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Small-cap value stocks are the best performers year to date and over the past 12 months. The Vanguard Small Cap Value ETF has lower fees and solid long-term returns.
The default Vanguard trade in 2026 has been simple: Buy Vanguard S&P 500 ETF (NYSEARCA:VOO) or Vanguard Total Stock Market ETF (NYSEARCA:VTI), ride the S&P 500 and let the Magnificent Seven do the heavy lifting.
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.
Vanguard Small-Cap Value Index Fund ETF is rated BUY for targeted exposure to undervalued small-cap companies poised to benefit from broadening market leadership. VBR offers diversified exposure across 839 holdings with a multifactor value methodology, minimizing concentration risk and sector dependence. Recent performance reflects improving sentiment: VBR delivered a 22.24% total return over the past year and 10.08% over six months.
Full call transcripts — prepared remarks + analyst Q&A — with speaker-by-speaker formatting and one-click switching across every quarter on file.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.