ETF Versus

VBR

Vanguard Small-Cap Value Index Fund ETF Shares

Expense Ratio
0.05%
AUM
$31.9B
Yield
1.90%

Vanguard Small-Cap Value Index Fund ETF Shares (VBR) is an exchange-traded fund that provides exposure to us small cap value securities. It charges a very low expense ratio of 0.05%. The fund offers a moderate dividend yield of 1.90%. Launched in 2004, the fund has a 22-year track record.

Performance Chart

Indexed to 100 at start (5-year comparison)

85 96 107 118 129 140 2021-04 2022-06 2023-09 2024-12 2026-04
VBR +29.6%

Returns

1M
-5.3%
3M
+1.7%
6M
+3.3%
YTD
+1.7%
1Y
+16.8%
3Y
+37.3%
5Y
+29.6%

Top Holdings

# Name Ticker Weight
1 Sandisk Corporation SNDK 1.06%
2 NRG Energy, Inc. NRG 0.78%
3 EMCOR Group, Inc. EME 0.73%
4 Tapestry, Inc. TPR 0.72%
5 Atmos Energy Corporation ATO 0.68%
6 Omnicom Group Inc. OMC 0.61%
7 Jabil Inc. JBL 0.61%
8 Williams-Sonoma, Inc. WSM 0.56%
9 Smurfit Westrock Plc SW 0.56%
10 Flex Ltd. FLEX 0.53%

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