VTWG - ETF AI Analysis
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Vanguard Russell 2000 Growth ETF (VTWG)
Rating:60Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered strong gains so far this year, showing solid momentum in its growth-focused small-cap strategy.
Leading Holdings with Strong Gains
Most of the top 10 stocks have shown strong performance this year, helping support the fund’s overall returns.
Very Low Expense Ratio
The fund’s very low fee means more of the investment returns stay in investors’ pockets compared with many competing ETFs.
Negative Factors
Recent Short-Term Pullback
The ETF has seen a weak one-month return, which suggests recent volatility that short-term investors should be aware of.
Heavy Tilt to Health Care and Technology
A large share of the portfolio is concentrated in health care and technology stocks, increasing sensitivity to downturns in these sectors.
Single Weak Top Holding
One of the top 10 positions has shown weak performance this year, which slightly drags on the fund’s overall results.
VTWG vs. SPDR S&P 500 ETF (SPY)
AUM1.49B
RegionNorth America
Expense Ratio0.06%
Beta1.23
IssuerVanguard
Inception DateSep 20, 2010
Dividend Yield0.62%
Asset ClassEquity
Index TrackedRussell 2000 Growth Benchmark
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume20,049
30 Day Avg. Volume20,840
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
365.46Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering1124
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
VTWG Summary
Vanguard Russell 2000 Growth ETF (VTWG) is a fund that follows the Russell 2000 Growth Index, which focuses on smaller U.S. companies expected to grow faster than the overall market. It holds many stocks across health care, technology, and industrials, including names like Moog and JFrog. Investors might consider VTWG if they want to add growth potential and diversification through a wide mix of small, innovative businesses. However, because it invests in smaller growth companies, its price can be more volatile and can go up and down sharply with changes in the stock market.
How much will it cost me?The Vanguard Russell 2000 Growth ETF (VTWG) has an expense ratio of 0.10%, meaning you’ll pay $1 per year for every $1,000 invested. This is lower than average because it is passively managed, tracking the Russell 2000 Growth Index rather than relying on active stock picking.
What would affect this ETF?The Vanguard Russell 2000 Growth ETF (VTWG), which focuses on U.S. small-cap growth stocks, could benefit from economic expansion and innovation in sectors like technology and healthcare, which make up a significant portion of its holdings. However, it may face challenges during periods of rising interest rates or economic slowdowns, as small-cap companies are often more sensitive to these conditions. Regulatory changes or shifts in market sentiment toward growth stocks could also impact its performance.
VTWG Top 10 Holdings
VTWG’s story is all about U.S. small-cap growth, with a clear tilt toward health care and technology names that can move quickly in either direction. BrightSpring Health Services has been one of the fund’s brighter spots lately, helping to pull performance higher, while Moog and Esco Technologies have stayed relatively steady despite some valuation worries. On the tech side, MaxLinear and JFrog have been rising over the longer run but look choppy in the short term, and D-Wave Quantum has been dragging its feet, reminding investors that cutting-edge themes can come with extra bumps.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Moog | 0.71% | $13.01M | $13.22B | 103.78% | 73 Outperform | |
| BrightSpring Health Services, Inc. | 0.67% | $12.19M | $14.30B | 204.02% | 67 Neutral | |
| Maxlinear | 0.65% | $11.88M | $6.07B | 339.32% | 60 Neutral | |
| Argan | 0.65% | $11.75M | $8.13B | 153.22% | 73 Outperform | |
| JFrog | 0.58% | $10.62M | $9.50B | 90.34% | 73 Outperform | |
| Krystal Biotech | 0.57% | $10.40M | $10.81B | 117.30% | 80 Outperform | |
| Esco Technologies | 0.55% | $9.94M | $8.07B | 64.61% | 70 Neutral | |
| FirstCash | 0.53% | $9.55M | $8.76B | 55.64% | 74 Outperform | |
| StoneX Group | 0.51% | $9.24M | $9.23B | 77.68% | 58 Neutral | |
| D-Wave Quantum | 0.50% | $9.15M | $6.66B | 10.38% | 54 Neutral |
VTWG Technical Analysis
Negative
―
Price Trends
277.14
Negative
262.63
Positive
251.80
Positive
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VTWG, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 275.98, equal to the 50-day MA of 277.14, and equal to the 200-day MA of 251.80, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for VTWG.
VTWG Peer Comparison
Comparison Results
Performance Comparison
VTWG
Vanguard Russell 2000 Growth ETF
270.70
59.25
28.02%
IWO
iShares Russell 2000 Growth ETF
―
―
―
IJT
iShares S&P Small-Cap 600 Growth ETF
―
―
―
SLYG
SPDR S&P 600 Small Cap Growth ETF
―
―
―
FYC
First Trust Small Cap Growth AlphaDEX Fund
―
―
―
VIOG
Vanguard S&P Small-Cap 600 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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