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The Vanguard Small-Cap Value Index Fund ETF Shares (VBR) was launched on January 26, 2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market.

Small-cap value has done something in 2026 that few investors positioned for: it pulled meaningfully ahead of the growth complex that defined the prior decade.

The Federal Reserve has not been generous with rate cuts lately, and the Vanguard Small-Cap Value ETF (NYSEARCA:VBR | VBR Price Prediction) has the kind of interest rate sensitivity that makes that hurt.

Expense ratios, diversification, and long-term returns set these two small-cap value ETFs apart-see how their strategies stack up for investors.

After a long stretch of growth-stock dominance led by mega-cap technology, the 2026 tape tells a different story.

Explore how these popular small-cap value ETFs stack up in ways that matter for investors.

Expense ratios, drawdowns, and dividend yields reveal key differences between these small-cap value ETFs-see how each fund stacks up for portfolio fit.

Expense ratios, portfolio breadth, and risk metrics set these two small-cap value ETFs apart. See how their approaches impact long-term performance.

The iShares Morningstar Small-Cap Value ETF (ISCV) was launched on June 28, 2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market.

Vanguard Small-Cap Value ETF provides exposure to a broader basket of holdings at a significantly lower expense ratio than iShares S&P Mid-Cap 400 Value ETF. Vanguard Small-Cap Value ETF outperformed iShares S&P Mid-Cap 400 Value ETF on a total return basis over the last year and five years.

Designed to provide broad exposure to the Style Box - Small Cap Value category of the market, the WisdomTree U.S. SmallCap ETF (EES) is a smart beta exchange traded fund launched on 02/23/2007.

The Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV | AVUV Price Prediction) is the actively managed option on this list, and that distinction matters more than the label suggests.

Markets may be calming, but risks still linger. Here's why value ETFs deserve attention now.

BCS Wealth Management raised its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 102.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 7,237 shares of the company's stock after acquiring an additional 3,671 shares during the period. BCS

Vanguard Small-Cap Value ETF (NYSEARCA:VBR - Get Free Report) was the recipient of a large increase in short interest during the month of March. As of March 31st, there was short interest totaling 338,582 shares, an increase of 84.0% from the March 15th total of 183,973 shares. Approximately 0.2% of the shares of the company

Glass Jacobson Investment Advisors llc reduced its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 10.9% during the undefined quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 21,611 shares of the company's stock after selling 2,633 shares during the period. Vanguard Small-Cap Value

Ervin Investment Management LLC trimmed its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 93.4% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,586 shares of the company's stock after selling 22,431 shares during the period. Ervin

Clayton Financial Group LLC raised its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 28.9% during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 42,721 shares of the company's stock after purchasing an additional 9,581 shares during the period. Vanguard

Balance Wealth LLC decreased its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 52.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 47,740 shares of the company's stock after selling 52,673 shares during the quarter. Vanguard Small-Cap Value ETF

Inflation fears resurface as oil surges and volatility spikes, pushing investors toward commodity, quality and value ETFs to navigate rising risks.

Apella Capital LLC decreased its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 6.7% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 60,684 shares of the company's stock after selling 4,389 shares during the quarter. Apella

Rising oil prices threaten to derail Big Tech's massive AI push. Staying diversified with ETFs may be the smartest long-term move.

Looking for broad exposure to the Small Cap Value segment of the US equity market? You should consider the Vanguard Small-Cap Value Index Fund ETF Shares (VBR), a passively managed exchange traded fund launched on January 26, 2004.

Elevatus Welath Management bought a new position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 31,168 shares of the company's stock, valued at approximately $6,601,000. Vanguard Small-Cap Value ETF

Stephens Group Asset Management LLC boosted its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 0.7% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 381,201 shares of the company's stock after purchasing an additional 2,676 shares during the quarter. Vanguard Small-Cap

SLYV charges a higher expense ratio but has slightly outperformed VBR over the past year Both funds offer similar dividend yields and target small-cap value stocks, but SLYV holds fewer companies SLYV has experienced deeper drawdowns, while VBR has larger assets under management (AUM) and greater diversification

Vanguard Small-Cap Value ETF (VBR) remains a buy, offering attractive valuation and robust diversification across US SMID value stocks. VBR trades at a compelling 14.2x P/E with a 10.2% long-term EPS growth rate, resulting in a low 1.4x PEG ratio. Technical support is expected 5-15% below current levels, with strong demand zones near $193–$210 and a bullish seasonal trend into Q2.

The Vanguard Small-Cap Value ETF is a strong buy-the-dip candidate right now. Those situations have been hard to come by, but the ETF is in the middle of one right now.

Sector exposure, yield, and fund size set these two small-cap value ETFs apart-see how these factors could impact your investment approach.

Middle East tensions may keep markets volatile in the near term. Discover ETFs to buy and hold for long-term growth.

IWN has delivered a stronger one-year return but carries a higher expense ratio than VBR. VBR is more concentrated in industrials, while IWN leans more heavily into financial services and real estate.
