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Vanguard Growth Index Fund ETF Shares (VUG)VUG
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Upturn Advisory Summary
10/02/2024: VUG (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 9.4% | Upturn Advisory Performance  3 | Avg. Invested days: 42 |
| Profits based on simulation | ETF Returns Performance  3 | Last Close 10/02/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 9.4% | Avg. Invested days: 42 |
Upturn Star Rating | ETF Returns Performance 3 |
| Profits based on simulation Last Close 10/02/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 887631 | Beta 1.19 |
52 Weeks Range 259.18 - 391.68 | Updated Date 10/3/2024 |
52 Weeks Range 259.18 - 391.68 | Updated Date 10/3/2024 |
AI Summarization
ETF Overview: Vanguard Growth Index Fund ETF Shares (VUG)
Profile: VUG is an exchange-traded fund (ETF) that tracks the performance of the CRSP US Large Cap Growth Index. It invests primarily in large-cap U.S. stocks with high growth potential. The fund has a market capitalization-weighted approach, meaning it allocates its holdings based on the size of the companies in the index.
Objective: The primary investment goal of VUG is to provide long-term capital appreciation by tracking the performance of the CRSP US Large Cap Growth Index.
Issuer: VUG is issued by Vanguard, a leading global investment management company with over $8 trillion in assets under management. Vanguard is known for its low-cost index funds and its commitment to investor education.
Market Share: VUG is the largest growth-focused ETF in the U.S., with over $200 billion in assets under management and a market share of approximately 20%.
Moat: VUG's competitive advantages include its low expense ratio (0.04%), its large and diversified portfolio, and its strong track record of performance.
Financial Performance: VUG has outperformed the S&P 500 Index over the past 5 years, with an annualized return of 14.5% compared to 10.5% for the S&P 500.
Liquidity: VUG is a highly liquid ETF, with an average daily trading volume of over 10 million shares.
Market Dynamics: The growth stock market is influenced by factors such as economic growth, interest rates, and investor sentiment.
Competitors: Key competitors include iShares Russell 1000 Growth ETF (IWF) and Invesco QQQ Trust (QQQ).
Expense Ratio: VUG has an expense ratio of 0.04%.
Investment Approach: VUG tracks the CRSP US Large Cap Growth Index, which includes companies with high expected earnings growth.
Composition: VUG's portfolio is composed of approximately 260 stocks, with the top 10 holdings representing about 20% of the total assets.
Key Points:
- Large and diversified portfolio
- Low expense ratio
- Strong track record of performance
- High liquidity
Risks:
- VUG is subject to market risk, meaning its value can fluctuate based on overall market conditions.
- Growth stocks are generally considered more volatile than value stocks.
- The fund's concentration in a few large-cap stocks could lead to increased volatility.
Who Should Consider Investing: VUG is suitable for investors who are seeking long-term capital appreciation and are comfortable with the higher volatility associated with growth stocks.
Fundamental Rating Based on AI: 8.5/10
VUG receives a strong rating based on its low expense ratio, strong track record, and large and diversified portfolio. However, the fund's concentration in a few large-cap stocks could lead to increased volatility.
Resources and Disclaimers:
- Vanguard website: https://investor.vanguard.com/etf/profile/VUG/overview
- CRSP US Large Cap Growth Index: https://www.crspdata.com/products/us-stock-indexes/us-large-cap-growth-index
- Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult with a financial professional before making any investment decisions.
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 Growth Index Fund ETF Shares
The fund employs an indexing investment approach designed to track the performance of the index, a broadly diversified index predominantly made up of growth stocks of large U.S. companies. 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.
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