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Vanguard S&P 500 Growth Index Fund ETF Shares(VOOG)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for VOOG
09/11/2026: VOOG (5-star) is a REGULAR-BUY. BUY for 24 days. Simulated Profits (-1.71%). Updated daily EoD!
VOOG provides low-cost, passive exposure to the S&P 500 Growth Index, focusing on large-cap U.S. companies with strong growth metrics. It is backed by Vanguard’s reputable management, offering high liquidity and efficient tracking. Its primary role in a portfolio is to capture long-term capital appreciation, though it carries higher volatility and sector concentration risks, particularly in technology. It is best suited for long-term growth-oriented investors who should monitor interest rate trends and tech sector valuations.
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 | The fund is specifically designed to capture the performance of companies with high growth potential. |
| Momentum investor | Strong fit while signal remains positive | It holds many top-performing growth stocks that often align with positive momentum trends. |
| Value investor | Weak fit | The fund prioritizes growth metrics over the valuation-based screening required by value investors. |
| Dividend/Income investor | Weak fit | Growth companies within this index typically reinvest earnings rather than paying significant dividends. |
| Low-risk investor | Mixed fit | Concentration in high-growth sectors leads to higher volatility than broad market indexes. |
Investor Profile
Ideal Investor Profile
The ideal investor is an individual seeking long-term capital appreciation with a higher tolerance for short-term market volatility.
Suitability
VOOG is best suited for long-term passive investors who want to tilt their portfolio toward growth companies as part of a core-satellite strategy.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Growth stocks are inherently more sensitive to market sentiment and interest rate changes. |
| Market risk | High | The fund is fully exposed to systematic equity market downturns. |
| Concentration | Medium / high | Heavy weighting in the technology sector makes the fund dependent on that specific industry. |
| Tracking/expense | Low | Vanguard's efficient index tracking ensures minimal tracking error. |
| Liquidity | Low | High trading volumes make it easy to buy and sell without significant cost. |
| Business/sector quality | Medium | The index focuses on established large-cap companies with proven growth records. |
Risk Analysis
Volatility
VOOG generally exhibits higher volatility than the total market due to its concentration in growth-oriented stocks which trade at higher valuation multiples.
Market Risk
The fund is subject to systematic risks affecting all equities, but is specifically sensitive to interest rate fluctuations that influence high-growth company valuations.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Information Technology | 48 | This heavy concentration in tech drives much of the fund's growth potential but increases sensitivity to the sector's performance. |
| Sector | Consumer Discretionary | 16 | Exposure here captures trends in consumer spending and retail growth. |
| Sector | Communication Services | 12 | Includes major media and internet-based firms that contribute to the growth profile. |
| Sector | Health Care | 10 | Provides a slightly more defensive growth component within the portfolio. |
| Sector | Other/Industrials/Financials | 14 | Includes remaining diversified sectors that meet the growth index criteria. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 58.42% | Avg. Invested days 69 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/11/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 13, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $27.05B |
| Issuer | Vanguard |
| Expense Ratio | 0.1% |
| Distribution Yield | 0.45% |
| Inception | Sep 7, 2010 |
Performance
| Period | Total Return |
|---|---|
| YTD | +13.30% |
| 1 Year | +17.80% |
| 3 Year | +25.60% |
| 5 Year | +13.21% |
| 10 Year | +17.90% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 19.31% |
| 3Y Volatility | 16.65% |
| 3Y Sharpe Ratio | 1.18 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Sustainability Rating | 4 / 5 |
| Benchmark | S&P 500 TR USD |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 68.74% |
| Large Cap | 24.62% |
| Mid Cap | 6.37% |
| Small Cap | 0.12% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 51.70% |
| Communication Services | 15.78% |
| Financial Services | 9.21% |
| Consumer Cyclicals | 8.77% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 21.55x |
| Portfolio P/B | 6.47x |
| Portfolio P/S | 6.45x |
| Holdings Turnover | 33.0% |
Top Holdings
| Holding | Weight |
|---|---|
| NVIDIA | 13.94% |
| Microsoft | 9.89% |
| Apple | 6.50% |
| Alphabet Class A | 5.98% |
| Broadcom | 5.28% |
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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