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VBK - ETF AI Analysis

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VBK

Vanguard Small-Cap Growth ETF (VBK)

Rating:66Neutral
Price Target:
VBK, the Vanguard Small-Cap Growth ETF, appears to be a solid but not top-tier option, supported by strong holdings like Comfort Systems USA and Royal Gold, which show robust financial performance, healthy balance sheets, and positive growth signals. Other key positions such as TechnipFMC, Ciena, and Natera also add to the fund’s appeal with good earnings trends and momentum, though issues like high valuations, leverage, and profitability challenges in names like FTAI and Lumentum hold the rating back. The main risk is that many holdings share similar growth-focused traits—such as high P/E ratios and occasional financial or cash flow pressures—making the ETF sensitive to shifts in sentiment toward expensive, growth-oriented small caps.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and over the past month, indicating solid recent momentum in its holdings.
Low Expense Ratio
With a very low ongoing fee, more of the fund’s returns stay in investors’ pockets instead of going to costs.
Broad Sector Diversification
Holdings spread across technology, industrials, health care, consumer, financials, and other sectors help reduce the impact of weakness in any single industry.
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 Volatile Growth Segments
Its focus on small-cap growth stocks in areas like technology and health care can lead to larger price swings during market downturns.
Some Lagging Top Holding
At least one of the largest positions has delivered weak performance this year, which can slightly drag on overall returns.

VBK vs. SPDR S&P 500 ETF (SPY)

VBK Summary

Vanguard Small-Cap Growth ETF (VBK) tracks the CRSP US Small Cap Growth Index, focusing on smaller U.S. companies that are growing quickly. It owns hundreds of stocks across many sectors like technology, industrials, and health care, including names such as Ciena and Casey’s General Stores. Investors might consider VBK if they want long-term growth potential and diversification beyond large, well-known companies. However, because it focuses on smaller growth stocks, the share price can be more volatile and may go up and down more sharply than the overall market.
How much will it cost me?The Vanguard Small-Cap Growth ETF (VBK) has an expense ratio of 0.07%, which means you’ll pay $0.70 per year for every $1,000 invested. This is lower than average because it’s passively managed, aiming to track the CRSP US Small Cap Growth Index rather than actively picking stocks.
What would affect this ETF?VBK's focus on U.S. small-cap growth stocks, particularly in sectors like technology and healthcare, positions it to benefit from innovation and economic expansion. However, its exposure to smaller companies makes it more vulnerable to market volatility, interest rate hikes, and economic slowdowns, which could negatively impact growth-oriented investments.

VBK Top 10 Holdings

VBK’s story is all about fast-moving U.S. small caps, with a clear tilt toward tech and industrial innovators. Recent standouts like Ciena, Lumentum, Coherent, and Comfort Systems have been doing the heavy lifting, riding strong momentum in networking, AI-related hardware, and infrastructure services. TechnipFMC and Curtiss-Wright are also adding steady industrial muscle. On the flip side, Natera has been more mixed, and FTAI Aviation looks a bit wobbly, occasionally tugging on returns. Overall, the fund is diversified but still leans hard into growth-heavy, U.S.-focused themes.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
TechnipFMC0.91%$357.36M$27.97B134.93%
80
Outperform
Ciena0.90%$354.84M$77.50B633.36%
70
Outperform
Casey's General0.88%$348.65M$31.77B91.57%
68
Neutral
Natera0.87%$342.43M$27.53B27.83%
73
Outperform
FTAI Aviation0.82%$324.78M$27.73B152.30%
58
Neutral
Curtiss-Wright0.82%$324.57M$26.94B89.60%
74
Outperform
Lumentum Holdings0.82%$324.22M$70.32B1293.25%
61
Neutral
Comfort Systems0.79%$313.42M$68.73B348.94%
80
Outperform
Coherent Corp0.73%$288.56M$65.59B375.07%
66
Neutral
Royal Gold0.71%$278.84M$20.28B29.55%
78
Outperform

VBK Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
319.33
Positive
100DMA
317.29
Positive
200DMA
306.39
Positive
Market Momentum
MACD
7.22
Negative
RSI
66.82
Neutral
STOCH
78.12
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VBK, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 336.01, equal to the 50-day MA of 319.33, and equal to the 200-day MA of 306.39, indicating a bullish trend. The MACD of 7.22 indicates Negative momentum. The RSI at 66.82 is Neutral, neither overbought nor oversold. The STOCH value of 78.12 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VBK.

VBK Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$22.82B0.05%
66
Neutral
$102.98B0.06%
66
Neutral
$78.66B0.19%
64
Neutral
$76.86B0.03%
67
Neutral
$35.21B0.05%
68
Neutral
$14.32B0.24%
64
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
VBK
Vanguard Small-Cap Growth ETF
346.86
79.55
29.76%
IJR
iShares Core S&P Small Cap ETF
IWM
iShares Russell 2000 ETF
VB
Vanguard Small-Cap ETF
VBR
Vanguard Small Cap Value ETF
IWO
iShares Russell 2000 Growth 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.
DisclaimerThis 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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