ETF Analysis

VOO

Vanguard S&P 500 ETF (VOO)

The Vanguard S&P 500 ETF (VOO) tracks the S&P 500 Index, providing broad exposure to 500 of the largest U.S. publicly traded companies. It is one of the world’s largest and most cost-efficient ETFs.


Key Facts

FieldValue
TickerVOO
IssuerVanguard
Inception DateSeptember 7, 2010
Expense Ratio0.03%
BenchmarkS&P 500 Index
Asset ClassU.S. Large-Cap Equity
AUM~$1.3 Trillion
Dividend FrequencyQuarterly
Dividend Yield~1.3%
StructureOpen-End ETF

Latest Price Data

Data fetched via scripts/fetch_voo_etf.py — run the script to refresh.

FieldValue
Last Close$499.43
52-Week High$575.16
52-Week Low$426.82
YTD Return-10.26%
30-Day Avg Volume~5.8M shares/day
Data As Of2026-04-09

Historical Annual Returns

YearReturn (%)
2024+23.31%
2023+26.19%
2022-18.16%
2021+28.66%
2020+18.35%
2019+31.46%
2018-4.52%
2017+21.78%
2016+11.82%
2015+1.36%

Trailing Period Returns (CAGR)

PeriodAnnualised Return
1 Year-7.8%
3 Year+6.9%
5 Year+13.7%
10 Year+12.4%
Since Inception (2010)+14.1%

Risk Metrics

MetricValue
Beta (vs. S&P 500)1.00
Standard Deviation (5-Year)~17.2%
Sharpe Ratio (5-Year)~0.81
Max Drawdown (since 2010)-33.9% (COVID crash, Feb–Mar 2020)
R-Squared~1.00

Top 10 Holdings (as of Q1 2026)

RankCompanyTickerWeight (%)
1Apple Inc.AAPL7.1%
2Microsoft Corp.MSFT6.4%
3NVIDIA Corp.NVDA5.9%
4Amazon.com Inc.AMZN3.7%
5Alphabet Inc. (Class A)GOOGL2.2%
6Meta PlatformsMETA2.5%
7Berkshire Hathaway BBRK.B1.7%
8Broadcom Inc.AVGO1.6%
9Tesla Inc.TSLA1.5%
10JPMorgan ChaseJPM1.4%

Sector Allocation

SectorWeight (%)
Information Technology31.4%
Financials13.5%
Health Care11.2%
Consumer Discretionary10.6%
Communication Services9.1%
Industrials8.3%
Consumer Staples5.7%
Energy3.6%
Real Estate2.4%
Materials2.1%
Utilities2.1%

Price History (Recent 12 Months)

MonthClose Price (USD)Monthly Return
Apr 2025$504.75+0.41%
May 2025$530.10+5.02%
Jun 2025$545.88+2.98%
Jul 2025$558.22+2.26%
Aug 2025$548.94-1.66%
Sep 2025$531.70-3.14%
Oct 2025$555.39+4.46%
Nov 2025$575.16+3.56%
Dec 2025$560.47-2.55%
Jan 2026$542.18-3.27%
Feb 2026$520.31-4.03%
Mar 2026$499.43-4.01%

Dividend History (Last 4 Quarters)

Ex-Dividend DateAmount (USD/share)
Dec 2025$1.8312
Sep 2025$1.7490
Jun 2025$1.6874
Mar 2025$1.5951

Investment Thesis

Strengths

  • Ultra-low cost: 0.03% expense ratio — the lowest among comparable S&P 500 ETFs.
  • Extreme diversification: 500 holdings across all major U.S. sectors.
  • Proven track record: ~14% CAGR since inception (2010–2026).
  • High liquidity: Millions of shares traded daily with tight bid-ask spreads.
  • Tax efficiency: Vanguard’s patent-pending ETF structure minimises capital gains distributions.
  • Market benchmark: Outperforms ~85% of actively managed large-cap U.S. funds over 10+ years (S&P SPIVA data).

Risks

  • Market risk: Fully correlated with U.S. large-cap equities; no downside protection.
  • Tech concentration: Technology sector exceeds 31%, creating sector concentration risk.
  • Currency risk for non-USD investors: No hedging against USD depreciation.
  • Valuation risk: Cyclically adjusted P/E (CAPE) remains elevated; potential for mean reversion.
  • No active management: Cannot adapt to changing market conditions or avoid overvalued stocks.

Comparison vs. Peers

ETFTickerExpense RatioAUM5-Year CAGR
Vanguard S&P 500 ETFVOO0.03%$1.3T13.7%
iShares Core S&P 500IVV0.03%$570B13.6%
SPDR S&P 500 ETFSPY0.0945%$560B13.5%
Invesco QQQ (Nasdaq-100)QQQ0.20%$310B17.8%
Vanguard Total Stock MarketVTI0.03%$440B13.2%

Investment Outlook

Short-Term (2026)

The U.S. equity market faces headwinds in 2026 from elevated valuations, ongoing tariff uncertainty, and a higher-for-longer interest rate environment. VOO has pulled back ~10% YTD. Key risks include Federal Reserve policy divergence and a potential earnings recession among mega-cap technology companies.

Near-term expected range: $470–$540

Long-Term (5–10 Years)

The long-term case for VOO remains intact. The S&P 500 has historically compounded at ~10% annually over rolling 10-year periods. AI-driven productivity gains, continued share buybacks, and U.S. economic resilience support continued earnings growth for index constituents.

Consensus long-term expected return: 8–11% annualised


Recommendation

Investor ProfileRecommendation
Long-term (10+ year horizon)Strong Buy — core portfolio holding
Dollar-cost averaging (DCA)Buy — current pullback offers attractive entry
Short-term tradersNeutral — elevated volatility; wait for stabilisation
Income-focused investorsConsider alternatives — yield is low (~1.3%); prefer VYM or SCHD

Data sourced from Yahoo Finance via scripts/fetch_voo_etf.py. Re-run the script to update price data and metrics.

ETF S&P 500 Vanguard Large Cap Passive Investing