VBK vs VOE
VBK vs VOE
Vanguard Small Cap Growth ETF vs Vanguard Mid-Cap Value ETF
Quick Verdict
VBK delivered stronger 1-year returns. VBK offers more diversification with 542 holdings.
Side-by-Side Comparison
| Metric | VBK | VOE | Winner |
|---|---|---|---|
| Expense Ratio | 0.05% | 0.05% | |
| AUM | $24.8B | $22.9B | |
| Dividend Yield | 0.57% | 2.31% | |
| Holdings | 561 | 177 | |
| YTD Return | +17.71% | +16.86% | |
| 1Y Return | +29.45% | +26.22% | |
| 3Y Return (annualized) | +16.91% | +16.12% | |
| 5Y Return (annualized) | +5.29% | +10.19% | |
| Volatility (annualized) | 19.6% | 17.6% | |
| Max Drawdown | -59.4% | -63.4% | |
| Fund Family | Vanguard (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jan 26, 2004 | Aug 17, 2006 |
VBK vs VOE Performance
Vanguard Small Cap Growth ETF (VBK) is a ETF from Vanguard (US) and Vanguard Mid-Cap Value ETF (VOE) is a ETF from Vanguard (US). Over the past year VBK returned +29.45% while VOE returned +26.22%. Year to date, VBK is up 17.71% versus a gain of 16.86% for VOE.
Over three years, VBK compounded at +16.91% per year against +16.12% for VOE; over five years the annualized figures are +5.29% and +10.19% respectively. Across the full 20-year window we track, VBK has the edge at +9.41% annualized vs +7.95%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VBK has been the more volatile fund, with annualized monthly volatility of 19.6% compared with 17.6% for VOE. 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 -63.4% for VOE. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
VBK charges 0.05% per year while VOE charges 0.05%. On a $10,000 position that is $5 vs $5 annually. On income, VBK currently yields 0.57% against 2.31% for VOE.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, VBK or VOE?
VBK has an expense ratio of 0.05% while VOE charges 0.05%. They cost the same. On a $10,000 investment, that is $0 per year of difference.
Which performed better, VBK or VOE?
Over the past year VBK returned +29.45% vs +26.22% for VOE, so VBK leads on 1-year performance. Over the longest common window we track (20 years), VBK annualized +9.41% vs +7.95% for VOE. Past performance does not guarantee future results.
Which is riskier, VBK or VOE?
VBK has been the more volatile fund at 19.6% annualized versus 17.6% for VOE. Worst drawdown: VBK -59.4% vs VOE -63.4%.
Should I hold both VBK and VOE?
VBK and VOE have a monthly-return correlation of 0.89, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between VBK and VOE?
VBK and VOE share 2 common holdings with a 0.3% weight overlap. Combined, they hold 709 unique securities.
Which pays a higher dividend, VBK or VOE?
VBK yields 0.57% while VOE yields 2.31%, so VOE currently pays the higher dividend yield.
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