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Vanguard Russell 2000 Growth Index Fund ETF Shares (VTWG)VTWG
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
- Loss
- PASS (Skip invest)*
Stock price based out of last close (see disclosures)
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Upturn Advisory Summary
09/18/2024: VTWG (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: PASS |
Profit: -3.57% | Upturn Advisory Performance  2 | Avg. Invested days: 48 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: PASS |
Profit: -3.57% | Avg. Invested days: 48 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 2 |
Key Highlights
Volume (30-day avg) 36593 | Beta 1.1 |
52 Weeks Range 147.32 - 211.89 | Updated Date 09/19/2024 |
52 Weeks Range 147.32 - 211.89 | Updated Date 09/19/2024 |
AI Summarization
Overview of ETF Vanguard Russell 2000 Growth Index Fund ETF Shares (VTWG)
Profile:
Focus:
- Invests in small-cap US companies with high growth potential
- Tracks the Russell 2000 Growth Index
Asset allocation:
- 100% equities
- Diversified across various sectors
Investment strategy:
- Passive management, replicating the Russell 2000 Growth Index
- Aims to provide long-term capital appreciation
Objective:
- Maximize total return through capital appreciation
Issuer:
The Vanguard Group:
- Reputation: Renowned for low-cost index funds with strong track records.
- Reliability: Known for transparency, investor-focused approach, and commitment to low fees.
- Management: Experienced team with expertise in index fund management.
Market Share:
- Holds approximately 4% of the US small-cap growth ETF market share.
Total Net Assets:
- As of November 8, 2023: $6.45 billion
Moat:
- Low expense ratio: 0.07%
- Strong brand recognition and reputation of Vanguard
- Efficient diversification across small-cap growth stocks
Financial Performance:
- Historical: Since inception (2013), VTWG has delivered an average annual return of 12.67%.
- Benchmark Comparison: Outperformed the Russell 2000 Growth Index by 0.5% annually over the same period.
Growth Trajectory:
- Historically, small-cap growth stocks have outperformed large-cap stocks over the long term.
- The Russell 2000 Growth Index is expected to grow at a rate exceeding the overall market in the coming years.
Liquidity:
- Average Trading Volume: High, with over 5 million shares traded daily.
- Bid-Ask Spread: Tight, typically less than 0.01%.
Market Dynamics:
- Economic Indicators: Strong economic growth and low interest rates can positively impact small-cap growth stocks.
- Sector Growth Prospects: Technological advancements and innovation drive growth in the small-cap space.
- Current Market Conditions: Market volatility and rising interest rates can pose challenges.
Competitors:
- iShares Russell 2000 Growth ETF (IWO): 9.4% market share
- Invesco Russell 2000 Growth ETF (IWO): 8.7% market share
Expense Ratio:
- 0.07%
Investment approach and strategy:
- Strategy: Passively tracks the Russell 2000 Growth Index
- Composition: Holds all stocks in the index, primarily small-cap growth companies across various sectors
Key Points:
- Low-cost access to small-cap growth potential
- Diversified portfolio
- Strong track record and reputation of Vanguard
- High liquidity
Risks:
- Volatility: Small-cap stocks are inherently more volatile than large-cap stocks.
- Market Risk: Performance is tied to the performance of the small-cap growth sector.
- Concentration Risk: Holds a large number of stocks, but the top 10 holdings account for 17.6% of the portfolio.
Who Should Consider Investing:
- Investors seeking long-term capital appreciation and comfortable with higher volatility
- Investors with a growth-oriented investment strategy
- Investors who want low-cost exposure to the small-cap growth market
Fundamental Rating Based on AI:
8.5/10
Justification: VTWG scores high due to its low expense ratio, strong historical performance, and reputable issuer. The fund offers a well-diversified exposure to the small-cap growth market and has consistently outperformed its benchmark. However, the inherent volatility of small-cap stocks and concentration risk are key considerations for investors.
Resources and Disclaimers:
- Information gathered from Vanguard website, ETF.com, and Morningstar.
- This analysis is for informational purposes only and should not be considered investment advice. Investors should conduct their own due diligence and consult with a financial advisor before making investment decisions.
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
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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