(VUSA) Vanguard SP500 - Ratings and Ratios
US Stocks, Large Cap, Blend Equity
Description: VUSA Vanguard SP500
The Vanguard S&P 500 UCITS ETF (AS:VUSA) is a US Large-Cap Blend Equity ETF that tracks the Morningstar US Large-Mid NR USD Index. It is a Netherlands-originated fund with a substantial Assets Under Management (AUM) of €42.99 billion.
From a performance perspective, the ETF has shown stability with its current price hovering around its short-term moving averages (SMA20: $100.15, SMA50: $99.28). However, it is slightly below its long-term SMA200 ($101.96), indicating a potential resistance level. The Average True Range (ATR) of 0.88 (or 0.88%) suggests relatively moderate volatility.
Key Performance Indicators (KPIs) for this ETF would likely include its tracking error against the S&P 500 Index, expense ratio, and dividend yield. Given Vanguards reputation for low-cost index funds, the expense ratio is expected to be competitive. The dividend yield would be influenced by the underlying S&P 500 constituents and their respective dividend policies.
Investors in VUSA can expect broad diversification across the US large-cap market, with exposure to approximately 500 stocks. The funds UCITS compliance makes it accessible to European investors, adhering to the Undertakings for the Collective Investment in Transferable Securities directive, which provides a regulatory framework for the funds structure and operations.
VUSA ETF Overview
| Market Cap in USD | 50,325m |
| Category | US Large-Cap Blend Equity |
| TER | 0.07% |
| IPO / Inception | 2012-05-22 |
VUSA ETF Ratings
| Growth Rating | 52.8% |
| Fundamental | - |
| Dividend Rating | 55.5% |
| Return 12m vs S&P 500 | -4.53% |
| Analyst Rating | - |
VUSA Dividends
| Dividend Yield 12m | 1.09% |
| Yield on Cost 5y | 2.20% |
| Annual Growth 5y | 5.32% |
| Payout Consistency | 99.6% |
| Payout Ratio | % |
VUSA Growth Ratios
| Growth Correlation 3m | 92.9% |
| Growth Correlation 12m | -1.3% |
| Growth Correlation 5y | 91.8% |
| CAGR 5y | 14.98% |
| CAGR/Max DD 5y | 0.64 |
| Sharpe Ratio 12m | 0.39 |
| Alpha | -2.56 |
| Beta | 0.792 |
| Volatility | 16.18% |
| Current Volume | 40.3k |
| Average Volume 20d | 50.7k |
| Stop Loss | 101.4 (-3.1%) |
| Signal | 0.18 |
What is the price of VUSA shares?
Over the past week, the price has changed by +0.25%, over one month by +2.01%, over three months by +4.76% and over the past year by +10.51%.
Is Vanguard SP500 a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of VUSA is around 105.21 EUR . This means that VUSA is currently overvalued and has a potential downside of 0.58%.
Is VUSA a buy, sell or hold?
What are the forecasts/targets for the VUSA price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 117.8 | 12.6% |
VUSA Fundamental Data Overview
Market Cap EUR = 42.99b (42.99b EUR * 1.0 EUR.EUR)
CCE Cash And Equivalents = unknown
Revenue TTM is 0, using Net Income TTM 0.0 + Cost of Revenue 0.0 = 0.0 EUR
Beta = 0.0
Revenue TTM = 0.0 EUR
EBIT TTM = 0.0 EUR
EBITDA TTM = 0.0 EUR
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 42.99b EUR (42.99b + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = none (FCF TTM 0.0 / Enterprise Value 42.99b)
FCF Margin = unknown (Revenue TTM is 0)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 42.99b / Book Value Of Equity 0.0)
Interest Expense / Debt = 0.0% (Interest Expense 0.0 / Debt none)
Taxrate = unknown
NOPAT = unknown (EBIT/Op.Income or Taxrate missing)
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown Debt (none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = none (Debt none / FCF TTM 0.0)
Total Stockholder Equity = unknown
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity none)
RoCE = unknown (Ebit 0.0 / (Equity none + L.T.Debt none))
RoIC = unknown (NOPAT none, Invested Capital 0.0, Ebit 0.0)
WACC = unknown (E(42.99b)/V(0.0) * Re(8.93%)) + (D(none)/V(0.0) * Rd(0.0%) * (1-Tc(none)))
Discount Rate = 8.93% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)