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VBR - Smallcap Value ETF Vanguard

Smallcap Value ETF Vanguard logoThe Small-Cap Value ETF Vanguard is an exchange-traded fund that seeks to track the performance of the CRSP US Small Cap Value Index, which includes U.S. companies with a market capitalization between $300 million and $2 billion that exhibit value characteristics. The fund is managed by Vanguard, one of the largest investment management companies in the world.

As of September 2021, the VBR ETF had a net asset value of approximately $32 billion and held over 1,300 individual stocks. The fund's portfolio is diversified across multiple sectors, with a focus on small-cap U.S. companies that have demonstrated value characteristics such as low price-to-earnings ratios, high dividend yields, and low price-to-book ratios.

The VBR ETF is designed to provide investors with a way to potentially benefit from the value potential of small-cap U.S. companies while also diversifying their portfolio. However, investors should be aware that investing in small-cap stocks carries its own set of risks, including liquidity risk, market volatility, and greater sensitivity to economic and industry conditions.

The expense ratio for the VBR ETF is 0.07%, which is relatively low compared to the expense ratios of some other equity funds. This may make the VBR ETF an attractive option for investors seeking exposure to small-cap U.S. companies with value characteristics at a low cost.

Overall, the Small-Cap Value ETF Vanguard may be a suitable investment for investors seeking exposure to small-cap U.S. companies with value characteristics and the potential for outperformance over the long term. However, as with any investment, it is important to conduct your own research and consider your investment goals and risk tolerance before investing in the fund.




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