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VOOG - ETF AI Analysis

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VOOG

Vanguard S&P 500 Growth ETF (VOOG)

Rating:75Outperform
Price Target:
VOOG, the Vanguard S&P 500 Growth ETF, earns a solid overall rating thanks to heavy exposure to high-quality growth leaders like Nvidia, Microsoft, and Alphabet, which all benefit from strong financial performance and powerful long-term trends in AI, cloud, and data centers. These strengths are partly offset by holdings such as Berkshire Hathaway and Eli Lilly, where bearish technical signals, leverage, or cash flow challenges introduce some caution, and the fund’s concentration in large U.S. tech and growth names is a key risk if that sector falls out of favor.
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past month and quarter, indicating positive recent momentum.
Low Expense Ratio
The fund charges a relatively low fee, which helps investors keep more of their returns over time.
Leadership in Growth Sectors
Heavy exposure to technology and communication services positions the ETF to benefit when growth-oriented companies are doing well.
Negative Factors
High Concentration in a Few Stocks
A small number of large holdings, especially in one leading chipmaker and major tech names, make up a big share of the portfolio and increase single-stock risk.
Mixed Performance Among Top Holdings
Several of the largest positions have recently shown weak or negative performance, which can drag on overall returns if the trend continues.
Limited Geographic Diversification
With almost all assets invested in U.S. companies, the ETF offers little exposure to international markets and is heavily tied to the U.S. economy.

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

VOOG Summary

The Vanguard S&P 500 Growth ETF (VOOG) is a fund that follows the S&P 500 Growth index, focusing on large U.S. companies expected to grow faster than the overall market. It holds many well-known names, including Microsoft, Apple, Nvidia, Amazon, and Alphabet (Google’s parent company), with a big tilt toward technology and communication services. Someone might invest in VOOG to seek long-term growth and to own a wide mix of leading U.S. growth stocks in a single investment. A key risk is that it is heavily dependent on growth and tech-related stocks, so its price can rise and fall sharply.
How much will it cost me?The Vanguard S&P 500 Growth ETF (VOOG) 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 S&P 500 Growth Index to keep costs down.
What would affect this ETF?The Vanguard S&P 500 Growth ETF (VOOG), heavily focused on U.S. technology and communication services sectors, could benefit from continued innovation and demand for digital solutions, as well as strong performance from top holdings like Nvidia and Microsoft. However, it may face challenges if interest rates rise, as growth stocks often become less attractive in such environments, or if regulatory scrutiny increases on major tech companies. Economic slowdowns or shifts in consumer spending could also negatively impact its consumer cyclical exposure.

VOOG Top 10 Holdings

VOOG is riding a powerful Big Tech and AI wave, with Nvidia and Broadcom acting as the main engines thanks to their surging momentum in chips and data centers. Microsoft, Alphabet, Amazon, and Meta form a solid growth backbone, mostly rising or steady as they lean into cloud and AI, keeping the fund firmly anchored in U.S. mega-cap tech and communication services. Apple is regaining its footing but not sprinting, while Berkshire Hathaway and Eli Lilly are lagging a bit, slightly braking an otherwise tech-driven, U.S.-focused growth story.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nvidia14.60%$3.05B$5.06T99.22%
76
Outperform
Microsoft9.47%$1.98B$3.15T8.60%
79
Outperform
Apple6.42%$1.34B$3.98T27.35%
79
Outperform
Alphabet Class A5.77%$1.20B$4.15T118.13%
85
Outperform
Broadcom5.06%$1.06B$2.00T117.28%
76
Outperform
Alphabet Class C4.62%$964.68M$4.15T114.58%
82
Outperform
Meta Platforms4.31%$899.67M$1.71T23.44%
76
Outperform
Amazon3.71%$775.27M$2.84T39.12%
71
Outperform
Berkshire Hathaway B3.03%$631.76M$1.01T-10.95%
66
Neutral
Eli Lilly & Co2.51%$524.01M$835.18B-1.03%
72
Outperform

VOOG Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
72.39
Positive
100DMA
73.09
Positive
200DMA
72.14
Positive
Market Momentum
MACD
1.94
Negative
RSI
68.72
Neutral
STOCH
75.85
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VOOG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 75.39, equal to the 50-day MA of 72.39, and equal to the 200-day MA of 72.14, indicating a bullish trend. The MACD of 1.94 indicates Negative momentum. The RSI at 68.72 is Neutral, neither overbought nor oversold. The STOCH value of 75.85 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VOOG.

VOOG Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$24.13B0.07%
75
Outperform
$210.60B0.03%
75
Outperform
$123.54B0.18%
75
Outperform
$69.18B0.18%
75
Outperform
$53.75B0.04%
75
Outperform
$48.70B0.04%
76
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
VOOG
Vanguard S&P 500 Growth ETF
78.46
20.37
35.07%
VUG
Vanguard Growth ETF
IWF
iShares Russell 1000 Growth ETF
IVW
iShares S&P 500 Growth ETF
SCHG
Schwab U.S. Large-Cap Growth ETF
SPYG
SPDR Portfolio S&P 500 Growth 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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