1 year return
+38.15%3,219.47
Value
Small cap
US
The CRSP U.S. Small Cap Value Index measures the performance of U.S. securities which are assigned to the small cap index and classified as value securities by using CRSP's multifactor model. CRSP classifies value securities using the following factors: book to price, forward earnings to price, historical earnings to price, dividend-to-price ratio and sales-to-price ratio.
Comparison ETF
VBR
Vanguard Small Cap Value Index Fund
Expense ratio0.05%
Positions
25
Customize up to 25 stocks when setting up your direct index (add, exclude, or adjust weights).
 NRGNrg Energy Inc Com New | 0.80% |
 ATOAtmos Energy Corp Com | 0.74% |
 TPRTapestry Inc | 0.72% |
 JBLJabil Inc | 0.68% |
 FLEXFlex Ltd | 0.63% |
Sectors
5
Customize up to 5 sectors when setting up your direct index (exclude or adjust weights).
Industrials
20.9%Financials
19.3%Real Estate
9.2%Materials
9.0%Consumer Discretionary
8.3%Health Care
8.2%Information Technology
7.8%Utilities
5.3%Energy
4.5%Consumer Staples
4.4%Telecommunication Services
3.0%View investment dataData shown is as of April 9, 2026.