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BSMC vs VBR
Brandes U.S. Small-Mid Cap Value ETF vs Vanguard Small-Cap Value Index Fund ETF Shares
Key differences
- VBR costs 0.66% less per year.
- VBR is significantly larger than BSMC — larger funds tend to be more liquid and less likely to close.
- BSMC follows a active selection strategy; VBR uses index tracking.
- VBR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BSMC | VBR | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.05% |
| Fund size (AUM) | $164M | $64.9B |
| Since | 2023 | 2004 |
| Dividend yield | 0.94% | 1.78% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +26.1% | +26.3% |
| CAGR 3Y | N/A | +17.0% |
| CAGR 5Y | N/A | +8.0% |
| Sharpe 3Y | N/A | 0.76 |
| Volatility 1Y | 14.75% | 15.35% |
| Max drawdown | -19.14% | -45.28% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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