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