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Upturn AI SWOT - About
Vanguard Mega Cap Value Index Fund ETF Shares (MGV)
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Upturn Advisory Summary
10/24/2025: MGV (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.
Analysis of Past Performance
Type ETF | Historic Profit 23.55% | Avg. Invested days 77 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.79 | 52 Weeks Range 112.25 - 132.52 | Updated Date 06/29/2025 |
52 Weeks Range 112.25 - 132.52 | Updated Date 06/29/2025 |
Upturn AI SWOT
Vanguard Mega Cap Value Index Fund ETF Shares
ETF Overview
Overview
The Vanguard Mega Cap Value Index Fund ETF Shares (VTV) seeks to track the performance of a benchmark index that measures the investment return of large-capitalization value stocks. It provides exposure to the largest U.S. companies that exhibit value characteristics. The fund employs a passive management strategy, attempting to replicate the underlying index.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer, known for its low-cost, index-tracking ETFs and commitment to investor interests.
Management Expertise
Vanguard has extensive experience in managing index funds and ETFs, with a team of experienced investment professionals overseeing the fund's operations.
Investment Objective
Goal
To track the performance of the CRSP US Mega Cap Value Index, which measures the investment return of large-capitalization value stocks.
Investment Approach and Strategy
Strategy: The fund employs a passive management strategy designed to track the performance of the CRSP US Mega Cap Value Index by holding all, or substantially all, of the stocks in the index in approximately the same proportions as their weightings in the index.
Composition The ETF primarily holds stocks of large-capitalization U.S. companies exhibiting value characteristics. Sector allocation varies based on the index composition.
Market Position
Market Share: VTV holds a significant market share within the large-cap value ETF segment.
Total Net Assets (AUM): 54300000000
Competitors
Key Competitors
- iShares Russell 1000 Value ETF (IWD)
- Schwab U.S. Large-Cap Value ETF (SCHV)
- SPDR Portfolio S&P 100 ETF (OEF)
Competitive Landscape
The large-cap value ETF market is competitive, with several major players offering similar exposure. VTV benefits from Vanguard's low-cost structure and strong brand recognition. Competitors may differentiate themselves through index construction or slightly different expense ratios. VTV's main advantage is its lower expense ratio, but it can slightly underperform competitors by that percentage as a result.
Financial Performance
Historical Performance: Historical performance varies with market cycles and value stock performance. Long-term returns generally reflect the performance of the underlying index.
Benchmark Comparison: The ETF's performance closely tracks the CRSP US Mega Cap Value Index. Differences may arise due to tracking error and expense ratios.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
VTV exhibits high liquidity, evidenced by its substantial average daily trading volume.
Bid-Ask Spread
VTV generally has a tight bid-ask spread, indicating low transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards value stocks influence VTV's performance. Inflation and recession fears can affect value stocks disproportionately.
Growth Trajectory
VTV's growth depends on the overall performance of the large-cap value segment of the market. Changes in index methodology and investor flows can also affect its growth.
Moat and Competitive Advantages
Competitive Edge
VTV's primary competitive advantage is Vanguard's low-cost structure, which allows it to offer a highly competitive expense ratio. This low cost attracts investors seeking efficient exposure to large-cap value stocks. The fund's high AUM and liquidity also contribute to its appeal. Additionally, Vanguard's reputation for investor-centric management further enhances its competitive edge.
Risk Analysis
Volatility
VTV's volatility is typical of large-cap value stocks, which can be sensitive to economic cycles and interest rate changes.
Market Risk
VTV is subject to market risk, meaning its value can decline due to broad market downturns or sector-specific issues affecting its holdings.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking long-term capital appreciation through exposure to large-cap value stocks, with a preference for low-cost investment options.
Market Risk
VTV is best suited for long-term investors seeking passive index exposure and are comfortable with the potential for value stocks to underperform growth stocks at times.
Summary
Vanguard Mega Cap Value Index Fund ETF Shares (VTV) offers low-cost exposure to a diversified portfolio of large-cap value stocks. Its passive management style closely tracks the CRSP US Mega Cap Value Index, making it suitable for long-term investors seeking efficient index exposure. The fund's low expense ratio and high liquidity contribute to its attractiveness. However, its performance is subject to market risk and the relative performance of value stocks compared to growth stocks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard's official website
- Morningstar
- Yahoo Finance
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation 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 Mega Cap 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 index. The index is a float-adjusted, market-capitalization-weighted index designed to measure equity market performance of mega-capitalization value stocks in the United States. 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.
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.