The Small-Cap Value fund is an exchange traded fund (ETF) within the Vanguard family. An extremely similar return profile for VBR can be found in 30 other funds we are tracking.

Within the Vanguard family of funds, the most positively correlated other funds are Mid-Cap Value, Small-Cap, Mid-Cap, Extended Market, Total Stock Market.

Outside of the Vanguard family, the most positively correlated other funds are SPDR - S&P 400 Mid Cap Value, iShares - S&P Small-Cap 600 Value ETF, iShares - S&P Mid-Cap 400 Value ETF, iShares - Russell Mid-Cap Value ETF, Vanguard Mutual Funds - Target Retirement 2055.

Extremely Similar Funds

There are multiple other funds which have extremely high correlation to Vanguard's Small-Cap Value fund.
99.9% MDYV SPDR S&P 400 Mid Cap Value
99.9% VOE Vanguard Mid-Cap Value
99.8% IJS iShares S&P Small-Cap 600 Value ETF
99.8% IJJ iShares S&P Mid-Cap 400 Value ETF
99.8% IWS iShares Russell Mid-Cap Value ETF
99.8% VFFVX Vanguard Mutual Funds Target Retirement 2055
99.8% SLYV SPDR S&P 600 Small Cap Value
99.8% JKJ iShares Morningstar Small-Cap ETF
99.8% JKI iShares Morningstar Mid-Cap Value ETF
99.8% SCHM Schwab Mid-Cap Core
99.8% FSCLX Fidelity Spartan Mid-Cap Index Fund - Investor Class
99.8% FSCKX Fidelity Spartan Mid-Cap Index Fund - Fidelity Advantage Class
99.8% IJR iShares Core S&P Small-Cap ETF
99.7% IWR iShares Russell Mid-Cap ETF
99.7% VSMAX Vanguard Mutual Funds Small-Cap Index Admiral Shares
99.7% VB Vanguard Small-Cap
99.7% PRF PowerShares FTSE RAFI US 1000 Portfolio
99.7% VTMSX Vanguard Mutual Funds Tax-Managed Small-Cap Admiral Shares
99.7% VTTSX Vanguard Mutual Funds Target Retirement 2060
99.7% SCHA Schwab Small-Cap Core
99.7% VMVAX Vanguard Mutual Funds Mid-Cap Value Index Admiral
99.7% VO Vanguard Mid-Cap
99.7% VIMAX Vanguard Mutual Funds Mid-Cap Index Admiral Shares
99.7% VEVFX Vanguard Mutual Funds Explorer Value
99.7% VSTCX Vanguard Mutual Funds Strategic Small-Cap Equity
99.7% VASVX Vanguard Mutual Funds Selected Value
99.7% VEXAX Vanguard Mutual Funds Extended Market Index Admiral Shares
99.7% IWM iShares Russell 2000 ETF
99.7% JKG iShares Morningstar Mid-Cap ETF
99.6% VXF Vanguard Extended Market

Performance for the previous 2 years


Positively Correlated Vanguard ETFs
VOE Vanguard Mid-Cap Value 99.9%
VB Vanguard Small-Cap 99.7%
VO Vanguard Mid-Cap 99.7%
VXF Vanguard Extended Market 99.6%
VTI Vanguard Total Stock Market 99.5%
Negatively Correlated Vanguard funds
VTIP Vanguard Short-Term Inflation-Protected Securities -55.8%
VFH Vanguard Financials 49.4%
VWO Vanguard FTSE Emerging Markets 54.2%
BSV Vanguard Short-Term Bond 71.5%
VDE Vanguard Energy 73.7%

Positively Correlated Non-Vanguard funds
MDYV SPDR S&P 400 Mid Cap Value 99.9%
IJS iShares S&P Small-Cap 600 Value ETF 99.8%
IJJ iShares S&P Mid-Cap 400 Value ETF 99.8%
IWS iShares Russell Mid-Cap Value ETF 99.8%
VFFVX Vanguard Mutual Funds Target Retirement 2055 99.8%
Negatively Correlated Non-Vanguard funds
RING iShares MSCI Global Gold Miners ETF -88.7%
SLVP iShares MSCI Global Silver Miners ETF -86.2%
EWZS iShares MSCI Brazil Small-Cap ETF -79.3%
ERUS iShares MSCI Russia Capped ETF -75.3%
EMEY iShares MSCI Emerging Markets Energy Capped ETF -73.4%

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