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VONE - ETF AI Analysis

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VONE

Vanguard Russell 1000 ETF (VONE)

Rating:73Outperform
Price Target:
VONE, the Vanguard Russell 1000 ETF, earns a solid overall rating thanks to large positions in high-quality tech leaders like Apple, Microsoft, and Alphabet, which benefit from strong financial performance and long-term growth drivers in areas like cloud computing and AI. These strengths are slightly tempered by holdings such as Tesla and Berkshire Hathaway, where bearish technical signals, valuation concerns, and lack of dividends introduce some risk. The fund is also notably concentrated in mega-cap technology and communication names, which can increase volatility if that sector faces a downturn.
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum.
Leading Growth Companies in Top Holdings
Several of the largest positions, including major technology and internet companies, have delivered strong year-to-date results that support the fund’s overall performance.
Low Expense Ratio
The fund’s very low annual fee means more of the investment returns stay in investors’ pockets over time.
Negative Factors
Heavy Tilt Toward Technology
A large share of the portfolio is in technology stocks, which can make the fund more sensitive to swings in that sector.
Concentration in a Few Mega-Cap Stocks
A small number of very large companies make up a significant portion of the fund, increasing the impact if any of them perform poorly.
Mixed Performance Among Top Holdings
Some major positions, including well-known technology and auto names, have been weak this year and could drag on returns if that continues.

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

VONE Summary

Vanguard Russell 1000 ETF (VONE) is a fund that follows the Russell 1000 Index, which includes about 1,000 of the largest U.S. companies. It owns many well-known names such as Apple and Nvidia, along with leaders in finance, health care, and consumer goods. Because it spreads your money across many big companies and sectors, investors might use it as a simple, one-stop way to get broad U.S. stock market exposure and long-term growth potential. A key risk is that it can rise or fall with the overall U.S. stock market, especially large tech stocks.
How much will it cost me?The Vanguard Russell 1000 ETF (VONE) has an expense ratio of 0.07%, meaning you’ll pay $0.70 per year for every $1,000 invested. This is lower than average because it’s passively managed, tracking the Russell 1000 Index to keep costs down while providing broad exposure to large-cap U.S. stocks.
What would affect this ETF?The Vanguard Russell 1000 ETF (VONE) could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from top companies like Nvidia, Microsoft, and Apple. However, it may face challenges if interest rates rise, potentially impacting valuations of growth-oriented stocks, or if economic conditions weaken, affecting consumer spending and financial sector performance. Regulatory changes targeting large-cap tech firms could also pose risks to its top holdings.

VONE Top 10 Holdings

VONE’s story is all about U.S. mega-cap tech setting the pace. Nvidia and Broadcom are powering ahead, with their AI-fueled rallies giving the fund a strong tailwind. Amazon and Alphabet are also rising, adding steady support from e-commerce and digital ads. Apple has perked up recently but is still shaking off earlier weakness, while Microsoft’s performance looks more mixed after a softer stretch. Tesla and Berkshire Hathaway are lagging, but with such broad U.S. large-cap exposure, the fund remains diversified even as it leans heavily on Big Tech for direction.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nvidia6.79%$694.35M$5.23T84.48%
76
Outperform
Apple6.08%$621.96M$4.31T47.74%
79
Outperform
Microsoft4.57%$467.02M$3.08T-5.38%
79
Outperform
Amazon3.32%$339.89M$2.93T41.24%
71
Outperform
Alphabet Class A2.78%$284.69M$4.84T162.39%
85
Outperform
Broadcom2.38%$243.17M$2.04T106.53%
76
Outperform
Alphabet Class C2.26%$230.61M$4.84T157.19%
82
Outperform
Meta Platforms2.08%$212.51M$1.55T2.89%
76
Outperform
Tesla1.75%$178.44M$1.61T43.62%
73
Outperform
Berkshire Hathaway B1.47%$150.34M$1.03T-7.36%
66
Neutral

VONE Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
309.75
Positive
100DMA
310.32
Positive
200DMA
304.13
Positive
Market Momentum
MACD
6.19
Negative
RSI
74.07
Negative
STOCH
91.80
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VONE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 322.64, equal to the 50-day MA of 309.75, and equal to the 200-day MA of 304.13, indicating a bullish trend. The MACD of 6.19 indicates Negative momentum. The RSI at 74.07 is Negative, neither overbought nor oversold. The STOCH value of 91.80 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VONE.

VONE Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$7.84B0.06%
73
Outperform
$47.21B0.15%
73
Outperform
$9.84B0.05%
74
Outperform
$9.69B0.34%
72
Outperform
$9.46B0.68%
74
Outperform
$8.84B0.39%
72
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
VONE
Vanguard Russell 1000 ETF
332.81
70.57
26.91%
IWB
iShares Russell 1000 ETF
MGC
Vanguard Mega Cap ETF
PRF
Invesco FTSE RAFI US 1000 ETF
SPYI
NEOS S&P 500 High Income ETF
RWL
Invesco S&P 500 Revenue 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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