尋找 broad exposure to the Small Cap Blend segment of the US equity market? You should consider the Vanguard Russell 2000 Index Fund ETF Shares (VTWO), a passively managed exchange traded fund launched on September 22, 2010.
The fund is sponsored by Vanguard. It has amassed assets over $14.64 billion, making it one of the largest ETFs attempting to match the Small Cap Blend segment of the US equity market.
Blend ETFs 其名稱恰如其分,因為它們 tend to hold a mix of growth and value stocks, as well as show characteristics of both kinds of equities. 因此,此類ETF同時具備成長與價值股的特徵。
Cost is an important factor in selecting the right ETF, and cheaper funds can significantly outperform their more expensive counterparts if all other fundamentals are the same.
Even though ETFs offer diversified exposure that minimizes single stock risk, investors should also look at the actual holdings inside the fund. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis.
Looking at individual holdings, Slbbh1142 accounts for about 1.93% of total assets,緊隨其後的是 Bloom Energy Corp (BE) 與 Credo Technology Group Holding Ltd (CRDO)。
VTWO seeks to match the performance of the Russell 2000 Index before fees and expenses. The Russell 2000 Index measures the performance of the small-cap segment of the U.S. equity universe.
Vanguard Russell 2000 Index Fund ETF Shares holds a Zacks ETF Rank of 2 (Buy),此排名基於預期資產類別回報、費用比率與動量等因素。因此,VTWO 是尋求接觸 Style Box - Small Cap Blend 子市場的理想選擇,亦有其他相似ETF 可供參考。
Key Takeaways
介紹Vanguard Russell 2000 小型股指數ETF(VTWO),資產規模逾146億美元,為美小型混合市場最大型ETF之一。