Vanguard Small-Cap ETF (VB)
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.
ETF Info
| ISIN | US9229087518 |
|---|---|
| CUSIP | 922908751 |
| Issuer | Vanguard |
| Inception Date | Jan 26, 2004 |
| Region | North America (U.S.) |
| Category | Small Cap Growth Equities |
| Index Tracked | CRSP US Small Cap |
| ETF Home Page | advisors.vanguard.com |
| Asset Class | Equity |
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.
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.
Compare to other instruments
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.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | -1.29% | 0.06% |
| 6 months | 7.47% | 11.82% |
| Year-To-Date | 5.99% | 14.66% |
| 1 year | 6.31% | 14.17% |
| 5 years (annualized) | 4.83% | 8.51% |
| 10 years (annualized) | 8.17% | 9.93% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
VB Vanguard Small-Cap ETF | 0.30 | ||||
^GSPC S&P 500 | 0.74 |
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.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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.
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, 2007 | 416 | Mar 9, 2009 | 451 | Dec 20, 2010 | 867 |
| -42.05% | Feb 21, 2020 | 22 | Mar 23, 2020 | 161 | Nov 9, 2020 | 183 |
| -28.3% | May 2, 2011 | 108 | Oct 3, 2011 | 234 | Sep 6, 2012 | 342 |
| -28.15% | Nov 9, 2021 | 152 | Jun 16, 2022 | — | — | — |
| -24.55% | Aug 30, 2018 | 80 | Dec 24, 2018 | 233 | Nov 26, 2019 | 313 |
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.
Alternatives
| Symbol | Inception | Expense Ratio | YTD Ret. | 10Y Ann. Ret. | Div. Yield | Max. Drawdown | Sharpe Ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DFAS | Jun 14, 2021 | 0.34% | 4.5% | N/A | 1.1% | -24.8% | 0.3 | 0.7 | 1.1 | 0.5 | 6.5% |
| ISCB | Jun 28, 2004 | 0.04% | 6.1% | 6.4% | 1.7% | -61.3% | 0.2 | 0.6 | 1.1 | 0.3 | 7.0% |
| SCHA | Nov 3, 2009 | 0.04% | 4.9% | 7.2% | 1.9% | -42.4% | 0.2 | 0.5 | 1.1 | 0.2 | 6.9% |
| VBK | Jan 26, 2004 | 0.07% | 9.2% | 7.5% | 0.9% | -58.7% | 0.2 | 0.4 | 1.0 | 0.4 | 5.9% |
| VBR | Jan 26, 2004 | 0.07% | 3.9% | 8.3% | 2.8% | -62.0% | 0.3 | 0.5 | 1.1 | 0.5 | 7.2% |
| VIOO | Sep 7, 2010 | 0.10% | 2.2% | 8.3% | 1.5% | -44.2% | 0.1 | 0.5 | 1.1 | 0.2 | 7.7% |
| VXF | Dec 27, 2001 | 0.06% | 10.4% | 8.1% | 1.4% | -58.0% | 0.3 | 0.7 | 1.1 | 0.5 | 6.4% |
Portfolios with Vanguard Small-Cap ETF
| Portfolio Name | YTD Return | 10Y Return | Div. Yield | 10Y Volatility | Max. Drawdown | Expense Ratio | Sharpe Ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Bill Bernstein No Brainer Portfolio | 7.95% | 6.74% | 2.43% | 13.25% | -27.91% | 0.04% | 0.75 | 1.1 | 1.1 | 1.4 | 3.1% |
| Bill Schultheis Coffee House Portfolio | 3.97% | 5.78% | 2.93% | 10.72% | -24.01% | 0.05% | 0.47 | 0.6 | 1.1 | 0.8 | 3.4% |
| FundAdvice Ultimate Buy & Hold Portfolio | 4.73% | 4.48% | 2.83% | 9.93% | -21.19% | 0.14% | 0.74 | 1.1 | 1.1 | 1.3 | 2.6% |
| Larry Swedroe Simple Portfolio | 3.29% | 5.32% | 2.53% | 10.90% | -39.91% | 0.20% | 0.50 | 0.7 | 1.1 | 0.8 | 3.4% |