VTWO
Vanguard Russell 2000 ETF
Price Chart
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
Top Holdings
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.
