VTWOVanguard Russell 2000 Index Fund ETF Shares

Grow my money15y track recordRanked #52 of 2,960 in this goal

Seeks to track the performance of a benchmark index that measures the investment return of small-capitalization stocks in the U.S.

By Vanguard · Launched 2010

Annual Cost

0.06%

#308 of 5,562 · low cost

Fund Size

$17.5B

#163 of 5,562 · large

Return (1Y)Goal

+39.3%

Track Record

15 years

#823 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$13,623+36.2%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Small

Strategy

Index tracking

Index tracked

Russell 2000 Index

What it actually holds

By weight

Concentration

Top 10 holdings = 6.9% of fund✓ well diversified

Vanguard Cmt Funds-Vanguard Market Liquidity Fund

2.0%

Credo Technology Group Holding Ltd

0.9%

Bloom Energy Corp

0.8%

Fabrinet

0.6%

IonQ Inc

0.5%

Nextpower Inc

0.5%

Guardant Health Inc

0.4%

Kratos Defense & Security Solutions Inc

0.4%

Bridgebio Pharma Inc

0.4%

Madrigal Pharmaceuticals Inc

0.4%

Asset allocation

Stocks

97.6%

Cash

2.3%

Other

0.1%

By sector

Industrials

17.7%

Technology

17.0%

Healthcare

16.5%

Financial Services

15.7%

Consumer Cyclical

8.4%

Real Estate

6.1%

Energy

6.1%

Basic Materials

4.8%

Other

7.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

19.6%Moderate

Year-on-year price swings

Max drawdown

-41.2%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.70Decent risk-adjusted returns

Sortino (3Y)

1.04Good downside protection

Where to buy

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks to track the performance of a benchmark index that measures the investment return of small-capitalization stocks in the U.S.
Strategy: Invests primarily in stocks that make up the Russell 2000 Index, holding each stock in approximately the same proportion as its weighting in the index. Aims to replicate the index by investing at least 80% of net assets in these stocks.
Inception date: September 20, 2010
Fund family: Vanguard