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VBK - ETF AI Analysis
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Vanguard Small-Cap Growth ETF (VBK)
Rating:64Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several of the ETF's largest positions, such as Insmed and Rocket Lab USA, have delivered strong year-to-date gains, supporting overall performance.
Low Expense Ratio
The ETF charges a very low expense ratio, making it cost-effective compared to similar funds.
Sector Diversification
The fund is spread across multiple sectors, including technology, industrials, and healthcare, reducing reliance on any single industry.
Negative Factors
High Geographic Concentration
The ETF has over 97% exposure to U.S. companies, limiting diversification across global markets.
Mixed Performance in Holdings
Some top holdings, like Astera Labs and PTC, have shown weak year-to-date performance, which could drag on returns.
Sector Overweight in Technology
With over 26% of the portfolio in technology, the fund is heavily exposed to potential volatility in this sector.
VBK vs. SPDR S&P 500 ETF (SPY)
AUM21.11B
RegionNorth America
Expense Ratio0.07%
Beta1.16
IssuerVanguard
Inception DateJan 26, 2004
Dividend Yield0.55%
Asset ClassEquity
Index TrackedCRSP US Small Growth
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume189,881
30 Day Avg. Volume181,606
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
371.82Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering567
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
VBK Summary
The Vanguard Small-Cap Growth ETF (VBK) is an investment fund that focuses on small companies in the U.S. with strong growth potential. It follows the CRSP US Small Cap Growth Index and includes businesses from industries like technology, healthcare, and consumer discretionary. Some well-known companies in the fund are SoFi and Pure Storage. Investors might consider VBK if they want to diversify their portfolio with smaller, innovative companies that could grow significantly over time. However, small-cap stocks can be more volatile, meaning their prices can rise or fall quickly depending on market conditions.
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
The Vanguard Small-Cap Growth ETF (VBK) leans heavily into technology and healthcare, with names like Insmed and Bloom Energy driving the fund’s performance thanks to strong growth momentum and positive earnings outlooks. However, Rocket Lab USA and Pure Storage are holding the fund back, with bearish trends and valuation concerns weighing on their stocks. The ETF’s focus on U.S.-based small-cap innovators means it’s riding the wave of emerging businesses, but the concentrated exposure to high-growth sectors adds a layer of volatility that investors should keep in mind.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Insmed | 1.44% | $582.08M | $42.80B | 171.73% | 54 Neutral | |
| Comfort Systems | 1.13% | $456.90M | $34.16B | 113.10% | 77 Outperform | |
| SoFi | 1.11% | $448.25M | $33.50B | 59.54% | 68 Neutral | |
| Natera | 1.02% | $412.67M | $31.45B | 35.19% | 73 Outperform | |
| Ciena | 0.95% | $382.65M | $29.56B | 138.08% | 70 Outperform | |
| Pure Storage | 0.91% | $366.14M | $23.02B | 6.02% | 64 Neutral | |
| Credo Technology Group Holding Ltd | 0.86% | $346.12M | $25.35B | 100.97% | 77 Outperform | |
| Coherent Corp | 0.84% | $339.25M | $27.53B | 69.62% | 66 Neutral | |
| Bloom Energy | 0.75% | $304.94M | $20.72B | 253.69% | 62 Neutral | |
| Lumentum Holdings | 0.71% | $286.20M | $22.42B | 255.54% | 61 Neutral |
VBK Technical Analysis
Positive
―
Price Trends
300.81
Positive
296.36
Positive
278.75
Positive
Market Momentum
2.30
Negative
50.76
Neutral
32.69
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 300.32, equal to the 50-day MA of 300.81, and equal to the 200-day MA of 278.75, indicating a bullish trend. The MACD of 2.30 indicates Negative momentum. The RSI at 50.76 is Neutral, neither overbought nor oversold. The STOCH value of 32.69 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
Performance Comparison
VBK
Vanguard Small-Cap Growth ETF
302.56
22.69
8.11%
IJR
iShares Core S&P Small Cap ETF
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IWM
iShares Russell 2000 ETF
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VB
Vanguard Small-Cap ETF
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VBR
Vanguard Small Cap Value ETF
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IWO
iShares Russell 2000 Growth ETF
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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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