Compare · 2 funds side by side · dividends reinvested

VBR and VTV

VBRVanguard×VTVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,352VTV · best of the two

02 / 04

VBR and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.0

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.77%+19.4%+23.4%+20.8%+9.6%−8.9%13.9%$35.1B2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: VBR 2004 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,849

VBR

VTV

Vanguard Morningstar Value ETF · $184B$18,352

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

VBRMeasureVTV

+19.4%Year to dateJan 1 → Nov 4+22.8%

+23.4%1 yearTotal return+27.5%

+20.8%3 years · per year$10,000 became $17,630 · $18,551+22.9%

+9.6%5 years · per year$10,000 became $15,849 · $18,352+12.9%

0.05%Expense ratio$5 · $3 a year on $10k · lower is better0.03%

1.77%Trailing 12-mo yield$177 · $180 a year on $10k1.80%

−8.9%Worst dropSmaller is better−6.4%

13.9%VolatilityLower is calmer10.2%

VBRVTV Winner of the row, in its colourEach row: the bigger of the two fills its side

0–8VTV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VBR vs VTV: Top 5 Holdings

Today

VBR

3.3%in top 5

VTV

in top 515.8%

VBRStockVTV

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

0.8%MRNAnot top 5

0.7%JBLnot top 5

0.6%WSMnot top 5

0.6%ATOnot top 5

0.6%FFIVnot top 5

Held in common0.7%

End-of-day Nov 4, 2026 · share of each fund

VBR vs VTV Returns, Every Period

VanguardVBR

+9.6%

5 years, per year

VTVVanguard

+12.9%

5 years, per year

VBRVTVFaded: behind in that period

0–4VTV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

VBR vs VTV

YTD

VanguardVBR

+19.4%

VTVVanguard

+22.8%

+19.4%Year to date+22.8%

−8.9%Worst drop · 1Y−6.4%

13.9%Volatility · 1Y10.2%

1.8%Yield1.8%

$35.1BAssets$184B

3–0VTV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VBR, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VBR0.05%$5

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: VBR, VTV

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

VBR1.77%$177

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

VBR$177 − $5 = $172

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: VBR, VTV

Today

0.7%most shared, VBR and VTV

VBRVTV

VBR—0.7%

VTV0.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+27.5%VTV, at 10.2% volatility

VTVWorst drop−6.4%10.2% vol

VBRWorst drop−8.9%13.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VTVVBR

+22.8%Year to date+19.4%

1.8%Yield1.8%

+27.5%Past year+23.4%

0.03%Fee0.05%

3–0VTV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026