VBR Fund Comparisons

VBR is shown with FundQuant's current comparable-fund evidence. Current comparable funds include ISCV, IVOV, MDYV. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
VBR
Name
Vanguard Small-Cap Value Index Fund
Type
1940 Act ETF
Originator
Vanguard
Asset class
equity
Net expense ratio
0.05%
AUM
$67.8B

Comparable Funds

FundQuant reviewed 1,851 active searchable funds, 435 ETFs, 1,414 mutual funds and returned 3 comparable funds for VBR.

  1. ISCV - iShares Morningstar Small-Cap Value ETF (1940 Act ETF; BlackRock / iShares; equity; Closest Fit; fit score 94)
  2. IVOV - Vanguard S&P Mid-Cap 400 Value Index Fund (1940 Act ETF; Vanguard; equity; Strong Fit; fit score 93)
  3. MDYV - SPDR(R) S & P 400 Mid Cap Value ETF (1940 Act ETF; SPDR / State Street; equity; Strong Fit; fit score 93)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/VBR/comps