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Upturn AI SWOT - About
Vanguard S&P Small-Cap 600 Index Fund ETF Shares (VIOO)
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Upturn Advisory Summary
09/16/2025: VIOO (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 18.8% | Avg. Invested days 69 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.18 | 52 Weeks Range 82.39 - 117.31 | Updated Date 06/29/2025 |
52 Weeks Range 82.39 - 117.31 | Updated Date 06/29/2025 |
Upturn AI SWOT
Vanguard S&P Small-Cap 600 Index Fund ETF Shares
ETF Overview
Overview
Vanguard S&P Small-Cap 600 Index Fund ETF Shares (VIOO) seeks to track the performance of the S&P SmallCap 600 Index, which represents small-cap U.S. stocks. It offers diversified exposure to this segment of the market and is designed for long-term investors.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer with a long track record of providing low-cost index funds and ETFs.
Management Expertise
Vanguard has extensive experience and expertise in managing index funds and ETFs, with a strong focus on minimizing costs and tracking error.
Investment Objective
Goal
The primary investment goal is to closely track the performance of the S&P SmallCap 600 Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, attempting to replicate the composition and weighting of the S&P SmallCap 600 Index.
Composition The ETF primarily holds stocks of small-cap U.S. companies included in the S&P SmallCap 600 Index.
Market Position
Market Share: VIOO has a significant market share within the small-cap ETF segment, although there are other competing ETFs with considerable AUM.
Total Net Assets (AUM): 3517440500
Competitors
Key Competitors
- iShares Core S&P Small-Cap ETF (IJR)
- Schwab U.S. Small-Cap ETF (SCHA)
- SPDR S&P SmallCap 600 ETF Trust (SPSM)
Competitive Landscape
The small-cap ETF market is competitive, with several established players offering similar index-tracking products. VIOO competes on cost and tracking error, leveraging Vanguard's reputation. IJR has a higher AUM and trading volume, and VIOO advantages are its low expense ratio (0.10%) and its solid tracking of the S&P 600 index.
Financial Performance
Historical Performance: Historical performance data should be obtained from financial data providers. (e.g., Yahoo Finance, Bloomberg)
Benchmark Comparison: Performance is compared to the S&P SmallCap 600 Index, with the goal of closely matching its returns.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
VIOO exhibits good liquidity, indicated by an average daily trading volume generally in the hundreds of thousands of shares.
Bid-Ask Spread
The bid-ask spread is typically narrow, reflecting the ETF's high liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Performance is influenced by small-cap equity market conditions, economic growth, interest rates, and investor sentiment towards smaller companies.
Growth Trajectory
Growth trends follow the overall performance of the S&P SmallCap 600 Index. Changes in strategy or holdings are infrequent due to the passive indexing approach.
Moat and Competitive Advantages
Competitive Edge
VIOO's competitive advantage lies primarily in Vanguard's reputation for low-cost investing and its efficient index-tracking methodology. The ETF's expense ratio of 0.10% is competitive within the small-cap ETF landscape. The ETF provides investors with a highly diversified exposure to the small-cap segment of the U.S. equity market and minimal tracking error. Furthermore Vanguard's brand name recognition and investor trust play a role in attracting and retaining investors.
Risk Analysis
Volatility
Small-cap stocks tend to be more volatile than large-cap stocks, thus this ETF will be more volatile than broad market ETFs.
Market Risk
The ETF is subject to market risk, sector concentration risk, and the specific risks associated with the companies included in the S&P SmallCap 600 Index.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking diversified exposure to the small-cap U.S. equity market as part of a long-term investment strategy.
Market Risk
This ETF is suitable for long-term investors and passive index followers.
Summary
Vanguard's S&P Small-Cap 600 Index Fund ETF (VIOO) provides diversified exposure to small-cap U.S. equities with a low expense ratio. The ETF seeks to closely track the performance of the S&P SmallCap 600 Index, making it suitable for long-term investors seeking passive exposure to this market segment. While subject to market and small-cap-specific risks, VIOO's strength lies in Vanguard's reputation and its low cost, solidifying its position in the competitive small-cap ETF landscape. Compared to its competitors, VIOO offers a cost-effective way to access the S&P 600.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard.com
- ETF.com
- Morningstar.com
- Yahoo Finance
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market data and financial metrics are subject to change and may not be completely accurate.
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 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® 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.