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SLYV vs VBR

Comparison between STATE STREET(R) SPDR(R) S & P 600(TM) SMALL CAP VALUE ETF (SLYV, ETF) and VANGUARD SMALL-CAP VALUE INDEX FUND ETF SHARES (VBR, ETF).

5-Year PerformanceVBR has outperformed SLYV, delivering a return of +7.9% compared to +5.6%

SLYV vs VBR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SLYV
$4.60B
Winner
VBR
$65B
Expense Ratio
SLYV
0.15%
Winner
VBR
0.05%
Max Drawdown
Winner
SLYV
63.11%
VBR
64.05%
Sharpe Ratio
Winner
SLYV
1.61
VBR
1.36
5Y Beta
SLYV
1.00
Winner
VBR
0.92
P/E Ratio
SLYV
78.78
Winner
VBR
26.98
Forward P/E
Winner
SLYV
13.17
VBR
13.72
5Y Dividends CAGR
SLYV
12.15%
Winner
VBR
15.44%
5Y EPS CAGR
SLYV
4.43%
Winner
VBR
8.35%
Debt to Equity
Winner
SLYV
51.95%
VBR
66.38%
P/S Ratio
Winner
SLYV
0.85
VBR
1.14
P/B Ratio
Winner
SLYV
1.54
VBR
2.01

SLYV vs VBR - Holdings Comparison

SLYV and VBR have 254 common holdings. Overlap is 13.98%

SLYV's top 25 holdings weight is 17.35%. VBR's top 25 holdings weight is 12.67%.

RankSLYVVBR
#1
MOLINA HEALTHCARE INC (MOH) - 1.06%
JABIL INC (JBL) - 0.77%
#2
ENPHASE ENERGY INC (ENPH) - 1.02%
FLEX LTD (FLEX) - 0.76%
#3
EASTMAN CHEMICAL CO (EMN) - 0.99%
NRG ENERGY INC (NRG) - 0.75%
#4
MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.99%
ATMOS ENERGY CORP (ATO) - 0.71%
#5
JACKSON FINANCIAL INC (JXN) - 0.87%
TAPESTRY INC (TPR) - 0.67%
#6
SM ENERGY CO (SM) - 0.84%
UNITED THERAPEUTICS CORP (UTHR) - 0.57%
#7
LKQ CORP (LKQ) - 0.81%
OMNICOM GROUP INC (OMC) - 0.54%
#8
PAYCOM SOFTWARE INC (PAYC) - 0.75%
SLCMT1142 (n/a) - 0.52%
#9
VISHAY INTERTECHNOLOGY INC (VSH) - 0.73%
WILLIAMS-SONOMA INC (WSM) - 0.49%
#10
VERSANT MEDIA GROUP INC CLASS A (VSNT) - 0.72%
C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.49%
#11
LINCOLN NATIONAL CORP (LNC) - 0.70%
US FOODS HOLDING CORP (USFD) - 0.47%
#12
LAMB WESTON HOLDINGS INC (LW) - 0.68%
BUNGE GLOBAL SA (BG) - 0.45%
#13
TELEFLEX INC (TFX) - 0.68%
EMCOR GROUP INC (EME) - 0.45%
#14
CELANESE CORP CLASS A (CE) - 0.67%
SMURFIT WESTROCK PLC (SW) - 0.45%
#15
MATSON INC (MATX) - 0.67%
CF INDUSTRIES HOLDINGS INC (CF) - 0.43%
#16
CARMAX INC (KMX) - 0.67%
MKS INC (MKSI) - 0.43%
#17
CAESARS ENTERTAINMENT INC (CZR) - 0.67%
RELIANCE INC (RS) - 0.43%
#18
KULICKE & SOFFA INDUSTRIES INC (KLIC) - 0.66%
JB HUNT TRANSPORT SERVICES INC (JBHT) - 0.43%
#19
MOHAWK INDUSTRIES INC (MHK) - 0.63%
ITT INC (ITT) - 0.42%
#20
ATLANTIC UNION BANKSHARES CORP (AUB) - 0.63%
ILLUMINA INC (ILMN) - 0.42%
#21
ADVANCE AUTO PARTS INC (AAP) - 0.39%
DUPONT DE NEMOURS INC (DD) - 0.42%
#22
FIRST FINANCIAL BANCORP (FFBC) - 0.38%
F5 INC (FFIV) - 0.42%
#23
H.B. FULLER CO (FUL) - 0.38%
OVINTIV INC (OVV) - 0.40%
#24
PHOTRONICS INC (PLAB) - 0.38%
VIATRIS INC (VTRS) - 0.39%
#25
APPLE HOSPITALITY REIT INC (APLE) - 0.38%
EAST WEST BANCORP INC (EWBC) - 0.39%
Total Holdings420837

SLYV vs VBR - Historical Returns

Returns include dividend reinvestment.

1M
SLYV
+0.68%
Winner
VBR
+0.94%
3M
Winner
SLYV
+7.47%
VBR
+4.84%
6M
Winner
SLYV
+14.72%
VBR
+11.32%
1Y
Winner
SLYV
+37.02%
VBR
+26.15%
5Y(CAGR)
SLYV
+5.57%
Winner
VBR
+7.88%
10Y(CAGR)
SLYV
+10.00%
Winner
VBR
+10.37%
Max(CAGR)
Winner
SLYV
+10.60%
VBR
+9.48%

SLYV vs VBR - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearSLYVVBR
2026+13.69%+9.92%
2025+6.95%+9.44%
2024+7.71%+12.56%
2023+14.75%+16.36%
2022-12.49%-10.07%
2021+32.09%+30.18%
2020+2.89%+6.01%
2019+22.93%+22.50%
2018-13.66%-12.95%
2017+10.65%+10.98%
2016+33.70%+26.76%
2015-6.11%-4.44%
2014+8.03%+11.77%
2013+36.44%+32.77%
2012+14.72%+17.01%
2011-3.60%-5.79%
2010+22.52%+22.76%
2009+34.31%+29.07%
2008-32.98%-31.00%
2007-4.23%-7.16%
2006+17.84%+17.31%
2005+7.43%+7.83%
2004+17.66%+20.49%
2003+40.39%N/A
2002-2.12%N/A
2001+15.20%N/A
2000+12.56%N/A

SLYV vs VBR Drawdown Comparison

The maximum drawdown for SLYV was -61.18%, occurring on Mar 9, 2009. Recovery took 928 trading sessions.

The maximum drawdown for VBR was -61.99%, occurring on Mar 9, 2009. Recovery took 933 trading sessions.

The current SLYV drawdown is -1.65%. The current VBR drawdown is -1.10%.

RankSLYVVBR
#1-61.18%
Jun 4, 2007 - Feb 7, 2011		-61.99%
Jun 4, 2007 - Feb 14, 2011
#2-47.71%
Aug 22, 2018 - Jan 6, 2021		-45.28%
Jan 16, 2020 - Nov 24, 2020
#3-28.68%
Nov 25, 2024 - Dec 10, 2025		-27.93%
Apr 29, 2011 - Sep 6, 2012
#4-27.05%
May 3, 2002 - Jul 7, 2003		-24.19%
Nov 25, 2024 - Dec 5, 2025
#5-26.79%
Jul 7, 2011 - Feb 1, 2012		-23.49%
Aug 29, 2018 - Jan 16, 2020
#6-24.16%
Nov 5, 2021 - Jul 16, 2024		-21.21%
Nov 8, 2021 - Dec 14, 2023
#7-20.29%
Jun 23, 2015 - Jul 11, 2016		-20.53%
Jun 23, 2015 - Jul 12, 2016
#8-18.33%
Aug 21, 2001 - Dec 27, 2001		-11.04%
Jul 3, 2014 - Nov 24, 2014
#9-13.92%
Mar 26, 2012 - Sep 7, 2012		-10.81%
Apr 2, 2004 - Sep 16, 2004
#10-12.61%
Jun 8, 2021 - Nov 5, 2021		-10.01%
May 5, 2006 - Oct 12, 2006
#11-12.54%
Apr 2, 2004 - Nov 4, 2004		-9.68%
Jun 8, 2021 - Oct 25, 2021
#12-11.21%
Jul 3, 2014 - Nov 12, 2014		-9.39%
Aug 2, 2005 - Jan 5, 2006
#13-10.95%
Dec 31, 2004 - Jun 17, 2005		-9.27%
Jan 23, 2018 - Jun 5, 2018
#14-10.41%
Sep 14, 2012 - Jan 2, 2013		-9.24%
Sep 14, 2012 - Dec 20, 2012
#15-10.20%
Mar 12, 2021 - Jun 1, 2021		-8.95%
Mar 4, 2005 - Jun 14, 2005

Correlation

Correlation between SLYV and VBR is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (2000 - 2026)

SLYV vs VBR dividend yield comparison.

YearSLYVVBR
20260.40%0.53%
20252.02%1.95%
20242.30%1.98%
20232.11%2.12%
20221.47%2.03%
20211.94%1.75%
20201.40%1.68%
20191.67%2.06%
20182.14%2.35%
20175.53%1.79%
20162.18%1.77%
20156.55%1.99%
20147.50%1.77%
20131.58%1.87%
20122.01%2.62%
20111.19%2.20%
20101.99%1.94%
20092.05%1.99%
20083.74%3.20%
20072.83%2.42%
20062.22%1.93%
20055.00%1.92%
20045.85%1.66%
20034.07%0.00%
20023.55%0.00%
20015.65%0.00%
20000.79%0.00%

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