VBK vs VEA

VBK vs VEA

Which is better, VBK or VEA?

Small Cap Growth against Large Cap Blend.

VEA has a lower expense ratio. VBK led over the full window, VEA over 1Y, 3Y and 5Y.

Lower Fees: VEAHigher Returns: split

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

MetricVBKVEA
Expense Ratio0.05%0.03%Best
AUM$23.2B$230.3B
Dividend Yield0.44%2.49%
Holdings5533,886
YTD Return+10.60%+14.96%Best
1Y Return+13.31%+23.69%Best
3Y Return (annualized)+15.92%+20.28%Best
5Y Return (annualized)+3.67%+10.02%Best
Volatility (annualized)20.4%17.7%Best
Max Drawdown-59.4%Best-62.9%
$10,000 over 5 years$11,975$16,120Best
Fund FamilyVanguard (US)Vanguard (US)
CategoryEquityEquity
StyleSmall Cap GrowthLarge Cap Blend
InceptionJan 26, 2004Jul 20, 2007

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jul 26, 2007 to Sep 17, 2026 (19.1 years).

VBK vs VEA 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 19.1 years both funds cover.

VBK vs VEA Performance

Vanguard Morningstar Small-Cap Growth ETF (VBK) is an ETF from Vanguard (US) and Vanguard FTSE Developed Markets ETF (VEA) is an ETF from Vanguard (US). Over the past year VBK returned +13.31% while VEA returned +23.69%. Year to date, VBK is up 10.60% versus a gain of 14.96% for VEA.

Over three years, VBK compounded at +15.92% per year against +20.28% for VEA; over five years the annualized figures are +3.67% and +10.02% respectively. Across the full 19-year window we track, VBK has the edge at +8.62% annualized vs +3.06%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VBK has been the more volatile fund, with annualized monthly volatility of 20.4% compared with 17.7% for VEA. 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 -59.4% for VBK and -62.9% for VEA. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VBK charges 0.05% per year while VEA charges 0.03%. On a $10,000 position that is $5 vs $3 annually, a gap of $2 per year that compounds over a long holding period. On income, VBK currently yields 0.44% against 2.49% for VEA.

Holdings Overlap

VBK already in VEA0.6%

At least 0.6% of VBK's money is in holdings VEA also owns.

Stated as a floor: for VEA, our book for it covers 94.2% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

2 positions in common, counted across the 542 positions we hold weights for in VBK and 3,754 in VEA, against full books of 553 and 3,886.

Top Shared Holdings

StockWeight in VBKWeight in VEADifference
RBA:CARb Global, Inc0.59%0.06%0.53%
EFR:CAEnergy Fuels Inc0.05%0.01%0.04%

You are not choosing between two funds in isolation.

Whichever of VBK and VEA you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

VBKVEA

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Frequently Asked Questions

Which is cheaper, VBK or VEA?

VBK has an expense ratio of 0.05% while VEA charges 0.03%. VEA is the cheaper option, by $2 a year on a $10,000 investment.

Which performed better, VBK or VEA?

Over the past year VBK returned +13.31% vs +23.69% for VEA, so VEA leads on 1-year performance. Over the longest common window we track (19 years), VBK annualized +8.62% vs +3.06% for VEA. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VBK or VEA?

VBK has been the more volatile fund at 20.4% annualized versus 17.7% for VEA. Worst drawdown: VBK -59.4% vs VEA -62.9%.

Should I hold both VBK and VEA?

VBK and VEA have a monthly-return correlation of 0.80, 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, VBK or VEA?

VBK yields 0.44% while VEA yields 2.49%, so VEA currently pays the higher dividend yield.

Is VEA better than VBK?

VEA has a lower expense ratio. VBK led over the full window, VEA over 1Y, 3Y and 5Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.