Vanguard Small-Cap Index Fund offers a well-diversified, low-turnover portfolio that is representative of the U.S. small-cap market. Despite having a well-constructed portfolio, small-cap stocks are less widely followed, more volatile, less frequently traded, and more prone to mispricing than large-caps. These considerations limit the fund’s Morningstar Analyst Rating to Silver.
Vanguard Small-Cap ETF VB
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will VB outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VB’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the VB management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of VB’s parent organization’s priorities and whether they’re in line with investors’ interests.
An attractive option for small-cap exposure.
