Compare · 2 funds side by side · dividends reinvested

VTWV and VBR

VTWVVanguard×VBRVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,197VBR · best of the two

02 / 04

VTWV and VBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Russell 2000 Value ETFUS Stock Styles · Small cap0.06%1.72%+17.7%+21.4%+20.4%+7.1%−8.6%16.3%$1.3B1.5

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.83%+15.9%+19.5%+19.0%+8.7%−8.9%14.2%$35.1B1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: VTWV 2010 · VBR 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Russell 2000 Value ETF · $1.3B$14,090

VTWV

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,197

$10,000 five years ago, dividends reinvested · they hold 19.0% in common

VTWVMeasureVBR

+17.7%Year to dateJan 1 → Nov 6+15.9%

+21.4%1 yearTotal return+19.5%

+20.4%3 years · per year$10,000 became $17,455 · $16,848+19.0%

+7.1%5 years · per year$10,000 became $14,090 · $15,197+8.7%

0.06%Expense ratio$6 · $5 a year on $10k · lower is better0.05%

1.72%Trailing 12-mo yield$172 · $183 a year on $10k1.83%

−8.6%Worst dropSmaller is better−8.9%

16.3%VolatilityLower is calmer14.2%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VTWV vs VBR: Top 5 Holdings

Today

VTWV

2.9%in top 5

VBR

in top 53.3%

VTWVStockVBR

not top 5MRNA0.8%

not top 5JBL0.7%

0.6%VSATnot top 5

not top 5WSM0.6%

not top 5ATO0.6%

0.6%UMBFnot top 5

0.6%CTREnot top 5

0.6%JXNnot top 5

not top 5FFIV0.6%

0.5%CYTKnot top 5

Held in common19.0%

End-of-day Nov 6, 2026 · share of each fund

VTWV vs VBR Returns, Every Period

VanguardVTWV

+7.1%

5 years, per year

VBRVanguard

+8.7%

5 years, per year

VTWVVBRFaded: behind in that period

3–1VTWV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

VTWV vs VBR

YTD

VanguardVTWV

+17.7%

VBRVanguard

+15.9%

+17.7%Year to date+15.9%

−8.6%Worst drop · 1Y−8.9%

16.3%Volatility · 1Y14.2%

1.7%Yield1.8%

$1.3BAssets$35.1B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VTWV, VBR

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

VTWV0.06%$6

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: VTWV, VBR

1.83%highest, VBR

FundTrailing yieldYield$10k

VBR1.83%$183

VTWV1.72%$172

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$178most kept, VBR

VBR$183 − $5 = $178

VTWV$172 − $6 = $166

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: VTWV, VBR

Today

19.0%most shared, VTWV and VBR

VTWVVBR

VTWV—19.0%

VBR19.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.4%VTWV, at 16.3% volatility

VBRWorst drop−8.9%14.2% vol

VTWVWorst drop−8.6%16.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VBRVTWV

+15.9%Year to date+17.7%

1.8%Yield1.7%

+19.5%Past year+21.4%

0.05%Fee0.06%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026