VBR News and Press, Vanguard Small-Cap Value From 08/17/23

2023-08-17 04:54:00 ET Summary Any equity market pullback will likely be brief due to the short and shallow nature of the expected U.S. recession, and the subsequent swift recovery will demand an agile and proactive response from investors. A substantial amount of corporate bonds ...

2023-08-16 01:30:00 ET Summary One can evaluate small-cap returns as measured by the Russell 2000 Index or small-cap returns measured by the S&P 600 Index. S&P's profitability criteria seems to be an important difference in the S&P 600 Index's outperformance. Over ...

2023-08-14 07:01:39 ET Summary Dimensional U.S. Targeted Value ETF (DFAT) is an actively managed fund that focuses on small cap companies with value characteristics. DFAT has a solid $8.7 billion in assets and a healthy average daily volume, making it suitable for long-term invest...

2023-08-01 04:47:37 ET Summary The Vanguard Small-Cap Growth ETF has underperformed the Invesco QQQ ETF by 14.67% since June 2022, the date of my last review. At the time, VBK had a profitability and valuation problem. This article re-evaluates its fundamentals alongside QQQ and t...

2023-07-26 08:00:00 ET Summary Dimensional US Small Cap Value ETF is an actively managed fund holding over 1000 stocks. It is well-diversified across sectors and holdings. Valuation and performance relative to peers are attractive. Strategy and portfolio Di...

2023-07-25 14:58:33 ET Summary Invesco S&P SmallCap Value with Momentum ETF combines 3 valuation ratios and a momentum score to pick small caps. It is well-diversified across sectors and holdings. It has not brought excess return over its parent index since 2005. It ha...

2023-07-12 08:28:36 ET Summary DES features a 3.08% trailing dividend yield and is well-diversified across 119 industries. As with many domestic dividend ETFs offered by WisdomTree, fees are relatively high at 0.38%. Despite a quality-focused composite scoring process that screens...

2023-07-12 04:40:24 ET Summary Small-cap stocks have experienced pressure since the start of the year despite a strong equity market rally. Vanguard Small-Cap Value Index Fund ETF Shares has a diverse stock composition with financials and industrials making up around 40% of the to...

2023-07-12 01:55:08 ET Summary VBR is an ETF that represents a good proxy for the Small-Cap Value Morningstar. Value stocks are currently trading at very attractive valuations, and usually represent "slow compounders" that create returns through EPS growth rather than meteoric inc...

2023-07-12 00:30:00 ET Summary Small-caps have caught a bid over the last few days with the Russell 2,000 ETF (IWM) rallying more than 3% since last Thursday’s close. While large-cap indices have recently traded to 52-week highs, small-caps are still well below 2023 highs m...