VBR vs VB

Both VBR and VB are ETFs. VBR has a lower 5-year return than VB (5.24% vs 9.4%). 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 0.93% -11.63%
1-Year Return 9.37% -4.61%
3-Year Return 6.64% -0.44%
5-Year Return 9.40% 5.24%
10-Year Return 11.38% 9.15%

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 -11.63%
1-Month Return 4.04%
3-Month Return 9.89%
1-Year Return -4.61%
3-Year Return -0.44%
5-Year Return 5.24%
10-Year Return 9.15%
VBR expense ratio is 0.07%.

VBR holdings

Top 10 Holdings (6.40% of Total Assets)

Name Symbol % Assets
Peloton Interactive Inc PTON 0.79%
IDEX Corp IEX 0.71%
PerkinElmer Inc PKI 0.69%
Booz Allen Hamilton Holding Corp Class A BAH 0.64%
Atmos Energy Corp ATO 0.64%
Generac Holdings Inc GNRC 0.63%
Brown & Brown Inc BRO 0.59%
RPM International Inc RPM 0.58%
Molina Healthcare Inc MOH 0.58%
Avalara Inc AVLR 0.55%

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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 0.93%
1-Month Return 5.80%
3-Month Return 11.29%
1-Year Return 9.37%
3-Year Return 6.64%
5-Year Return 9.40%
10-Year Return 11.38%
VB expense ratio is 0.05%.

VB holdings

Top 10 Holdings (4.24% of Total Assets)

Name Symbol % Assets
Coupa Software Inc COUP 0.58%
EPAM Systems Inc EPAM 0.46%
Horizon Therapeutics PLC HZNP 0.44%
Teladoc Health Inc TDOC 0.43%
Zebra Technologies Corp ZBRA 0.40%
Peloton Interactive Inc PTON 0.40%
Catalent Inc CTLT 0.40%
Insulet Corp PODD 0.38%
Etsy Inc ETSY 0.38%
Teradyne Inc TER 0.37%

Other relevant VB comparisons

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