ETF Versus

VBR vs VUG

Vanguard Small-Cap Value Index Fund ETF Shares vs Vanguard Growth 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
VUG

Vanguard Growth Index Fund ETF Shares (VUG) is an exchange-traded fund that provides exposure to large-cap U.S. growth stocks with above-average earnings potential. Launched in 2004, the fund has a 22-year track record.

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

Quick Verdict

VUG has edged ahead over the past year (17.0% vs 15.0%).

Key Metrics

Metric VBR VUG
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 Growth

Performance Chart

Indexed to 100 at start (5-year comparison)

75 98 121 144 167 190 2021-04 2022-06 2023-09 2024-12 2026-04
VBR +29.6%
VUG +66.0%

Performance Comparison

Period VBR VUG Difference
1 Month -4.01% -3.87% -0.14%
3 Months +1.73% -9.18% +10.91%
6 Months +3.54% -8.96% +12.50%
YTD +1.73% -9.18% +10.91%
1 Year +15.02% +17.03% -2.01%
3 Years +37.32% +77.18% -39.86%
5 Years +29.61% +66.01% -36.40%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period VBR Fees VUG 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 VUG
Annualized Volatility 19.9% 22.2%
Max Drawdown -25.1% -36.0%
Sharpe Ratio 0.14 0.37

Dividend Comparison

Metric VBR VUG
Annual Dividend (per share) $4.14 $1.99
Dividend Yield 1.90% 0.45%
Distribution Frequency Quarterly Quarterly

Which One Should You Choose?

Choose VUG if...

recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.

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