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Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares (VIOG)



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Upturn Advisory Summary
08/01/2025: VIOG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 15.44% | Avg. Invested days 69 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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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
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, focusing on U.S. small-cap growth stocks. The fund invests in a diversified portfolio of small-capitalization U.S. companies exhibiting growth characteristics. Its investment strategy involves passively replicating the index by holding constituent stocks in proportion to their index weights.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer with a long track record of providing low-cost index funds.
Management Expertise
Vanguard has extensive expertise in managing index funds with a large and experienced investment management team.
Investment Objective
Goal
To track the investment results of the S&P SmallCap 600 Growth Index.
Investment Approach and Strategy
Strategy: The fund employs a passive management strategy, attempting to replicate the S&P SmallCap 600 Growth Index.
Composition The ETF primarily holds stocks of small-capitalization U.S. companies that exhibit growth characteristics.
Market Position
Market Share: VIOG has a moderate market share within the small-cap growth ETF category.
Total Net Assets (AUM): 1800000000
Competitors
Key Competitors
- IWO
- RPG
- FNYG
Competitive Landscape
The small-cap growth ETF market is competitive, with several major players. VIOG's low expense ratio is a major advantage, but IWO has a larger AUM. RPG offers slightly different weighting methodologies. FNYG has a much smaller AUM, but sometimes performs differently due to holdings variation.
Financial Performance
Historical Performance: Historical performance data is readily available, demonstrating returns that closely track the S&P SmallCap 600 Growth Index. [5.25, 10.10, 17.48, 11.12, 15.75]
Benchmark Comparison: The ETF's performance closely mirrors the S&P SmallCap 600 Growth Index, indicating effective tracking.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity with an average daily trading volume that facilitates relatively easy buying and selling of shares.
Bid-Ask Spread
The ETF's bid-ask spread is typically tight, reflecting its liquidity and the efficiency of the market.
Market Dynamics
Market Environment Factors
Economic growth, interest rate policies, and investor sentiment towards small-cap stocks can all impact VIOG's performance.
Growth Trajectory
VIOG's growth is dependent on the overall performance of the small-cap growth segment of the U.S. equity market, with potential for shifts in sector allocation over time.
Moat and Competitive Advantages
Competitive Edge
VIOG's primary competitive advantage is its extremely low expense ratio, which minimizes costs for investors. Its passive management strategy ensures close tracking of the S&P SmallCap 600 Growth Index. Vanguard's established brand and reputation contribute to its appeal. The fund's diversification across small-cap growth stocks further enhances its attractiveness. This combination makes it a cost-effective and reliable choice for investors seeking exposure to this market segment.
Risk Analysis
Volatility
Small-cap stocks, and thus VIOG, tend to exhibit higher volatility compared to large-cap stocks.
Market Risk
The ETF is subject to market risk, including the potential for declines in the value of its underlying assets due to economic downturns or sector-specific challenges.
Investor Profile
Ideal Investor Profile
The ideal investor for VIOG is someone seeking long-term growth potential through exposure to small-cap stocks and is comfortable with potentially higher volatility.
Market Risk
VIOG is best suited for long-term investors and passive index followers who want small cap growth exposure as a component of a diversified portfolio.
Summary
Vanguard's VIOG provides a low-cost and effective way to access the S&P SmallCap 600 Growth Index. It is suitable for investors seeking exposure to small-cap growth stocks as part of a diversified portfolio. Due to the nature of the underlying investments, the fund will experience higher volatility relative to large-cap equity ETFs. Its low expense ratio and the robust market cap weighting schema makes it competitive. Performance closely tracks its benchmark, and it provides exposure to a broad basket of small cap growth companies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard Official Website
- Morningstar
- Bloomberg
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be made 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 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.

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