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VBR vs VOE

Vanguard Small-Cap Value Index Fund ETF Shares vs Vanguard Mid-Cap Value Index Fund

VBR

Vanguard Small-Cap Value Index Fund ETF Shares

Vanguard

Annual cost

0.05%

Fund size

$64.9B

VOE

Vanguard Mid-Cap Value Index Fund

Vanguard

Annual cost

0.05%

Fund size

$36.7B

Side-by-side comparison

VBRVOE
Annual cost (TER)0.05%0.05%
Fund size (AUM)$64.9B$36.7B
Since20042006
Dividend yield1.78%1.88%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.3%+23.7%
CAGR 3Y+17.0%+16.6%
CAGR 5Y+8.0%+8.6%
Sharpe 3Y0.760.92
Volatility 1Y15.35%11.61%
Max drawdown-45.28%-43.18%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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