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VIOO - ETF AI Analysis

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VIOO

Vanguard S&P Small-Cap 600 ETF (VIOO)

Rating:66Neutral
Price Target:
VIOO, the Vanguard S&P Small-Cap 600 ETF, has a solid overall rating that reflects generally strong underlying small-cap holdings with some pockets of weakness. High-quality contributors like CareTrust REIT, InterDigital, Sanmina, and Primoris Services support the fund’s rating through strong financial performance, growth initiatives, and positive earnings outlooks, while a few holdings such as SiTime and Solstice Advanced Materials face profitability and cash flow pressures that slightly weigh on the fund. The main risk factor is its focus on smaller companies, which can be more volatile and sensitive to business or sector-specific challenges than larger, more established firms.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains over the past month, quarter, and year-to-date, indicating solid recent momentum.
Low Expense Ratio
The fund charges a very low fee, which helps investors keep more of their returns over time.
Broad Small-Cap Diversification
Holdings are spread across many small U.S. companies and multiple sectors, reducing the impact of any single stock or industry.
Negative Factors
High U.S. Concentration
Almost all assets are invested in U.S. companies, offering little geographic diversification if the U.S. market struggles.
Small-Cap Volatility Risk
Because it focuses on smaller companies, the ETF may experience larger price swings than funds holding bigger, more established firms.
Cyclical Sector Exposure
Significant weight in sectors like financials, industrials, and consumer cyclical means the fund can be sensitive to economic slowdowns.

VIOO vs. SPDR S&P 500 ETF (SPY)

VIOO Summary

Vanguard S&P Small-Cap 600 ETF (VIOO) is a fund that follows the S&P SmallCap 600 Index, which is made up of 600 smaller U.S. companies across many industries, including financials, industrials, and technology. It holds well-known names like Eastman Chemical and Match Group (owner of Match.com and other dating apps). Investors might consider VIOO if they want long-term growth potential from smaller, fast-growing companies and broader diversification beyond large, famous stocks. A key risk is that small-company stocks can be more volatile, so the price of this ETF can move up and down more sharply than the overall market.
How much will it cost me?The Vanguard S&P Small-Cap 600 ETF (VIOO) has an expense ratio of 0.10%, which means you’ll pay $1 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that tracks the S&P SmallCap 600 Index, keeping costs low.
What would affect this ETF?The Vanguard S&P Small-Cap 600 ETF (VIOO) could benefit from economic growth and innovation, as small-cap companies often thrive in expanding markets and are key drivers of new technologies. However, it may face challenges during periods of economic uncertainty or rising interest rates, which can disproportionately impact smaller firms. Its exposure to sectors like financials, technology, and consumer cyclical industries makes it sensitive to regulatory changes and shifts in consumer spending patterns.

VIOO Top 10 Holdings

VIOO’s story is all about U.S. small caps, with no big foreign giants in sight and a tilt toward industrials, tech, and financials. On the upside, chip-testing specialist FormFactor and networking player Viavi are sprinting ahead, giving the fund a lift from the tech side, while Argan and Esco Technologies add steady industrial muscle. Element Solutions and Primoris are also rising, reinforcing that pro-cyclical, growth-oriented tone. Offsetting some of that strength, steadier names like LKQ and Jackson Financial are more mixed, keeping overall momentum in check.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Eastman Chemical0.57%$29.78M$8.23B-4.75%
72
Outperform
Element Solutions0.51%$26.54M$9.83B101.45%
65
Neutral
Primoris Services0.50%$26.41M$9.31B182.63%
75
Outperform
Viavi Solutions0.50%$26.31M$11.05B327.00%
71
Outperform
Argan0.49%$25.82M$9.11B335.11%
73
Outperform
LKQ0.49%$25.71M$8.06B-16.23%
68
Neutral
Formfactor0.49%$25.69M$12.09B404.31%
68
Neutral
Jackson Financial Incorporation0.49%$25.58M$7.96B46.80%
73
Outperform
Esco Technologies0.47%$24.89M$8.28B106.96%
70
Neutral
Match Group0.47%$24.77M$8.55B22.37%
66
Neutral

VIOO Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
118.50
Positive
100DMA
117.14
Positive
200DMA
111.99
Positive
Market Momentum
MACD
2.62
Negative
RSI
72.12
Negative
STOCH
82.49
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VIOO, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 121.01, equal to the 50-day MA of 118.50, and equal to the 200-day MA of 111.99, indicating a bullish trend. The MACD of 2.62 indicates Negative momentum. The RSI at 72.12 is Negative, neither overbought nor oversold. The STOCH value of 82.49 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VIOO.

VIOO Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$3.75B0.07%
66
Neutral
$101.08B0.06%
66
Neutral
$15.15B0.03%
67
Neutral
$4.75B0.28%
65
Neutral
$3.60B0.15%
67
Neutral
$3.41B0.59%
68
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
VIOO
Vanguard S&P Small-Cap 600 ETF
126.14
34.25
37.27%
IJR
iShares Core S&P Small Cap ETF
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
FESM
Fidelity Enhanced Small Cap ETF
SMLF
iShares MSCI USA Small-Cap Multifactor ETF
CALF
Pacer US Small Cap Cash Cows 100 ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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