Vanguard S&P 500 Growth ETF Overview and Comparison

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The Vanguard S&P 500 Growth ETF is a popular investment option that tracks the performance of the S&P 500 Growth Index.

It's managed by Vanguard, a well-known and respected investment management company.

The fund has a low expense ratio of 0.11%, making it a cost-effective choice for investors.

This low expense ratio can help investors save money over time, which can be especially beneficial for long-term investors.

The Vanguard S&P 500 Growth ETF offers exposure to a diversified portfolio of large-cap US growth stocks, providing investors with a broad range of potential opportunities for growth.

Performance

The Vanguard S&P 500 Growth fund has consistently delivered strong performance over the years, with a 10-year annualized return of 14.21%.

This is a significant advantage for long-term investors, as it means that a $10,000 investment would have grown to over $40,000 in just a decade.

The fund's performance is closely tied to the growth stocks in the S&P 500 index, which have outperformed their value counterparts in recent years.

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The S&P 500 Growth index has a median market capitalization of $25 billion, indicating that the fund invests in large-cap growth stocks.

The fund's expense ratio is a low 0.07%, which is significantly lower than the average expense ratio of actively managed growth funds.

This low expense ratio is a key factor in the fund's ability to deliver strong performance over the long term.

The fund's top holdings include Apple, Microsoft, and Amazon, which are all well-established growth stocks with a history of delivering strong returns.

Fund Details

The Vanguard S&P 500 Growth Index Fund is a popular investment option. It's known for its asset allocation, which is crucial in managing risk and optimizing returns.

The fund's portfolio is comprised of a large number of stocks, with a specific allocation of assets to different market capitalization ranges. We can see this in the fund's asset allocation breakdown.

The fund's portfolio is divided into different segments, with the largest segment being the large-cap stocks, which account for a significant percentage of the total portfolio.

Comparison

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The Vanguard S&P 500 Growth Index Fund Institutional Shares has a 1-year performance of 38.15.

Looking at the funds category comparison, we can see that several funds have similar 1-year performances. The Goldman Sachs Large Cap Growth Insights Fund Class P, for example, also has a 1-year performance of 38.15.

Here's a brief overview of the funds mentioned in the comparison:

Grades

The grades for Vanguard S&P 500 Growth ETF are a mixed bag. The fund received a grade of D for its year-to-date return of 2.7%, which is 0.6 percentage points worse than the category average.

The fund's past performance is more impressive, with a grade of A for its 35.6% return over the past year. However, its 11.7% return over the past three years earned it a grade of D.

Here's a breakdown of the fund's grades over different time periods:

The fund's grades are based on its performance relative to the category average, and it's clear that it's had its ups and downs over the years.

Funds Category Comparison

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Let's take a look at the funds in the growth category. The Vanguard S&P 500 Growth Index Fund Institutional Shares has a 1-year performance of 38.15%.

The Goldman Sachs Large Cap Growth Insights Fund Class P and Goldman Sachs Large Cap Growth Insights Fund Class R6 are neck and neck, with 1-year performances of 38.15% and 38.16% respectively.

The SPDR Portfolio S&P 500 Growth ETF has a slightly higher 1-year performance of 38.18%.

Federated Hermes MDT Large Cap Growth Fund Institutional Shares takes the lead with a 1-year performance of 38.22%.

Emily Hilll

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Emily Hill is a versatile writer with a passion for creating engaging content on a wide range of topics. Her expertise spans across various categories, including finance and investing. Emily's writing career has taken off with the publication of her informative articles on investing in Indian ETFs, showcasing her ability to break down complex subjects into accessible and easy-to-understand pieces.

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