VB - ETF AI Analysis
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Vanguard Small-Cap ETF (VB)
Rating:66Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year, helped by solid returns over the last few months.
Low Expense Ratio
The fund’s very low annual fee means more of the investment returns stay in investors’ pockets.
Broad Sector Diversification
Holdings spread across many sectors, including industrials, technology, health care, and financials, help reduce the impact of weakness in any single industry.
Negative Factors
Heavy U.S. Focus
With almost all assets in U.S. companies, the ETF offers limited diversification across global markets.
Small-Cap Volatility Risk
Because the fund targets smaller companies, its share price can be more sensitive to market swings and economic slowdowns.
Mixed Performance Among Top Holdings
While many top positions have delivered strong gains, a few have been weak, which can drag on overall returns if that weakness continues.
VB vs. SPDR S&P 500 ETF (SPY)
AUM80.98B
RegionNorth America
Expense Ratio0.03%
Beta0.98
IssuerVanguard
Inception DateJan 26, 2004
Dividend Yield1.2%
Asset ClassEquity
Index TrackedMorningstar US Small Cap TR USD
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume429,830
30 Day Avg. Volume495,223
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
370.10Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering1305
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
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’s story right now is all about nimble U.S. small caps, with tech and industrial names setting the tone. Rising stars like Credo Technology, Natera, and Twilio are giving the fund a helpful tailwind, reflecting strong momentum in niche tech and health-care innovation. Flex and Astera Labs add to that growth-heavy feel, even if their performance has been a bit more mixed lately. On the flip side, NRG Energy and Jabil have been lagging, acting as small speed bumps rather than roadblocks in this broadly diversified, U.S.-focused small-cap portfolio.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Credo Technology Group Holding Ltd | 0.54% | $1.04B | $32.06B | 21.13% | 77 Outperform | |
| Jabil | 0.49% | $932.78M | $32.54B | 47.82% | 73 Outperform | |
| Revolution Medicines | 0.45% | $867.49M | $45.01B | 418.57% | 52 Neutral | |
| Astera Labs, Inc. | 0.45% | $854.50M | $53.85B | 62.34% | 68 Neutral | |
| Natera | 0.44% | $847.05M | $47.31B | 95.32% | 73 Outperform | |
| EMCOR Group | 0.44% | $845.84M | $33.27B | 20.59% | 73 Outperform | |
| Twilio | 0.37% | $718.28M | $35.78B | 114.39% | 70 Neutral | |
| NRG Energy | 0.37% | $706.81M | $25.02B | -19.40% | 69 Neutral | |
| MKS | 0.36% | $689.03M | $17.60B | 149.12% | 75 Outperform | |
| Flex | 0.36% | $680.92M | $40.45B | 96.75% | 74 Outperform |
VB Technical Analysis
Neutral
―
Price Trends
300.47
Negative
294.13
Positive
279.52
Positive
Market Momentum
-0.45
Positive
47.42
Neutral
39.78
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VB, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 303.45, equal to the 50-day MA of 300.47, and equal to the 200-day MA of 279.52, indicating a neutral trend. The MACD of -0.45 indicates Positive momentum. The RSI at 47.42 is Neutral, neither overbought nor oversold. The STOCH value of 39.78 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for VB.
VB Peer Comparison
Comparison Results
Performance Comparison
VB
Vanguard Small-Cap ETF
300.01
47.52
18.82%
IJR
iShares Core S&P Small Cap ETF
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―
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IWM
iShares Russell 2000 ETF
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SCHA
Schwab U.S. Small-Cap ETF
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―
―
VTWO
Vanguard Russell 2000 ETF
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―
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis 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.Date of analysis: ―
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