VBR : Vanguard Small-Cap Value Index Fund ETF Shares

VBR is a US Stocks Market Small Value index fund with LOW fees.

VBR

Vanguard Small-Cap Value Index Fund ETF Shares

FI Score

86 /100

Diversification Rating

7 /10

Expense Ratio Rating

10 /10

Expense Rating

9 /10

Market Score

10 /10

Category Score

5 /10

Market Size

10 /10

86% FI Score
  • vbr
  • ETF
  • US Stocks
  • Small Value

Vanguard Small-Cap Value Index Fund ETF Shares

Expenses: 0.07% (Better than 1% of similar funds)

This is an OK choice for a Small Value US Stocks fund. See why ยป

Fund Summary

The investment 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, a broadly diversified index of value stocks of small U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

Largest Holdings

Amount Holding
0.92% Leidos Holdings, Inc
0.80% Atmos Energy Corporation
0.77% IDEX Corporation
0.68% Booz Allen Hamilton Holding Corporation
0.67% Molina Healthcare, Inc
0.66% PerkinElmer, Inc
0.61% Allegion plc
0.59% Essential Utilities, Inc
0.58% Medical Properties Trust, Inc
0.56% RPM International Inc

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