Vanguard Morningstar Small-Cap Growth ETF VBK

The Motley Fool 5 nov

The article compares two Vanguard growth ETFs: VOOG, which concentrates heavily in large-cap tech stocks (54% technology exposure) benefiting from AI infrastructure buildout, and VBK, which diversifies across 551 small-cap companies with more balanced sector allocation. While VBK has slightly outperformed in the past year (8.8% vs 7.1%), VOOG is recommended as the better long-term buy due to its established profitability and stronger financial resources, despite higher concentration risk.

Zacks Investment Research 3 nov

The iShares S&P Small-Cap 600 Growth ETF (IJT) is reviewed as a solid option for long-term investors seeking small-cap growth exposure. With $7.50 billion in assets, a low 0.18% expense ratio, and a Zacks ETF Rank of 2 (Buy), the fund has delivered 17.67% returns year-to-date and 19.26% over the past year. However, investors should be aware of the higher risk profile associated with small-cap growth stocks and consider alternatives like IWO and VBK.

Zacks Investment Research 2 nov

The iShares Russell 2000 Growth ETF (IWO) offers broad exposure to small-cap growth stocks with $13.89 billion in assets and a competitive 0.24% expense ratio. The ETF has gained 9.19% year-to-date and 7.96% over the past year, with heavy allocation to Healthcare (30.1%). However, it carries higher risk with a beta of 1.21 and 22.42% standard deviation. IWO received a Zacks ETF Rank of 2 (Buy), though alternatives like VBK offer lower expense ratios.

Zacks Investment Research 2 nov

VBK, a passively managed small-cap growth ETF with $22.24 billion in assets, offers broad exposure to the small-cap growth segment with an extremely low expense ratio of 0.05%. The fund has returned 9.63% year-to-date and 10.31% over the past year, with a beta of 1.18 indicating medium risk. It holds a Zacks ETF Rank of 2 (Buy) and is recommended for long-term investors seeking small-cap growth exposure.

Zacks Investment Research 30 oct

JSMD is a smart beta ETF focused on small/mid-cap growth stocks with $1.05 billion in assets. The fund has delivered 11.74% year-to-date returns and 7.92% one-year returns as of October 30, 2026, with a 0.30% expense ratio. It holds 123 stocks with heavy exposure to Healthcare (26.6%), Information Technology, and Industrials sectors. While JSMD offers a smart beta alternative to traditional cap-weighted indexes, investors should consider lower-cost alternatives like VBK (0.05% expense ratio) or IWO (0.24% expense ratio).