Vanguard - Small-Cap Value ETF Symbol: VBR

The Small-Cap Value ETF fund, symbol VBR, is an exchange traded fund (ETF) within the Vanguard family. There are multiple other funds which offer a practically identical return profile to VBR, available as a mutual fund from Vanguard Mutual Funds.

What is similar to VBR?

When comparing both daily movements and return profile, there are multiple funds which are practically identical to VBR, Vanguard's Small-Cap Value ETF fund. VSIAX (Vanguard Mutual Funds Small-Cap Value Index Fund Admiral Shares), and VSIIX (Vanguard Mutual Funds Small-Cap Value Index Fund Institutional Shares).
Similarity Symbol Fund Family Fund Name Compare
Practically Identical VSIIX Vanguard Mutual Funds Small-Cap Value Index Fund Institutional Shares
Practically Identical VSIAX Vanguard Mutual Funds Small-Cap Value Index Fund Admiral Shares

What is the Vanguard Mutual Funds equivalent of VBR?

We track 2 Vanguard Mutual Funds mutual funds which are practically identical to VBR, and 1 Vanguard Mutual Funds mutual fund which is extremely similar to VBR: VSIAX (Small-Cap Value Index Fund Admiral Shares), VSIIX (Small-Cap Value Index Fund Institutional Shares), and VEVFX (Explorer Value Fund).

Similarity Symbol Fund Family Fund Name Compare
Practically Identical VSIAX Vanguard Mutual Funds Small-Cap Value Index Fund Admiral Shares
Practically Identical VSIIX Vanguard Mutual Funds Small-Cap Value Index Fund Institutional Shares
Extremely Similar VEVFX Vanguard Mutual Funds Explorer Value Fund

What is the iShares equivalent of VBR?

We track 1 iShares ETF which is extremely similar to Vanguard's VBR: IJJ (S&P Mid-Cap 400 Value ETF).

Similarity Symbol Fund Family Fund Name Compare
Extremely Similar IJJ iShares S&P Mid-Cap 400 Value ETF

Which Vanguard funds are most similar to VBR?

Similarity Symbol Fund Family Fund Name Compare
Similar VFVA Vanguard U.S. Value Factor ETF
Similar VB Vanguard Small-Cap ETF
Similar VOE Vanguard Mid-Cap Value ETF
Similar IVOO Vanguard S&P Mid-Cap 400 ETF
Similar VTWO Vanguard Russell 2000 ETF

Which Non-Vanguard funds are most similar to VBR?

Similarity Symbol Fund Family Fund Name Compare
Practically Identical VSIAX Vanguard Mutual Funds Small-Cap Value Index Fund Admiral Shares
Practically Identical VSIIX Vanguard Mutual Funds Small-Cap Value Index Fund Institutional Shares
Extremely Similar VEVFX Vanguard Mutual Funds Explorer Value Fund
Extremely Similar IJJ iShares S&P Mid-Cap 400 Value ETF
Very Similar FNDA Schwab Fundamental U.S. Small Company Index ETF

Which Vanguard funds are negatively correlated to VBR?

Correlation Symbol Fund Family Fund Name Compare
-41.9% VGLT Vanguard Long-Term Treasury ETF
-38.6% VGIT Vanguard Intermediate-Term Treasury ETF
-38.4% EDV Vanguard Extended Duration Treasury ETF
-34.5% VGSH Vanguard Short-Term Treasury ETF
-12.4% BIV Vanguard Intermediate-Term Bond ETF
-10.9% BLV Vanguard Long-Term Bond ETF
-7.8% BSV Vanguard Short-Term Bond ETF
1.5% BND Vanguard Total Bond Market ETF
9.3% VMBS Vanguard Mortgage-Backed Securities ETF
9.8% BNDX Vanguard Total International Bond ETF

Which Non-Vanguard funds are negatively correlated to VBR?

Correlation Symbol Fund Family Fund Name Compare
-96.9% MYY PowerShares Short MidCap400
-96.3% RWM PowerShares Short Russell2000
-95.9% MZZ PowerShares UltraShort MidCap400
-95.4% TWM PowerShares UltraShort Russell2000
-94.6% SRTY PowerShares UltraPro Short Russell2000
-94.3% SBB PowerShares Short SmallCap600
-92.4% SDD PowerShares UltraShort SmallCap600
-90.8% SEF PowerShares Short Financials
-89.4% SKF PowerShares UltraShort Financials
-89.2% DOG PowerShares Short Dow30

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