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Vanguard S&P 500 ETF(VOO)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
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- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
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Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for VOO
09/17/2026: VOO (5-star) is a REGULAR-BUY. BUY for 49 days. Simulated Profits (1.03%). Updated daily EoD!
The Vanguard S&P 500 ETF (VOO) provides investors with low-cost, diversified exposure to 500 of the largest U.S. companies. By passively tracking the S&P 500 index, it offers a foundational building block for most investment portfolios due to its exceptional liquidity, minimal tracking error, and industry-leading expense ratio. While its primary strength lies in its long-term cost efficiency and reliability, investors must be aware that it carries full market risk, including potential for significant volatility during economic downturns and concentration in large-cap firms. It is best suited for long-term investors prioritizing simple, low-cost participation in the U.S. equity market, and those utilizing it should monitor general U.S. economic and interest rate trends as key indicators of future performance.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Provides exposure to leading U.S. companies that have historically driven market growth. |
| Momentum investor | Strong fit while signal remains positive | Captures the performance of the largest companies that tend to lead during market uptrends. |
| Value investor | Mixed fit | Contains a mix of value and growth stocks, so it may not satisfy pure value-only mandates. |
| Dividend/Income investor | Mixed fit | Provides steady dividend income, though yields are typically lower than dedicated high-dividend funds. |
| Low-risk investor | Mixed fit | While diversified, it remains subject to overall stock market volatility and is not suitable for capital preservation. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking long-term wealth accumulation through a diversified, low-cost investment in the U.S. equity market.
Suitability
VOO is highly suitable for long-term passive index followers, but less appropriate for active traders seeking short-term alpha or those requiring capital protection.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As an equity fund, it is subject to the inherent price swings of the broader stock market. |
| Market risk | Medium / high | The fund is fully exposed to systematic risks that affect the entire U.S. economy and equity markets. |
| Concentration | Medium | Large-cap exposure means performance is significantly influenced by a few top-weighted technology companies. |
| Tracking/expense | Low | Vanguard's efficient management keeps tracking error and expenses to a bare minimum. |
| Liquidity | Low | High trading volumes ensure that investors can trade the fund with minimal impact on price. |
| Business/sector quality | Low | The underlying companies are generally large, stable, and highly profitable businesses. |
Risk Analysis
Volatility
VOO exhibits volatility in line with the broader U.S. equity market, experiencing periods of sharp drawdowns during economic uncertainty.
Market Risk
The primary risk is market risk, as VOO is essentially a proxy for the U.S. economy's performance, making it susceptible to systemic shocks.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap U.S. Equities | 99.8 | Provides broad exposure to the largest and most established companies in the U.S. economy. |
| Cash/collateral | Cash and Cash Equivalents | 0.2 | Minor cash balance maintained for liquidity and to manage daily fund flows. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 48.32% | Avg. Invested days 68 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/17/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 18, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $1.07T |
| Issuer | Vanguard |
| Expense Ratio | 0.03% |
| Distribution Yield | 1.04% |
| Inception | Sep 7, 2010 |
| Index Tracked | S&P 500 |
Performance
| Period | Total Return |
|---|---|
| YTD | +11.22% |
| 1 Year | +15.60% |
| 3 Year | +20.83% |
| 5 Year | +12.60% |
| 10 Year | +15.30% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 13.25% |
| 3Y Volatility | 12.94% |
| 3Y Sharpe Ratio | 1.2 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Sustainability Rating | 3 / 5 |
| Benchmark | S&P 500 TR USD |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 45.15% |
| Large Cap | 34.56% |
| Mid Cap | 19.08% |
| Small Cap | 1.08% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 38.72% |
| Financial Services | 12.02% |
| Communication Services | 9.50% |
| Consumer Cyclicals | 9.31% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 20.23x |
| Portfolio P/B | 4.55x |
| Portfolio P/S | 3.28x |
| Holdings Turnover | 2.0% |
Top Holdings
| Holding | Weight |
|---|---|
| NVIDIA | 8.08% |
| Apple | 7.03% |
| Microsoft | 5.70% |
| Amazon | 3.84% |
| Alphabet Class A | 3.01% |
Upturn AI Summary
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.
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