VB vs VBR

Both VB and VBR are ETFs. VB has a higher 5-year return than VBR (8.62% vs 7.6%). VB has a lower expense ratio than VBR (0.05% vs 0.07%). Below is the comparison between VB and VBR.

VB VBR
Segment Equity: U.S. - Small Cap Equity: U.S. - Small Cap Value
Issuer Vanguard Vanguard
Net Assets $25.11B $13.40B
Expense Ratio 0.05% 0.07%
Management Style passive (index-based) passive (index-based)
Dividend Yield N/A N/A
Underlying Index CRSP US Small Cap Index CRSP US Small Cap Value Index
YTD Return 17.66% 14.55%
1-Year Return -3.93% -5.53%
3-Year Return 9.60% 7.34%
5-Year Return 8.62% 7.60%
10-Year Return 12.41% 11.58%

VB description

The Fund seeks to track the performance of a benchmark index that measures the investment return of small-capitalization stocks. The Fund employs an indexing investment approach designed to track the performance of the CRSP US Small Cap Index, a broadly diversified index of stocks of small U.S. companies.

VB returns

YTD Return 17.66%
1-Month Return 1.37%
3-Month Return -1.49%
1-Year Return -3.93%
3-Year Return 9.60%
5-Year Return 8.62%
10-Year Return 12.41%
VB expense ratio is 0.05%.

VB holdings

Top 10 Holdings (3.20% of Total Assets)

Name Symbol % Assets
IDEX Corp IEX 0.35%
Steris PLC STE 0.34%
Tableau Software Inc A DATA 0.34%
Atmos Energy Corp ATO 0.34%
Zebra Technologies Corp ZBRA 0.31%
Burlington Stores Inc BURL 0.31%
Leidos Holdings Inc LDOS 0.31%
MarketAxess Holdings Inc MKTX 0.31%
Sun Communities Inc SUI 0.3%
PerkinElmer Inc PKI 0.29%

VBR description

The Fund seeks to track the performance of a benchmark index that measures the investment return of small-capitalization value stocks. The Fund employs a "passive management" approach designed to track the performance of the MSCI U.S. Small Cap Value Index.

VBR returns

YTD Return 14.55%
1-Month Return 3.98%
3-Month Return -0.94%
1-Year Return -5.53%
3-Year Return 7.34%
5-Year Return 7.60%
10-Year Return 11.58%
VBR expense ratio is 0.07%.

VBR holdings

Top 10 Holdings (5.33% of Total Assets)

Name Symbol % Assets
IDEX Corp IEX 0.67%
Atmos Energy Corp ATO 0.64%
Leidos Holdings Inc LDOS 0.6%
PerkinElmer Inc PKI 0.55%
Allegion PLC ALLE 0.54%
Sage Therapeutics Inc SAGE 0.48%
UGI Corp UGI 0.48%
Aqua America Inc WTR 0.46%
Booz Allen Hamilton Holding Corp Class A BAH 0.46%
National Retail Properties Inc NNN 0.45%
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