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VTWV
+16.08 · +10.42%
$170.40 · NASDAQ

Vanguard Russell 2000 Value Index Fund ETF Shares (VTWV) ETF Analysis | Small Value

Vanguard · United States
AUM:$1.1B
#– of – in Small Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 25.1% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.15% — among the lowest available for this category.

What is VTWV?

The fund advisor employs an indexing investment approach designed to track the performance of the Russell 2000® Value Index. The index is designed to measure the performance of small-capitalization value stocks in the United States.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
VTWV delivered 25.1% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.15% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 6.2% of the ETF — exposure spread across many positions.
ETF Information
AUM$1.1B
Expense Ratio0.15%
Dividend Yield1.68%
Holdings1,392
Inception DateSept 2010
DomicileUnited States
DistributionNA
Index–
ProviderVanguard
Beta1.18
CategorySmall Value
CurrencyUSD
Portfolio Impact

How would VTWV affect your portfolio?

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+13.5%
1Y
+30.2%
3Y
+64.4%
5Y
+50.3%
OpenBook InsightIf you had invested £10,000 in VTWV 5 years ago, it would have grown to £15,028 — a gain of £5,028.

Annual Returns

Calendar year performance

VTWV delivered positive returns in 4 of the last 5 calendar years.
YearVTWV
2026 YTD+22.7%
2025+12.9%
2024+8.3%
2023+15.3%
2022-15.5%
CAGR 4yr+4.5%
4/5 positive yearsAvg return: +8.8%Worst year: -15.5% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
10.4%
Low
Momentum
+1.0%
30-day change
Support Level
197.01
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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