Vanguard Small-Cap Value ETF

VBR

Market cap $34.4B

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VBR carries a much lower expense ratio than IJJ and holds a broader basket of small-cap value stocks. IJJ tilts more heavily toward financials and mid-cap companies, with slightly less volatility over five years.

Small-caps have only outperformed the S&P 500 once since 2017. We're already seeing signs of a rotation into small caps and value stocks as investors question valuations.

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Launched on January 26, 2004, the Vanguard Small-Cap Value ETF (VBR) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity market.

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As geopolitical risks rise and volatility lingers, value investing stands out as an attractive strategy. Look at ETFs to simplify the implementation of the strategy.

VBR is much larger and more liquid than ISCV, but comes with a slightly higher expense ratio. ISCV holds more stocks, while VBR has delivered stronger five-year growth.

Vanguard Small-Cap Value ETF charges a lower expense ratio and manages a much larger asset base than State Street SPDR S&P 600 Small Cap Value ETF VBR has delivered stronger 1-year and 5-year total returns with slightly less historical drawdown Both funds tilt toward industrials and financials, but VBR holds considerably more stocks These 10 Stocks Could Mint the Next Wave of Millionaires ›

VBR carries a lower expense ratio and higher yield. IWN holds more stocks with a heavier tilt toward financials, while VBR leans industrial.