ETF Versus

VBR vs VONV

Vanguard Small-Cap Value Index Fund ETF Shares vs Vanguard Russell 1000 Value Index Fund ETF Shares

Last updated: 2026-04-02

VBR

Vanguard Small-Cap Value Index Fund ETF Shares (VBR) is an exchange-traded fund that provides exposure to us small cap value securities. Launched in 2004, the fund has a 22-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2004-01-30
VONV

Vanguard Russell 1000 Value Index Fund ETF Shares (VONV) is an exchange-traded fund that provides exposure to large-cap U.S. value stocks trading at below-market valuations. Launched in 2010, the fund has a 16-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2010-09-22

Quick Verdict

VBR has edged ahead over the past year (15.0% vs 13.5%).

Key Metrics

Metric VBR VONV
Expense Ratio N/A N/A
Dividend Yield N/A N/A
Fund Family N/A N/A
Category US Small Cap Value US Large Cap Value

Performance Chart

Indexed to 100 at start (5-year comparison)

85 98 111 124 137 150 2021-04 2022-06 2023-09 2024-12 2026-04
VBR +29.6%
VONV +39.4%

Performance Comparison

Period VBR VONV Difference
1 Month -4.01% -3.32% -0.69%
3 Months +1.73% +1.28% +0.45%
6 Months +3.54% +4.67% -1.13%
YTD +1.73% +1.28% +0.45%
1 Year +15.02% +13.48% +1.54%
3 Years +37.32% +40.36% -3.04%
5 Years +29.61% +39.42% -9.81%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period VBR Fees VONV Fees You Save
$10,000 10 years $0 $0 $0
$10,000 20 years $0 $0 $0
$10,000 30 years $0 $0 $0
$50,000 10 years $0 $0 $0
$50,000 30 years $0 $0 $0
$100,000 30 years $0 $0 $0

Risk Metrics

Based on 5 years of daily returns

Metric VBR VONV
Annualized Volatility 19.9% 14.8%
Max Drawdown -25.1% -20.2%
Sharpe Ratio 0.14 0.22

Dividend Comparison

Metric VBR VONV
Annual Dividend (per share) $4.14 $1.71
Dividend Yield 1.90% 1.81%
Distribution Frequency Quarterly Quarterly

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