Vanguard S&P Small-Cap 600 Value ETF (VIOV)
ARCA ARCA Primary Summary
VIOV Chart
VIOV: Continued Underperformance Is Likely
Vanguard S&P Small-Cap 600 Value ETF is rated 'Hold' due to a challenging macroeconomic outlook and recent underperformance vs. the broader market. VIOV's portfolio is diversified, with financials (~19%) and tech (~17%) as leading sectors, but remains highly sensitive to consumer sentiment and inflation. Small caps in the fund face immediate margin pressures from rising inflation and tariffs, while labor market softness presents both risks and modest offsetting benefits.
VIOV: Small Cap Value ETF Lagging Its Peers
Vanguard S&P SmallCap 600 Value Index Fund ETF (VIOV) offers low-cost exposure to small-cap value stocks, with a diversified portfolio but a significant tilt toward financials. The underlying index performance closely tracks the S&P SmallCap 600 benchmark, showing no excess return over 25 years. VIOV has lagged behind top competitors since 2022, especially actively managed AVUV and DFSV, and passive VBR.
Should Vanguard S&P Small-Cap 600 Value ETF (VIOV) Be on Your Investing Radar?
The Vanguard S&P Small-Cap 600 Value ETF (VIOV) was launched on 09/09/2010, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market.
Vanguard S&P Small-Cap 600 Value ETF (VIOV) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has Vanguard S&P Small-Cap 600 Value ETF ever had a stock split?
Vanguard S&P Small-Cap 600 Value ETF Profile
| ARCA Exchange | US Country |
Overview
This advisor operates with a clear focus on the indexing investment strategy, primarily aiming to mirror the performance of the S&P SmallCap 600® Value Index. This particular index represents the value sector within the smaller company segment of the market, as defined by the index sponsor. The investment philosophy revolves around the replication of the target index by channeling all or a significant majority of its assets into the stocks comprising the index. Moreover, it meticulously maintains the proportionality of each stock to match its respective weight within the index. This approach highlights the advisor's dedication to providing investors with a pathway to participate in the performance of small-cap value companies through a methodical and disciplined investment mechanism.
Products and Services
The advisor specializes in offering products and services designed for investors seeking exposure to the small-cap value sector of the U.S. equity market:
- Indexing Investment Approach
- S&P SmallCap 600® Value Index Replication
This service involves aligning the investment strategy closely with the S&P SmallCap 600® Value Index. It is ideally suited for investors who prefer a passive investment strategy aiming to achieve returns comparable to those of the value companies within the S&P SmallCap 600 Index. By investing in all or substantially all of the assets in the stocks that constitute the index and maintaining their weighting proportionate to that in the index, the advisor seeks to replicate the index's performance.
A specific focus on replicating the S&P SmallCap 600® Value Index distinguishes this product. The endeavor to match the performance of the index involves a disciplined investment process and a commitment to investing in the stocks that make up the index. This requires a rigorous adherence to maintaining the proportional weight of each stock in line with its presence in the index. This product is targeted at investors who are looking to invest in small-cap value companies with the potential for growth, through an investment approach that mirrors a well-defined and targeted index.
Contact Information
