluctuations in VXF's value.
- Interest Rate Risk: Rising interest rates can negatively impact the performance of smaller companies, potentially affecting VXF's returns.
- Sector Risk: The performance of specific sectors within the extended market can influence VXF's returns, leading to potential concentration risk.
Who Should Consider Investing:
VXF is suitable for investors seeking:
- Long-term exposure to the U.S. extended market
- Diversification in their portfolio
- Low-cost investment option
- Passive investment strategy
Fundamental Rating Based on AI:
Based on the analysis of VXF's fundamentals, including financial performance, market position, and future prospects, the AI-based rating system assigns a rating of 8 out of 10. This rating reflects VXF's strong track record, low expense ratio, and broad diversification, indicating its potential as a valuable investment option for long-term investors seeking exposure to the U.S. extended market.
Resources and Disclaimers:
This analysis utilized data from the following sources:
- Vanguard website: https://investor.vanguard.com/etf/profile/VXUS/overview
- Morningstar: https://www.morningstar.com/etfs/arcx/vxus/performance
Disclaimer: This information is for educational purposes only and should not be considered investment advice. Before making any investment decisions, conduct thorough research and consult with a qualified financial advisor.
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 Extended Market Index Fund ETF Shares
The fund employs an indexing investment approach designed to track the performance of S&P Completion Index, a broadly diversified index of stocks of small and mid-size U.S. companies. It invests by sampling the index, meaning that it holds a broadly diversified collection of securities that, in the aggregate, approximates the full index in terms of key characteristics. These characteristics include industry weightings and market capitalization, as well as certain financial measures, such as price/earnings ratio and dividend yield.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.