ETF Versus

VBR vs VOO

Vanguard Small-Cap Value Index Fund ETF Shares vs Vanguard S&P 500 ETF

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
VOO

Vanguard S&P 500 ETF (VOO) is an exchange-traded fund that provides exposure to large-cap U.S. equities across growth and value styles. Launched in 2010, the fund has a 16-year track record.

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

Quick Verdict

VOO has edged ahead over the past year (16.1% vs 15.0%).

Key Metrics

Metric VBR VOO
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 Blend

Performance Chart

Indexed to 100 at start (5-year comparison)

85 103 121 139 157 175 2021-04 2022-06 2023-09 2024-12 2026-04
VBR +29.6%
VOO +61.3%

Performance Comparison

Period VBR VOO Difference
1 Month -4.01% -3.74% -0.27%
3 Months +1.73% -4.14% +5.87%
6 Months +3.54% -2.45% +5.99%
YTD +1.73% -4.14% +5.87%
1 Year +15.02% +16.07% -1.05%
3 Years +37.32% +59.52% -22.20%
5 Years +29.61% +61.27% -31.66%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period VBR Fees VOO 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 VOO
Annualized Volatility 19.9% 16.8%
Max Drawdown -25.1% -25.4%
Sharpe Ratio 0.14 0.39

Dividend Comparison

Metric VBR VOO
Annual Dividend (per share) $4.14 $7.13
Dividend Yield 1.90% 1.18%
Distribution Frequency Quarterly Quarterly

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