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~$1701.5B
Dividend FrequencyQuarterly
Dividend Yield~0.8%
StructureOpen-End ETF

Latest Price Data

Data fetched via scripts/fetch_voo_etf.py on 2026-06-13.

FieldValue
Last Close$681.95
52-Week High$698.26
52-Week Low$541.23
YTD Return+8.88%
30-Day Avg Volume~7.5M shares/day
Data As Of2026-06-13

Historical Annual Returns

YearReturn (%)
2026+9.08%
2025+17.82%
2024+24.98%
2023+26.32%
2022-18.17%
2021+28.79%
2020+18.32%
2019+31.36%
2018-4.50%
2017+21.77%
2016+12.17%
2015+1.33%
2014+12.93%
2013+32.39%
2012+15.99%
2011+1.90%

Trailing Period Returns (CAGR)

PeriodAnnualised Return
1 Year+24.38%
3 Year+21.21%
5 Year+13.39%
10 Year+15.48%
Since Inception (2010)+14.89%

Risk Metrics

MetricValue
Beta (vs. S&P 500)1.00
Standard Deviation (5-Year)~16.9%
Sharpe Ratio (5-Year)~0.57
Max Drawdown (since 2010)-34.0% (Mar 2020)
R-Squared~1.00

Top 10 Holdings (as of latest quarter)

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
Jul 2025$575.91+2.29%
Aug 2025$587.86+2.08%
Sep 2025$608.73+3.55%
Oct 2025$623.30+2.39%
Nov 2025$624.66+0.22%
Dec 2025$625.16+0.08%
Jan 2026$634.22+1.45%
Feb 2026$629.05-0.81%
Mar 2026$597.55-5.01%
Apr 2026$660.58+10.55%
May 2026$695.49+5.28%
Jun 2026$681.95-1.95%

Dividend History (Last 4 Quarters)

Ex-Dividend DateAmount (USD/share)
Mar 2026$1.8720
Dec 2025$1.7710
Sep 2025$1.7400
Jun 2025$1.7450

Investment Thesis

Strengths

  • Ultra-low cost: 0.03% expense ratio — one of the lowest among comparable S&P 500 ETFs.
  • Extreme diversification: 500 holdings across all major U.S. sectors.
  • Proven track record: ~14.9% CAGR since inception (2010–2026).
  • High liquidity: Millions of shares traded daily with tight bid-ask spreads.
  • Tax efficiency: Vanguard’s 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%~$1701.5B+13.39%
iShares Core S&P 500IVV0.03%$570BN/A
SPDR S&P 500 ETFSPY0.0945%$560BN/A
Invesco QQQ (Nasdaq-100)QQQ0.20%$310BN/A
Vanguard Total Stock MarketVTI0.03%$440BN/A

Recommendation

Investor ProfileRecommendation
Long-term (10+ year horizon)Strong Buy — core portfolio holding
Dollar-cost averaging (DCA)Buy — systematic accumulation
Short-term tradersNeutral — use technical levels for timing
Income-focused investorsConsider alternatives — yield is low; prefer VYM or SCHD

Data sourced from Yahoo Finance via scripts/fetch_voo_etf.py. Last updated: 2026-06-13.

ETF S&P 500 Vanguard Large Cap Passive Investing