VBVanguard Small-Cap ETF
VB Fund Description
VB tracks the CRSP US Small Cap Index. The market-cap-weighted index includes the bottom 2-15% of the investable universe.
VB Factset Analytics Insight
VB is one of the giants in the small-cap space, as its broad index captures the US small-cap space well. VB earns high marks in Fit, in part a reflection of the fund's highly diverse portfolio. Note however that both the fund and our benchmark are skewed toward midcaps, so it could overlap with existing midcaps in your portfolio. (The fund switched to CRSP index in 2013.) VB is stable, with over a decade of trading history. The only negative mark here is one common to all Vanguard funds: holdings are reported monthly, not daily.
VB MSCI ESG Analytics Insight
Vanguard Small-Cap ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.91 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Vanguard Small-Cap ETF ranks in the 29th percentile within its peer group and in the 41st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
VB MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
VB Summary Data
VB Portfolio Data
VB Index Data
VB Portfolio Management
VB Tax Exposures
VB Fund Structure
VB Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of VB. VB is rated a 5 out of 5.
VB Sector/Industry Breakdown
VB Economic Development
VB Performance Statistics
VB MSCI ESG Ratings
VB Benchmark Comparison Summary
VB Benchmark Comparison Market Cap Size