Screener
VHT vs VBR
Vanguard Health Care Index Fund ETF Shares vs Vanguard Small-Cap Value Index Fund ETF Shares
Key differences
Both VHT and VBR are equity ETFs. VHT charges 0.09% a year and VBR 0.05%. The main difference: VBR is much larger than VHT. Larger funds are usually more liquid and less likely to close.
- VBR is much larger than VHT. Larger funds are usually more liquid and less likely to close.
- Over the last three years, VBR has delivered higher annualized returns.
Side-by-side comparison
| VHT | VBR | |
|---|---|---|
| Annual cost (TER) | 0.09% | 0.05% |
| Fund size (AUM) | $19.0B | $65.5B |
| Since | 2004 | 2004 |
| Dividend yield | 1.68% | 1.76% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +16.6% | +27.8% |
| CAGR 3Y | +7.8% | +16.2% |
| CAGR 5Y | +5.2% | +8.4% |
| Sharpe 3Y | 0.35 | 0.73 |
| Volatility 1Y | 14.70% | 15.36% |
| Max drawdown | -28.85% | -45.28% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.