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VB - ETF AI Analysis
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Vanguard Small-Cap ETF (VB)
Rating:67Neutral
Price Target:―
Positive Factors
Low Expense Ratio
The fund charges a very low fee, which helps investors keep more of their returns over time.
Broad Sector Diversification
Holdings are spread across many sectors like industrials, technology, financials, and health care, which helps reduce the impact if any one industry struggles.
Strong Recent Performance
The ETF has shown solid gains over the past month, three months, and year-to-date, indicating recent positive momentum.
Negative Factors
Heavy U.S. Concentration
Almost all of the fund’s assets are invested in U.S. companies, offering very limited international diversification.
Exposure to Some Weak Top Holdings
A few of the largest positions, such as SoFi and NRG Energy, have shown weak year-to-date performance, which can drag on overall returns.
Small-Cap Volatility Risk
Because the ETF focuses on smaller companies, it may experience larger price swings than funds that invest in bigger, more established firms.
VB vs. SPDR S&P 500 ETF (SPY)
AUM74.10B
RegionNorth America
Expense Ratio0.03%
Beta0.99
IssuerVanguard
Inception DateJan 26, 2004
Dividend Yield1.23%
Asset ClassEquity
Index TrackedCRSP US Small Cap
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume841,157
30 Day Avg. Volume778,771
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
323.02Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering1316
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
VB Summary
Vanguard Small-Cap ETF (VB) is a fund that follows the CRSP US Small Cap Index, giving you broad exposure to smaller U.S. companies across many sectors like industrials, technology, and health care. It holds hundreds of stocks, including names like SoFi and NRG Energy, so you’re not betting on just one business. Investors might consider VB if they want long-term growth potential and diversification beyond large, well-known companies. However, small-cap stocks can be more volatile, so the price of this ETF can move up and down more sharply than the overall market.
How much will it cost me?The Vanguard Small-Cap ETF (VB) has an expense ratio of 0.05%, meaning you’ll pay $0.50 per year for every $1,000 invested. This is lower than average because it’s passively managed, tracking the CRSP US Small Cap Index to keep costs down while providing broad exposure to small-cap stocks.
What would affect this ETF?The Vanguard Small-Cap ETF could benefit from economic growth and innovation in sectors like technology and industrials, which make up a significant portion of its holdings. However, small-cap stocks are more sensitive to rising interest rates and economic slowdowns, which could negatively impact their performance. Additionally, changes in U.S. regulations or sector-specific challenges might affect the ETF's top holdings and overall returns.
VB Top 10 Holdings
VB’s story is all about U.S. small caps, with a noticeable tilt toward industrial and tech names. Comfort Systems and EMCOR are helping pull the fund forward, riding strong financial results and steady demand in construction and services. On the tech side, high-flyers like SanDisk, Coherent, and Rocket Lab have been rising, giving the ETF some extra spark, while Ciena and Natera add more quietly positive momentum. Offsetting that strength, SoFi and NRG Energy have been lagging, acting as small anchors on an otherwise energetic small-cap portfolio.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Rocket Lab USA | 0.51% | $844.21M | $38.63B | 147.84% | 57 Neutral | |
| SanDisk Corp | 0.46% | $748.75M | $88.24B | ― | 55 Neutral | |
| Ciena | 0.45% | $747.39M | $38.22B | 221.47% | 70 Outperform | |
| Comfort Systems | 0.45% | $745.82M | $43.39B | 176.10% | 80 Outperform | |
| SoFi | 0.43% | $710.24M | $26.29B | 41.11% | 68 Neutral | |
| NRG Energy | 0.42% | $691.36M | $29.38B | 48.05% | 69 Neutral | |
| Natera | 0.41% | $680.50M | $28.08B | 22.30% | 73 Outperform | |
| Coherent Corp | 0.40% | $657.14M | $42.69B | 158.87% | 66 Neutral | |
| EMCOR Group | 0.38% | $620.50M | $34.22B | 66.39% | 73 Outperform | |
| Atmos Energy | 0.37% | $614.18M | $28.35B | 20.51% | 66 Neutral |
VB Technical Analysis
Positive
―
Price Trends
266.35
Positive
259.66
Positive
247.98
Positive
Market Momentum
2.33
Positive
63.60
Neutral
65.99
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VB, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 273.74, equal to the 50-day MA of 266.35, and equal to the 200-day MA of 247.98, indicating a bullish trend. The MACD of 2.33 indicates Positive momentum. The RSI at 63.60 is Neutral, neither overbought nor oversold. The STOCH value of 65.99 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VB.
VB Peer Comparison
Comparison Results
Performance Comparison
VB
Vanguard Small-Cap ETF
278.51
35.18
14.46%
IJR
iShares Core S&P Small Cap ETF
―
―
―
IWM
iShares Russell 2000 ETF
―
―
―
SCHA
Schwab U.S. Small-Cap ETF
―
―
―
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
―
―
―
VTWO
Vanguard Russell 2000 ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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