VOOVanguard S&P 500 ETF
VOO 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. The fund tracks its index extremely well. 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 in a crowded space. VOO stumbles slightly on transparency: it discloses holdings monthly with a lag, not daily like its peers. However, it is able to reinvest dividends when paid. 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 5.65 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 40th percentile within its peer group and in the 45th 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 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 Economic Development
VOO Performance Statistics
VOO MSCI ESG Ratings
VOO Benchmark Comparison Summary
VOO Benchmark Comparison Market Cap Size