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VTWO - AI Analysis
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Vanguard Russell 2000 ETF (VTWO)
Rating:63Neutral
Price Target:
$106.00
Positive Factors
Low Expense Ratio
The ETF has a very low expense ratio, making it cost-effective for investors compared to similar funds.
Strong Top Holdings Performance
Several top holdings, such as Oklo Inc and Bloom Energy, have delivered strong year-to-date gains, supporting the fund's overall performance.
Broad Sector Diversification
The ETF is spread across multiple sectors, including Financials, Technology, and Health Care, reducing the risk of overexposure to any single industry.
Negative Factors
High Geographic Concentration
The ETF is heavily concentrated in U.S. companies, with limited exposure to international markets, which could increase vulnerability to domestic economic risks.
Small-Cap Volatility
As a small-cap-focused ETF, it is more sensitive to market fluctuations and economic uncertainty compared to large-cap funds.
Underperformance in Some Holdings
A few top holdings, such as IonQ and Rambus, have shown weaker year-to-date performance, which may drag on the fund's overall returns.
VTWO vs. SPDR S&P 500 ETF (SPY)
AUM13.58B
RegionNorth America
Expense Ratio0.07%
Beta1.10
IssuerVanguard
Inception DateSep 20, 2010
Dividend Yield1.16%
Asset ClassEquity
Index TrackedRussell 2000
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,896,150
30 Day Avg. Volume2,290,473
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
119.92Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering1992
VTWO Summary
The Vanguard Russell 2000 ETF (VTWO) is an investment fund that tracks the Russell 2000 Index, which includes 2,000 of the smallest publicly traded companies in the U.S. These small-cap companies are often innovative and have high growth potential. Some of the ETF’s top holdings include Credo Technology Group and Bloom Energy. VTWO is a good choice for investors looking to diversify their portfolio or invest in smaller companies that could grow significantly over time. However, small-cap stocks can be more volatile than larger companies, meaning their prices can rise and fall quickly, so investors should be prepared for potential ups and downs.
How much will it cost me?The Vanguard Russell 2000 ETF (VTWO) has an expense ratio of 0.07%, which means you’ll pay $0.70 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that tracks the Russell 2000 Index, keeping costs down by avoiding frequent trading or active management.
What would affect this ETF?The Vanguard Russell 2000 ETF (VTWO), focused on small-cap U.S. companies, could benefit from economic growth and innovation in sectors like technology and healthcare, which make up a significant portion of its holdings. However, small-cap stocks are more sensitive to economic downturns, interest rate hikes, and market volatility, which could negatively impact the ETF's performance. Regulatory changes or challenges in key sectors such as financials or energy may also pose risks to its future growth.
VTWO Top 10 Holdings
The Vanguard Russell 2000 ETF (VTWO) is riding the wave of small-cap innovation, with standout performers like Oklo Inc. and Bloom Energy driving gains thanks to their strategic advancements and growth momentum. However, stocks like IonQ and Credo Technology are lagging, weighed down by valuation concerns and mixed financial signals. The fund is broadly diversified across sectors, with notable exposure to technology, financials, and healthcare, reflecting a focus on dynamic industries. With its U.S.-centric portfolio, VTWO offers a snapshot of emerging companies navigating both challenges and opportunities in a fast-paced market.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Credo Technology Group Holding Ltd | 0.74% | $102.82M | $28.06B | 288.92% | 75 Outperform | |
| Bloom Energy | 0.62% | $86.54M | $26.51B | 1017.16% | 63 Neutral | |
| IonQ | 0.58% | $81.06M | $19.86B | 241.40% | 46 Neutral | |
| Kratos Defense | 0.52% | $72.62M | $15.15B | 271.14% | 64 Neutral | |
| Fabrinet | 0.45% | $62.79M | $15.68B | 73.37% | 80 Outperform | |
| Oklo Inc | 0.42% | $57.84M | $19.53B | 432.53% | 42 Neutral | |
| Coeur Mining | 0.41% | $57.26M | $11.75B | 161.89% | 74 Outperform | |
| Rambus | 0.39% | $53.60M | $11.16B | 103.37% | 78 Outperform | |
| Hims & Hers Health | 0.37% | $51.52M | $10.65B | 111.87% | 66 Neutral | |
| NEXTracker, Inc. Class A | 0.37% | $51.46M | $14.35B | 200.03% | 80 Outperform |
VTWO Technical Analysis
Positive
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Price Trends
97.37
Positive
92.90
Positive
88.09
Positive
Market Momentum
0.89
Positive
53.51
Neutral
68.37
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VTWO, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 99.48, equal to the 50-day MA of 97.37, and equal to the 200-day MA of 88.09, indicating a bullish trend. The MACD of 0.89 indicates Positive momentum. The RSI at 53.51 is Neutral, neither overbought nor oversold. The STOCH value of 68.37 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VTWO.
VTWO Peer Comparison
Comparison Results
Performance Comparison
VTWO
Vanguard Russell 2000 ETF
99.81
11.38
12.87%
IJR
iShares Core S&P Small Cap ETF
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IWM
iShares Russell 2000 ETF
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VB
Vanguard Small-Cap ETF
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SCHA
Schwab U.S. Small-Cap 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.
Disclaimer
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.Date of analysis: ―
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