VBR
Vanguard Small-Cap Value Index Fund ETF Shares
Mentions (24Hr)
0.00% Today
Reddit Posts
Sup guys! Is it possible to start losing a considerable amount of money by only investing 100 bucks a month?
I have a mental issue when benchmarking my portfolio - looking for advice.
Seeking Thoughts/Sanity Check on A Revised Portfolio
Is now a good time to consolidate funds into VTI?
4-asset portfolio that outperforms the market with less risk
Where can you find summaries of the historical fundamentals for an index?
Small Cap Blend ETF with low expense ratio or Small Cap Value ETF with higher expense ratio when I want Small Cap Value tilt?
VT (world) and VBR (small cap) have both had their 50 day moving average break above the 200 day. What do you think is holding SPY back?
How does this EMP look in terms of stability and viability?
$APCX Low floater at 11 Million. Chart looks ready to run. Huge DD package here worth digging into. So much info and with e-commerce companies gaining traction over the holidays could be a good buy at this level. Check out the DD pack here... https://bit.ly/3VBR70e
Am I triggering a wash sale by doing this?
I need some people to poke holes in my proposed options strategy. Please convince me I'm crazy and irrational.
Creating a Vanguard ETF portfolio based on asset classes recommended by Schwab aggressive asset allocation
Does anyone just own SCV, REITs, etc. outright instead of as part of an official "tilt"?
Mentions
I think you should just consolidate the ETFs into $VOO (US Large Cap) and $VBR (US Small Value). Keep the individual large cap basket. Limit the whole basket to less than 15% of your portfolio. Keep the speculative basket to around 10% Put 5% into Bitcoin 50% - $VOO 20% - $VBR 15% - Large Cap Growth picks 10% - Speculative 5% - Bitcoin
I converted to avuv right around the time that avantis released those etfs, before I was using VBR and VIOV for us scv. First went with vbr than viov than eventually avuv. I was using VSS for ex us small caps wasn't enamored with the exus small cap value options. Avuv in particular has been a bit rough as its underperformed vti, but you have to believe in scv in the long run that it will turn around. I know there will be periods that its going to underperform.
I’ve been dollar-cost averaging. I bought more this week. I sold the Micron I had before the crash (MU went from $250 —> $205 per share), and I invested the proceeds in VT, VBR, and SPSM.
What you're saying is better achieved through factor investing. Basically, you keep VOO/VTI as a major portion of your stock investments, and then add tilts like value, dividends, small cap, sectors like real estate, etc. So you can have something like 50% VTI, 20% VXUS, 10% VTV/SCHD, 10%VB/VBR, 10% VNQ, etc. That way you still get some gains from growth/overall market, but tilt your investments to be less top heavy.
The result was VTI QQQ VBR VXUS AGG And I made sure to ask it that there's little to no overlapping
VTI has a 14% 10 year return, VBR has a 10.23 % return. So, yeah try again
You have that correct. I only reason I have 3 million is because of VTI. VXUS, BND, BNDX, VBR have been failed investments for me. Diversification did not work for me.
But those ETFs exist (VSIAX and VBR) and over the past 5 years they’ve lagged VOO by 23% and significantly trailed the market over 10 years. What am I missing here?
I've 30% of my US equity in Vanguard value etfs such as VTV and VBR. Both have PE's under 20 for a basket of stocks.
IMO, S&P 500 is functionally the s&p 10 at this point, and the significant representation of the mag 7 in broad based ETFs detracts from diversification. For this reason, I’ve been adding commodities, utility ETF (FUTY), small cap value (VBR), and I continue to keep 35% international, with a slight tilt toward countries w favorable demographic curves (Indonesia, Vietnam, turkey, Mexico)
They say you cannot beat the market but the guys on CNBC and other financial channels seem to right when they say buy Mag 7, palentir, and others. I just feel like I missed out with my 80/20 portfolio and owning VTI, VXUS, VBR. This tech stock rally seems to be for real, as they say these companies like Microsoft, Nvidia, Apple have enormous profits.
Just buy voov and VBR since there's no good ex-mag7 etf
Yes I see what you are saying. I lost like $6,500 on JDS Uniphase back in early 2000s and was invested in many tech stocks at the time which declined. Now I just own VTI, VXUS, VBR, BND, BNDX and VTIP. My portfolio has gone from 1.1 million to almost 3 million in 9 years. Maybe just stick with index funds. I know I could have done better with the Mag 7 but based on past experience I just went with index funds.
You can’t expect all stocks to rise exactly equally because of leverage. However, if you take a look at the indexes (SPY, VXUS, VBR) they’re moving almost exactly the same today.
The S&P has a pe ratio of 27. It’s historic average is 15-16. That usually signals that the s&p will return below its 8-12% average annual returns over the next decade. Bogleheads say to buy the market. That would mean buy an VT for the entire world including US, or VTI if you just want US stocks. I think VT is the better option. If you decide to invest in the S&P, I would at least allocate some into international through VXUS or small cap value through VBR.
VTV, VBR, if you want more value-oriented ETFs. Or look for single stock pick values, like UNH, or UPS. They're out there, just rare right now.
There are plenty of funds to tilt value. VTV is a large cap one, VBR is small caps. You can also find them for developed countries, or emerging. Aside from the easy index funds, Dimensional Fund Advisors is a longterm name in the category and historically has done pretty well with their funds; Avantis is a newer competitor with plenty of value-focused funds. You can also always stick some money into Berkshire Hathaway.
Not advice- just what I’m buying and why. My core is VTI plus VXUS for broad, low-cost global exposure. For income with quality screens I add SCHD. I tilt to small-cap value with VBR/AVUV for cheaper valuations versus megacap growth. For AI I prefer “picks and shovels” like ASML and TSM (tools and foundry capacity). For energy and power exposure I hold XLE and CEG to play cash flow and rising electricity demand. Cash sleeve is SGOV for T-bill yield while I wait. My horizon is 5–10 years, I add on drawdowns and rebalance annually. If you want super simple, a VTI/VXUS/SGOV combo gets you most of the way there.
VBR and VB have been two of my biggest positions for a while now, so I agree
VBR sucks and it's not really a SCV fund. Go with Avantis. Don't worry about the higher fee, because you make it all back and more with alpha generating strategies like lazy rebalancing and filtering of unprofitable small caps
VBR will outperform the S&P over the next decade.
Honestly, this is fairly complicated and you shouldn’t take this advice as absolute. I’d start by holding less tech for example, remove QQQM since SCHG and VOO do similar things, and all three together add only small benefits. For most investors, VOO or VTI + international like VXUS is highly recommended by me and most experts as the two main ETFs to own. After that, the rest of your ETFs are optional and it’s your choice to own more. If you want technology, something broadly diversified in technology like XLK or VGT works well. If you want small-cap value, AVUV or VBR are probably the best. I personally like small-cap value, but if you prefer something else, choose a good ETF for that sector or factor and buy some. However, in most cases, VTI/VOO + VXUS should be your main ETFs in most scenarios at least.
Okay great Well how I would go with this again this is my view we don’t have to share the same just so you know I’d go 50/30/10/10 50% on us total market 30% international stocks 10% us bonds 10%optional t’ils For your $20K Lump Sum Example • $10,000 → VTI • $6,000 → VXUS • $2,000 → BND • $2,000 → Tilt ETF (QQQM / SCHD / VBR) Then, every month, DCA in the same proportions. You can also check what some of the guys saying in the comments to check the links on the sub
You’ve got overlap, especially between **VOO** and **FZROX**—both are broad U.S. market plays—so yeah, it’s diversified but not truly *diversified*. If you're in for 15 years, consider tossing some of that $70K into **international (VXUS)** or **small-cap value (VBR)** to round things out and reduce redundancy. And if 2/3 of your reserves are just sitting in cash? That’s a lot of dead weight—time to make that money train move.
Look at VBR. Small cap value has outperformed the S&P over the last 100 years averaging a 13.9% return but has underperformed over the last 20 years. So you might be getting in at a good entry point.
Any major difference between VBR and AVUV?Would you recommend AVDV (international small cap value)
Thank you. I may swap to VBR instead as value tilt has historically performed well over long horizons especially during economic recoveries and inflationary periods.
There are some factual inaccuracies here. The relevant comparison for DFAS is VTWO, which DFAS has consistently beaten. Also, calling DFA an active management firm is semi-accurate at best. They’re factor based which falls somewhere between active management and passive management. Finally, VTV is a large cap value fund, not a small cap value fund. Vanguard’s small cap value fund (VTWV) has underperformed DFA’s Targeted Value fund and Small Cap Value fund over the last 10 years (DFAT and DFSVX). Vanguard’s VBR has done better than the dimensional offerings but it leans more into mid caps than the others and mid caps have outperformed small caps over the last 10 years.
I have VOO VUG VIG VBR VDE VHT VBIAX MGC VTI and a-lot of Schawb, T Rowe Price, Fidelity, Janus, and a couple other M/F that the name escapes me. Vanguard funds with very low expenses along with Schwab would provide you with a great diversifacation.
VTI, VTV, VBR, VEA and VWO or the equivalent from other fund providers.
I think it's a dicey hypothesis to arrive at a reasonable portfolio of low-cost broadly diversified index funds. 50 years of back tested data is not an impressive sample size. VBR isn't the most "small cap value" small cap value fund out there, people tend to like AVUV more. There also isn't anything "globally diversified" among funds you listed, which are all USA only, despite claiming you have a "globally diversified" portfolio in your post. 5 percent tilts are usually not worth their weight in your portfolio, adds complexity in exchange for minimal impact.
I'm thinking about getting rid of my VBR for BRK-B. My VBR is worth around $10k as of today.
I was thinking VBR instead. What do you think ? Thanks
Google Nvidia Microsoft SCHD VBR haven’t been good to me. Selling when I break even and going all cash until the current shit show is done.
\>That’s ignoring the availability, study, and analysis of the CRSP data CRSP is a data set published in 1977 by DFA co-founder David Booth. It's maintained with a $300M "donation" by Booth to the Booth School of Business. \>that academics have used to arrived at similar conclusions. If you're suggesting other academics have validated the CRSP data, that's never happened. In fact, that dataset has never been independently validated, except with recent (1970s-) data by MSCI and others, which shows no SV premium. \>VBR is cheap and has been doing well enough. The CRSP data says SV should outperform SG by 4% per year. Look at actual fund results and tell me if that in any way reflects reality. \>AVUV ( admittedly ex-DFA folks) AVUV has provided increased fund cost, taxes, risk, with reduced performance vs total market. It's been great for the sellers, bad for the buyers.
I don’t think it’s that clear. That’s ignoring the availability, study, and analysis of the CRSP data that ( evidently — I am not in finance) that academics seem to arrived at similar conclusions. I’d wager that anyone who clearly showed that there was *no* benefit to factor investing would be famous. That said, arguments that ‘crowding’ / popularity of the funds and the rise of private capital keeping ‘quality’ small companies out of the market could impact the benefit could absolutely be right. VBR is cheap and has been doing well enough. 14.25% 5yr CAGR vs 15.14% for VTI for only 7bps. AVUV ( admittedly ex-DFA folks) has done19.72% for 25bps. And VBR is based on the passive sp600 SCV index, far away from the ‘hands on approach’ that avantis/dfa do. So I think there’s something to it. Even if it’s weak or diminished, for me it keeps me doing my consistent weekly DCA when ‘just’ VTI or ‘just market weighting’ wouldn’t. We’ll see in 10 years. 🤷🏽
Late 20s. Decided to keep it since on splitting my positions and just adjust based on risk. VOO - 37% (401k) VXUS - 30% VBR - 20% SMH - 10% Cash - 3%
VBR has lost 20% since december wow
VTI and VBR are 3 to 5% down. Don't let the alcoholic idiot lie to your face
This is the 911 of your generation [https://www.youtube.com/watch?v=U7VBR9F2H6Y](https://www.youtube.com/watch?v=U7VBR9F2H6Y)
Close to retirement. Overweighting VXUS, Underweight IVV and VBR-down to \~15% allocated to US stocks, 35% CD's 20% cash Gold, \~%10 Some fun in the market... short TSLA
I maxed my Roth this year totaling at 21K. My advisor suggested me going in on some international mutual funds, large caps and small-mid index. I won't actively manage but want to know if there is feedback. I didn't calculate % but looks pretty equal. |**Position**|**Total Value**| |:-|:-| |**WGIFX**|$4,230.15| |**CCALX**|$1,063.18| |**PFPMX**|$4,309.26| |**DODGX**|$5,454.04| |**PRGFX**|$5,386.97| |**VBR**|$797.76|
**I lump summed my Roth for the year as of today. My advisor broke it down for me like this, any criticisms I can blow him away with? I have mostly mutual funds in large, international, and growth/value. I am 32 and plan to retire by 2055. I will rarely manage this fund actively.** |**Name and Ticker**|**Total value ($)**| |**Vanguard Index (VBR)**|$797.76| |**Capital World Growth Income (WGIFX)*|$4,230.15| |**Conestoga Fds (CCALX)**|$1,063.18| |**Dodge and Cox Stock Fund(DODGX)*|$5,454.04| |**Parnassus Fds (PFPMX)**|$4,309.26| |**T Rowe Price Growth Stock (PRGFX)**|$5,386.97| I am too lazy to generate %s but the total is $21k
Please be careful with company overlap. The Total US market index is about 80% S&P. If you want small/micro-cap exposure, you may need to be more intentional and create your own large/small cap mix. I use VOO and VBR.
It sure is my friend. Just a note that VTI includes small and mid cap anyways so you don't technically 'need' VBR but there's not overtly wrong with a small cap tilt. Stay strong.
I do broad index funds from vanguard, but Fidelity and Schwab are good too. Think low cost. I personally like VOO, VGT, and VUG. That's my core portfolio. Then I sprinkle in some VNQ AND VBR.
I am not buying VT with 40 percent allocated to international. If I listened to Vanguard with their free portfolio review I would have less. They wanted me to have 30 percent international and 40 percent bonds. Now have 15 percent VXUS and rest in VTI/VOO and small value VBR. I am 80/20 stocks vs bonds.
7-10 years is fine so long as they mitigate risk. Like 30% VOO, 10% VXUS, and 20% VBR, with the remaining split into bonds/treasuries, 30% VGIT and 10% VGSH. Rebalance every year and you should be able to see 4% to 5% growth, enough to beat inflation, and nothing hugely overlapping or correlated, and fairly diverse.
I would forgo the moonshot in place of another ETF with exposure to something like * small-value (AVUV, IJS, VBR) * emerging market value (AVES, EVLU) * growth (QQQ, VGT, VUG) (tech isn’t really a proxy for growth but these are low cost index funds that include a lot of growth companies). I would also recommend higher allocations to VXUS due to lower relative valuations.
You’re talking 0-3 ish% on ONE year of 30% returns. Then you kick it up to total over 5 and 10 years and they’re vastly less. VB/VBR, VOO. Keep it in the family. They’re about 30% less At 5. And I’m not one of these forums VOO and die. So I don’t consider it all that great in returns, but it IS “the market.”
One the giants of value investing Peter Lynch's Magellan Fund, massively Underperforms the SP500. [https://portfolioslab.com/tools/stock-comparison/FMAGX/SPY](https://portfolioslab.com/tools/stock-comparison/FMAGX/SPY) If we look at something else like small caps VBR. [https://portfolioslab.com/tools/stock-comparison/VBR/VOO](https://portfolioslab.com/tools/stock-comparison/VBR/VOO) Still underperform. I can keep slapping down so called value ETFs and almost every single one of them underperforms just buying the market. The "they can't" read part is hyperbole ofc but you get the idea. They're basically informationally retarded by modern standards. How many people back then knows what's going on on the other side of the planet at any given time? What is YOUR informational edge? The wallstreet jounral? Barron? A stock screener that everyone has access to? Fundamental analysis skills that everyone with a finance 200 level education already know?
ITOT is better for diversification. IVV and VOO are OK but don't make it your entire portfolio. I prefer IVV though. Not a fan of Vanguard. XSMO doesn't provide enough diversification either as it's only 117 or so stocks. Also what momentum factors do they value? If you can't answer that, then stay away from that one too. IJR/ IJS or AVUV are better for small caps generally, especially small cap value. Even VB/VBR is an option that is better than XSMO.
I mean, yeah. Small cap, mid cap, international. Weight more VBR, VXUS, BND
Hey, I am 19 years old living in the US and have been investing for a few years in a Roth IRA. I don't have any big expenses coming up, putting in $50 each month through these positions. I don't mind being risky since I am young, time horizon is retirement. Currently, my portfolio looks like this: 1% Ford 3% VBR (Small Cap Value ETF) 19% VB (Small Cap Index) 22% FXAIX (fidelity 500 index) 19% FELC (Enhanced Large Cap) 36% FBGRX (Blue chip growth) Ford is more of an experiment with some technical analysis sheet I created, also the dividend is nice. Any general advice for my portfolio breakdown?
Thank you! And to invest in it you'd use something like VBR? (Vanguard Small-Cap Value Index Fund ETF)
I would consolidate all of this down to VOO. I’d keep Apple, Nvdia, Amazon & Microsoft, but I would add any more. I’d then pick up something like VBR or AVUV, a total international fund & GOVT. Moving forward, I’d only contribute to those ETF’s.
If your parents are near/in retirement, 50% BND/BNDX isn't unreasonable. Same thing with VTI and VBR. All of them have low fees, too. I don't know what the 1% expense ratio fund is, but that's the only real concern I have...uness the manager moved them back out of the bonds *after* they tanked in '22...then I would say their manager is being too emotional with their money and need to move on. A good financial advisor isn't going to be "actively" managing those finances. They should more than likely have them set up with a good allocation and then keep the investor feeling good about the decision when things don't look great. The problem with most investors is recency bias. They buy the thing that did well recently and end up selling because it isn't doing what it did last year, last month, last week. Some of the best portfolios don't act like the market, they rarely beat the market on a short timeline, but when you look out 5, 10, maybe even 20 years...that's when you see it. Small Cap Value(VBR) has done this for much of the past century. Most years under the market, but a handful of exuberant ones to more than compensate.
So sad. I knew the outcome of this sad story by the end of the last sentence. And a 1% fee he charged to churn their account with such terrible advice. I hope your parents are young. Here’s a summary of the 10-year returns and expense ratios for the Vanguard Small-Cap Value ETF (VBR) and the Vanguard Small-Cap ETF (VB): 1. Vanguard Small-Cap Value ETF (VBR) • 10-Year Annualized Return: Approximately 8.3% (as of the latest data). • Expense Ratio: 0.07%. 2. Vanguard Small-Cap ETF (VB) • 10-Year Annualized Return: Approximately 9.4% (as of the latest data). • Expense Ratio: 0.05%. These returns reflect the performance of small-cap stocks over the past decade, with VB slightly outperforming VBR due to its broader exposure to growth-oriented small-cap stocks in addition to value stocks. But then you have to add the 1% he charged for doing nothing. At the very least if they love these instruments drop him and buy them themselves. It could be worse I suppose.
Let's break this down. 50% in bonds - that's not necessarily bad. Depending on age. As yeilds go down, prices will go up. VOO/VBR/VTI - Again, depending on percentage, not necessarily bad - this is the growth part of the portfolio. Random MF with 1% expense ratio - what is it? What's the ticker? Again. It may be just to satisfy some internal requirement for his firm or get a larger percentage back as commission. 1% as commission is high and totally unnecessary, but it's better than putting it all on cash. Depends on your parents' financial literacy. And why don't you guys ever post specific numbers in a finance sub. You will get much more accurate responses that way.
I’ve been adding mostly to small-cap value (AVUV and VBR), trying to balance out the large-cap tech bias in my other funds. If the Mag7 rally ever breaks, I think it’s going to lead to a rotation into small-caps and value.
Quite certain Google (Alphabet) is going to be broken up into many companies. and individually they'll all have higher prices than what google has now. Other than my regular investments in VTSAX ... I'm spending all the "left over" money into Google (Alphabet), Gold (to hedge against the fall) and VBR (small cap value ... If the bull run continues, it's time for these stocks to go up)
My personal opinion is to stay as broad as possible if you cannot find a ticker you like and at least maintain exposure to everything through something like VTI. Young investors especially should tilt towards growth even if it seems "expensive". Valuation is significantly more complex than average people give it credit for. There are so many unknown variables such as whether Fed will stay here for a while in the 4% to 5% range or achieve their target of 2.75% that completely flips the thesis whether some tickers are at a good price or not. Historical valuations represent much higher rates than we've had now. And this is just one of like 100 potential factors that could make or break a valuation. If you think a hard landing is highly likely, that obviously has a huge impact as well. That said, if you want to have a value tilt, here are the 7 largest and most popular value focused ETFs by AUM: | Symbol | ETF Name | Asset Class | Total Assets ($MM) | YTD Price Change | Avg. Daily Volume | Previous Closing Price | |:-:|:-:|:-:|:-:|:-:|:-:|:-:| |CGDV|Capital Group Dividend Value ETF|Equity|$11,634|25.8%|1,673,197|$37.12| |VTV|Vanguard Value ETF|Equity|$129,880|20.8%|1,734,415|$177.41| |IWS|iShares Russell Mid-Cap Value ETF|Equity|$13,620|15.8%|320,433|$133.20| |DFUV|Dimensional US Marketwide Value ETF|Equity|$11,483|15.8%|318,235|$42.55| |VBR|Vanguard Small Cap Value ETF|Equity|$30,777|14.0%|435,882|$202.14| |AVUV|Avantis U.S. Small Cap Value ETF|Equity|$14,041|9.7%|772,285|$97.29| |DFAT|Dimensional U.S. Targeted Value ETF|Equity|$10,608|8.1%|228,814|$55.99|
My personal opinion is to stay as broad as possible if you cannot find a ticker you like and maintain exposure to everything through VTI. Young investors especially should tilt towards growth even if it seems "expensive". Valuation is significantly more complex than average people give it credit for. There are so many unknown variables such as whether Fed will stay here for a while in the 4% to 5% range or achieve their target of 2.75% that completely flips the thesis whether some tickers are fairly priced or not. Historical valuations represent much higher rates than we've had now. And this is just one of like 100 potential factors that could make or break a valuation. That said, if you want to have a value tilt, here are the 7 largest and most popular value focused ETFs by AUM: || || | Symbol | ETF Name | Asset Class | Total Assets ($MM) | YTD Price Change | Avg. Daily Volume | Previous Closing Price | |CGDV|Capital Group Dividend Value ETF|Equity|$11,634|25.8%|1,673,197|$37.12| |VTV|Vanguard Value ETF|Equity|$129,880|20.8%|1,734,415|$177.41| |IWS|iShares Russell Mid-Cap Value ETF|Equity|$13,620|15.8%|320,433|$133.20| |DFUV|Dimensional US Marketwide Value ETF|Equity|$11,483|15.8%|318,235|$42.55| |VBR|Vanguard Small Cap Value ETF|Equity|$30,777|14.0%|435,882|$202.14| |AVUV|Avantis U.S. Small Cap Value ETF|Equity|$14,041|9.7%|772,285|$97.29| |DFAT|Dimensional U.S. Targeted Value ETF|Equity|$10,608|8.1%|228,814|$55.99|
Oddly enough I was signed up for "high risk," and with no bonds. To be honest, now that I am no longer using the digital advisor, I've been keeping the same funds that I was invested in and keeping those same proportions (however, lately I've been skipping the international funds and just doing all the non-international to bring down my international % down.) For example, currently, my brokerage account is made up of VIGAX (3.93%), VTIAX (11.43%), VTSAX (62.49%), VVIAX (3.05%), VBR (1.45%), VTI (6.37%), VTV (.33%), VUG (.48%), VXF (.11%), and VXUS (10.04%). I have no idea if my plan is pretty silly since I don't fully understand all of it or all of the funds. My current brokerage rate of return is 12.5%.
https://testfol.io/?d=eJytj0FLBDEMhf9Lzj3MXjz0piyeRXBAlmWI03SsZts1zXaRYf67WQdUBG%2FmlPCS973MMHF5Qr5DwUMFP0NVFB0CKoEHcEA5%2FJhWtSGD33RWDjC8DClHRk0lg4%2FIlRyMWJ8jlzP47nsYotCb%2BTwSCr%2BbmxTmlKfhnHK47F51i4NjEY2FU7E4uxkyHi7s6%2F6ht4uUG1XdppaCBbMNlZPhhOwHzCPd%2FiJoGl9JVqe1NxXbqZl2JBkp6%2Bcny95BEJws7%2BK%2BoP3N%2FX8xV6u%2FkPvlA2Fpg%2B8%3D Because VBR just doesnt come close
AVUV is managed and is factor tilt in SCV, meaning that it focuses on investing in profitable companies as well as other criteria. VBR is basically all SCV companies in the CRSP small cap value index. AVUV is considered the best SCV etf out there.
Overly complicated for no reason. I recommend 90% VTI and 10% VBR. (small value has outperformed all other assets, not small growth) Whatever you do, get rid of ARKK.
IWO IWP IWF IWV VBK VBR All these have performed for me
The biggest asset in VBR is Smurfit, a packaging company that gained -12% over the last 5 years because profit margins are paper thin in paper containers business. This is what you get in small cap.
A lot of interest in small caps lately, a lot of excitement being generated around the idea that rate cuts are substantial tailwinds. I was interested in the relative performance of various ETFs about 8 months into the year. Here is a table of the 8 largest small cap ETFs by AUM. Note this is delayed data as of Thursday close. Since a lot of movement occurred Friday, I will try to put up another one tomorrow. Still should give you an idea of relative performance and it appears rankings between them did not change too much, [they all did great Friday.](https://i.imgur.com/UExjX7q.png) |**Symbol**|**ETF Name**|**Total Assets ($MM)**|**YTD Price Change**|**Avg. Daily Volume**| :-:|:-:|:-:|:-:|:-:| |IJR|iShares Core S&P Small-Cap ETF|$84,851|5.15%|3,539,714| |IWM|iShares Russell 2000 ETF|$68,282|6.97%|31,931,624| |VB|Vanguard Small Cap ETF|$58,188|7.55%|601,177| |VBR|Vanguard Small Cap Value ETF|$29,433|8.32%|409,989| |SCHA|Schwab U.S. Small-Cap ETF|$17,571|5.84%|856,555| |VBK|Vanguard Small Cap Growth ETF|$17,542|6.59%|291,578| |AVUV|Avantis U.S. Small Cap Value ETF|$12,682|3.99%|735,970| |IWO|iShares Russell 2000 Growth ETF|$11,666|8.78%|411,345| Very different benchmark and a poor comparison but S&P 500 is 18.1% YTD.
A lot of interest in small caps lately, the thesis being that cuts are good for them. I was interested in the relative performance of various ETFs about 8 months into the year. Here is a table of the 8 largest small cap ETFs by AUM. Note this is delayed data as of Thursday close. Since a lot of movement occurred Friday, I will try to put up another one tomorrow. Still should give you an idea of relative performance and it appears rankings between them did not change too much, [they all did great Friday.](https://i.imgur.com/UExjX7q.png) |**Symbol**|**ETF Name**|**Total Assets ($MM)**|**YTD Price Change**|**Avg. Daily Volume**| :-:|:-:|:-:|:-:|:-:| |IJR|iShares Core S&P Small-Cap ETF|$84,851|5.15%|3,539,714| |IWM|iShares Russell 2000 ETF|$68,282|6.97%|31,931,624| |VB|Vanguard Small Cap ETF|$58,188|7.55%|601,177| |VBR|Vanguard Small Cap Value ETF|$29,433|8.32%|409,989| |SCHA|Schwab U.S. Small-Cap ETF|$17,571|5.84%|856,555| |VBK|Vanguard Small Cap Growth ETF|$17,542|6.59%|291,578| |AVUV|Avantis U.S. Small Cap Value ETF|$12,682|3.99%|735,970| |IWO|iShares Russell 2000 Growth ETF|$11,666|8.78%|411,345| Very different benchmark and a poor comparison but S&P 500 is 18.1% YTD.
A lot of interest in small caps lately, the thesis being that cuts are good for them. I was interested in the relative performance of various ETFs about 8 months into the year. Here is a table of the 8 largest small cap ETFs by AUM. Note this is delayed data as of Thursday close. Since a lot of movement occurred Friday, I will try to put up another one tomorrow. Still should give you an idea of relative performance and it appears relative rankings did not change too much: [https://i.imgur.com/UExjX7q.png](https://i.imgur.com/UExjX7q.png) || || |**Symbol** |**ETF Name** |**Total Assets ($MM)** |**YTD Price Change** |**Avg. Daily Volume** | |IJR|iShares Core S&P Small-Cap ETF|$84,851|5.15%|3,539,714| |IWM|iShares Russell 2000 ETF|$68,282|6.97%|31,931,624| |VB|Vanguard Small Cap ETF|$58,188|7.55%|601,177| |VBR|Vanguard Small Cap Value ETF|$29,433|8.32%|409,989| |SCHA|Schwab U.S. Small-Cap ETF|$17,571|5.84%|856,555| |VBK|Vanguard Small Cap Growth ETF|$17,542|6.59%|291,578| |AVUV|Avantis U.S. Small Cap Value ETF|$12,682|3.99%|735,970| |IWO|iShares Russell 2000 Growth ETF|$11,666|8.78%|411,345|
I've also developed a more complex profile after some research and would like any feedback in comparison to my current TBA: VTI (Vanguard Total Stock Market ETF) - 45% VXUS (Vanguard Total International Stock ETF) - 15% BND (Vanguard Total Bond Market ETF) - 10% SCHP (Schwab U.S. TIPS ETF) - 5% VWO (Vanguard FTSE Emerging Markets ETF) - 10% VNQ (Vanguard Real Estate ETF) - 10% VBR (Vanguard Small-Cap Value ETF) - 5%
All in at once VTI, VBR, SCHD, VOO, QQQM, VXUS are good picks but I would add in a little gold and rebalance if gold has its 10 year cycle. Those are the types of investments that I would recommend. Keep it simple, easy and drama free.
You could go for a 50/50 portfolio using the old 120 rule from Jack Bogle. Maybe 45% SCHD, 5% VOE, 5% VBR and the other 50% into BND.
Looking to start a diversified, boring portfolio. Thoughts on this? 80% IVV 10% VOE 10% VBR
I’d suggest an allocation in a [small-cap valve ETF like VBR](https://www.fool.com/investing/2024/07/26/3-reasons-to-buy-vanguard-small-cap-value-index-fu/)
VBR or AVUV. Both invest in small cap value stocks. One article on Seeking Alpha mentioned that a blended small cap fund, both value and growth, performed mediocre over the last 20 yrs. However, when you remove the small cap growth stocks, the fund did much better. The 2 funds I mentioned before both invest in small cap value stocks. In addition, you should look at the index the fund follows. Some small cap funds follow the Russell 2000 while others S&P Small Cap 600 Index. Some professional investors say the Russell 2000 has underperformed compared to the S&P index. Personally, I haven’t found that to be true. You may want to look into that. Another fund which has recently become quite popular is CALF. It doesn’t completely follow an index. Instead, it invest in small cap companies with the best cash flow. Unfortunately, the yield is small and the expense ratio is high. But, no one can deny it’s been doing great.
Your only real option is to go in a completely different direction. Go to cash or go small and value. VBR or AVUV. I wouldn't but if you feel like you can sidestep a forming bubble ready to pop.
Well, let's look at VBR, Vanguard's passively managed small cap value index. The largest weight there is 0.62%! The intuition that small cap value indices should have a distribution like the S&P 500 doesn't actually work. It's not that Avantis is saying, "We don't like ANF, so we won't give it too much weight." The nature of small and mid caps is that they are much more 'bottom heavy' than large caps. There are a *lot* of companies that are in the 500M to 5B range than there are in the 50B to 100B, so you would expect to see a more uniform distribution of weights. AVUV is slightly more concentrated than VBR (which has 860 holdings).
22yo \~20k 20% IAUM (Gold ETF) 20% ITOT (Large Blend ETF) 18% VBR (Small Cap ETF) 18% VGLT (Long term treasuries) 18% VGSH (Short term treasuries) 5% WFC 1% JPM Any input appreciated
VTI is market cap weighted. Over 30% of the index is represented by the top 10 holdings, which include Microsoft, Apple, Nvidia, Amazon, Meta, Alphabet, Bershire Hathaway, Broadcom...(tech, tech, more tech). That is NOT "as diversified as you can get." You could get way more diversification with far fewer funds here. You need meaningful exposure to smaller companies and value companies: throw in VBR along with VTI or VOO, and VEA and you've got a great 3-fund diversified stock portion of your portfolio.
It depends on the fund you buy. Vanguard's VBR seems to have stocks with market caps as high as $19 Billion. Vanguard's VIOV, on the other hand, seems to have their largest market cap at about $5.16 Billion
Agreed on Value in general not performing super well. I did a quick chart to check performance here: [https://yhoo.it/3pEDbr2](https://yhoo.it/3pEDbr2) Whether you chart VOO against general value using VTV or small cap value using VBR, VOO either beats or is on par with either of these 2 value ETFs. I have pretty much given up on Value ETFs. Of course, this will vary according to the time frame being charted but recent performance (last 10-20 years) is more relevant to me than going further back in time. Also worth looking at how big the various ETFs drop in down markets. Measuring drawdowns over the last 10ish years on that chart, they all seem to drop by similar percentages but VOO and VTI grow by higher percentages - so more upside potential, similar downside risk. Dividend ETFs like NOBL and SCHD are also worth considering in addition to Value. Depending on your time frame, sometimes the Dividend ETFs beat Value, other times it is reversed. The last 2 years, Values has beat Dividends. 5 years, performance is a lot closer to each other. 10 years, Dividends does better. If you are putting money to work now, Value might be the better than DIvidends given current trends. They continue to be beaten by VOO and VTI though. Invest in what meets your goals and risk tolerance though.
70/25/5 - Equity / cash or equivalent (cds, bonds, tbills) / crypto. The equity portion (70) is currently 75/25 individual stocks / ETFs but I am re balancing this year and will be at a 50/50 ratio by end of year. This will add more diversity. Main ETFs, VOO, OUSM, SPHQ, DGRO, XBI, SPYV, SCHD, VBR, VOE, DIVI, DEBF
Ah yes. That totally explains why VBR is up 15% in a year /s
I guess I don't trust 'factor investing'^TM enough to not additionally require a conservative methodology to perform quality checks so you don't get an index full of zombies like the R2K (which I think will continue to suck). Also I believe AVUV also uses momentum, in the sense that it doesn't double down on bad companies / doesn't instantly sell the best performing ones just because they exceed their initial allocation. [They explain (in albeit limited) details](https://res.americancentury.com/docs/inst-avantis-scientific-approach-to-investing.pdf) how they handle book value / profits a bit differently than just GAAP earnings. For example, targeting organic growth vs. inorganic growth by throwing out goodwill, or removing accruals (I didn't read the research why that matters). If my only option is VBR, forget about factors entirely, return to Boglehead.
Probably talk to a tax specialist, but i think depends on how complex you want to get. You could consider keeping "growth" ETFs in taxable accounts and value funds in tax-advantaged accounts. Ex-US funds also tend to throw off more income, so you'd want to keep that in a tax-advantaged accounts as well to keep your MAGI as low as possible. For example.... VUG (large cap growth) has a 3 year tax cost ratio of .17, VBK (small cap growth) is .17 In comparison, VTV (large cap value) is .70 and VBR (small/mid cap value) is .65 VTI is .44 VXUX is 1.10 Combine that all with the fact that growth stocks have lower expected returns than value stocks going forward (but who knows), you could ***potentially*** slightly lower your MAGI in the near and long-term. Too complex more me though.
Thanks for help. Here's what I'm selecting from- For mega cap, with about 80 stocks and overall best 10 year return- MGK For large cap with over 400 stocks and great return- VONG For large to mid-cap, strong return with over 500 companies - VOO or possibly VV For total market - VTI For value stocks- VTV For small cap with over 800 stocks- VBR I think it gives me diversity, may well be better off reducing the number of funds. Generally the return over 10, 5 and 3 years is from best (top of list) to not as great (bottom). Although during the dip the last couple of funds dipped the least, less volatile.
If you want a small cap you could do VBR (it's Vanguard's small cap). If you want to avoid all the tickers you could just put all your money into VTI.
How can we improve our portfolio. Thanks. E Trade: Net Account Value $275,651.77 SPY 299.065 quantity VBR 609.437 quantity TSLA 6 quantity Total Gain $141,093.02 Capital one Balance $20,000 4/30/24 Interest Paid $81.29 Savings account $15.10 Checking account $30,784.89 ADP 401K $40,681.88 Income 16.44% Growth 64.25% Agg. Growth 19.31% Coinbase $2,824.69 Bitcoin Robinhood $154.13 Another 401K from past $245795.99 Raymond James 529 Child age 12 $71,065.66 529 Child age 14 $86,971.87 Minor Roth age 14 $1,105.18 Traditional IRA $75,928.35 ROTH $81,478.97 Traditional IRA $75,928.35 Roth IRA $32,263.10 $269,435.07 TOD BEI 65/35 $474,863.74 Enhanced savings program $281,418.72
So VBR sucks but small cap value tanks? Nice, dude. Very consistent. Anyways, I understand that you prefer conversations in which your certified professional tone is not challenged. So yeah. This is goodbye. Next time you see your clients: tell them that you are luckily to work with such patient and trusting people, if you know what I mean...
> So you actually recommend your clients VBR over SPY? Where have I ever said this. There's no point in replying to you further. You're making stuff up and then having an argument with the strawman you built. Have a good day.
So you actually recommend your clients VBR over SPY? Dude, please: "Small-cap stocks have been underperforming larger ones for the second longest stretch since the 1930s. But there are signals that small-cap stocks may be coming out of their dark stretch. As outlined in a report by advisor Pinnacle Associates, the widening gap began in December 2016. In the subsequent seven years ending November 30, 2023, small caps returned 46.25 percent, compared to the S&P 500 generating returns nearly triple that mark at 130.9 percent" Also, SOXL is still the winner for now, but past performance does not inform us about the future. Let's count: you didn't read the article, you failed to realize that it is NOT scholarly so that it is easier to read, you still argue that mystical small-cap value has at least baseline returns (aka, SPY), and you trying to tell people what to hold in the future based on the past (or the assumed past). Dude. If you play the certified professional game, at least hold the level. Remember, I am just a kid without economical education and no financial experience. But I trust you that for the next comment you will make more effort and actually bring some nice arguments to the game. I mean you actually charge lots of money for your advice, right?
Its probably a bit pedantic but VBR is a bit too mid cappy for my tastes its about 30% or so according to morningstar. I tried VBR then VIOV and settled for AVUV. The avantis etfs are probably at the limits I would go with ER though.