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Upturn AI SWOT - About
Vanguard S&P 500 Value Index Fund ETF Shares (VOOV)
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Upturn Advisory Summary
10/24/2025: VOOV (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 30.86% | Avg. Invested days 93 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.93 | 52 Weeks Range 159.25 - 196.78 | Updated Date 06/30/2025 |
52 Weeks Range 159.25 - 196.78 | Updated Date 06/30/2025 |
Upturn AI SWOT
Vanguard S&P 500 Value Index Fund ETF Shares
ETF Overview
Overview
The Vanguard S&P 500 Value Index Fund ETF Shares (VOOV) seeks to track the investment results of a broad market-capitalization value-oriented index. It focuses on large-cap U.S. stocks exhibiting value characteristics, such as lower price-to-book ratios. The ETF employs a passive management investment strategy, attempting to replicate the S&P 500 Value Index.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer with a long track record of providing low-cost, passively managed investment products.
Management Expertise
Vanguard has significant experience and expertise in managing index funds and ETFs, with a well-established team and efficient processes.
Investment Objective
Goal
The fund seeks to track the performance of the S&P 500 Value Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the S&P 500 Value Index by investing in a portfolio of stocks that represent the value portion of the S&P 500.
Composition The ETF primarily holds stocks of large-cap U.S. companies with value characteristics.
Market Position
Market Share: The ETF holds a significant market share within the large-cap value ETF segment.
Total Net Assets (AUM): 16040000000
Competitors
Key Competitors
- IVV
- SPY
- IWD
- RPG
Competitive Landscape
The large-cap value ETF market is competitive, with several major players. VOOV benefits from Vanguard's low-cost structure and brand recognition, while competitors may offer different index methodologies or sector exposures. IVV and SPY tracks the full S&P500.
Financial Performance
Historical Performance: Historical performance data for VOOV can be retrieved from financial data providers. The Fund's Inception Date was 09/07/2010
Benchmark Comparison: VOOV's performance should closely track the S&P 500 Value Index. Deviations may occur due to expense ratios and tracking error.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
The ETF typically has a healthy average trading volume, facilitating ease of trading for investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the ETF's high liquidity and investor interest.
Market Dynamics
Market Environment Factors
Economic conditions, interest rates, and overall market sentiment influence the performance of value stocks and, consequently, VOOV.
Growth Trajectory
VOOV's growth trajectory is tied to the performance of the underlying value stocks and the overall market environment.
Moat and Competitive Advantages
Competitive Edge
VOOV's competitive edge stems from Vanguard's reputation for low-cost investing, which attracts cost-conscious investors. The ETF's broad market exposure and passive management strategy provide diversification and relative stability. Furthermore, the fund's adherence to the S&P 500 Value Index allows investors to easily track and understand its performance. This transparency and low expense ratio makes VOOV a preferred choice for many investors looking for value exposure.
Risk Analysis
Volatility
VOOV's volatility is generally comparable to other large-cap value ETFs and the broader market.
Market Risk
The ETF is subject to market risk, including fluctuations in stock prices and broader economic downturns. Value stocks may underperform growth stocks during certain market cycles.
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking exposure to large-cap value stocks at a low cost and with diversification.
Market Risk
VOOV is suitable for long-term investors and passive index followers seeking value exposure within their portfolios.
Summary
VOOV is a low-cost ETF that tracks the S&P 500 Value Index, providing exposure to large-cap U.S. value stocks. It offers diversification and a passive management strategy, making it a suitable choice for long-term investors. The ETF's performance is closely tied to the performance of value stocks and the overall market environment. Vanguard's reputation and low expense ratio contribute to its attractiveness.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard official website
- Morningstar
- Bloomberg
- FactSet
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data might be delayed. Please consult official sources for accurate and up-to-date market data.
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 500 Value Index Fund ETF Shares
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund employs an indexing investment approach designed to track the performance of the S&P 500® Value Index, which represents the value companies, as determined by the index sponsor, of the S&P 500 Index. The index measures the performance of large-capitalization value companies in the United States.
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.