Find Comparable ETFs for Vanguard Small-Cap Index Fund ETF Shares
Vanguard Small-Cap Index Fund ETF Shares
VB - PCXVanguard S&P Small-Cap 600 Index Fund ETF Shares
VIOO - PCXVanguard's own Small-Cap ETF, VB, encompasses a broader small-cap index, offering diversified exposure to the small-cap asset class akin to VIOO.
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 95%
R-squared: 91%
This indicates a strong positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 2
- VB in VIOO's comparables: Yes
- VIOO in VB's comparables: Yes
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
valuation
Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.
- P/E Ratio: 13.30 vs 12.60
A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- VB Beta: 1.14 (Average)
- VIOO Beta: 1.15 (Average)
- VB 200-day Volatility: 16.59%
- VIOO 200-day Volatility: 18.75%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- VB Price vs 200-day MA: 97%
- VIOO Price vs 200-day MA: 94%
Performance Comparison:
| Period | VB | VIOO |
|---|---|---|
| Year_1 | 10% | 9% |
| Year_3 | 1% | 2% |
| Year_5 | 9% | 9% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: PCX vs PCX
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Small Cap Blend Equities vs Small Cap Blend Equities
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- VB Dividend Yield: 1%
- VIOO Dividend Yield: 1%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
iShares Russell 2000 ETF
IWM - PCXAs part of the Vanguard family, this ETF provides exposure to the CRSP US Small Cap Index, similar to IWM, and has a low expense ratio, appealing to cost-conscious investors.
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 97%
R-squared: 95%
This indicates a strong positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 2
- IWM in VB's comparables: Yes
- VB in IWM's comparables: Yes
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
valuation
Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.
- P/E Ratio: 10.96 vs 13.30
A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- IWM Beta: 1.15 (Average)
- VB Beta: 1.14 (Average)
- IWM 200-day Volatility: 19.81%
- VB 200-day Volatility: 16.59%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- IWM Price vs 200-day MA: 94%
- VB Price vs 200-day MA: 97%
Performance Comparison:
| Period | IWM | VB |
|---|---|---|
| Year_1 | 9% | 10% |
| Year_3 | -1% | 1% |
| Year_5 | 8% | 9% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: PCX vs PCX
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Small Cap Blend Equities vs Small Cap Blend Equities
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- IWM Dividend Yield: 1%
- VB Dividend Yield: 1%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
Direxion Daily Small Cap Bull 3X Shares
TNA - PCXThe Vanguard Small-Cap ETF targets small-cap U.S. stocks, making it a straightforward comparison to TNA for those interested in small-cap equity investments.
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 98%
R-squared: 95%
This indicates a strong positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 1
- TNA in VB's comparables: No
- VB in TNA's comparables: Yes
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- TNA Beta: 3.41 (Very High)
- VB Beta: 1.14 (Average)
- TNA 200-day Volatility: 59.41%
- VB 200-day Volatility: 16.59%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- TNA Price vs 200-day MA: 77%
- VB Price vs 200-day MA: 97%
Performance Comparison:
| Period | TNA | VB |
|---|---|---|
| Year_1 | 0% | 10% |
| Year_3 | -23% | 1% |
| Year_5 | -8% | 9% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: PCX vs PCX
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- TNA Dividend Yield: 1%
- VB Dividend Yield: 1%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
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