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Upturn AI SWOT - About
Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares (VIOV)
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Upturn Advisory Summary
07/29/2025: VIOV (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 9.51% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.21 | 52 Weeks Range 70.36 - 101.31 | Updated Date 06/29/2025 |
52 Weeks Range 70.36 - 101.31 | Updated Date 06/29/2025 |
Upturn AI SWOT
Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares
ETF Overview
Overview
The Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares (VIOV) seeks to track the investment results of the S&P Small-Cap 600 Value Index, which measures the performance of the small-capitalization value sector of the U.S. equity market. It focuses on stocks exhibiting value characteristics within the small-cap space, aiming for long-term capital appreciation.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer, known for its low-cost, index-tracking ETFs and its client-owned structure.
Management Expertise
Vanguard has extensive experience and expertise in managing index funds and ETFs, with a long track record of successfully tracking targeted benchmarks.
Investment Objective
Goal
To track the investment results of the S&P Small-Cap 600 Value Index.
Investment Approach and Strategy
Strategy: Tracks a specific index, the S&P Small-Cap 600 Value Index.
Composition Primarily holds stocks of small-capitalization U.S. companies exhibiting value characteristics. The composition mirrors the holdings of the tracked index.
Market Position
Market Share: VIOV has a significant market share within the small-cap value ETF space.
Total Net Assets (AUM): 1650000000
Competitors
Key Competitors
- IJS
- AVUV
- SLYV
Competitive Landscape
The small-cap value ETF market is competitive, with several funds vying for investor assets. VIOV benefits from Vanguard's reputation and low expense ratio. Its primary disadvantage compared to actively managed funds like AVUV, is the lack of potential for outperformance through stock picking, but it also avoids the risk of underperformance.
Financial Performance
Historical Performance: VIOV's historical performance closely tracks the S&P Small-Cap 600 Value Index. Performance varies based on market conditions and the relative performance of small-cap value stocks.
Benchmark Comparison: VIOV's performance is designed to mirror the S&P Small-Cap 600 Value Index. Any deviations are primarily due to the ETF's expense ratio and tracking error.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
VIOV exhibits moderate liquidity, with a sufficient average trading volume for most investors.
Bid-Ask Spread
The bid-ask spread for VIOV is generally tight, reflecting its liquidity and investor interest.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment towards small-cap stocks and value investing all influence VIOV's performance.
Growth Trajectory
VIOV's growth trajectory depends on the popularity of value investing and the overall performance of the small-cap value sector. Changes in holdings reflect rebalancing of the underlying index.
Moat and Competitive Advantages
Competitive Edge
VIOV's competitive advantages stem from Vanguard's low-cost structure and established reputation. Its passive indexing strategy provides broad exposure to the small-cap value sector. Vanguard's strong brand recognition and efficient fund management attract investors seeking cost-effective market exposure. The ETFu2019s tracking error is kept at a minimum. Also its tax efficiency is an advantage.
Risk Analysis
Volatility
VIOV's volatility is typical of small-cap value stocks, which can be more volatile than large-cap stocks.
Market Risk
VIOV is subject to market risk, particularly risks associated with small-capitalization companies and value stocks, including economic downturns and sector-specific challenges.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking exposure to U.S. small-cap value stocks for long-term capital appreciation and is comfortable with the associated volatility.
Market Risk
VIOV is suitable for long-term investors and passive index followers seeking diversified exposure to the small-cap value segment of the market.
Summary
VIOV offers cost-effective exposure to the U.S. small-cap value market through its index-tracking strategy. It is suitable for long-term investors seeking diversification and capital appreciation. Vanguard's low expense ratio and strong reputation make VIOV an attractive option. However, investors should be aware of the volatility associated with small-cap stocks and the risks inherent in value investing. Overall, it's a solid choice for capturing the small-cap value premium.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard.com
- Morningstar.com
- etf.com
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor. Market data and other information are subject to change without notice.
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 Value 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® Value Index, which represents the value 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.