VIOV, a passively managed ETF by Vanguard, aims to track the S&P 600 Small-Cap Value Index but has underperformed compared to other peers. The fund's simplistic criteria and higher portfolio turnover raise doubts about its ability to outperform other small-cap value ETFs like VB and VBR. Given its underperformance and lack of valuable filtering criteria for the portfolio, I recommend VB or VBR for better small-cap value exposure.
If you're interested in broad exposure to the Small Cap Value segment of the US equity market, look no further than the Vanguard S&P Small-Cap 600 Value ETF (VIOV), a passively managed exchange traded fund launched on 09/09/2010.
Designed to provide broad exposure to the Small Cap Value segment of the US equity market, the Vanguard S&P Small-Cap 600 Value ETF (VIOV) is a passively managed exchange traded fund launched on 09/09/2010.
![]() VIOV 5 months ago | Other | $0.48 Per Share |
![]() VIOV 8 months ago Paid | Quarterly | $0.51 Per Share |
![]() VIOV 11 months ago Paid | Quarterly | $0.47 Per Share |
![]() VIOV 22 Mar 2024 Paid | Quarterly | $0.2 Per Share |
![]() VIOV 20 Dec 2023 Paid | Quarterly | $0.96 Per Share |
![]() VIOV 5 months ago | Other | $0.48 Per Share |
![]() VIOV 8 months ago Paid | Quarterly | $0.51 Per Share |
![]() VIOV 11 months ago Paid | Quarterly | $0.47 Per Share |
![]() VIOV 22 Mar 2024 Paid | Quarterly | $0.2 Per Share |
![]() VIOV 20 Dec 2023 Paid | Quarterly | $0.96 Per Share |
ARCA Exchange | US Country |
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.
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:
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.