VBR vs VTI
Comparison between VANGUARD SMALL-CAP VALUE INDEX FUND ETF SHARES (VBR, ETF) and VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES (VTI, ETF).
5-Year PerformanceVTI has outperformed VBR, delivering a return of +12.2% compared to +7.9%
VBR vs VTI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VBR
$65B
Winner
VTI
$2.20T
Expense Ratio
VBR
0.05%
Winner
VTI
0.03%
Max Drawdown
VBR
64.05%
Winner
VTI
56.65%
Sharpe Ratio
VBR
1.36
Winner
VTI
1.59
5Y Beta
Winner
VBR
0.92
VTI
1.00
P/E Ratio
Winner
VBR
26.98
VTI
28.88
Forward P/E
Winner
VBR
13.72
VTI
21.38
5Y Dividends CAGR
Winner
VBR
15.44%
VTI
10.96%
5Y EPS CAGR
VBR
8.35%
Winner
VTI
24.56%
Debt to Equity
VBR
66.38%
Winner
VTI
31.50%
P/S Ratio
Winner
VBR
1.14
VTI
3.30
P/B Ratio
Winner
VBR
2.01
VTI
5.00
VBR vs VTI - Holdings Comparison
VBR and VTI have 589 common holdings. Overlap is 6.60%
VBR's top 25 holdings weight is 12.67%. VTI's top 25 holdings weight is 45.05%.
| Rank | VBR | VTI |
|---|---|---|
| #1 | JABIL INC (JBL) - 0.77% | NVIDIA CORP (NVDA) - 6.64% |
| #2 | FLEX LTD (FLEX) - 0.76% | APPLE INC (AAPL) - 5.74% |
| #3 | NRG ENERGY INC (NRG) - 0.75% | MICROSOFT CORP (MSFT) - 4.36% |
| #4 | ATMOS ENERGY CORP (ATO) - 0.71% | AMAZON.COM INC (AMZN) - 3.69% |
| #5 | TAPESTRY INC (TPR) - 0.67% | ALPHABET INC CLASS A (GOOGL) - 3.23% |
| #6 | UNITED THERAPEUTICS CORP (UTHR) - 0.57% | BROADCOM INC (AVGO) - 2.85% |
| #7 | OMNICOM GROUP INC (OMC) - 0.54% | ALPHABET INC CLASS C (GOOG) - 2.54% |
| #8 | SLCMT1142 (n/a) - 0.52% | META PLATFORMS INC CLASS A (META) - 1.93% |
| #9 | WILLIAMS-SONOMA INC (WSM) - 0.49% | TESLA INC (TSLA) - 1.55% |
| #10 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.49% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.22% |
| #11 | US FOODS HOLDING CORP (USFD) - 0.47% | ELI LILLY AND CO (LLY) - 1.14% |
| #12 | BUNGE GLOBAL SA (BG) - 0.45% | JPMORGAN CHASE & CO (JPM) - 1.14% |
| #13 | EMCOR GROUP INC (EME) - 0.45% | EXXON MOBIL CORP (XOM) - 0.93% |
| #14 | SMURFIT WESTROCK PLC (SW) - 0.45% | MICRON TECHNOLOGY INC (MU) - 0.84% |
| #15 | CF INDUSTRIES HOLDINGS INC (CF) - 0.43% | ADVANCED MICRO DEVICES INC (AMD) - 0.83% |
| #16 | MKS INC (MKSI) - 0.43% | WALMART INC (WMT) - 0.83% |
| #17 | RELIANCE INC (RS) - 0.43% | JOHNSON & JOHNSON (JNJ) - 0.80% |
| #18 | JB HUNT TRANSPORT SERVICES INC (JBHT) - 0.43% | VISA INC CLASS A (V) - 0.78% |
| #19 | ITT INC (ITT) - 0.42% | COSTCO WHOLESALE CORP (COST) - 0.65% |
| #20 | ILLUMINA INC (ILMN) - 0.42% | CATERPILLAR INC (CAT) - 0.60% |
| #21 | DUPONT DE NEMOURS INC (DD) - 0.42% | MASTERCARD INC CLASS A (MA) - 0.58% |
| #22 | F5 INC (FFIV) - 0.42% | NETFLIX INC (NFLX) - 0.57% |
| #23 | OVINTIV INC (OVV) - 0.40% | ABBVIE INC (ABBV) - 0.54% |
| #24 | VIATRIS INC (VTRS) - 0.39% | INTEL CORP (INTC) - 0.54% |
| #25 | EAST WEST BANCORP INC (EWBC) - 0.39% | CHEVRON CORP (CVX) - 0.53% |
| Total Holdings | 837 | 2448 |
VBR vs VTI - Historical Returns
Returns include dividend reinvestment.
1M
VBR
+0.94%
Winner
VTI
+1.79%
3M
VBR
+4.84%
Winner
VTI
+8.49%
6M
Winner
VBR
+11.32%
VTI
+8.30%
1Y
Winner
VBR
+26.15%
VTI
+26.04%
5Y(CAGR)
VBR
+7.88%
Winner
VTI
+12.18%
10Y(CAGR)
VBR
+10.37%
Winner
VTI
+14.74%
Max(CAGR)
VBR
+9.48%
Winner
VTI
+9.56%
VBR vs VTI - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | VBR | VTI |
|---|---|---|
| 2026 | +9.92% | +8.39% |
| 2025 | +9.44% | +17.32% |
| 2024 | +12.56% | +24.65% |
| 2023 | +16.36% | +26.57% |
| 2022 | -10.07% | -20.02% |
| 2021 | +30.18% | +27.48% |
| 2020 | +6.01% | +20.03% |
| 2019 | +22.50% | +30.57% |
| 2018 | -12.95% | -5.88% |
| 2017 | +10.98% | +20.29% |
| 2016 | +26.76% | +14.54% |
| 2015 | -4.44% | +0.44% |
| 2014 | +11.77% | +13.54% |
| 2013 | +32.77% | +30.15% |
| 2012 | +17.01% | +14.83% |
| 2011 | -5.79% | -0.06% |
| 2010 | +22.76% | +15.50% |
| 2009 | +29.07% | +25.28% |
| 2008 | -31.00% | -36.22% |
| 2007 | -7.16% | +5.57% |
| 2006 | +17.31% | +14.01% |
| 2005 | +7.83% | +7.08% |
| 2004 | +20.49% | +12.71% |
| 2003 | N/A | +27.11% |
| 2002 | N/A | -21.15% |
| 2001 | N/A | -7.30% |
VBR vs VTI Drawdown Comparison
The maximum drawdown for VBR was -61.99%, occurring on Mar 9, 2009. Recovery took 933 trading sessions.
The maximum drawdown for VTI was -55.45%, occurring on Mar 9, 2009. Recovery took 1115 trading sessions.
The current VBR drawdown is -1.10%. The current VTI drawdown is -2.93%.
| Rank | VBR | VTI |
|---|---|---|
| #1 | -61.99% Jun 4, 2007 - Feb 14, 2011 | -55.45% Oct 9, 2007 - Mar 13, 2012 |
| #2 | -45.28% Jan 16, 2020 - Nov 24, 2020 | -37.00% Jun 5, 2001 - Nov 4, 2004 |
| #3 | -27.93% Apr 29, 2011 - Sep 6, 2012 | -35.00% Feb 19, 2020 - Aug 12, 2020 |
| #4 | -24.19% Nov 25, 2024 - Dec 5, 2025 | -25.36% Jan 3, 2022 - Dec 18, 2023 |
| #5 | -23.49% Aug 29, 2018 - Jan 16, 2020 | -20.03% Sep 20, 2018 - Apr 23, 2019 |
| #6 | -21.21% Nov 8, 2021 - Dec 14, 2023 | -19.30% Feb 19, 2025 - Jun 27, 2025 |
| #7 | -20.53% Jun 23, 2015 - Jul 12, 2016 | -15.14% Jun 23, 2015 - Jun 8, 2016 |
| #8 | -11.04% Jul 3, 2014 - Nov 24, 2014 | -10.06% Apr 2, 2012 - Aug 17, 2012 |
| #9 | -10.81% Apr 2, 2004 - Sep 16, 2004 | -9.84% Jan 26, 2018 - Jul 25, 2018 |
| #10 | -10.01% May 5, 2006 - Oct 12, 2006 | -9.47% Jul 13, 2007 - Oct 5, 2007 |
| #11 | -9.68% Jun 8, 2021 - Oct 25, 2021 | -9.16% Sep 2, 2020 - Nov 9, 2020 |
| #12 | -9.39% Aug 2, 2005 - Jan 5, 2006 | -8.91% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -9.27% Jan 23, 2018 - Jun 5, 2018 | -8.57% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -9.24% Sep 14, 2012 - Dec 20, 2012 | -8.46% May 8, 2006 - Sep 26, 2006 |
| #15 | -8.95% Mar 4, 2005 - Jun 14, 2005 | -7.67% Sep 14, 2012 - Jan 2, 2013 |
Correlation
Correlation between VBR and VTI is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2001 - 2026)
VBR vs VTI dividend yield comparison.
| Year | VBR | VTI |
|---|---|---|
| 2026 | 0.53% | 0.27% |
| 2025 | 1.95% | 1.12% |
| 2024 | 1.98% | 1.27% |
| 2023 | 2.12% | 1.44% |
| 2022 | 2.03% | 1.66% |
| 2021 | 1.75% | 1.21% |
| 2020 | 1.68% | 1.42% |
| 2019 | 2.06% | 1.78% |
| 2018 | 2.35% | 2.04% |
| 2017 | 1.79% | 1.71% |
| 2016 | 1.77% | 1.92% |
| 2015 | 1.99% | 1.98% |
| 2014 | 1.77% | 1.76% |
| 2013 | 1.87% | 1.74% |
| 2012 | 2.62% | 2.13% |
| 2011 | 2.20% | 1.92% |
| 2010 | 1.94% | 1.77% |
| 2009 | 1.99% | 1.96% |
| 2008 | 3.20% | 2.81% |
| 2007 | 2.42% | 1.79% |
| 2006 | 1.93% | 1.64% |
| 2005 | 1.92% | 1.69% |
| 2004 | 1.66% | 1.61% |
| 2003 | 0.00% | 1.30% |
| 2002 | 0.00% | 1.52% |
| 2001 | 0.00% | 0.94% |
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