Vanguard Morningstar Small-Cap Growth ETF VBK

Vanguard Small-Cap Growth ETF (el Fondo) es una clase de acciones negociadas en bolsa del Vanguard Small-Cap Growth Index Fund, que emplea un enfoque de gestión pasiva o de inversión indexada diseñado para seguir el rendimiento del MSCI US Small Cap Growth Index (el Índice). El Índice es un índice diversificado de acciones de crecimiento de empresas más pequeñas de Estados Unidos. El Fondo intenta replicar el Índice objetivo invirtiendo todos, o sustancialmente todos, sus activos en las acciones que componen el Índice, manteniendo cada acción en aproximadamente la misma proporción que su ponderación en el Índice. El asesor de inversiones del Fondo es Vanguard Quantitative Equity Group.

Con 3 acciones de VBK (USD 1.031,93) habrías recibido USD 4,20 en dividendos en los últimos 12 meses.

• Zacks Investment Research 15 sept

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  The Invesco S&P SmallCap Momentum ETF (XSMO) offers exposure to small-cap growth stocks with $2.91 billion in assets and a 0.36% expense ratio. The ETF has returned 14.62% year-to-date and 13.13% over the past year, with a beta of 1.08 and 109 holdings. It carries a Zacks ETF Rank of 3 (Hold), positioning it as a sufficient option for small-cap growth investors, though competitors like Vanguard Morningstar Small-Cap Growth ETF (VBK) offer lower expense ratios.

  

• Zacks Investment Research 8 sept

  Is Janus Henderson Small Cap Growth Alpha ETF (JSML) a Strong ETF Right Now?

  JSML is a smart beta ETF launched in 2016 that seeks to outperform the small-cap growth segment through fundamental analysis of growth, profitability, and capital efficiency. With $367.94 million in assets, a 0.30% expense ratio, and year-to-date gains of 20.74%, it offers diversified exposure across 122 holdings with healthcare as the largest sector allocation. However, investors should consider lower-cost alternatives like IWO (0.24% expense ratio) and VBK (0.05% expense ratio) for potentially better value.

  

• Zacks Investment Research 2 sept

  Should Vanguard Morningstar Small-Cap Growth ETF (VBK) Be on Your Investing Radar?

  VBK, a passively managed ETF launched in 2004, offers broad exposure to small-cap growth stocks with $23.55 billion in assets. The fund features a low 0.05% expense ratio, 552 holdings for diversification, and has returned 14.31% year-to-date and 18.12% over the past year. With a Zacks ETF Rank of 2 (Buy), it's positioned as a solid long-term investment option, though small-cap growth carries higher risk than value stocks.

  

• The Motley Fool 31 ago

  Vanguard Growth ETFs Compared: Should You Go for Megacap or Small-Cap Growth Stocks to Finish Out 2026?

  Vanguard Morningstar Mega Cap Growth ETF (MGK) and Vanguard Morningstar Small-Cap Growth ETF (VBK) both offer low-cost growth exposure at 0.05% expense ratios but with different strategies. MGK focuses on large tech giants with 72% technology concentration and delivered stronger 5-year returns ($1,882 on $1,000), while VBK provides broader diversification across 543 holdings with better 1-year performance (23.4% vs 17.5%) and higher dividend yield. The choice depends on portfolio foundation needs versus diversification and upside potential.

  

• Zacks Investment Research 28 ago

  Should iShares Russell 2000 Growth ETF (IWO) Be on Your Investing Radar?

  The iShares Russell 2000 Growth ETF (IWO) offers broad exposure to small-cap growth stocks with $15.26 billion in assets and a competitive 0.24% expense ratio. The ETF has delivered strong performance with 19.95% gains year-to-date and 25.91% over the past year, though it carries higher volatility (beta of 1.19) typical of growth stocks. With a Zacks ETF Rank of 2 (Buy) and approximately 1,110 holdings, it provides effective diversification for long-term investors seeking small-cap growth exposure.