Vanguard Small Cap Value ETF

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Основные параметры

Цена последней сделки 151.71
Код ценной бумаги VBR
Полное наименование Vanguard Small Cap Value ETF
Объем 18954000000
Изм за день, % 0.02
Комиссия 0.07
Дата основания Jan 30. 2004
Ссылка ссылка
Тип актива Equity
Индекс MSCI US Small Cap Value Index
Регион North America
Средний P/E 18.0
Дивиденды 1.60
5 летняя доходность 82.32
3 летняя доходность 18.31
Годовая доходность 13.19
Бета 1.27

Топ эмитентов

Эмитент Доля, %
PerkinElmer 0.6
Atmos Energy 0.48
Peloton Interactive, Inc. 0.46
Booz Allen Hamilton 0.48
10x Genomics, Inc. 0.45
Nuance Communications, Inc. 0.49
Brown & Brown 0.44
Generac Holdings Inc. 0.55

Описание Vanguard Small Cap Value ETF

VBR seeks to replicate a benchmark which offers exposure small cap firms that exhibit value characteristics in the U.S. equity market. The investment thesis behind small caps is that these firms are likely to provide strong growth prospects to a portfolio and should have a much easier time growing then their large cap counterparts. However, these securities are extremely volatile and can experience large losses or gains in a very short period of time. Despite their volatility, these products should probably be in every investors' portfolio as they tend to move somewhat independently of large caps and can be a better 'pure play' on the American economy. This particular ETF, since it focuses on value securities, has certain biases in its portfolio holdings and may not offer as much of a cross section as funds such as IWM. However, VBR does a solid job of dividing up assets as the fund holds close to 1,000 securities in total and doesn't give any one security more than 0.5% of the total assets. Thanks to this extreme diversification and VBR's ultra cheap price-- the lowest in the category-- the fund could make for a quality addition to portfolios of investors who are looking for small cap exposure but are seeking lower risk assets in the space.