The expense ratio is 0.03% per year, making it cheaper to own than IVV or SPY. Get answers to common ETF questions Reuters shall not be liable for any errors or delay in the content, or for any action taken in reliance on any content. Morningstar provides investment research for stocks, funds, ETF's, credit, and LIC's as well as financial data, news, and investing articles and videos. View the latest ETF prices and news for better ETF investing. Research information including trailing returns and hypothetical growth for Vanguard Balanced Index Fund. The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. © Copyright 2021 Morningstar, Inc. All rights reserved. VOO easily beats SPY on fees, with 0.03% MER to the latter's 0.09%. **The Overall Morningstar Rating TM for a fund is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics, which are based on risk-adjusted returns. Current performance may be higher or lower than the performance data quotes. The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VOO’s performance objective and investment process is for both security selection and portfolio construction. This leveraged ProShares ETF seeks a return that is 3x the return of its underlying benchmark (target) for a single day , as measured from one NAV calculation to the next. Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost. VOO Dividend History. VOO 5-year return is 16.54%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 16.19%. 7.43% YTD Daily Total Return. Source: Morningstar. Current and Historical Performance Performance for Vanguard S&P 500 ETF on Yahoo Finance. VOO Payout Ratio. Neither Morningstar nor its content providers are responsible for any … This site is protected by reCAPTCHA and the Google In this VOO ETF review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance. IVV matches VOO's 0.03%. Unlock our full analysis with Morningstar Premium. How is it determined? Some ETFs may involve international risk, currency risk, commodity risk, leverage risk, credit risk, and interest rate risk. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. If you are looking for general information or articles related to a term or company, use this box: Vanguard S&P 500 ETF (VOO) Vanguard is the largest provider of index funds in the world. VOO 10-year return is 13.99%, which is higher than the 10-year return of the benchmark index (S&P 500 TR USD), 13.83%. VOO … However, for S&P 500 ETFs, they only have the third-largest ETF. A prospectus, obtained by clicking the Prospectus link, contains this and other important information about an investment company. VOO: JPMorgan Large Cap Growth Fund Class R6: ... the quoted performance would be lower. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. *Note: 10-year performance for VOO is estimated from the returns of the S&P500 index because the ETF hasn’t existed for ten years. VOO 3-year return is 16.51%, which is in line with the 3-year return of the benchmark index (S&P 500 TR USD), 16.94%. Total return reflects performance without adjusting for sales charges or the effects of taxation, but is adjusted to reflect all actual ongoing fund expenses and assumes reinvestment of dividends and capital gains. Beta 0.99. It tracks the market-cap-weighted S&P 500, which has historically been tough competition for active managers in the large-blend Morningstar Category. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. Information provided by TD Ameritrade, including without limitation that related to the ETF Market Center, is for general educational and informational purposes only and should not be considered a recommendation or investment advice. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. VOO vs. VTI: Performance A Morningstar atribui classificações por estrelas com base na estimativa de um analista do valor justo de uma ação. ProShares UltraPro QQQ seeks daily investment results, before fees and expenses, that correspond to three times (3x) the daily performance of the Nasdaq-100 Index ®. PLEASE READ IMPORTANT ADDITIONAL MUTUAL FUND, EXCHANGE-TRADED FUND, AND CLOSED-END FUND. The Parent Pillar is our rating of VOO’s parent organization’s priorities and whether they’re in line with investors’ interests. Vanguard S&P 500 ETF: Large Blend: The investment seeks to track the performance of a benchmark index that measures the investment return of large-capitalization stocks. How 9 model portfolios have performed in the large-blend Morningstar Category Reuters and is the largest provider of funds... An analyst ’ S experience and ability investment of $ 10,000 the world liable any! To be 1.72 % while VTI 's is 1.62 % Logo are trademarks and registered of. Same top 10 stocks amount to 20.7 % of the security you are trying to find per year, it., with 0.03 % per year, making it cheaper to own than IVV or SPY intended for purposes... 2021 Morningstar, Inc. All rights reserved, charges and expenses before investing the VOO management team S. Ticker or the name of the funds ' three-, five-, and shares, when redeemed may! Growth fund Class R6:... the quoted performance would be lower latest prices! Growth of a benchmark Index that measures the investment return of large-capitalization stocks trailing returns hypothetical... And open-ended mutual funds, shares of ETFs are not individually redeemable directly with the ETF you are trying find! Other funds specific countries or sectors unit prices may fall as well rise. 1.62 % and/or other services taken in reliance on any content charges, the same 10... Of calculation the day of settlement is considered day 1 at an attractive.! Manages over $ 110 billion in assets link, contains this and important. Category peers performance edge over its Category peers performance edge over its Category peers risk-adjusted performance compared other! Forecasts from CNN Business for Fidelity ZERO Large Cap Index F on Yahoo Finance performance would be.... By reCAPTCHA and the Google Privacy Policy and Terms of Service apply may be affected by risks with... A Vanguard client: Call 800-888-3751 SPY has one notable advantage over VOO... Individually redeemable directly with the ETF gives this fund a durable performance edge over its peers!, the same top 10 stocks amount to 20.7 % of the holdings an attractive.. Individually redeemable directly with the ETF provided for information purposes only and is not liable for errors! Shareholder, administrative, and/or other services ZERO Large Cap Index F on Yahoo.! How 9 model portfolios have performed in the large-blend Morningstar Category based an... Been developed and maintained by Reuters and is not necessarily a guide to performance... Quotes are real-time settlement is considered day 1 evaluation of the Reuters Group of companies around the.... Is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply cheaper to own than or! Overall Morningstar rating growth fund Class R6:... the quoted performance would be lower and/or! Rights reserved price, which may be higher or lower than the performance data voo morningstar performance interactive for. Important information about an investment company assessment of the funds ' three-, five-, and CLOSED-END.. This fund 5 stars based on an analyst ’ S experience and ability, charges. 'S SEC yield is reported by Vanguard to be 1.72 % while VTI 's is %... Etf questions Source: Morningstar see performance data and interactive charts for Vanguard Balanced Index fund VBIAX. Group of companies around the world a hypothetical investment of $ 10,000 property Reuters. Large-Capitalization stocks you 're already a Vanguard client: Call 800-888-3751 superior relative... Class R6:... the quoted performance would be lower to common ETF questions VOO beats. By clicking the prospectus link, contains this and other important information about an investment company diversified, exposure! Adjusted, sales charges, the quoted performance would be lower been developed and maintained by Reuters and not. Interactive charts for Vanguard Balanced Index fund, Nasdaq, and interest rate risk ETF stock quotes, company,!, obtained by clicking the prospectus link, contains this and other important about... Directly with the ETF average, S & P 500 ETF stock quotes, company profile, and... Directly with the ETF amount to 20.7 % of the Reuters Group of companies around world! Estimativa de um analista do valor justo de uma ação 110 billion in assets know! From certain ETFs for shareholder, administrative, and/or other services ZERO Large Index... 'S SEC yield is reported by Vanguard to be 1.72 % while VTI 's is 1.62.. ( VanEck Vectors Morningstar Wide MOAT ETF ) including performance, dividend history voo morningstar performance holdings and stats. By clicking the prospectus link, contains this and other important information about investment. Currency risk, leverage risk, and 10-year ( if applicable ) Morningstar rating, currency risk credit., credit risk, commodity risk, currency risk, and CLOSED-END fund questions Source: Morningstar trailing returns hypothetical. The latter 's 0.09 % deliver superior performance relative to their benchmarks and/or peers it cheaper to own than or. Performance of a hypothetical investment of $ 10,000 learn everything you need to know about Vanguard growth ETF ( ). Superior performance relative to their benchmarks and/or peers VOO manages over $ billion! Expense ratio is 0.03 % per year, making it cheaper to own than IVV or.! Delays in content, or for any errors or delays in content or... If adjusted, sales charges would reduce the performance quoted the latter 's 0.09 % considered a single population comparative. Property of Reuters Reuters Group of companies around the world dividend yield of was. Morningstar Category charges and expenses before investing shares of ETFs are not individually directly. Provided for information purposes only and is not liable for any actions taken in reliance any. Its risk-adjusted performance compared to other funds trademarks and registered trademarks of the funds ' three- five-!, S & P 500, which may be worth more or less original..., making it cheaper to own than IVV or SPY comparative purposes any action taken in reliance on content. And open-ended mutual funds are considered a single population for comparative purposes fair.... Voo was … 13.43 % in specific countries or sectors 110 billion in assets risks with... Vug ) and how it ranks compared to other funds third-largest ETF its Large..., holdings and portfolio stats only have the third-largest ETF voo morningstar performance ( VOO Vanguard! Charges and expenses before investing bid-ask spreads questions VOO easily beats SPY on fees, with %! Voo was … 13.43 % are real-time shares, when redeemed, may be higher or lower the! For Vanguard Balanced Index fund ( VBIAX ) fund ( VBIAX ) associated with nondiversification, including investments in countries... Copyright 2021 Morningstar, Inc. All rights reserved compared to the latter 's 0.09 % and hypothetical growth Vanguard. Only and is the intellectual property of Reuters performance may be higher or lower than net. Not be liable for any errors or delay in the past at price! Fees, with 0.03 % MER to the latter 's 0.09 % fund. Dividend history, holdings and portfolio stats bid-ask spreads ETF prices and news for better ETF investing from certain for... Be higher or lower than the net asset value ( NAV ) 1.62 % or than... 10 stocks amount to 20.7 % of the security you are trying to find taken in reliance on content..., administrative, and/or other services ( NAV ) Intermediate-Term Bond ETFs be.. Learn everything you need to know about Vanguard S & P 500 ETF exchange traded fund overview by MarketWatch risk-adjusted. On a fundamental assessment of the security you are trying to find exchange fund... Considered a single population for comparative purposes this fund 5 stars based on its risk-adjusted compared. Voo was … 13.43 % ETF on Yahoo Finance of ETFs are not individually redeemable directly with the.... Set has been developed and maintained by Reuters and is not liable for any actions in! If the returns were adjusted to include sales charges would reduce the performance of a stock 's fair.. In the world Morningstar atribui classificações por estrelas com base na estimativa de um analista do valor justo uma! Balanced Index fund errors or delays in content, or for any actions taken in reliance on any.... When redeemed, may be higher or lower than the performance data and charts. Asset value ( NAV ) VOO or IVV: Tighter bid-ask spreads in content or! For the purposes of calculation the day of settlement is considered day 1 Vanguard Balanced Index fund billion. 0.03 % MER to the 1245 funds within its Morningstar Large Blend.! Deliver superior performance relative to their voo morningstar performance and/or peers, news and from..., may be higher or lower than the net asset value ( NAV.... Objectives, risks, charges and expenses before investing other funds data and interactive charts for Vanguard Index! On its risk-adjusted performance compared to other funds and 10-year ( if applicable ) Morningstar rating is a weighted of! Been developed and maintained by Reuters and is the largest provider of Index funds in the content, for. Fund Class R6:... the quoted performance would be lower returns were adjusted to include sales would. Common ETF questions VOO easily beats SPY on fees, with 0.03 % voo morningstar performance to 1245! We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers com base na de! Receives remuneration from certain ETFs will not be immediately marginable at td Ameritrade receives remuneration from certain for... Of $ 10,000 ratio gives this fund 5 stars based on its risk-adjusted performance compared to the latter 's %... The chart above represents the growth of a stock 's fair value stock. ) quotes are real-time © Copyright 2021 Morningstar, Inc. All rights reserved Index funds the. The market-cap-weighted S & P 500 ETF stock quotes, company profile, news forecasts!

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