VBR vs. VTWV
Compare and contrast key facts about Vanguard Small-Cap Value ETF (VBR) and Vanguard Russell 2000 Value ETF (VTWV).
VBR and VTWV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VBR is a passively managed fund by Vanguard that tracks the performance of the MSCI US Small Cap Value Index. It was launched on Jan 26, 2004. VTWV is a passively managed fund by Vanguard that tracks the performance of the Russell 2000 Value Index. It was launched on Sep 20, 2010. Both VBR and VTWV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBR or VTWV.
Correlation
The correlation between VBR and VTWV is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VBR vs. VTWV - Performance Comparison
Key characteristics
VBR:
0.18
VTWV:
0.02
VBR:
0.40
VTWV:
0.19
VBR:
1.05
VTWV:
1.02
VBR:
0.15
VTWV:
0.02
VBR:
0.49
VTWV:
0.04
VBR:
7.68%
VTWV:
9.15%
VBR:
21.25%
VTWV:
23.53%
VBR:
-62.01%
VTWV:
-45.73%
VBR:
-14.69%
VTWV:
-17.95%
Returns By Period
In the year-to-date period, VBR achieves a -6.97% return, which is significantly higher than VTWV's -9.78% return. Over the past 10 years, VBR has outperformed VTWV with an annualized return of 7.60%, while VTWV has yielded a comparatively lower 5.96% annualized return.
VBR
-6.97%
8.30%
-7.04%
1.63%
16.58%
7.60%
VTWV
-9.78%
7.86%
-9.76%
-2.38%
13.79%
5.96%
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VBR vs. VTWV - Expense Ratio Comparison
VBR has a 0.07% expense ratio, which is lower than VTWV's 0.15% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VBR vs. VTWV — Risk-Adjusted Performance Rank
VBR
VTWV
VBR vs. VTWV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Small-Cap Value ETF (VBR) and Vanguard Russell 2000 Value ETF (VTWV). 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.
Dividends
VBR vs. VTWV - Dividend Comparison
VBR's dividend yield for the trailing twelve months is around 2.30%, more than VTWV's 2.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBR Vanguard Small-Cap Value ETF | 2.30% | 1.98% | 2.12% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% | 1.77% |
VTWV Vanguard Russell 2000 Value ETF | 2.11% | 1.78% | 2.02% | 2.07% | 1.60% | 1.49% | 1.82% | 2.04% | 1.63% | 1.57% | 2.03% | 1.71% |
Drawdowns
VBR vs. VTWV - Drawdown Comparison
The maximum VBR drawdown since its inception was -62.01%, which is greater than VTWV's maximum drawdown of -45.73%. Use the drawdown chart below to compare losses from any high point for VBR and VTWV. For additional features, visit the drawdowns tool.
Volatility
VBR vs. VTWV - Volatility Comparison
Vanguard Small-Cap Value ETF (VBR) has a higher volatility of 12.13% compared to Vanguard Russell 2000 Value ETF (VTWV) at 11.19%. This indicates that VBR's price experiences larger fluctuations and is considered to be riskier than VTWV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.