ISCG - VBK: No Edge Over Competitors Except Fees And Liquidity

2024-06-10 14:37:50 ET

Summary

• Vanguard Small-Cap Growth Index Fund ETF Shares holds over 600 small caps with growth characteristics.
• It is well-diversified across holdings and sectors, with a tilt to technology and industrials.
• Based on performance, the VBK ETF doesn’t seem to have a methodological edge over its competitors or over a small-cap benchmark.
• Despite a lack of attractiveness as a long-term investment, relatively high liquidity and low fees make it a good tactical allocation instrument.

VBK strategy

Vanguard Small-Cap Growth Index Fund ETF Shares ( VBK ) started investing operations on 01/26/2004 and tracks the CRSP US Small Cap Growth Index. It has 624 holdings, a 30-day SEC yield of 0.56%, an expense ratio of 0.07%, and is also available as a mutual fund, Vanguard Small Cap Growth Index Fund Inst ( VSGAX )....

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