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Vanguard Small-Cap Value ETF (VBR)

small-cap value us-equity

The Vanguard Small-Cap Value ETF targets small-sized U.S. companies that are considered undervalued by the market. This fund provides exposure to a segment of the market that has historically outperformed over long periods, though with higher volatility. It's an excellent choice for investors looking to add a value tilt to their portfolio and who believe in the potential of smaller, underappreciated companies.

Key Info

AUM $25.82B
Expense Ratio 0.07%
Inception Date January 26, 2004
Distribution Frequency Quarterly
Weighting Method Market Cap
Number of Holdings 849
Tracking Index CRSP US Small Cap Value Index

See Also

IWN IJR VB

Last updated: September 5, 2024