VB - ETF AI Analysis
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Vanguard Small-Cap ETF (VB)
VB, the Vanguard Small-Cap ETF, has a solid overall rating driven mainly by strong contributors like TechnipFMC and Credo Technology Group, which show robust financial performance, positive earnings sentiment, and supportive technical trends that lift the fund’s quality. The rating is held back somewhat by weaker names such as Revolution Medicines and Moderna, where declining revenues, ongoing losses, and bearish or mixed technical signals add risk. The main risk factor is the fund’s exposure to several small-cap companies with profitability and valuation challenges, which can make returns more volatile even when many holdings are performing well.
VB vs. SPDR S&P 500 ETF (SPY)
- AUM
- 77.85B
- Region
- North America
- Expense Ratio
- 0.03%
- Beta
- 0.97
- Issuer
- Vanguard
- Inception Date
- Jan 26, 2004
- Dividend Yield
- 1.26%
- Asset Class
- Equity
- Index Tracked
- Morningstar US Small Cap TR USD
VB Summary
Vanguard Small-Cap ETF (VB) is a fund that follows the CRSP US Small Cap Index, giving you broad exposure to smaller U.S. companies across many industries like industrials, technology, and health care. It holds hundreds of stocks, including names like Twilio and NRG Energy, so you’re not betting on just one business. Investors might choose VB to add growth potential and diversification beyond large, well-known companies, while keeping costs low. However, small-cap stocks can be more volatile than larger companies, so the value of this ETF can rise and fall sharply with the market.
How much will it cost me?
The Vanguard Small-Cap ETF (VB) has an expense ratio of 0.05%, meaning you’ll pay $0.50 per year for every $1,000 invested. This is lower than average because it’s passively managed, tracking the CRSP US Small Cap Index to keep costs down while providing broad exposure to small-cap stocks.
What would affect this ETF?
The Vanguard Small-Cap ETF could benefit from economic growth and innovation in sectors like technology and industrials, which make up a significant portion of its holdings. However, small-cap stocks are more sensitive to rising interest rates and economic slowdowns, which could negatively impact their performance. Additionally, changes in U.S. regulations or sector-specific challenges might affect the ETF's top holdings and overall returns.
VB Top 10 Holdings
VB is leaning heavily into U.S. small-cap growth stories, with a noticeable tilt toward innovative health care and tech names. Moderna and Natera have been rising, giving the fund a strong biotech heartbeat, while Illumina adds steady momentum to the life-sciences theme. On the tech side, Twilio and Pure Storage are climbing, helping power returns, even as Credo Technology and Revolution Medicines look more mixed and occasionally drag on performance. Overall, the ETF is broadly diversified but still driven by a cluster of nimble, high-growth U.S. innovators.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NTRA | Natera | 0.72% | $1.27B | $58.51B | 121.20% | 73Outperform |
 TWLO | Twilio | 0.57% | $1.01B | $39.73B | 140.01% | 70Neutral |
 RVMD | Revolution Medicines | 0.53% | $940.77M | $41.64B | 263.21% | 52Neutral |
 ILMN | Illumina | 0.52% | $930.09M | $40.46B | 185.83% | 71Outperform |
 P | Everpure | 0.52% | $929.51M | $42.16B | 44.10% | 64Neutral |
 OKTA | Okta | 0.44% | $786.65M | $33.92B | 133.25% | 75Outperform |
 MRNA | Moderna | 0.44% | $778.70M | $96.65B | 794.18% | 59Neutral |
 EME | EMCOR Group | 0.42% | $749.09M | $30.84B | 1.34% | 73Outperform |
 CRDO | Credo Technology Group Holding Ltd | 0.42% | $741.55M | $32.24B | 26.43% | 77Outperform |
 JBL | Jabil | 0.38% | $676.44M | $29.04B | 39.71% | 73Outperform |
VB Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VB, the sentiment is Positive. The current price of 289.30 is above the 20-day moving average (MA) of 287.49, below the 50-day MA of 293.67, and above the 200-day MA of 284.08, indicating a neutral trend. The MACD of -1.49 indicates Negative momentum. The RSI at 50.52 is Neutral, neither overbought nor oversold. The STOCH value of 61.69 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VB.
VB Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| VB | $289.30 | $311.00(7.50% Upside) | $77.85B | 0.03% | 66Neutral |
 IJR | $137.78 | $169.02(22.67% Upside) | $103.05B | 0.06% | 65Neutral |
 IWM | $276.48 | $374.36(35.40% Upside) | $74.94B | 0.19% | 63Neutral |
 SCHA | $32.67 | $43.37(32.76% Upside) | $21.67B | 0.03% | 63Neutral |
 VTWO | $111.67 | $154.17(38.06% Upside) | $16.55B | 0.06% | 61Neutral |
 SPSM | $53.56 | $66.20(23.59% Upside) | $15.74B | 0.03% | 66Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| VB | Vanguard Small-Cap ETF | 289.30 | 33.87 | 13.26% | |
| IJR | iShares Core S&P Small Cap ETF | 137.78 | 18.19 | 15.21% | |
| IWM | iShares Russell 2000 ETF | 276.48 | 29.56 | 11.97% | |
| SCHA | Schwab U.S. Small-Cap ETF | 32.67 | 4.50 | 15.98% | |
| VTWO | Vanguard Russell 2000 ETF | 111.67 | 12.09 | 12.15% | |
| SPSM | SPDR Portfolio S&P 600 Small Cap ETF | 53.56 | 7.09 | 15.25% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.