Workflow
U.S. small-cap value stocks
icon
Search documents
Vanguard vs. iShares: Is VBR or IWN the Superior Small-Cap Value ETF?
Yahoo Financeยท 2025-12-21 17:44
Core Insights - The Vanguard Small-Cap Value ETF (VBR) and iShares Russell 2000 Value ETF (IWN) differ significantly in expense ratios, sector exposures, and recent performance, with IWN showing greater exposure to financials and a higher one-year return [2][3]. Cost & Size Comparison - VBR has an expense ratio of 0.07%, significantly lower than IWN's 0.24% - The one-year return for VBR is 10.1%, while IWN's is 14.5% - VBR offers a higher dividend yield of 1.97% compared to IWN's 1.57% - VBR has an AUM of $59.6 billion, whereas IWN has $11.8 billion [4][5]. Performance & Risk Analysis - Over five years, VBR has a max drawdown of -24.2%, while IWN's is -26.7% - An investment of $1,000 in VBR would grow to $1,687 over five years, compared to $1,555 for IWN [6]. Portfolio Composition - IWN tracks 1,407 U.S. small-cap stocks, with 26% in financial services, 12% in real estate, and 11% in industrials [7]. - VBR holds 841 stocks, with a focus on industrials (19%), financial services (18%), and consumer cyclicals (13%) [8]. Historical Performance - Since 2004, VBR has generated annualized total returns of 9.2%, outperforming IWN's 7.8% [10].