1 year return
+24.87%
3,477.8

Small cap
US
Value
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 logo

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).

JBL logo
JBLJabil Inc
0.81%
NRG logo
NRGNrg Energy Inc Com New
0.68%
TPR logo
TPRTapestry Inc
0.63%
ATO logo
ATOAtmos Energy Corp Com
0.63%
WSM logo
WSMWilliams Sonoma Inc Com
0.60%
820 supported and 17 unsupported

Sectors

5

Customize up to 5 sectors when setting up your direct index (exclude or adjust weights).

Industrials
20.8%
Financials
18.8%
Real Estate
10.2%
Consumer Discretionary
9.0%
Materials
8.5%
Health Care
8.5%
Information Technology
7.8%
Utilities
5.2%
Consumer Staples
4.5%
Energy
4.2%

View investment dataData shown is as of June 29, 2026.