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VOE vs VBR

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

VOE

Vanguard Mid-Cap Value Index Fund

Annual cost

0.05%

Fund size

$36.6B

VBR

Vanguard Small-Cap Value Index Fund ETF Shares

Annual cost

0.05%

Fund size

$65.5B

Key differences

Both VOE and VBR are equity ETFs. VOE charges 0.05% a year and VBR 0.05%.

Side-by-side comparison

VOEVBR
Annual cost (TER)0.05%0.05%
Fund size (AUM)$36.6B$65.5B
Since20062004
Dividend yield1.89%1.76%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.9%+27.8%
CAGR 3Y+16.5%+16.2%
CAGR 5Y+8.9%+8.4%
Sharpe 3Y0.920.73
Volatility 1Y11.63%15.36%
Max drawdown-43.18%-45.28%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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