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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
09/16/2025: 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 16.96% | Avg. Invested days 53 | 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 09/16/2025 |
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 performance of the S&P SmallCap 600 Value Index, which measures the investment return of small-capitalization U.S. stocks that exhibit value characteristics. It focuses on stocks with lower price-to-book ratios within the small-cap market.
Reputation and Reliability
Vanguard is a well-respected and highly reputable investment management company known for its low-cost, index-tracking investment products.
Management Expertise
Vanguard has a strong and experienced management team specializing in index fund management and passive investment strategies.
Investment Objective
Goal
To track the investment return of the S&P SmallCap 600 Value Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, attempting to replicate the S&P SmallCap 600 Value Index by investing in its constituent stocks.
Composition The ETF primarily holds stocks of small-capitalization U.S. companies exhibiting value characteristics.
Market Position
Market Share: VIOV has a significant market share within the small-cap value ETF segment.
Total Net Assets (AUM): 2180000000
Competitors
Key Competitors
- IJS
- AVUV
- SPSV
Competitive Landscape
The small-cap value ETF market is competitive, with several providers offering similar index-tracking products. VIOV benefits from Vanguard's low-cost structure and brand recognition. However, other ETFs may have slightly different index methodologies or expense ratios, potentially impacting performance.
Financial Performance
Historical Performance: Historical performance data needs to be obtained from financial data providers.
Benchmark Comparison: The ETF's performance is closely tied to the performance of the S&P SmallCap 600 Value Index. Deviations may occur due to tracking error.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
The average trading volume is relatively moderate, providing sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the ETF's liquidity and efficiency.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, and investor sentiment toward small-cap and value stocks significantly impact VIOV's performance.
Growth Trajectory
VIOV's growth is tied to the overall performance and growth of the small-cap value market segment.
Moat and Competitive Advantages
Competitive Edge
VIOV benefits from Vanguard's scale, low-cost structure, and strong brand reputation. Its passive management strategy ensures close tracking of the S&P SmallCap 600 Value Index. This provides investors exposure to a diversified portfolio of small-cap value stocks at a low cost. Vanguard's efficient operations and commitment to low expenses contribute to its competitive edge.
Risk Analysis
Volatility
As a small-cap fund, VIOV is expected to exhibit higher volatility than broad market or large-cap focused funds.
Market Risk
VIOV is exposed to market risk associated with small-cap stocks, including economic downturns, sector-specific risks, and lower liquidity compared to larger companies.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking long-term capital appreciation through exposure to the small-cap value segment of the U.S. equity market. Investors should have a higher risk tolerance due to the volatility associated with small-cap stocks.
Market Risk
VIOV is suitable for long-term investors who are seeking a low-cost, passive investment in small-cap value stocks and understand the associated risks.
Summary
VIOV provides investors with a low-cost and efficient way to access the small-cap value segment of the U.S. equity market. Its passive management strategy and Vanguard's low expense ratio make it an attractive option for long-term investors. The ETF tracks the S&P SmallCap 600 Value Index, offering diversification across a range of small-cap companies exhibiting value characteristics. Investors should be aware of the higher volatility associated with small-cap stocks before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard.com
- Morningstar.com
- Bloomberg.com
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 qualified financial advisor. Market share data is estimated and may vary. Past performance is not indicative of future results.
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.