VBR: $58B Small-Cap Value ETF Delivering Above Average Returns The Sunday Investor 6. 98K Follower s Comments Summary Vanguard Small-Cap Value Index Fund ETF Shares is a well-established and well-diversified small/mid-cap value ETF with $58B in assets under management and a 0. 07% expense ratio, one of the cheapest in its category. VBR has delivered above-average returns over the last five and ten years. This article highlights the periodic returns for 35 small/mid-cap value ETFs you might be considering. With a $9. 5B market cap and a 12. 97x forward P/E, VBR doesn’t provide the most exposure to size and value, but its yield, growth, and quality features are quite solid. I encourage readers to also consider EZM and AVUV, depending on which size segment they wish to target, since both funds have attractive factor mixes and strong performance track records. Overall, VBR earns a “hold” rating. Investment Thesis The Vanguard Small-Cap Value ETF (VBR) has attracted over $58B in assets under management and has delivered above-average returns over the last five and ten years. Undoubtedly, it’s a solid, low-cost, and well-diversified option for investors looking This article was written by 6. 98K Follower s The Sunday Investor is focused exclusively on U. S. Equity ETFs. He has a strong analytical background, has received a Certificate of Advanced Investment Advice from the Canadian Securities Institute, and has completed all the educational requirements for the Chartered Investment Manager designation. Having covered hundreds of ETFs on Seeking Alpha, The Sunday Investor has developed a complex, proprietary ETF Rankings system which he shares on his website, etf-rankings. com. Nearly 1, 000 ETFs receive individual factor scores covering costs, liquidity, risk, size, value, dividends, growth, quality, momentum, and sentiment, which feed into an easy-to-understand composite score from 1-10. com. Happy Investing! Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body. Comments Recommended For You.
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VBR: $58B Small-Cap Value ETF Delivering Above Average Returns
