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VB vs VBR: Performance & Backtest Comparison

VB delivered the higher return - 9.85% CAGR vs 9.51% - over 2004-02-29 → 2026-07-31.

Growth comparison

Drawdown

Annual returns

VBVBR
NameVanguard Small-Cap ETFVanguard Small-Cap Value ETF
CAGR9.85%9.51%
Total return728.67%672.36%
Volatility18.90%19.08%
Max drawdown-53.70%Feb 2009-55.88%Feb 2009
Sharpe0.500.49
Sortino0.690.64
Best year37.70%36.55%
Worst year-36.18%-32.20%
Final balance$82,867$77,236

Correlation of monthly returns: 0.98. Wondering if you need both? Check their fund overlap →

All figures are total returns: every dividend and distribution is reinvested on its ex-date, and prices are split-adjusted. See the methodology.

Which has performed better, VB or VBR?

Over 2004-02-29 to 2026-07-31, VB performed better: 9.85% annualized versus 9.51% for VBR, with dividends reinvested. Past performance does not guarantee future results.

How similar are VB and VBR?

Their monthly returns have a correlation of 0.98 over the common period. VB is Vanguard Small-Cap ETF; VBR is Vanguard Small-Cap Value ETF.

Which is riskier, VB or VBR?

Over the common period VB had 18.90% annualized volatility and a -53.70% max drawdown, versus 19.08% and -55.88% for VBR.