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Upturn AI SWOT - About
Vanguard Small-Cap Index Fund ETF Shares (VB)
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Upturn Advisory Summary
10/31/2025: VB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 14.71% | Avg. Invested days 64 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/31/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.17 | 52 Weeks Range 190.27 - 261.31 | Updated Date 06/30/2025 |
52 Weeks Range 190.27 - 261.31 | Updated Date 06/30/2025 |
Upturn AI SWOT
Vanguard Small-Cap Index Fund ETF Shares
ETF Overview
Overview
Vanguard Small-Cap Index Fund ETF Shares (VB) seeks to track the performance of the CRSP US Small Cap Index, providing broad exposure to small capitalization U.S. equities. Its investment strategy is passive, aiming to replicate the index with low costs.
Reputation and Reliability
Vanguard is a well-respected and reliable issuer known for its low-cost, index-tracking investment products.
Management Expertise
Vanguard has extensive experience in managing index funds and ETFs, employing a disciplined approach to tracking the target index.
Investment Objective
Goal
To track the investment performance of the CRSP US Small Cap Index.
Investment Approach and Strategy
Strategy: Tracks the CRSP US Small Cap Index, a market-capitalization-weighted index designed to measure the performance of the small-capitalization segment of the U.S. equity market.
Composition Primarily holds stocks of small-cap U.S. companies across various sectors.
Market Position
Market Share: VB holds a significant market share within the small-cap ETF category.
Total Net Assets (AUM): 49380000000
Competitors
Key Competitors
- iShares Core S&P Small-Cap ETF (IJR)
- Schwab U.S. Small-Cap ETF (SCHA)
- SPDR Portfolio Small Cap ETF (SPSM)
Competitive Landscape
The small-cap ETF market is competitive, with multiple funds tracking similar indices. VB benefits from Vanguard's reputation for low costs. However, IJR has a larger AUM. SPSM offers a slightly lower expense ratio but smaller AUM. SCHA also features a very low expense ratio and may compete for cost-conscious investors.
Financial Performance
Historical Performance: Historical performance varies with market conditions. Past performance is not indicative of future results.
Benchmark Comparison: The ETF's performance closely tracks the CRSP US Small Cap Index.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
The ETF exhibits high liquidity with a substantial average daily trading volume.
Bid-Ask Spread
The ETF typically has a tight bid-ask spread, reflecting its high liquidity.
Market Dynamics
Market Environment Factors
Performance is influenced by economic growth, interest rates, and investor sentiment towards small-cap stocks. Small-caps can be more volatile than large-caps.
Growth Trajectory
Growth depends on the overall performance of the U.S. small-cap market and the ability of the ETF to accurately track its index.
Moat and Competitive Advantages
Competitive Edge
VB benefits from Vanguard's low-cost structure, which attracts cost-conscious investors. Its large AUM and high trading volume contribute to liquidity. The fund's broad diversification across the small-cap market mitigates company-specific risk. VB's established track record and Vanguard's strong brand recognition also enhance its competitive positioning. The consistent tracking of the CRSP US Small Cap Index offers reliable market exposure.
Risk Analysis
Volatility
Small-cap stocks are generally more volatile than large-cap stocks, leading to higher volatility for VB.
Market Risk
VB is subject to market risk, as the value of its holdings can decline due to economic downturns or changes in investor sentiment.
Investor Profile
Ideal Investor Profile
Ideal for investors seeking broad exposure to the U.S. small-cap market and who are comfortable with the higher volatility associated with small-cap stocks.
Market Risk
Suitable for long-term investors seeking diversified equity exposure and passive index followers.
Summary
Vanguard Small-Cap Index Fund ETF Shares (VB) offers a low-cost and efficient way to access the U.S. small-cap market. It accurately tracks the CRSP US Small Cap Index and provides broad diversification. Investors should be aware of the higher volatility associated with small-cap stocks. VB is suitable for long-term investors and those seeking to match the performance of the small-cap market. Vanguard's reputation and low expense ratio are key advantages.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Vanguard's official website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Past performance is not indicative of future results. Market conditions can change rapidly, and investment decisions should be based on thorough research and consultation with a financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Vanguard Small-Cap Index Fund ETF Shares
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund advisor employs an indexing investment approach designed to track the performance of the CRSP US Small Cap Index, a broadly diversified index of stocks of small U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.