VBR vs VIOV

Both VBR and VIOV are ETFs. VBR has a lower 5-year return than VIOV (-1.3% vs -1.21%). VBR has a lower expense ratio than VIOV (0.07% vs 0.15%). Below is the comparison between VBR and VIOV.

VBR VIOV
Segment Equity: U.S. - Small Cap Value Equity: U.S. - Small Cap Value
Issuer Vanguard Vanguard
Net Assets $10.66B $344.62M
Expense Ratio 0.07% 0.15%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.62% 2.18%
Underlying Index CRSP US Small Cap Value Index S&P Small Cap 600 Value Index
YTD Return -32.08% -35.81%
1-Year Return -27.01% -29.73%
3-Year Return -6.88% -7.86%
5-Year Return -1.30% -1.21%
10-Year Return 6.35% N/A

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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VIOV description

The Fund seeks to track the performance of a benchmark index that measures the investment return of small-capitalization value stocks in the United States. The Fund employs a "passive management" - or indexing - investment approach designed to track the performance of the S&P SmallCap 600 Value Index.

VIOV performance & returns

YTD Return -35.81%
1-Month Return 0.93%
3-Month Return -33.67%
1-Year Return -29.73%
3-Year Return -7.86%
5-Year Return -1.21%
10-Year Return N/A
VIOV expense ratio is 0.15%.

VIOV holdings

Top 10 Holdings (7.97% of Total Assets)

Name Symbol % Assets
Avista Corp AVA 0.96%
Anixter International Inc AXE 0.9%
Integer Holdings Corp ITGR 0.9%
Old National Bancorp ONB 0.82%
Invesco Mortgage Capital Inc IVR 0.79%
Simmons First National Corp Class A SFNC 0.75%
Columbia Banking System Inc COLB 0.73%
American Equity Investment Life Holding Co AEL 0.71%
Apollo Commercial Real Estate Finance Inc ARI 0.71%
SkyWest Inc SKYW 0.7%

Other relevant VIOV comparisons

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