VBR vs VBK

Both VBR and VBK are ETFs. VBR has a lower 5-year return than VBK (-1.3% vs 6.71%). VBR and VBK have the same expense ratio (0.07%). Below is the comparison between VBR and VBK.

VBK VBR
Segment Equity: U.S. - Small Cap Growth Equity: U.S. - Small Cap Value
Issuer Vanguard Vanguard
Net Assets $8.99B $10.66B
Expense Ratio 0.07% 0.07%
Management Style passive (index-based) passive (index-based)
Dividend Yield 0.66% 2.62%
Underlying Index CRSP US Small Cap Growth Index CRSP US Small Cap Value Index
YTD Return -10.36% -32.08%
1-Year Return -0.68% -27.01%
3-Year Return 8.09% -6.88%
5-Year Return 6.71% -1.30%
10-Year Return 11.31% 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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VBK description

The Fund seeks to track the performance of a benchmark index that measures the investment return of small-capitalization growth stocks. The Fund employs an indexing investment approach designed to track the performance of CRSP US Small Cap Growth Index by investing all of its assets in the stocks that make up the Index.

VBK performance & returns

YTD Return -10.36%
1-Month Return 11.67%
3-Month Return -14.65%
1-Year Return -0.68%
3-Year Return 8.09%
5-Year Return 6.71%
10-Year Return 11.31%
VBK expense ratio is 0.07%.

VBK holdings

Top 10 Holdings (8.03% of Total Assets)

Name Symbol % Assets
DocuSign Inc DOCU 0.98%
Tyler Technologies Inc TYL 0.87%
Teladoc Health Inc TDOC 0.85%
West Pharmaceutical Services Inc WST 0.85%
Teledyne Technologies Inc TDY 0.82%
Insulet Corp PODD 0.77%
Zebra Technologies Corp ZBRA 0.75%
Equity Lifestyle Properties Inc ELS 0.75%
EPAM Systems Inc EPAM 0.73%
Coupa Software Inc COUP 0.66%

Other relevant VBK comparisons

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