VBR vs. SLYV: Which Small-Cap Value ETF Is the Better Buy for Investors Right Now?
Explore how portfolio concentration and sector exposure set these small-cap value funds apart for investors seeking different risk profiles.
VBR vs. SLYV: Which Small-Cap Value ETF Is the Better Buy for Investors Right Now?
Overview
Both the Vanguard Small-Cap Value ETF (NYSEMKT:VBR) and the State Street SPDR S&P 600 Small Cap Value ETF (NYSEMKT:SLYV)target the "value" slice of the small-cap market, holding companies that trade at low price multiples relative to fundamental metrics.
However, they track different benchmark indexes, which creates meaningful differences in concentration, risk-adjusted returns, and historical performance. This comparison examines how each fund manages the unique risks of small-cap investing while seeking long-term growth.
Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield.
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Source
Originally published at www.fool.com.
