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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.
Vanguard sees U.S. value stocks and small-caps outperforming growth stocks and large-caps in the next decades. If so, the Vanguard Morningstar Small-Cap Value ETF could be a better buy than other S&P 500 ETFs.
The Vanguard Morningstar Small-Cap Value ETF (VBR) was launched on January 26, 2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market.
The Vanguard Morningstar Small-Cap Value ETF remains a buy, with the recent pullback presenting an attractive entry point. VBR trades at a compelling 13.6x P/E and a 1.28x PEG, supported by a 10.58% long-term earnings growth rate. Rising Treasury yields and a bear-flattened curve pressure VBR, especially its regional bank exposure, but much bad news appears priced in.
The Vanguard Morningstar Small-Cap Value ETF carries a significantly lower expense ratio than the State Street SPDR S&P 600 Small Cap Value ETF. The State Street SPDR S&P 600 Small Cap Value ETF delivered stronger 1-year total returns but has a smaller asset base and deeper 5-year drawdown.