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VBR vs SPLV
Vanguard Small-Cap Value Index Fund ETF Shares vs Invesco S&P 500 Low Volatility ETF
Key differences
- VBR costs 0.20% less per year.
- VBR is significantly larger than SPLV — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, VBR has delivered higher annualized returns.
- VBR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| VBR | SPLV | |
|---|---|---|
| Annual cost (TER) | 0.05% | 0.25% |
| Fund size (AUM) | $64.9B | $7.2B |
| Since | 2004 | 2011 |
| Dividend yield | 1.78% | 2.11% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +26.3% | +4.3% |
| CAGR 3Y | +17.0% | +8.2% |
| CAGR 5Y | +8.0% | +6.1% |
| Sharpe 3Y | 0.76 | 0.45 |
| Volatility 1Y | 15.35% | 9.71% |
| Max drawdown | -45.28% | -36.26% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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