Vanguard Morningstar Small-Cap ETF

VB

시가총액 US$769억

Large-cap funds dominate most portfolios, but the thousands of smaller companies they ignore have quietly outperformed over the past year.

Vanguard Morningstar Small-Cap ETF holds more than twice as many stocks as State Street SPDR Portfolio S&P 600 Small Cap ETF. Both funds carry identical expense ratios of 0.03%, making them equally low-cost options for small-cap exposure.

Vanguard Morningstar Small-Cap ETF is reiterated as a buy, citing compelling valuations and favorable upcoming seasonal trends. VB trades at a 14x P/E with an 11.45% long-term EPS growth rate, yielding a PEG ratio just above 1.2x. The ETF's cyclical sector tilt is balanced by growth and defensives, with Industrials, Financials, and Information Technology as key weights.

U.S. equity markets were mixed this week, with technology and growth-related areas leading, while several defensive and rate-sensitive sectors moved lower. The NASDAQ 100 ETF rose 3.24%, and the S&P 500 ETF gained 1.29%, supported by strong performance in Technology, Communication Services, Health Care, and Industrials.

The Vanguard Morningstar Small-Cap ETF has delivered average annual returns of 15.8% for the past three years. Research suggests that small-cap stocks might outperform larger company stocks for the next five to 10 years.

Looking for broad exposure to the Small Cap Blend segment of the US equity market? You should consider the Vanguard Morningstar Small-Cap ETF (VB), a passively managed exchange traded fund launched on January 26, 2004.

Schwab U.S. Small-Cap ETF and Vanguard Morningstar Small-Cap ETF both offer a highly competitive expense ratio of 0.03%. Schwab U.S. Small-Cap ETF has outperformed on a one-year total return basis but experienced a deeper maximum drawdown over the last five years.

The Vanguard Morningstar Small-Cap ETF (VB) and iShares Morningstar Small-Cap ETF (ISCB) both carry a 1.2% trailing dividend yield and similar expense ratios. The Vanguard offers significantly higher liquidity with $188 billion in assets under management compared to $289 million for the iShares fund.

Semiconductor stocks have been one of the biggest industry winners in 2026. Small caps as a group are outperforming large caps.

Designed to provide broad exposure to the Small Cap Blend segment of the US equity market, the Vanguard Small-Cap Index Fund ETF Shares (VB) is a passively managed exchange traded fund launched on January 26, 2004.