VTWO - ETF AI Analysis
Top Page
Vanguard Russell 2000 ETF (VTWO)
Rating:61Neutral
Price Target:―
Positive Factors
Strong Recent Year-to-Date Results
The ETF has delivered strong gains so far this year, showing solid momentum in its small-cap holdings.
Top Holdings with Strong Performance
Several of the largest positions, including technology and crypto-related names, have posted strong gains, helping lift the fund’s overall returns.
Low Expense Ratio
The fund’s very low fee means more of the ETF’s returns stay in investors’ pockets instead of going to costs.
Negative Factors
High U.S. Concentration
With the vast majority of assets in U.S. stocks and very little abroad, investors get limited geographic diversification.
Small-Cap and Crypto Sensitivity
Heavy exposure to smaller companies and crypto-related stocks can make the ETF more volatile and sensitive to market swings.
Recent Short-Term Weakness
The fund has shown slightly negative performance over the past month, which may signal short-term choppiness despite its stronger year-to-date results.
VTWO vs. SPDR S&P 500 ETF (SPY)
AUM17.11B
RegionNorth America
Expense Ratio0.06%
Beta1.07
IssuerVanguard
Inception DateSep 20, 2010
Dividend Yield1.13%
Asset ClassEquity
Index TrackedRussell 2000
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,109,830
30 Day Avg. Volume1,468,860
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
153.24Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering1981
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
VTWO Summary
Vanguard Russell 2000 ETF (VTWO) is a fund that follows the Russell 2000 Index, which tracks 2,000 smaller U.S. companies. These are “small-cap” businesses across many sectors like health care, technology, and financials. Examples of companies in the fund include Moog and ViaSat. Investors might consider VTWO if they want to add growth potential from smaller, fast-moving companies and diversify beyond large, well-known stocks. However, small-cap stocks can be more volatile, so the price of this ETF can move up and down more sharply than funds focused on larger companies.
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
VTWO’s story is all about U.S. small caps, with health care, financials, and industrials setting the tone. Glaukos and Brinker International have been rising stars lately, giving the fund a helpful lift, while ViaSat’s earlier surge still supports performance despite more mixed recent trading. On the flip side, crypto-exposed Hut 8 has been lagging, acting like a small anchor on an otherwise nimble portfolio. With hundreds of tiny positions and no single stock dominating, VTWO spreads its bets widely across the U.S. small-cap landscape.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Moog | 0.35% | $62.70M | $11.62B | 85.32% | 73 Outperform | |
| Hut 8 | 0.35% | $62.42M | $12.15B | 204.23% | ― | |
| UMB Financial | 0.34% | $60.44M | $10.59B | 15.66% | 77 Outperform | |
| Cytokinetics | 0.32% | $57.25M | $10.26B | 44.28% | 57 Neutral | |
| ViaSat | 0.31% | $54.85M | $10.24B | 143.24% | 56 Neutral | |
| BrightSpring Health Services, Inc. | 0.31% | $54.70M | $11.62B | 122.04% | 67 Neutral | |
| Glaukos | 0.30% | $53.96M | $9.87B | 102.09% | 61 Neutral | |
| CareTrust REIT | 0.30% | $53.51M | $9.13B | 12.92% | 80 Outperform | |
| Old National Bancorp Capital | 0.29% | $52.29M | $9.82B | 13.24% | 80 Outperform | |
| Brinker International | 0.29% | $52.16M | $8.87B | 38.28% | 70 Neutral |
VTWO Technical Analysis
Negative
―
Price Trends
119.49
Negative
117.71
Negative
110.61
Positive
Market Momentum
-1.19
Positive
33.02
Neutral
12.60
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VTWO, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 118.88, equal to the 50-day MA of 119.49, and equal to the 200-day MA of 110.61, indicating a neutral trend. The MACD of -1.19 indicates Positive momentum. The RSI at 33.02 is Neutral, neither overbought nor oversold. The STOCH value of 12.60 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for VTWO.
VTWO Peer Comparison
Comparison Results
Performance Comparison
VTWO
Vanguard Russell 2000 ETF
115.07
17.00
17.33%
IJR
iShares Core S&P Small Cap ETF
―
―
―
VB
Vanguard Small-Cap ETF
―
―
―
IWM
iShares Russell 2000 ETF
―
―
―
SCHA
Schwab U.S. Small-Cap ETF
―
―
―
GSC
Goldman Sachs Small Cap Core Equity ETF
―
―
―
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: ―
Table of Contents