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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
08/14/2025: VOOV (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 25.43% | Avg. Invested days 83 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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 the S&P 500 Value Index, which measures the performance of the large-capitalization value sector in the U.S. equity market. It focuses on U.S. value stocks with typically lower valuations. Asset allocation is primarily in equities reflecting the S&P 500 Value Index's composition. Its investment strategy involves passively tracking the index, offering broad diversification within the value segment.
Reputation and Reliability
Vanguard is highly regarded for its low-cost, passively managed investment products and strong reputation for investor-focused principles.
Management Expertise
Vanguard has extensive experience and expertise in managing index-tracking ETFs, with a large team of professionals dedicated to portfolio management and research.
Investment Objective
Goal
To track the investment results of the S&P 500 Value Index.
Investment Approach and Strategy
Strategy: VOOV aims to track the S&P 500 Value Index.
Composition The ETF primarily holds stocks selected based on value characteristics from the S&P 500.
Market Position
Market Share: VOOV has a notable market share in the S&P 500 value ETF category.
Total Net Assets (AUM): 16320000000
Competitors
Key Competitors
- IVV
- SPYV
- RPV
- IWD
Competitive Landscape
The S&P 500 value ETF market is competitive, with several providers offering similar index-tracking products. VOOV competes primarily on cost and brand reputation, leveraging Vanguard's established presence in the ETF market. VOOV's advantage lies in Vanguard's low expense ratio and trusted brand, while disadvantages might include slightly lower trading volume compared to larger competitors such as IVV.
Financial Performance
Historical Performance: Historical performance data needs to be sourced externally (e.g., Morningstar, Vanguard).
Benchmark Comparison: VOOV's performance should closely track the S&P 500 Value Index. Any deviations are typically due to tracking error and expense ratio impact.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
VOOV's average trading volume is generally sufficient for most investors, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread is usually tight, reflecting the ETF's liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, inflation, and GDP growth, along with the relative performance of value stocks versus growth stocks, influence VOOV's performance.
Growth Trajectory
VOOV's growth depends on the overall performance of the value segment of the S&P 500 and investor demand for value-oriented investments. There have been no major strategy changes.
Moat and Competitive Advantages
Competitive Edge
VOOV's advantages lie in its low expense ratio, broad diversification within the S&P 500 value segment, and Vanguard's strong brand reputation. Its passive investment strategy offers transparency and predictability. The low cost makes it attractive for long-term investors seeking value exposure. Finally, Vanguard's size ensures liquidity and efficient trading.
Risk Analysis
Volatility
VOOV's volatility is typical for a U.S. equity value fund, reflecting the inherent volatility of the stock market.
Market Risk
VOOV is subject to market risk, including the risk of declines in the overall stock market and underperformance of value stocks relative to growth stocks.
Investor Profile
Ideal Investor Profile
The ideal investor for VOOV is one seeking low-cost exposure to the U.S. large-cap value stock market and is willing to accept market risk.
Market Risk
VOOV is suitable for long-term investors and passive index followers looking for a value-oriented investment.
Summary
VOOV is a low-cost ETF that provides broad exposure to U.S. large-cap value stocks. It tracks the S&P 500 Value Index and benefits from Vanguard's reputable management. Its low expense ratio and passive strategy make it a suitable choice for long-term investors seeking value exposure. While it's subject to market risk, VOOV offers diversification and transparency.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard Official Website
- Morningstar
- ETF.com
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and risk tolerance. Market data is subject to change.
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.
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