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Vanguard Small-Cap ETF (VB)

ETF · Currency in USD · Last updated Sep 21, 2023

VB is a passive ETF by Vanguard tracking the investment results of the CRSP US Small Cap. VB launched on Jan 26, 2004 and has a 0.05% expense ratio.

Summary

ETF Info

ISINUS9229087518
CUSIP922908751
IssuerVanguard
Inception DateJan 26, 2004
RegionNorth America (U.S.)
CategorySmall Cap Growth Equities
Index TrackedCRSP US Small Cap
ETF Home Pageadvisors.vanguard.com
Asset ClassEquity

Asset Class Size

Small-Cap

Asset Class Style

Blend

Expense Ratio

The Vanguard Small-Cap ETF has an expense ratio of 0.05% which is considered to be low.


0.05%
0.00%2.15%

Share Price Chart


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Performance

The chart shows the growth of an initial investment of $10,000 in Vanguard Small-Cap ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5.00%10.00%15.00%AprilMayJuneJulyAugustSeptember
7.92%
11.48%
VB (Vanguard Small-Cap ETF)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with VB

Vanguard Small-Cap ETF

Popular comparisons: VB vs. VBR, VB vs. SCHA, VB vs. VIOO, VB vs. VBK, VB vs. VOO, VB vs. VTWO, VB vs. IJR, VB vs. VXF, VB vs. DFAS, VB vs. ISCB

Return

Vanguard Small-Cap ETF had a return of 5.99% year-to-date (YTD) and 6.31% in the last 12 months. Over the past 10 years, Vanguard Small-Cap ETF had an annualized return of 8.17%, while the S&P 500 had an annualized return of 9.93%, indicating that Vanguard Small-Cap ETF did not perform as well as the benchmark.


PeriodReturnBenchmark
1 month-1.29%0.06%
6 months7.47%11.82%
Year-To-Date5.99%14.66%
1 year6.31%14.17%
5 years (annualized)4.83%8.51%
10 years (annualized)8.17%9.93%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2023-2.30%-3.63%-1.19%-1.97%8.74%4.96%-3.70%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for Vanguard Small-Cap ETF (VB) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
VB
Vanguard Small-Cap ETF
0.30
^GSPC
S&P 500
0.74

Sharpe Ratio

The current Vanguard Small-Cap ETF Sharpe ratio is 0.30. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio-0.500.000.501.00AprilMayJuneJulyAugustSeptember
0.30
0.82
VB (Vanguard Small-Cap ETF)
Benchmark (^GSPC)

Dividend History

Vanguard Small-Cap ETF granted a 2.08% dividend yield in the last twelve months. The annual payout for that period amounted to $4.01 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$4.01$2.91$2.80$2.23$2.30$2.20$2.00$1.93$1.64$1.67$1.44$1.50

Dividend yield

2.08%1.61%1.27%1.19%1.47%1.79%1.47%1.65%1.66%1.63%1.51%2.17%

Monthly Dividends

The table displays the monthly dividend distributions for Vanguard Small-Cap ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.00$0.75$0.00$0.00$0.76$0.00$0.00
2022$0.00$0.00$0.56$0.00$0.00$0.59$0.00$0.00$0.67$0.00$0.00$1.10
2021$0.00$0.00$0.56$0.00$0.00$0.56$0.00$0.00$0.59$0.00$0.00$1.09
2020$0.00$0.00$0.47$0.00$0.00$0.32$0.00$0.00$0.54$0.00$0.00$0.89
2019$0.00$0.00$0.48$0.00$0.00$0.48$0.00$0.00$0.45$0.00$0.00$0.89
2018$0.00$0.00$0.46$0.00$0.00$0.38$0.00$0.00$0.65$0.00$0.00$0.72
2017$0.00$0.00$0.42$0.00$0.00$0.26$0.00$0.00$0.53$0.00$0.00$0.78
2016$0.00$0.00$0.31$0.00$0.00$0.30$0.00$0.00$0.57$0.00$0.00$0.75
2015$0.00$0.00$0.05$0.00$0.00$0.00$0.00$0.00$0.96$0.00$0.00$0.63
2014$0.00$0.00$0.01$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.66
2013$0.00$0.00$0.02$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.42
2012$0.02$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.48

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-20.00%-15.00%-10.00%-5.00%AprilMayJuneJulyAugustSeptember
-17.05%
-8.22%
VB (Vanguard Small-Cap ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the Vanguard Small-Cap ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Vanguard Small-Cap ETF is 59.58%, recorded on Mar 9, 2009. It took 451 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-59.58%Jul 16, 2007416Mar 9, 2009451Dec 20, 2010867
-42.05%Feb 21, 202022Mar 23, 2020161Nov 9, 2020183
-28.3%May 2, 2011108Oct 3, 2011234Sep 6, 2012342
-28.15%Nov 9, 2021152Jun 16, 2022
-24.55%Aug 30, 201880Dec 24, 2018233Nov 26, 2019313

Volatility Chart

The current Vanguard Small-Cap ETF volatility is 3.95%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%AprilMayJuneJulyAugustSeptember
3.95%
3.27%
VB (Vanguard Small-Cap ETF)
Benchmark (^GSPC)

Alternatives


SymbolInceptionExpense RatioYTD Ret.10Y Ann. Ret.Div. YieldMax. DrawdownSharpe RatioSortino ratioOmega ratioCalmar ratioUlcer Index
DFASJun 14, 20210.34%4.5%N/A1.1%-24.8%0.30.71.10.56.5%
ISCBJun 28, 20040.04%6.1%6.4%1.7%-61.3%0.20.61.10.37.0%
SCHANov 3, 20090.04%4.9%7.2%1.9%-42.4%0.20.51.10.26.9%
VBKJan 26, 20040.07%9.2%7.5%0.9%-58.7%0.20.41.00.45.9%
VBRJan 26, 20040.07%3.9%8.3%2.8%-62.0%0.30.51.10.57.2%
VIOOSep 7, 20100.10%2.2%8.3%1.5%-44.2%0.10.51.10.27.7%
VXFDec 27, 20010.06%10.4%8.1%1.4%-58.0%0.30.71.10.56.4%

Portfolios with Vanguard Small-Cap ETF


Portfolio NameYTD Return10Y ReturnDiv. Yield10Y VolatilityMax. DrawdownExpense RatioSharpe RatioSortino ratioOmega ratioCalmar ratioUlcer Index
Bill Bernstein No Brainer Portfolio7.95%6.74%2.43%13.25%-27.91%0.04%0.751.11.11.43.1%
Bill Schultheis Coffee House Portfolio3.97%5.78%2.93%10.72%-24.01%0.05%0.470.61.10.83.4%
FundAdvice Ultimate Buy & Hold Portfolio4.73%4.48%2.83%9.93%-21.19%0.14%0.741.11.11.32.6%
Larry Swedroe Simple Portfolio3.29%5.32%2.53%10.90%-39.91%0.20%0.500.71.10.83.4%