EDV vs VBR
Vanguard Extended Duration Treasury ETF vs Vanguard Morningstar Small-Cap Value ETF
Which is better, EDV or VBR?
Long Term Government Bond against Small Cap Value.
VBR led over 1Y, 3Y, 5Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | EDV | VBR |
|---|---|---|
| Expense Ratio | 0.05%Tie | 0.05%Tie |
| AUM | $3.8B | $37.3B |
| Dividend Yield | 5.42% | 1.76% |
| Holdings | 83 | 847 |
| YTD Return | -5.68% | +12.02%Best |
| 1Y Return | -8.12% | +14.52%Best |
| 3Y Return (annualized) | -3.49% | +15.64%Best |
| 5Y Return (annualized) | -13.17% | +9.62%Best |
| Volatility (annualized) | 21.8% | 20.1%Best |
| Max Drawdown | -62.0% | -58.6%Best |
| $10,000 over 5 years | $4,936 | $15,829Best |
| Fund Family | Vanguard (US) | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | Long Term Government Bond | Small Cap Value |
| Inception | Dec 6, 2007 | Jan 26, 2004 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Dec 13, 2007 to Sep 18, 2026 (18.8 years).
EDV vs VBR growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 18.8 years both funds cover.
EDV vs VBR Performance
Vanguard Extended Duration Treasury ETF (EDV) is an ETF from Vanguard (US) and Vanguard Morningstar Small-Cap Value ETF (VBR) is an ETF from Vanguard (US). Over the past year EDV returned -8.12% while VBR returned +14.52%. Year to date, EDV is down 5.68% versus a gain of 12.02% for VBR.
Over three years, EDV compounded at -3.49% per year against +15.64% for VBR; over five years the annualized figures are -13.17% and +9.62% respectively. Across the full 19-year window we track, VBR has the edge at +7.62% annualized vs -1.47%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EDV has been the more volatile fund, with annualized monthly volatility of 21.8% compared with 20.1% for VBR. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -62.0% for EDV and -58.6% for VBR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at -0.17. They move largely independently of each other.
Fees and Cost Over Time
EDV charges 0.05% per year while VBR charges 0.05%. On a $10,000 position that is $5 vs $5 annually. On income, EDV currently yields 5.42% against 1.76% for VBR.
You are not choosing between two funds in isolation.
Whichever of EDV and VBR you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EDV or VBR?
EDV has an expense ratio of 0.05% while VBR charges 0.05%. At the precision these are quoted to, they cost the same.
Which performed better, EDV or VBR?
Over the past year EDV returned -8.12% vs +14.52% for VBR, so VBR leads on 1-year performance. Over the longest common window we track (19 years), EDV annualized -1.47% vs +7.62% for VBR. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EDV or VBR?
EDV has been the more volatile fund at 21.8% annualized versus 20.1% for VBR. Worst drawdown: EDV -62.0% vs VBR -58.6%.
Should I hold both EDV and VBR?
EDV and VBR have a monthly-return correlation of -0.17, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, EDV or VBR?
EDV yields 5.42% while VBR yields 1.76%, so EDV currently pays the higher dividend yield.
Is VBR better than EDV?
VBR led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.