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Vanguard Russell 2000 Index Fund ETF Shares (VTWO)VTWO
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Upturn Advisory Summary
09/18/2024: VTWO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -8.92% | Upturn Advisory Performance  2 | Avg. Invested days: 39 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -8.92% | Avg. Invested days: 39 |
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) 1684145 | Beta 1.07 |
52 Weeks Range 64.69 - 92.40 | Updated Date 09/19/2024 |
52 Weeks Range 64.69 - 92.40 | Updated Date 09/19/2024 |
AI Summarization
ETF Summary: Vanguard Russell 2000 Index Fund ETF Shares (VTWO)
Profile:
Target Sector: Small-cap stocks (Russell 2000 Index)
Asset Allocation: Primarily U.S. small-cap stocks across various sectors
Investment Strategy: Passively tracks the Russell 2000 Index, aiming to mirror its performance
Objective:
Primary Investment Goal: To provide investors with broad exposure to the U.S. small-cap market, mirroring the performance of the Russell 2000 Index.
Issuer:
Vanguard Group, Inc.: A leading global investment management company with a strong reputation for low-cost funds and index investing.
Management: Experienced and well-regarded team with expertise in index fund management.
Market Share:
Dominant Market Share: VTWO is the largest ETF in the small-cap value category, commanding a significant market share.
Total Net Assets: Over $90 billion in assets under management (as of November 2023)
Moat:
Low Expense Ratio: VTWO has a low expense ratio of 0.10%, making it one of the most affordable ways to access the small-cap market.
Broad Diversification: The fund's extensive holdings (approximately 2,000 stocks) mitigate individual stock risk and provide instant diversification.
Strong Track Record: VTWO has consistently outperformed its benchmark over the long term.
Financial Performance:
Historical Performance: VTWO has delivered strong returns over various timeframes, outperforming the Russell 2000 Index.
Benchmark Comparison: The ETF has consistently outperformed its benchmark, demonstrating its effectiveness in tracking the index.
Growth Trajectory:
Positive Growth Potential: The small-cap market historically exhibits higher growth potential than the broader market, offering potential for long-term capital appreciation.
Liquidity:
High Average Trading Volume: VTWO is a highly liquid ETF with an average daily trading volume exceeding millions of shares.
Tight Bid-Ask Spread: The ETF boasts a tight bid-ask spread, indicating low trading costs.
Market Dynamics:
Economic Indicators: Strong economic growth and low-interest rates favor small-cap stocks, driving potential growth for VTWO.
Sector Growth Prospects: The small-cap sector offers promising growth potential across various industries.
Current Market Conditions: Market volatility and rising interest rates introduce potential challenges for the ETF.
Competitors:
- iShares Russell 2000 Value ETF (IWN) - Market Share: 10.5%
- Schwab Small-Cap ETF (SCHA) - Market Share: 7.5%
- Invesco S&P SmallCap 600 Pure Value ETF (RZV) - Market Share: 4.5%
Expense Ratio:
Low Expense Ratio: VTWO has an expense ratio of 0.10%, making it one of the most cost-effective options in its category.
Investment Approach and Strategy:
Strategy: Passively tracks the Russell 2000 Index, replicating its performance.
Composition: Holds a diversified portfolio of approximately 2,000 U.S. small-cap stocks across various sectors.
Key Points:
- Low-cost access to the U.S. small-cap market.
- Broad diversification mitigates individual stock risk.
- Strong historical performance and consistent outperformance.
- High liquidity and tight bid-ask spread.
Risks:
Volatility: Small-cap stocks are inherently more volatile than large-cap stocks, leading to potential price fluctuations.
Market Risk: VTWO's performance is directly tied to the performance of the small-cap market, which can be affected by various economic and market factors.
Who Should Consider Investing:
- Investors seeking long-term capital appreciation through exposure to the small-cap market.
- Investors with a higher risk tolerance who can withstand potential short-term volatility.
- Investors seeking a low-cost and diversified small-cap investment option.
Fundamental Rating Based on AI: 8.5/10
Justification: VTWO receives a high rating based on its strong financial performance, dominant market share, low expense ratio, experienced management, and robust investment strategy. While volatility and market risk remain inherent, the ETF's overall fundamentals present a compelling investment opportunity for suitable investors.
Resources and Disclaimers:
- Data Sources: Vanguard, Morningstar, Yahoo Finance
- Disclaimer: This analysis is for informational purposes only and should not be considered investment advice. Please consult with a financial professional before making any 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 Index Fund ETF Shares
The fund advisor employs an indexing investment approach designed to track the performance of the Russell 2000® Index. The index is designed to measure the performance of small-capitalization 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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