VTWO - ETF AI Analysis
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Vanguard Russell 2000 ETF (VTWO)
VTWO’s rating suggests it is a generally solid small-cap ETF, but with a mix of strengths and weaknesses among its holdings. Strong contributors like UMB Financial, Moog, and JFrog support the fund with solid business performance, growth in key sectors, and positive momentum, while weaker names such as Twist Bioscience and Cytokinetics face profitability and financial challenges that weigh on the overall picture. The main risk factor is the fund’s exposure to several companies with high leverage, negative earnings, or overbought technical conditions, which can make returns more volatile for investors.
VTWO vs. SPDR S&P 500 ETF (SPY)
- AUM
- 17.04B
- Region
- North America
- Expense Ratio
- 0.06%
- Beta
- 1.05
- Issuer
- Vanguard
- Inception Date
- Sep 20, 2010
- Dividend Yield
- 1.20%
- Asset Class
- Equity
- Index Tracked
- Russell 2000
VTWO Summary
VTWO, the Vanguard Russell 2000 ETF, is a fund that follows the Russell 2000 index, which tracks 2,000 smaller U.S. companies. These are mostly lesser-known businesses across many sectors like health care, technology, and financials. Examples of companies in the fund include Twist Bioscience and JFrog. Investors might consider VTWO if they want growth potential from small, innovative companies and broader diversification beyond large, well-known stocks. However, small-company stocks can be more volatile, so the value of this ETF can move up and down more sharply than the overall market.
How much will it cost me?
VTWO has an annual expense ratio of 0.06%, which means you’ll pay about $0.60 per year for every $1,000 invested. This cost is lower than the average ETF because VTWO is a passively managed index fund that simply tracks the Russell 2000, keeping management and trading costs down.
What would affect this ETF?
VTWO focuses on small U.S. companies in areas like health care, financials, technology, and industrials, so it can benefit if the U.S. economy grows steadily, innovation in biotech and software accelerates, and investor appetite for smaller, more aggressive stocks increases. On the other hand, higher interest rates, tighter credit conditions, or an economic slowdown could hurt small caps and regional financial firms, while sector-specific setbacks in health care or technology and new regulations affecting these industries could weigh on the ETF’s future performance.
VTWO Top 10 Holdings
VTWO’s story right now is being written largely by its small-cap health care and tech names. Glaukos and ViaSat are rising, giving the fund a helpful lift, while JFrog and BrightSpring show strong momentum but still carry profitability baggage. On the other side, Cytokinetics is lagging and Hut 8 has been dragging, reminding investors that small caps can be bumpy. With broad sector exposure but a noticeable tilt toward innovative health care and software, and a purely U.S. lineup, this ETF is a diversified bet on America’s smaller, fast-evolving companies.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 TWST | Twist Bioscience | 0.42% | $74.40M | $10.06B | 390.15% | 43Neutral |
 MOG.A | Moog | 0.36% | $63.54M | $11.10B | 68.24% | 73Outperform |
 FROG | JFrog | 0.35% | $61.60M | $11.64B | 100.83% | 73Outperform |
 TXG | 10x Genomics | 0.35% | $61.55M | $9.13B | 463.59% | 60Neutral |
 UMBF | UMB Financial | 0.32% | $55.84M | $10.21B | 25.07% | 77Outperform |
 BTSG | BrightSpring Health Services, Inc. | 0.31% | $55.44M | $13.24B | 104.00% | 67Neutral |
 GKOS | Glaukos | 0.31% | $55.05M | $14.07B | 170.62% | 61Neutral |
 VSAT | ViaSat | 0.30% | $52.72M | $10.61B | 97.64% | 56Neutral |
 CYTK | Cytokinetics | 0.29% | $51.72M | $8.76B | 1.19% | 57Neutral |
 HUT | Hut 8 | 0.29% | $51.72M | $7.32B | 22.30% | ―― |
VTWO Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VTWO, the sentiment is Neutral. The current price of 112.85 is above the 20-day moving average (MA) of 112.05, below the 50-day MA of 114.73, and above the 200-day MA of 112.11, indicating a neutral trend. The MACD of -0.35 indicates Negative momentum. The RSI at 49.57 is Neutral, neither overbought nor oversold. The STOCH value of 82.73 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for VTWO.
VTWO Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| VTWO | $112.85 | $121.00(7.22% Upside) | $17.04B | 0.06% | 61Neutral |
 IJR | $140.29 | $169.59(20.89% Upside) | $106.87B | 0.06% | 65Neutral |
 VB | $290.05 | $365.99(26.18% Upside) | $79.87B | 0.03% | 66Neutral |
 IWM | $279.33 | $372.81(33.47% Upside) | $76.76B | 0.19% | 63Neutral |
 SCHA | $32.99 | $43.04(30.46% Upside) | $22.39B | 0.03% | 63Neutral |
 GSC | $63.23 | $78.10(23.51% Upside) | $307.56M | 0.75% | 64Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| VTWO | Vanguard Russell 2000 ETF | 112.85 | 14.86 | 15.17% | |
| IJR | iShares Core S&P Small Cap ETF | 140.29 | 23.76 | 20.39% | |
| VB | Vanguard Small-Cap ETF | 290.05 | 38.97 | 15.52% | |
| IWM | iShares Russell 2000 ETF | 279.33 | 36.36 | 14.96% | |
| SCHA | Schwab U.S. Small-Cap ETF | 32.99 | 5.33 | 19.25% | |
| GSC | Goldman Sachs Small Cap Core Equity ETF | 63.23 | 10.40 | 19.68% |
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.