Vanguard Russell 2000 Value ETF

Vanguard Russell 2000 Value ETF

About

Vanguard Russell 2000 Value ETF (US92206C6497) is a US-listed equity ETF tracking the Russell 2000 Value Index. With a expense ratio of 0.06%, it ranks among the lowest-cost options in its category, paying distributions. The fund holds 501 positions across 4 regions with 1.2B in assets, with heavy concentration — 80% in United States.

Score Breakdown

Scores are scaled 1–10 on a logarithmic curve relative to all ETFs in the database.
Component Score Details
Overall 7.8 Diversification (45%) · Cost (30%) · Liquidity (25%)
Cost (30%) 9.3 Tracking Difference: 9.0 · TD Consistency: — · Expense Ratio: 10.0
Diversification (45%) 6.6 Holding Count: 6.4 · Country Concentration: 5.0 · Sector Concentration: 10.0
Liquidity (25%) 8.3 Assets Under Management

Data sources: provider factsheets, exchange data, and NAV history. Information for educational purposes only — not investment advice.

Ticker VTWV
ISIN
Fund Size $1.2B
Issuer Vanguard
Distribution Pays Distributions
Replication Physical
Inception Sep 2010
Base Currency USD
Index Russell 2000 Value Index
Asset Class Equities
Category US Equity

Costs

9.3
This fund has low total costs, with competitive tracking and expense ratios.

Cost Metrics Explained

What expense ratio, tracking difference, and TD consistency measure

Expense ratio (Total Expense Ratio) is the annual fee the fund charges, deducted from assets. It’s the headline cost, but not the full picture.

Tracking Difference measures how much the fund actually lags (or leads) its benchmark index per year. This is the single best measure of true cost — it captures the expense ratio plus all other drags like sampling error and tax withholding. A lower (or negative) value is better.

TD Consistency measures how stable the tracking difference is from year to year. A low value means predictable, reliable costs; a high value means costs can vary significantly.

Expense Ratio0.00%
 
Metric Value
Expense Ratio 0.06%

Cumulative Returns

Performance across different time periods.
1 Month+0.00%
3 Months+0.00%
Year to Date+0.00%
1 Year+0.00%
3 Years+0.00%
5 Years+0.00%
Inception+0.00%
 
Period Cumulative Return
1 Month +0.02%
3 Months +0.15%
6 Months +0.20%
1 Year +0.38%
3 Years +0.55%
5 Years +0.32%
10 Years +1.28%
YTD +0.12%
Since Inception +1.28%

Holdings

6.4
This fund holds 501 individual investments, offering moderate diversification compared to other ETFs.
#1
TTM Technologies Inc
1.10%
#2
EchoStar Corp
1.08%
#3
Hut 8 Corp
0.75%
#4
Viasat Inc
0.61%
#5
Coeur Mining Inc
0.61%
#6
Riot Platforms Inc
0.58%
#7
UMB Financial Corp
0.54%
#8
Cytokinetics Inc
0.54%
#9
Hecla Mining Co
0.53%
#10
Commercial Metals Co
0.52%
View all holdings (50)
# Holding Ticker Weight
1 TTM Technologies Inc TTMI 110.00%
2 EchoStar Corp SATS 108.00%
3 Hut 8 Corp HUT 75.00%
4 Viasat Inc VSAT 61.00%
5 Coeur Mining Inc CDE 61.00%
6 Riot Platforms Inc RIOT 58.00%
7 UMB Financial Corp UMBF 54.00%
8 Cytokinetics Inc CYTK 54.00%
9 Hecla Mining Co HL 53.00%
10 Commercial Metals Co CMC 52.00%
11 Ormat Technologies Inc ORA 52.00%
12 CareTrust REIT Inc CTRE 51.00%
13 Praxis Precision Medicines Inc PRAX 51.00%
14 EnerSys ENS 49.00%
15 Sanmina Corp SANM 47.00%
16 Cipher Digital Inc CIFR 47.00%
17 SM Energy Co SM 47.00%
18 Old National Bancorp/IN ONB 46.00%
19 Fluor Corp FLR 45.00%
20 Jackson Financial Inc JXN 43.00%
21 Terreno Realty Corp TRNO 41.00%
22 MaxLinear Inc MXL 41.00%
23 SSR Mining Inc SSRM 39.00%
24 Vishay Intertechnology Inc VSH 39.00%
25 Vaxcyte Inc PCVX 39.00%
26 Macerich Co/The MAC 38.00%
27 Essential Properties Realty Trust Inc EPRT 37.00%
28 Kite Realty Group Trust KRG 37.00%
29 United Bankshares Inc/WV UBSI 37.00%
30 Noble Corp PLC NE 36.00%
31 Garrett Motion Inc GTX 36.00%
32 Valaris Ltd VAL 36.00%
33 Southwest Gas Holdings Inc SWX 36.00%
34 TXNM Energy Inc TXNM 36.00%
35 Enpro Inc NPO 35.00%
36 American Healthcare REIT Inc AHR 35.00%
37 Portland General Electric Co POR 35.00%
38 Hancock Whitney Corp HWC 35.00%
39 Transocean Ltd RIG 35.00%
40 Taylor Morrison Home Corp TMHC 35.00%
41 Matson Inc MATX 34.00%
42 MARA Holdings Inc MARA 34.00%
43 New Jersey Resources Corp NJR 34.00%
44 GATX Corp GATX 34.00%
45 Black Hills Corp BKH 34.00%
46 Ameris Bancorp ABCB 34.00%
47 Essent Group Ltd ESNT 33.00%
48 Atlantic Union Bankshares Corp AUB 33.00%
49 Plug Power Inc PLUG 32.00%
50 HA Sustainable Infrastructure Capital Inc HASI 32.00%

Sectors

10.0
This fund is well-diversified across 12 sectors, with no single sector dominating.
 
Sector Weight
Unknown 1910.00%
Financials 1863.00%
Technology 1099.00%
Industrials 1079.00%
Real Estate 724.00%
Health Care 708.00%
Consumer Discretionary 665.00%
Energy 659.00%
Utilities 500.00%
Materials 488.00%
Communication Services 216.00%
Consumer Staples 89.00%

Regions

5.0
This fund is concentrated in just 5 countries, with significant geographic concentration.
 
Country Weight
United States 7962.00%
UNKNOWN 1910.00%
Canada 89.00%
Norway 30.00%
United Kingdom 9.00%

Nerd Stuff

Advanced risk and return metrics (2023-06-30 — 2026-06-18).
77.6%
Volatility
-19.6%
Max Drawdown
12.72
Sharpe Ratio
22.22
Sortino Ratio
50.43
Calmar Ratio
0.87
Beta
-2.56%
Alpha (Jensen's)
0.461
Benchmark-relative metrics (Beta, Alpha, R²) are calculated against the iShares Core S&P 500 ETF (IE00B5BMR087).
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