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VOO - ETF AI Analysis

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VOO

Vanguard S&P 500 ETF (VOO)

Rating:74Outperform
Price Target:
VOO, the Vanguard S&P 500 ETF, earns a solid overall rating thanks to large positions in high-quality companies like Microsoft and Alphabet, which benefit from strong financial performance and long-term growth drivers in cloud and AI. Other major holdings such as Apple, Nvidia, and Amazon also support the fund’s quality, though their high valuations and some mixed or bearish technical signals introduce short-term risk. The main risk factor is the fund’s heavy concentration in a handful of large U.S. technology and growth-oriented stocks, which can increase volatility if sentiment toward this sector weakens.
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past month and year-to-date, indicating positive recent momentum.
Low Expense Ratio
The fund charges very low fees, which helps investors keep more of their returns over time.
Broad Sector Diversification
Holdings are spread across many sectors, which helps reduce the impact if any single industry struggles.
Negative Factors
Heavy U.S. Concentration
Almost all of the ETF’s assets are invested in U.S. companies, offering very little international diversification.
Tech Sector Dominance
Technology makes up a large share of the portfolio, which can increase risk if that sector faces a downturn.
Mixed Performance Among Top Holdings
Some of the largest positions have been weak or lagging this year, which can weigh on overall returns if the trend continues.

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

VOO Summary

VOO is the Vanguard S&P 500 ETF, which follows the S&P 500 index, a collection of 500 of the largest U.S. companies across many industries. It includes well-known names like Apple and Microsoft, giving you instant diversification in a single investment. People might consider VOO if they want long-term growth that broadly matches the U.S. stock market, with a simple, low-cost way to invest in many leading companies at once. A key risk is that VOO will rise and fall with the overall stock market, so its value can go down during market downturns.
How much will it cost me?The Vanguard S&P 500 ETF (VOO) has an expense ratio of 0.03%, meaning you’ll pay $0.30 per year for every $1,000 invested. This is much lower than average because it’s a passively managed fund that tracks the S&P 500 Index, keeping costs minimal for investors.
What would affect this ETF?The Vanguard S&P 500 ETF (VOO) could benefit from continued growth in the U.S. economy, particularly in the technology sector, which makes up a significant portion of its holdings. However, rising interest rates or economic slowdowns could negatively impact the financial and consumer cyclical sectors, which are also key components of the ETF. Regulatory changes affecting large-cap companies or geopolitical tensions could further influence the performance of its top holdings like Nvidia, Microsoft, and Apple.

VOO Top 10 Holdings

VOO’s story right now is all about Big Tech and AI pulling the wagon. Nvidia and Broadcom are the clear engines, riding strong momentum from the AI chip boom. Amazon and Alphabet are also helping power returns, with steady gains from cloud and digital ads. Apple remains a heavyweight that’s still climbing, though at a calmer pace, while Microsoft’s more mixed recent stretch means it’s not firing on all cylinders. Tesla and Berkshire Hathaway are losing a bit of steam, modestly tugging on performance. Overall, this is a U.S.-only fund tilted heavily toward mega-cap tech and communication giants.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nvidia7.58%$107.92B$5.06T87.61%
76
Outperform
Apple6.66%$94.88B$3.98T29.52%
79
Outperform
Microsoft4.92%$69.99B$3.15T8.36%
79
Outperform
Amazon3.64%$51.81B$2.84T39.68%
71
Outperform
Alphabet Class A2.99%$42.63B$4.15T112.64%
85
Outperform
Broadcom2.62%$37.37B$2.00T119.83%
76
Outperform
Alphabet Class C2.40%$34.16B$4.15T108.92%
82
Outperform
Meta Platforms2.24%$31.87B$1.71T23.34%
76
Outperform
Tesla1.87%$26.62B$1.41T32.06%
73
Outperform
Berkshire Hathaway B1.57%$22.38B$1.01T-11.61%
66
Neutral

VOO Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
621.50
Positive
100DMA
625.54
Positive
200DMA
611.70
Positive
Market Momentum
MACD
11.52
Negative
RSI
70.44
Negative
STOCH
94.78
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VOO, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 626.00, equal to the 50-day MA of 621.50, and equal to the 200-day MA of 611.70, indicating a bullish trend. The MACD of 11.52 indicates Negative momentum. The RSI at 70.44 is Negative, neither overbought nor oversold. The STOCH value of 94.78 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VOO.

VOO Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$910.18B0.03%
74
Outperform
$783.42B0.03%
74
Outperform
$723.44B0.09%
74
Outperform
$427.02B0.18%
75
Outperform
$134.92B0.02%
74
Outperform
$214.80M0.49%
74
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
VOO
Vanguard S&P 500 ETF
656.42
156.00
31.17%
IVV
iShares Core S&P 500 ETF
SPY
SPDR S&P 500 ETF Trust
QQQ
Invesco QQQ Trust
SPYM
State Street SPDR Portfolio S&P 500 ETF
OALC
OneAscent Large Cap Core 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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