VBR
Vanguard Small-Cap Value ETFVBR Fund Description
The Vanguard Small-Cap Value ETF aims to track the CRSP US Small Cap Value Index. The index selects from a list of stocks in the 85-99% range of market cap, based on five value factors.
VBR Factset Analytics Insight
VBR is a large, liquid choice with excellent coverage. In April 2013, VBR switched from an MSCI value index to a CRSP index. The index aligns well with our benchmark by firm size, meaning it leans toward larger firms that fall in the midcap space. Sector biases are present but smaller than those of many peer funds.VBR's fees are low and its liquidity and asset base are high, which combined with great coverage makes it a solid choice. Despite its excellent alignment with our benchmark, the fund lands on the Opportunities List (rather than Analyst Pick) because we favor “pure” style exposure, which excludes firms that aren't clearly classified as either value or growth.
VBR MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of November 11, 2018 the Vanguard Small-Cap Value ETF MSCI ESG Fund Quality Score is 4.17 out of 10.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. VBR ranks in the 40th percentile within its peer group and in the 11st percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
VBR CHARTS AND PERFORMANCE
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VBR Top 10 Countries
VBR Top 10 Sectors
VBR Top 10 Holdings [View All]
VBR Portfolio Data
VBR Index Data
VBR Portfolio Management
VBR Tax Exposures
VBR Fund Structure
VBR Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of VBR. VBR is rated a 5 out of 5.
VBR Tradability
VBR Sector/Industry Breakdown
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VBR TOP 10 HOLDINGS[View All]
VBR Countries
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VBR Regions
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VBR Economic Development
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VBR Performance Statistics
VBR MSCI ESG Ratings
VBR BENCHMARK COMPARISON SUMMARY
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VBR BENCHMARK COMPARISON MARKET CAP SIZE
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Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.