VOO
Vanguard S&P 500 ETFVOO Fund Description
VOO 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
Vanguard S&P 500 ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.57 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
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. Vanguard S&P 500 ETF ranks in the 54th percentile within its peer group and in the 61st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
VOO MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
VOO CHARTS AND PERFORMANCE
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VOO Portfolio 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 Tradability
VOO Sector/Industry Breakdown
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VOO TOP 10 HOLDINGS[View All]
VOO Countries
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VOO Regions
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VOO Economic Development
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VOO Performance Statistics
VOO MSCI ESG Ratings
VOO BENCHMARK COMPARISON SUMMARY
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VOO BENCHMARK COMPARISON MARKET CAP SIZE
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.