VBR

📎 Investment Objective

The Vanguard Small-Cap Value ETF (VBR) seeks to track the performance of a benchmark index that measures the investment return of small-capitalization value stocks.

✨ Key Features

• Provides exposure to a diversified portfolio of small-cap value stocks
• Seeks to track the performance of the CRSP US Small Cap Value Index
• Employs a low-cost, passively managed investment approach
• Suitable for investors seeking long-term capital appreciation and exposure to the small-cap value segment of the US equity market

⚠️ Primary Risks

• Market risk: The value of the fund's investments may fluctuate in response to events in the financial markets
• Small-cap risk: Smaller companies may have limited product lines, markets, or financial resources, and their stocks may be more volatile and less liquid than those of larger companies
• Value investing risk: Value stocks may perform differently from the market as a whole and may continue to be undervalued by the market for long periods of time
• Tracking error risk: The fund may not perfectly track its benchmark index

👤 Best For

The Vanguard Small-Cap Value ETF may be suitable for long-term investors seeking exposure to the small-cap value segment of the US equity market as part of a diversified portfolio. Investors should have a moderate to high risk tolerance and a long-term investment horizon to potentially benefit from the fund's focus on small-cap value stocks.