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Upturn AI SWOT - About
Vanguard Russell 2000 Growth Index Fund ETF Shares (VTWG)
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Upturn Advisory Summary
04/01/2025: VTWG (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
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit -0.65% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 33909 | Beta 1.19 | 52 Weeks Range 176.07 - 230.43 | Updated Date 04/2/2025 |
52 Weeks Range 176.07 - 230.43 | Updated Date 04/2/2025 |
Upturn AI SWOT
Vanguard Russell 2000 Growth Index Fund ETF Shares
ETF Overview
Overview
The Vanguard Russell 2000 Growth Index Fund ETF Shares (VONOY) seeks to track the performance of the Russell 2000 Growth Index, which measures the investment return of small-capitalization U.S. growth stocks. The fund invests in a diversified portfolio of stocks representative of the index, aiming to provide long-term capital appreciation. Its strategy is to passively replicate the index by holding stocks in proportion to their weighting in the index.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer, known for its low-cost investment products and investor-focused approach. They have a long track record of effectively managing index funds and ETFs.
Management Expertise
Vanguard has a team of experienced investment professionals dedicated to managing its index funds and ETFs. Their expertise lies in efficiently tracking the target index while minimizing expenses.
Investment Objective
Goal
To track the investment return of the Russell 2000 Growth Index.
Investment Approach and Strategy
Strategy: The fund employs a passive management strategy, attempting to replicate the Russell 2000 Growth Index.
Composition The ETF primarily holds stocks of small-cap U.S. companies exhibiting growth characteristics.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): Data unavailable.
Competitors
Key Competitors
- IWO
- VBBGX
- SCHA
Competitive Landscape
The competitive landscape for small-cap growth ETFs includes several providers offering similar exposures. Vanguard benefits from its low-cost structure and brand recognition. Potential disadvantages compared to actively managed funds are its passive nature and inability to outperform the index.
Financial Performance
Historical Performance: Historical performance data is unavailable.
Benchmark Comparison: Performance should closely track the Russell 2000 Growth Index.
Expense Ratio: Data unavailable.
Liquidity
Average Trading Volume
Average trading volume is unavailable.
Bid-Ask Spread
Bid-ask spread data is unavailable.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards small-cap companies can significantly impact the ETF. Sector growth prospects within the small-cap universe also play a role.
Growth Trajectory
Growth depends on the overall market environment and the performance of small-cap growth stocks. The ETF's holdings will change as the composition of the Russell 2000 Growth Index evolves.
Moat and Competitive Advantages
Competitive Edge
Vanguard's primary advantage is its low expense ratio, making it an attractive option for cost-conscious investors seeking exposure to small-cap growth stocks. The ETF benefits from Vanguard's strong brand reputation and established track record in managing index funds. While not unique, their focus on minimizing costs provides a competitive edge in the market. It is also passively managed so that it can track the specific index.
Risk Analysis
Volatility
Small-cap stocks are generally more volatile than large-cap stocks, and growth stocks can also exhibit higher volatility. This ETF will likely experience greater price fluctuations than broader market ETFs.
Market Risk
The ETF is subject to market risk, including the risk of declines in the overall stock market. Specific risks include the potential for underperformance of small-cap growth stocks relative to other market segments.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term capital appreciation through exposure to small-cap U.S. growth stocks and who is comfortable with a higher level of risk. Investors should have a long-term investment horizon.
Market Risk
This ETF is best suited for long-term investors who are comfortable with the volatility associated with small-cap growth stocks and who seek passive index exposure.
Summary
The Vanguard Russell 2000 Growth Index Fund ETF Shares seeks to track the Russell 2000 Growth Index, offering investors exposure to small-cap U.S. growth stocks. It benefits from Vanguard's low expense ratio and passive management approach. However, investors should be aware of the higher volatility associated with small-cap growth stocks. This ETF is suitable for long-term investors seeking capital appreciation and who are comfortable with a higher risk profile.
Similar Companies
FNDA
Schwab Fundamental U.S. Small Company Index ETF
FNDA
Schwab Fundamental U.S. Small Company Index ETF
IWO
iShares Russell 2000 Growth ETF
IWO
iShares Russell 2000 Growth ETF
SCHA
Schwab U.S. Small-Cap ETF
SCHA
Schwab U.S. Small-Cap ETF
VBK
Vanguard Small-Cap Growth Index Fund ETF Shares
VBK
Vanguard Small-Cap Growth Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- Vanguard
- Yahoo Finance
- Other Financial Data Providers
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investors should consult with a qualified financial advisor before making any investment decisions. Market Share and AUM data may be delayed.
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 Russell 2000 Growth Index Fund ETF Shares
Exchange NASDAQ | 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 Russell 2000® Growth Index. The index is designed to measure the performance of small-capitalization growth stocks in the United States. 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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