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Upturn AI SWOT - About
Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares (VIOG)
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Upturn Advisory Summary
09/16/2025: VIOG (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 23.44% | Avg. Invested days 76 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.14 | 52 Weeks Range 92.26 - 130.03 | Updated Date 06/29/2025 |
52 Weeks Range 92.26 - 130.03 | Updated Date 06/29/2025 |
Upturn AI SWOT
Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares
ETF Overview
Overview
The Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares (VIOG) seeks to track the performance of the S&P SmallCap 600 Growth Index, which measures the investment return of small-capitalization growth stocks in the United States. It focuses on companies exhibiting strong growth characteristics.
Reputation and Reliability
Vanguard is a highly reputable and reliable investment management company known for its low-cost, passively managed funds.
Management Expertise
Vanguard has extensive experience and expertise in managing index-tracking ETFs, with a strong track record of effectively replicating benchmark indices.
Investment Objective
Goal
To track the investment performance of the S&P SmallCap 600 Growth Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy designed to track the S&P SmallCap 600 Growth Index. This involves investing in a representative sample of stocks included in the index.
Composition The ETF primarily holds small-cap U.S. growth stocks. Asset allocation is heavily weighted towards equities, reflecting the composition of the underlying index.
Market Position
Market Share: VIOG holds a significant market share within the small-cap growth ETF segment, but it's not necessarily the largest. Determining its exact share requires dynamic market data.
Total Net Assets (AUM): 1880000000
Competitors
Key Competitors
- IWO
- JKK
- RZG
Competitive Landscape
The small-cap growth ETF market is moderately competitive. VIOG benefits from Vanguard's low-cost advantage and brand recognition. Its primary disadvantage is that other ETFs may offer slightly different growth factor exposures or index construction methodologies, potentially leading to varying performance.
Financial Performance
Historical Performance: Historical performance data can be sourced from financial data providers (e.g., Morningstar, Bloomberg).
Benchmark Comparison: The ETF's performance is expected to closely track the S&P SmallCap 600 Growth Index. Deviations are generally due to tracking error, which is typically minimal for Vanguard ETFs.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
The average trading volume is moderate, suggesting adequate liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
VIOG's performance is influenced by factors affecting small-cap growth stocks, including economic growth, interest rates, investor sentiment towards risk, and sector-specific trends.
Growth Trajectory
The ETF's growth trajectory depends on the performance of the underlying small-cap growth companies. Changes in index composition or economic conditions can affect its holdings.
Moat and Competitive Advantages
Competitive Edge
VIOG's competitive edge comes from Vanguard's established brand and reputation for low-cost investing. Its adherence to a well-defined and widely recognized index makes it a simple and transparent investment. The fund benefits from Vanguard's economies of scale, which allows for lower expense ratios and more efficient index tracking. Moreover, it offers diversification across a broad range of small-cap growth companies.
Risk Analysis
Volatility
VIOG exhibits higher volatility than large-cap ETFs due to the inherent risk associated with small-cap stocks. Its volatility is typical for a growth-oriented small-cap fund.
Market Risk
The ETF is subject to market risk, meaning that its value can fluctuate based on overall market conditions and economic factors. Specific risks include sector concentration, interest rate sensitivity, and potential for lower liquidity in some of its holdings.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking exposure to small-cap growth stocks and comfortable with moderate volatility. Investors with a long-term investment horizon may find this ETF suitable.
Market Risk
VIOG is best suited for long-term investors or those seeking a passive, index-tracking approach to small-cap growth exposure. It might not be ideal for active traders due to its passive nature.
Summary
The Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares (VIOG) offers investors a cost-effective way to access the small-cap growth segment of the U.S. equity market. As a passively managed ETF, VIOG tracks the S&P SmallCap 600 Growth Index. Its volatility can be higher than larger cap equities. Because of the focus on growth-oriented smaller companies, VIOG may appeal to investors with a longer time horizon who are willing to accept more risk for higher potential returns.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor. Market share data is approximate and may vary.
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 Small-Cap 600 Growth Index Fund ETF Shares
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The advisor employs an indexing investment approach designed to track the performance of the S&P SmallCap 600® Growth Index, which represents the growth companies, as determined by the index sponsor, of the S&P SmallCap 600 Index. 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.