VOOVanguard S&P 500 ETF
VOO Fund Description
The Vanguard S&P 500 ETF tracks a market-cap-weighted index of US large- and midcap stocks selected by the S&P Committee.
VOO Factset Analytics Insight
VOO captures the large-cap space well, and charges a tiny fee. It's also large and liquid, with a massive asset base and millions of shares changing hands most days. The fund tracks its index extremely well too. However, like all S&P 500 funds, it defines large-caps as the S&P Committee sees it, which means it includes a fairly large allocation to firms that we consider to be midcaps. Still, VOO offers excellent US large-cap coverage.
The fund competes directly with SPY and IVV, which track the same index. While all 3 funds have miniscule holding costs, VOO often holds a slender edge. VOO trades extremely well too, though it’s no match for SPY in trading volume. VOO stumbles slightly on transparency: it discloses holdings monthly with a lag, not daily like its peers. However, it reinvests interim cash unlike SPY. The ETF is technically part of a larger Vanguard portfolio that includes S&P 500 mutual fund share classes, an arrangement with little to no practical impact on VOO investors. In all, VOO delivers the goods across the board.
VOO MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of June 19, 2018 the Vanguard S&P 500 ETF MSCI ESG Fund Quality Score is 5.28 out of 10.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. VOO ranks in the 68th percentile within its peer group and in the 45th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
VOO CHARTS AND PERFORMANCE
VOO Top 10 Countries
VOO Top 10 Sectors
VOO Top 10 Holdings [View All]
VOO Summary Data
VOO Portfolio Data
VOO Index Data
VOO Portfolio Management
VOO Tax Exposures
VOO Fund Structure
VOO Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of VOO. VOO is rated a 5 out of 5.
VOO Sector/Industry Breakdown
VOO TOP 10 HOLDINGS[View All]
VOO Economic Development
VOO Performance Statistics
VOO MSCI ESG Ratings
VOO BENCHMARK COMPARISON SUMMARY
VOO BENCHMARK COMPARISON MARKET CAP SIZE
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.