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

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$113.22
Last Close (24-hour delay)
Profit since last BUY1.88%
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BUY since 55 days
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Upturn Advisory Summary

08/01/2025: VIOG (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 15.44%
Avg. Invested days 69
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/01/2025

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

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

stock logo

ETF Overview

overview logo 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.

reliability logo Reputation and Reliability

Vanguard is a highly reputable and reliable issuer with a long track record of providing low-cost index funds.

reliability logo Management Expertise

Vanguard has extensive expertise in managing index funds with a large and experienced investment management team.

Investment Objective

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.