The S&P 500 Growth index exclusively holds 151 of the best-performing growth stocks from the regular S&P 500. The Growth index has returned over 28% annually during the last three years, thanks to its high degree of exposure to AI stocks.
The Vanguard S&P 500 Growth ETF offers focused growth exposure but consistently underperforms the Invesco QQQ Trust, Series 1 ETF across all major timeframes. VOOG is highly concentrated, with nearly 60% in its top 10 holdings and a 14.8% weighting in Nvidia, increasing concentration risk. While VOOG outperforms the S&P 500 and has lower drawdowns than QQQ, its brief outperformance periods are tied to top holdings' exceptional years.
If you're interested in broad exposure to the Large Cap Growth segment of the US equity market, look no further than the Vanguard S&P 500 Growth Index Fund ETF Shares (VOOG), a passively managed exchange traded fund launched on September 9, 2010.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 4,799 | $282,319.62 | $408,730.83 | $126,411.21 | 44.78% |
Curtis Ellergodt Rothschild Investment LLC | 237 | $15,899.38 | $20,192.4 | $4,293.02 | 27% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 310,959 | $25.69M | $26.49M | $802,242.81 | 3.12% |
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 119,406 | $8.11M | $10.08M | $1.96M | 24.22% |
| PN Peter Nicholson First Bancorp Inc. /ME/ | 46,266 | $2.21M | $3.87M | $1.66M | 75.22% |
| ARCA Exchange | US Country |
The advisor operates with a clear focus on aligning its investment strategy with the trends and performance of the S&P 500® Growth Index. This approach signifies a commitment to investing in large-capitalization growth companies identified within the United States, encompassing those businesses demonstrating significant growth potential as per the criteria set by the index sponsor. By adhering to an indexing investment approach, the advisor aims to meticulously track the performance of these growth-oriented firms, essentially mirroring the dynamics and the trajectory of the S&P 500 Growth Index. This method positions the advisor not only to capitalize on the growth trajectories of these companies but also to offer its clients a pathway to potentially substantial returns through a diversified portfolio representing the upper echelon of growing enterprises within the S&P 500 Index.
The core product offered involves an indexing investment strategy meticulously crafted to shadow the performance of the S&P 500® Growth Index. This strategy is ideal for investors seeking to invest in the growth segment of the U.S. large-cap market. By targeting growth companies as identified by the index sponsor from the S&P 500 Index, the advisor ensures that clients' investments are positioned in companies with potential for significant appreciation in value over time.