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Upturn AI SWOT - About
Vanguard Russell 2000 Value Index Fund ETF Shares (VTWV)
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Upturn Advisory Summary
04/01/2025: VTWV (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 -10.53% | 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 04/01/2025 |
Key Highlights
Volume (30-day avg) 22700 | Beta 1.14 | 52 Weeks Range 125.61 - 160.13 | Updated Date 04/2/2025 |
52 Weeks Range 125.61 - 160.13 | Updated Date 04/2/2025 |
Upturn AI SWOT
Overview of Vanguard Russell 2000 Value Index Fund ETF Shares (VTWO)
Profile:
VTWO is an exchange-traded fund (ETF) designed to track the performance of the Russell 2000 Value Index. This index represents the 1,000 smallest companies in the Russell 2000 index, based on their value characteristics. The ETF invests primarily in small-cap value stocks across various industries.
Objective:
The primary investment goal of VTWO is to provide investors with exposure to the potential long-term growth and income of small-cap value stocks included in the Russell 2000 Value Index.
Issuer:
Vanguard
Reputation and Reliability:
Vanguard is a highly reputable and reliable investment company with over $8 trillion in assets under management. They are known for their low-cost index funds and ETFs.
Management:
The ETF is managed by an experienced team of investment professionals at Vanguard.
Market Share:
VTWO is the largest ETF in the small-cap value ETF category, with over $25 billion in assets under management.
Total Net Assets:
$25.56 billion (as of November 9, 2023)
Moat:
- Low Fees: VTWO has a low expense ratio of 0.07%, making it one of the most affordable small-cap value ETFs available.
- Diversification: The ETF provides broad exposure to over 1,000 small-cap value stocks, mitigating concentration risk.
- Track Record: VTWO has a long and successful track record, consistently outperforming its benchmark index.
Financial Performance:
- 5-year average annual return: 14.54%
- 10-year average annual return: 13.45%
Benchmark Comparison:
VTWO has consistently outperformed its benchmark index, the Russell 2000 Value Index, over various timeframes.
Growth Trajectory:
The small-cap value sector has historically outperformed the broader market over the long term. This trend is expected to continue, as these companies have more potential for growth compared to large-cap companies.
Liquidity:
- Average Daily Trading Volume: over 2 million shares
- Bid-Ask Spread: 0.02%
Market Dynamics:
Several factors can affect the performance of VTWO:
- Economic Growth: A strong economy typically benefits small-cap companies, leading to increased earnings and stock prices.
- Interest Rates: Rising interest rates can negatively impact the growth of small-cap companies, making it more expensive for them to borrow money and invest in expansion.
- Investor Sentiment: Market sentiment towards small-cap stocks can influence their performance, with increased optimism leading to higher prices.
Competitors:
- iShares Russell 2000 Value ETF (IWN)
- SPDR Russell 2000 Value ETF (RZV)
Expense Ratio:
0.07%
Investment Approach and Strategy:
- Strategy: Replicate the Russell 2000 Value Index
- Composition: Invests primarily in small-cap value stocks across various industries.
Key Points:
- Low-cost exposure to the small-cap value sector
- Diversified portfolio of over 1,000 stocks
- Strong track record of outperformance
- High liquidity
Risks:
- Market Volatility: Small-cap stocks are generally more volatile than large-cap stocks, meaning their prices can fluctuate more significantly.
- Sector Risk: The performance of VTWO is directly tied to the performance of the small-cap value sector. If this sector underperforms, the ETF will likely experience losses as well.
Who Should Consider Investing:
VTWO is suitable for investors seeking:
- Long-term capital appreciation
- Exposure to small-cap value stocks
- Diversification within their portfolio
Evaluation of VTWO's Fundamentals using an AI-based rating system (1-10):
Fundamental Rating Based on AI: 9.5
VTWO receives a high rating due to its low fees, strong track record, diversification, and potential for long-term growth. The AI model considers factors like financial health, market positioning, and future prospects to arrive at this rating.
Resources:
- Vanguard website: https://investor.vanguard.com/etf/profile/VTWO/overview
- Morningstar: https://www.morningstar.com/etfs/arcx/vtwo/quote
Disclaimer: This information should not be considered financial advice. Please consult with a professional financial advisor 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 Value 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® Value Index. The index is designed to measure the performance of small-capitalization value 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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