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Upturn AI SWOT - About
Vanguard Small-Cap Index Fund ETF Shares (VB)
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Upturn Advisory Summary
03/06/2025: VB (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -13.42% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/06/2025 |
Key Highlights
Volume (30-day avg) 808756 | Beta 1.15 | 52 Weeks Range 206.92 - 261.31 | Updated Date 04/2/2025 |
52 Weeks Range 206.92 - 261.31 | Updated Date 04/2/2025 |
Upturn AI SWOT
Vanguard Small-Cap Index Fund ETF Shares
ETF Overview
Overview
The Vanguard Small-Cap Index Fund ETF Shares (VB) seeks to track the performance of the CRSP US Small Cap Index, which represents small-capitalization U.S. stocks, providing broad exposure to this market segment.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer with a long track record of providing low-cost, index-tracking investment products.
Management Expertise
Vanguard has a highly experienced and well-regarded management team specializing in index fund management.
Investment Objective
Goal
To track the investment performance of the CRSP US Small Cap Index.
Investment Approach and Strategy
Strategy: Tracks a specific index: the CRSP US Small Cap Index.
Composition Primarily holds stocks of small-capitalization U.S. companies.
Market Position
Market Share: VB has a significant market share within the small-cap ETF space.
Total Net Assets (AUM): 147000000000
Competitors
Key Competitors
- IJR
- IWM
- SMLV
Competitive Landscape
The small-cap ETF market is competitive. VB's advantage lies in Vanguard's low expense ratio and efficient index tracking. Its main disadvantage is the size of the fund compared to IWM which is more liquid.
Financial Performance
Historical Performance: VB's historical performance closely mirrors the CRSP US Small Cap Index. 10 year returns are around 8.25%.
Benchmark Comparison: VB's performance is very closely correlated to the CRSP US Small Cap Index, indicating effective tracking.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
VB exhibits high liquidity with a substantial average daily trading volume.
Bid-Ask Spread
The bid-ask spread for VB is generally tight, reflecting its high liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards small-cap companies can significantly affect VB's performance.
Growth Trajectory
VB's growth trajectory is directly linked to the performance and investor interest in the U.S. small-cap equity market.
Moat and Competitive Advantages
Competitive Edge
VB's competitive edge resides in Vanguard's established reputation, low expense ratio, and efficient index-tracking strategy. These factors attract cost-conscious investors seeking broad exposure to the U.S. small-cap market. The fund's size also provides for higher liquidity. This can be highly attractive for investors.
Risk Analysis
Volatility
VB exhibits moderate to high volatility, consistent with the inherent volatility of small-cap stocks.
Market Risk
VB is subject to market risk associated with small-cap companies, which may include greater sensitivity to economic cycles and higher potential for business failures.
Investor Profile
Ideal Investor Profile
VB is suitable for investors seeking broad exposure to the U.S. small-cap market, willing to accept moderate to high volatility, and prioritizing low costs.
Market Risk
VB is best suited for long-term investors or passive index followers aiming to diversify their portfolios with small-cap stocks.
Summary
The Vanguard Small-Cap Index Fund ETF Shares (VB) offers diversified exposure to the U.S. small-cap market at a low expense ratio, making it an attractive option for long-term investors seeking broad market exposure. Its performance closely tracks the CRSP US Small Cap Index. VB's value proposition is underscored by Vanguard's reputation and efficient index-tracking strategy. However, investors must acknowledge the volatility inherent in small-cap stocks. Consider diversification and risk tolerance when investing in the fund.
Similar Companies
- IJR
- IWM
- SCHA
- SMLV
- XSMO
Sources and Disclaimers
Data Sources:
- Vanguard Official Website
- Morningstar
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute financial advice. Investment decisions should be made based on your own due diligence and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Vanguard Small-Cap Index Fund ETF Shares
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund advisor employs an indexing investment approach designed to track the performance of the CRSP US Small Cap Index, a broadly diversified index of stocks of small U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
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