Screener
VBR vs VO
Vanguard Small-Cap Value Index Fund ETF Shares vs Vanguard Mid-Cap Index Fund ETF Shares
Key differences
Both VBR and VO are equity ETFs. VBR charges 0.05% a year and VO 0.03%. The main difference: VO is much larger than VBR. Larger funds are usually more liquid and less likely to close.
- VO is much larger than VBR. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| VBR | VO | |
|---|---|---|
| Annual cost (TER) | 0.05% | 0.03% |
| Fund size (AUM) | $65.5B | $218.8B |
| Since | 2004 | 2004 |
| Dividend yield | 1.76% | 1.37% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +27.8% | +18.6% |
| CAGR 3Y | +16.2% | +16.4% |
| CAGR 5Y | +8.4% | +7.9% |
| Sharpe 3Y | 0.73 | 0.86 |
| Volatility 1Y | 15.36% | 12.74% |
| Max drawdown | -45.28% | -39.37% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.