ETF Rebalancing Calculator

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Small Cap

VTWO

Vanguard Russell 2000 ETF

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Vanguard Russell 2000 ETF (VTWO) is an exchange-traded fund that provides investors with exposure to small-capitalization companies. It carries an expense ratio of 0.07%. The fund offers a dividend yield of approximately 1.30%. The portfolio holds 2000 securities.

Category

Small Cap

Dividend Yield

1.3%

Expense Ratio

0.07%

Holdings

2000

Dividend History

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Top Holdings

1Various Small-Cap Stocks

Key Features

  • Small-cap investing
  • High growth potential
  • Diversified investment
  • Low cost

Advantages

  • Small-cap premium
  • Low expense ratio
  • High growth potential
  • Undervalued vs. large-cap stocks

Risks

  • High volatility
  • Liquidity risk
  • Economically sensitive
  • Less stable than large-cap stocks

Rebalancing Strategy

Allocate 10-15% to small-cap stocks; alternative to IWM

VTWO Investment Analysis

VTWO (Vanguard Russell 2000 ETF) is a Small Cap ETF comprising 2000 holdings. It has an expense ratio of 0.07% and a dividend yield of 1.3%. Its very low expense ratio makes it well-suited for long-term investing.

A 1.3% dividend yield provides moderate income. It suits investors seeking a balance between growth and dividends.

VTWO can play an important role in your portfolio. Its broad range of holdings provides strong diversification.

US ETF Investment Notes

A 15% withholding tax applies to US ETF dividends. If annual overseas stock capital gains exceed KRW 2.5 million, a 22% capital gains tax is imposed.

Exchange rate fluctuations affect returns. When the Korean won strengthens, dollar-denominated gains may decrease — consider whether to hedge currency risk.

Brokerage fees for overseas ETF trades vary. If you trade frequently, compare fees across brokerages before choosing one.

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