The Vanguard Small-Cap Value ETF (NYSEMKT:VBR) provides ultra-low-cost exposure to a broad basket of small-cap value stocks, while the State Street SPDR S&P 600 Small Cap Value ETF (NYSEMKT:SLYV) offers a more concentrated, index-specific alternative.
Investors seeking to capitalize on small-company valuations often choose between these two funds to capture the value factor
While both target the small-cap segment, their underlying indexes lead to different portfolio densities and sector weights. This comparison helps determine which fund better fits a specific long-term strategy. Snapshot (cost & size) The Vanguard fund is the more affordable option, charging an expense ratio of 0.05% compared to the 0.15% charged by the SPDR fund.
Both ETFs offer similar yields, providing a consistent payout slightly below 2.00%. Performance & risk comparison What’s inside The Vanguard Small-Cap Value ETF (VBR) offers a broad view of the small-cap landscape, with 841 holdings. Its sector allocation leads with financial services at 18.00%, industrials at 17.00%, and consumer cyclical at 13.00%.