Vanguard Morningstar Small-Cap Growth ETF

VBK

時価総額 $221億

Launched on January 26, 2004, the Vanguard Morningstar Small-Cap Growth ETF (VBK) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Growth segment of the US equity market.

The iShares Russell 2000 Growth ETF offers a significantly broader portfolio than the Vanguard Morningstar Small-Cap Growth ETF. The Vanguard Morningstar Small-Cap Growth ETF has a much lower expense ratio, making it the more cost-effective option for long-term holders.

The Vanguard Small-Cap Growth ETF is trouncing the S&P 500. It's an effective tool for investors looking to capitalize on a segment in which stock picking is difficult.

Vanguard Russell 1000 Growth ETF focuses on large-cap growth giants like technology leaders while Vanguard Small-Cap Growth ETF targets smaller, high-growth firms Vanguard Small-Cap Growth ETF has delivered higher 1-year returns but Vanguard Russell 1000 Growth ETF shows superior 5-year growth with lower maximum drawdowns Both funds offer extremely low expense ratios of 0.05% and 0.06%, though they differ significantly in sector concentration and volatility profiles

Vanguard Small-Cap Growth ETF offers a slightly lower expense ratio of 0.05% compared to 0.07% for Vanguard S&P 500 Growth ETF Vanguard S&P 500 Growth ETF provides much higher concentration in the technology sector and significantly better five-year growth of $1,000 Vanguard Small-Cap Growth ETF maintains a more diversified portfolio with 550 holdings versus 146 for the large-cap growth fund

Vanguard Growth ETF offers a lower expense ratio of 0.03% compared to the 0.05% charged by Vanguard Small-Cap Growth ETF Vanguard Growth ETF is heavily concentrated in technology at 56% of assets, while Vanguard Small-Cap Growth ETF is more diversified with 29% tech exposure Vanguard Growth ETF has produced higher 5-year growth of $1,829, whereas Vanguard Small-Cap Growth ETF grew a $1,000 investment to $1,284 over the same period

The Vanguard Small-Cap Growth Index Fund ETF Shares (VBK) was launched on January 26, 2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Growth segment of the US equity market.

Vanguard Small-Cap Growth ETF offers diversified small-cap growth exposure with over 500 holdings, emphasizing industrials and technology sectors. VBK has matched the performance of its parent index since 2013, with slightly higher volatility. While VBK suits tactical growth allocations, long-term outperformance is lacking; competitor FYC shows stronger 10-year returns despite higher volatility.

Small-cap stocks are beginning to outperform again, but ETF investors remain overwhelmingly focused on mega-cap technology and AI trades — a disconnect some strategists believe could create an opportunity in overlooked parts of the market.

There has been a visible disparity between the performance of U.S. small-caps and U.S. large-caps so far this year. What hasn't been too visible is a lot of investor interest in the action.