VBR vs VB

Both VBR and VB are ETFs. VBR has a lower 5-year return than VB (-1.3% vs 2.47%). VBR has a higher expense ratio than VB (0.07% vs 0.05%). Below is the comparison between VBR and VB.

VB VBR
Segment Equity: U.S. - Small Cap Equity: U.S. - Small Cap Value
Issuer Vanguard Vanguard
Net Assets $22.99B $10.66B
Expense Ratio 0.05% 0.07%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.73% 2.62%
Underlying Index CRSP US Small Cap Index CRSP US Small Cap Value Index
YTD Return -22.31% -32.08%
1-Year Return -15.29% -27.01%
3-Year Return -0.04% -6.88%
5-Year Return 2.47% -1.30%
10-Year Return 8.77% 6.35%

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 an indexing investment approach designed to track the performance of the CRSP US Small Cap Value Index by investing all of its assets in the stocks that make up the Index.

VBR performance & returns

YTD Return -32.08%
1-Month Return 1.38%
3-Month Return -32.31%
1-Year Return -27.01%
3-Year Return -6.88%
5-Year Return -1.30%
10-Year Return 6.35%
VBR expense ratio is 0.07%.

VBR holdings

Top 10 Holdings (7.03% of Total Assets)

Name Symbol % Assets
Leidos Holdings Inc LDOS 0.94%
Atmos Energy Corp ATO 0.85%
IDEX Corp IEX 0.76%
Booz Allen Hamilton Holding Corp Class A BAH 0.7%
Medical Properties Trust Inc MPW 0.65%
Brown & Brown Inc BRO 0.63%
Essential Utilities Inc WTRG 0.63%
Molina Healthcare Inc MOH 0.63%
Allegion PLC ALLE 0.62%
Cypress Semiconductor Corp CY 0.62%

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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 performance & returns

YTD Return -22.31%
1-Month Return 6.41%
3-Month Return -24.19%
1-Year Return -15.29%
3-Year Return -0.04%
5-Year Return 2.47%
10-Year Return 8.77%
VB expense ratio is 0.05%.

VB holdings

Top 10 Holdings (4.37% of Total Assets)

Name Symbol % Assets
DocuSign Inc DOCU 0.49%
Leidos Holdings Inc LDOS 0.49%
Atmos Energy Corp ATO 0.45%
Steris PLC STE 0.45%
Tyler Technologies Inc TYL 0.44%
West Pharmaceutical Services Inc WST 0.43%
Teladoc Health Inc TDOC 0.42%
Teledyne Technologies Inc TDY 0.41%
IDEX Corp IEX 0.4%
Insulet Corp PODD 0.39%

Other relevant VB comparisons

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