VOOVanguard S&P 500 ETF

Grow my money15y track recordRanked #26 of 2,960 in this goal

Seeks to track the performance of a benchmark index that measures large-capitalization stocks.

By Vanguard · Launched 2010

Annual Cost

0.03%

#190 of 5,562 · low cost

Fund Size

$1.7T

#2 of 5,562 · large

Return (1Y)Goal

+26.8%

Track Record

15 years

#811 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,496+25.0%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Index tracking

Index tracked

S&P 500 Index

What it actually holds

By weight

Concentration

Top 10 holdings = 39.2% of fund✓ well diversified

NVIDIA Corp

7.7%

Apple Inc

6.9%

Microsoft Corp

6.1%

Amazon.com Inc

3.8%

Alphabet Inc

3.1%

Broadcom Inc

2.8%

Alphabet Inc

2.5%

Meta Platforms Inc

2.5%

Tesla Inc

2.2%

Berkshire Hathaway Inc

1.6%

Asset allocation

Stocks

99.6%

Cash

0.2%

Other

0.2%

By sector

Technology

35.7%

Financial Services

11.6%

Communication

11.3%

Consumer Cyclical

10.2%

Healthcare

8.5%

Industrials

8.3%

Consumer Defensive

4.9%

Energy

3.5%

Other

6.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

12.4%Moderate

Year-on-year price swings

Max drawdown

-34.0%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.13Strong risk-adjusted returns

Sortino (3Y)

1.66Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the performance of a benchmark index that measures large-capitalization stocks.
Strategy: Invests primarily in stocks that make up the S&P 500 Index, holding each stock in approximately the same proportion as its weighting in the Index. Aims to replicate the target index performance.
Inception date: September 7, 2010
Fund family: Vanguard