Morningstar

Vanguard Russell 2000 ETF VTWO ETF Analysis

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Morningstar’s Analysis VTWO

Will VTWO 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 VTWO’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VTWO 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 VTWO’s parent organization’s priorities and whether they’re in line with investors’ interests.

A flawed small-cap index fund.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

Vanguard Russell 2000 Index’s competitive fee, broad reach, and market-cap-weighted portfolio are compelling features. But flaws in the Russell 2000 Index’s process raise trading costs and place greater emphasis on volatile low-quality companies.

by Zachary Evens
Rated on Published on

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