VBK vs QUAL
Comparison between VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES (VBK, ETF) and ISHARES MSCI USA QUALITY FACTOR ETF (QUAL, ETF).
5-Year PerformanceQUAL has outperformed VBK, delivering a return of +11.3% compared to +4.7%
VBK vs QUAL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VBK
$47B
QUAL
$46B
Expense Ratio
Winner
VBK
0.05%
QUAL
0.15%
Max Drawdown
VBK
59.36%
Winner
QUAL
34.06%
Sharpe Ratio
VBK
0.97
Winner
QUAL
1.22
5Y Beta
VBK
1.19
Winner
QUAL
0.90
P/E Ratio
VBK
121.18
Winner
QUAL
28.79
Forward P/E
VBK
25.41
Winner
QUAL
24.15
PEG Ratio
VBK
N/A
QUAL
0.81
5Y Dividends CAGR
Winner
VBK
8.54%
QUAL
1.38%
5Y EPS CAGR
VBK
N/A
QUAL
26.55%
Debt to Equity
Winner
VBK
7.94%
QUAL
54.15%
P/S Ratio
Winner
VBK
2.81
QUAL
4.92
P/B Ratio
Winner
VBK
4.47
QUAL
7.87
VBK vs QUAL - Holdings Comparison
VBK and QUAL have 6 common holdings. Overlap is 0.34%
VBK's top 25 holdings weight is 19.78%. QUAL's top 25 holdings weight is 67.39%.
| Rank | VBK | QUAL |
|---|---|---|
| #1 | SLCMT1142 (n/a) - 2.60% | APPLE INC (AAPL) - 6.51% |
| #2 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.24% | NVIDIA CORP (NVDA) - 6.00% |
| #3 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 1.04% | MICROSOFT CORP (MSFT) - 5.93% |
| #4 | ASTERA LABS INC (ALAB) - 1.02% | LAM RESEARCH CORP (LRCX) - 4.55% |
| #5 | NATERA INC (NTRA) - 1.01% | TJX COMPANIES INC (TJX) - 4.27% |
| #6 | TWILIO INC CLASS A (TWLO) - 0.86% | META PLATFORMS INC CLASS A (META) - 3.83% |
| #7 | CASEY'S GENERAL STORES INC (CASY) - 0.80% | APPLIED MATERIALS INC (AMAT) - 3.68% |
| #8 | CARPENTER TECHNOLOGY CORP (CRS) - 0.80% | ELI LILLY AND CO (LLY) - 3.63% |
| #9 | CURTISS-WRIGHT CORP (CW) - 0.77% | KLA CORP (KLAC) - 3.40% |
| #10 | FTAI AVIATION LTD (FTAI) - 0.76% | VISA INC CLASS A (V) - 2.92% |
| #11 | NVENT ELECTRIC PLC (NVT) - 0.75% | ALPHABET INC CLASS A (GOOGL) - 2.05% |
| #12 | ENTEGRIS INC (ENTG) - 0.75% | EXXON MOBIL CORP (XOM) - 2.02% |
| #13 | ATI INC (ATI) - 0.74% | MASTERCARD INC CLASS A (MA) - 2.00% |
| #14 | MASTEC INC (MTZ) - 0.72% | JOHNSON & JOHNSON (JNJ) - 1.98% |
| #15 | TECHNIPFMC PLC (FTI) - 0.72% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.83% |
| #16 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.71% | NETFLIX INC (NFLX) - 1.79% |
| #17 | WOODWARD INC (WWD) - 0.69% | ALPHABET INC CLASS C (GOOG) - 1.63% |
| #18 | EVERPURE INC CLASS A (P) - 0.68% | ROSS STORES INC (ROST) - 1.46% |
| #19 | STERLING INFRASTRUCTURE INC (STRL) - 0.67% | ARISTA NETWORKS INC (ANET) - 1.28% |
| #20 | SOFI TECHNOLOGIES INC ORDINARY SHARES (SOFI) - 0.63% | MERCK & CO INC (MRK) - 1.18% |
| #21 | SOMNIGROUP INTERNATIONAL INC (SGI) - 0.37% | COSTCO WHOLESALE CORP (COST) - 1.15% |
| #22 | TOAST INC CLASS A (TOST) - 0.37% | LINDE PLC (LIN) - 1.12% |
| #23 | UDR INC (UDR) - 0.36% | WALMART INC (WMT) - 1.09% |
| #24 | DIGITALOCEAN HOLDINGS INC (DOCN) - 0.36% | FORTINET INC (FTNT) - 1.09% |
| #25 | PTC INC (PTC) - 0.36% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.00% |
| Total Holdings | 510 | 128 |
VBK vs QUAL - Historical Returns
Returns include dividend reinvestment.
1M
VBK
-2.63%
Winner
QUAL
+1.07%
3M
VBK
+4.03%
Winner
QUAL
+6.35%
6M
VBK
+7.28%
Winner
QUAL
+8.42%
1Y
Winner
VBK
+24.51%
QUAL
+19.40%
5Y(CAGR)
VBK
+4.69%
Winner
QUAL
+11.33%
10Y(CAGR)
VBK
+11.17%
Winner
QUAL
+14.05%
Max(CAGR)
VBK
+9.83%
Winner
QUAL
+13.66%
VBK vs QUAL - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | VBK | QUAL |
|---|---|---|
| 2026 | +13.65% | +9.94% |
| 2025 | +8.29% | +12.95% |
| 2024 | +17.96% | +23.18% |
| 2023 | +22.53% | +31.26% |
| 2022 | -28.70% | -20.28% |
| 2021 | +7.63% | +28.99% |
| 2020 | +34.73% | +16.02% |
| 2019 | +33.46% | +33.96% |
| 2018 | -6.53% | -6.11% |
| 2017 | +21.21% | +21.39% |
| 2016 | +12.95% | +10.84% |
| 2015 | -2.40% | +5.47% |
| 2014 | +5.05% | +12.54% |
| 2013 | +34.65% | +13.45% |
| 2012 | +16.32% | N/A |
| 2011 | -3.15% | N/A |
| 2010 | +28.14% | N/A |
| 2009 | +38.51% | N/A |
| 2008 | -39.30% | N/A |
| 2007 | +10.06% | N/A |
| 2006 | +10.29% | N/A |
| 2005 | +10.57% | N/A |
| 2004 | +10.26% | N/A |
VBK vs QUAL Drawdown Comparison
The maximum drawdown for VBK was -58.69%, occurring on Mar 9, 2009. Recovery took 796 trading sessions.
The maximum drawdown for QUAL was -34.06%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.
The current VBK drawdown is -4.80%. The current QUAL drawdown is -1.15%.
| Rank | VBK | QUAL |
|---|---|---|
| #1 | -58.69% Oct 10, 2007 - Dec 7, 2010 | -34.06% Feb 19, 2020 - Aug 12, 2020 |
| #2 | -38.71% Feb 20, 2020 - Jul 29, 2020 | -28.22% Dec 29, 2021 - Dec 11, 2023 |
| #3 | -38.39% Nov 8, 2021 - Nov 25, 2024 | -20.46% Sep 21, 2018 - Apr 5, 2019 |
| #4 | -28.93% Jul 7, 2011 - Sep 7, 2012 | -18.00% Dec 4, 2024 - Jul 23, 2025 |
| #5 | -27.54% Dec 4, 2024 - Sep 18, 2025 | -11.49% Jul 20, 2015 - Oct 28, 2015 |
| #6 | -26.61% Jun 23, 2015 - Dec 8, 2016 | -11.20% Nov 3, 2015 - Apr 1, 2016 |
| #7 | -25.96% Sep 4, 2018 - Jul 3, 2019 | -9.92% Jan 26, 2018 - Aug 20, 2018 |
| #8 | -18.24% Apr 5, 2004 - Nov 12, 2004 | -9.03% Feb 25, 2026 - Apr 17, 2026 |
| #9 | -16.98% May 8, 2006 - Feb 1, 2007 | -8.69% Sep 2, 2020 - Nov 9, 2020 |
| #10 | -13.64% Feb 12, 2021 - Nov 1, 2021 | -7.63% Jul 16, 2024 - Aug 21, 2024 |
| #11 | -13.23% Mar 4, 2014 - Feb 5, 2015 | -7.40% Aug 30, 2021 - Oct 29, 2021 |
| #12 | -11.44% Jan 22, 2026 - Apr 15, 2026 | -6.92% Apr 23, 2019 - Jun 20, 2019 |
| #13 | -10.96% Jul 19, 2007 - Oct 5, 2007 | -6.63% Sep 19, 2014 - Oct 30, 2014 |
| #14 | -10.15% Apr 29, 2011 - Jul 7, 2011 | -6.58% Mar 21, 2024 - May 15, 2024 |
| #15 | -9.88% Sep 14, 2012 - Jan 2, 2013 | -6.46% Jan 21, 2014 - Feb 26, 2014 |
Correlation
Correlation between VBK and QUAL is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2004 - 2026)
VBK vs QUAL dividend yield comparison.
| Year | VBK | QUAL |
|---|---|---|
| 2026 | 0.20% | 0.37% |
| 2025 | 0.54% | 0.94% |
| 2024 | 0.54% | 1.02% |
| 2023 | 0.68% | 1.23% |
| 2022 | 0.55% | 1.59% |
| 2021 | 0.36% | 1.20% |
| 2020 | 0.44% | 1.39% |
| 2019 | 0.57% | 1.60% |
| 2018 | 0.79% | 2.00% |
| 2017 | 0.82% | 1.76% |
| 2016 | 1.08% | 1.96% |
| 2015 | 0.98% | 1.63% |
| 2014 | 1.01% | 1.35% |
| 2013 | 0.65% | 0.63% |
| 2012 | 1.04% | 0.00% |
| 2011 | 0.55% | 0.00% |
| 2010 | 0.46% | 0.00% |
| 2009 | 0.40% | 0.00% |
| 2008 | 1.04% | 0.00% |
| 2007 | 0.58% | 0.00% |
| 2006 | 0.41% | 0.00% |
| 2005 | 0.37% | 0.00% |
| 2004 | 0.16% | 0.00% |
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