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Vanguard Russell 2000 Growth ETF (VTWG)

Rating:63Neutral

Price Target:

$256.00

The Vanguard Russell 2000 Growth ETF (VTWG) has a solid overall rating, reflecting a mix of strong performers and some weaker holdings. Rambus (RMBS) stands out as a key contributor due to its leadership in DDR5 products and strategic focus on AI markets, supported by strong financial performance and earnings call guidance. However, IonQ (IONQ) and Hims & Hers Health (HIMS) have lower scores, with challenges in profitability, cash flow, and valuation concerns, which may have slightly held back the ETF's rating. A potential risk factor is the ETF's exposure to high-growth stocks, which often carry valuation and technical risks, especially in volatile market conditions.

Positive Factors

Strong Year-to-Date Performance

The ETF has delivered solid gains so far this year, reflecting strong overall momentum.

Low Expense Ratio

With a very low expense ratio, this ETF allows investors to keep more of their returns compared to higher-cost funds.

Sector Diversification

The ETF is spread across multiple sectors, including Technology, Health Care, and Industrials, reducing reliance on any single industry.

Negative Factors

High U.S. Concentration

Nearly all of the ETF's geographic exposure is in the U.S., limiting diversification across global markets.

Small-Cap Volatility

As a small-cap growth ETF, it may be more sensitive to market swings and economic uncertainty compared to large-cap funds.

Mixed Performance in Top Holdings

While some top holdings have performed strongly, others have lagged, potentially dragging on overall returns.

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

AUM1.13B

RegionNorth America

Expense Ratio0.10%

Beta1.19

IssuerVanguard

Inception DateSep 20, 2010

Dividend Yield0.52%

Asset ClassEquity

Index TrackedRussell 2000 Growth

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume15,861

30 Day Avg. Volume18,651

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

294.73

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering1120

VTWG Summary

The Vanguard Russell 2000 Growth ETF (VTWG) is an investment fund that focuses on small U.S. companies with high growth potential. It tracks the Russell 2000 Growth Index, which includes innovative businesses in sectors like technology and healthcare. Some well-known companies in this ETF are Bloom Energy and IonQ. Investors might consider VTWG if they want to diversify their portfolio with smaller companies that could grow quickly over time. However, it’s important to know that small-cap stocks can be more volatile, meaning their prices can rise and fall sharply.

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

The Vanguard Russell 2000 Growth ETF is leaning heavily into technology and healthcare, with these sectors making up nearly half of the fund’s holdings. Bloom Energy and AeroVironment are rising stars, driving performance with strong earnings and strategic growth. However, names like Credo Technology and IonQ are lagging, weighed down by valuation concerns and profitability challenges. The fund’s focus on U.S. small-cap growth stocks means it’s packed with innovative but volatile companies, offering high potential rewards for investors willing to ride out the bumps.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
CRDO	Credo Technology Group Holding Ltd	1.43%	$18.60M	$32.46B	364.06%	75 Outperform
BE	Bloom Energy	1.21%	$15.66M	$31.26B	1229.58%	67 Neutral
IONQ	IonQ	1.13%	$14.67M	$21.67B	320.07%	50 Neutral
KTOS	Kratos Defense	1.01%	$13.14M	$15.29B	296.15%	64 Neutral
FN	Fabrinet	0.87%	$11.36M	$15.78B	81.66%	80 Outperform
RMBS	Rambus	0.75%	$9.70M	$11.07B	114.47%	78 Outperform
HIMS	Hims & Hers Health	0.72%	$9.32M	$10.27B	123.28%	64 Neutral
STRL	Sterling Infrastructure	0.67%	$8.74M	$11.50B	145.93%	79 Outperform
AVAV	AeroVironment	0.67%	$8.67M	$18.47B	71.25%	68 Neutral
ENSG	The Ensign Group	0.64%	$8.37M	$10.39B	16.70%	79 Outperform

VTWG Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

233.54

Positive

100DMA

222.27

Positive

200DMA

209.27

Positive

Market Momentum

MACD

2.28

Positive

RSI

55.35

Neutral

STOCH

65.41

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VTWG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 239.64, equal to the 50-day MA of 233.54, and equal to the 200-day MA of 209.27, indicating a bullish trend. The MACD of 2.28 indicates Positive momentum. The RSI at 55.35 is Neutral, neither overbought nor oversold. The STOCH value of 65.41 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VTWG.

VTWG Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
VTWG	―	―	$1.13B	0.10%	63 Neutral
IWO	―	―	$13.26B	0.24%	64 Neutral
FNDA	―	―	$8.92B	0.25%	66 Neutral
IJS	―	―	$6.59B	0.18%	64 Neutral
IJT	―	―	$6.30B	0.18%	69 Neutral
SLYG	―	―	$3.69B	0.15%	69 Neutral

Performance Comparison

VTWG

Vanguard Russell 2000 Growth ETF

241.41

35.30

17.13%

IWO

iShares Russell 2000 Growth ETF

―

FNDA

Schwab Fundamental US Small Co. Index ETF

―

IJS

iShares S&P Small-Cap 600 Value ETF

―

IJT

iShares S&P Small-Cap 600 Growth ETF

―

SLYG

SPDR S&P 600 Small Cap 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.

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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