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VIOV vs BUSA

Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares vs Brandes U.S. Value ETF

VIOV

Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares

Vanguard

Annual cost

0.10%

Fund size

$1.8B

BUSA

Brandes U.S. Value ETF

Brandes

Annual cost

0.60%

Fund size

$292M

Key differences

  • VIOV costs 0.50% less per year.
  • VIOV is significantly larger than BUSA — larger funds tend to be more liquid and less likely to close.
  • VIOV follows a index tracking strategy; BUSA uses active selection.
  • VIOV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

VIOVBUSA
Annual cost (TER)0.10%0.60%
Fund size (AUM)$1.8B$292M
Since20102023
Dividend yield1.61%1.48%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+38.7%+23.9%
CAGR 3Y+15.0%N/A
CAGR 5Y+5.9%N/A
Sharpe 3Y0.60N/A
Volatility 1Y18.61%11.96%
Max drawdown-47.36%-14.19%

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

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