Loading…
Loading…
This ETF endeavors to mirror the investment performance of the CRSP US Small Cap Value Index, a benchmark designed to track the returns of small-capitalization value stocks. It offers an accessible and efficient way to replicate the performance of a diversified portfolio of smaller, value-oriented companies by employing a passively managed strategy through full replication of its underlying index.
Is VBR's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
Research from Vanguard indicates U.S. value stocks and small caps could outperform over the next 10 years. One fund to consider is the Vanguard Small-Cap Value ETF, with its 22 years of 9.5% annualized returns.
Vanguard and Fidelity research suggests that U.S. small-cap stocks might keep outperforming large-cap stocks. Two popular small-cap ETFs have both outperformed the S&P 500 and Nasdaq-100 in the past year.
AlTi Global Inc. acquired a new stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 3,225 shares of the company's stock, valued at approximately $701,000. Several other hedge funds and other institutional
Small-cap stocks have consistently lagged large-cap stocks over the past 15 to 20 years. But small-cap earnings growth is expected to hit 17% in 2026 and 18% in 2027, finally providing the catalyst for share prices to move higher.
Vanguard projects U.S. small-cap stocks might outperform large caps by at least 1% per year in the next 10 years. The Vanguard Small-Cap Value ETF has delivered a 9.5% annualized return since 2004, trailing the S&P 500.