VBKVanguard Small-Cap Growth ETF
VBK Fund Description
VBK tracks an index that selects and weights growth stocks using multiple factors from US securities ranked between the 85th and 98th percentile by market cap.
VBK Factset Analytics Insight
VBK is a great choice for investors looking for solid exposure to the US small-cap growth market. The fund switched from an MSCI index to a CRSP index in April 2013, but the portfolio still closely resembles our MSCI benchmark, with few sector biases and similar performance. CRSP classifies growth securities using fundamental factors such as: 3-year historical growth in EPS, growth in sales per share, current investment-to-assets ratio, and return on assets. Vanguard attempts to fully replicate the index, holding each stock in approximately the same proportion as its weighting in the index. The fund delivers good coverage of its target market. VBK offers solid coverage in an efficient, liquid wrapper.
VBK MSCI ESG Analytics Insight
Vanguard Small-Cap Growth ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.15 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 Growth ETF ranks in the 29th percentile within its peer group and in the 36th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
VBK 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.
VBK Summary Data
VBK Portfolio Data
VBK Index Data
VBK Portfolio Management
VBK Tax Exposures
VBK Fund Structure
VBK Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of VBK. VBK is rated a 5 out of 5.
VBK Sector/Industry Breakdown
VBK Economic Development
VBK Performance Statistics
VBK MSCI ESG Ratings
VBK Benchmark Comparison Summary
VBK Benchmark Comparison Market Cap Size