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Review - Vanguard Small-Cap Value Index Fund ETF (VBR)

4/24/2024 by Alan

Review - Vanguard Small-Cap Value Index Fund ETF (VBR)

This is one of my core positions I am dollar cost averaging into for a portfolio target of 10%. It is an Small-Cap Value Index Fund. This ETF is off its recent highs from March 28, 2024 and is down only 0.25% Year-To-Date. Its current 1-year return is up 13.52%.

This is one of my core positions I am dollar cost averaging into for a portfolio target of 10%. It is an Small-Cap Value Index Fund. This ETF is off its recent highs from March 28, 2024 and is down only 0.25% Year-To-Date. Its current 1-year return is up 13.52%.

5-Year Chart

This fund has been doing well over the last 5 years, with a total growth of 34.19%.

S&P 500 vs VBR

The S&P 500 has been on a rampage the last 5 years compared to almost all Stock Market Indexes.

- S&P 500: up 67%
- VBR: up 34%