It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
VB: Vanguard Small-Cap ETF (ETF)
Basic Info 288.2 7.2(2.44%) June 05
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 01/30/2004 |
| Last Dividend Date: | 03/27/2026 |
| 12-Mo. Yield | 1.52% |
| Expenses | 0.03% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/30/2004 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.8 | 12.1 | 26.8 | 16.7 | 6.7 | 11.1 | 10.9 | 9.5 | 9.8 | 8.9 | 14.2 | 18.2 | -17.5 | 17.6 | 19.2 | 27.3 | -9.3 | 16.3 | 18.4 | -3.8 | 7.6 | 37.7 | 18.3 | -2.8 | 28.1 | 36.6 | -36.2 | 1.4 | 15.8 | 7.2 | 15.9 |
| Sharpe Ratio | NA | 1.59 | 1.47 | 0.71 | 0.2 | 0.44 | NA | NA | 0.38 | 0.28 | 0.62 | 0.79 | -0.7 | 0.93 | 0.48 | 1.76 | -0.63 | 1.53 | 1.09 | -0.25 | 0.54 | 2.78 | 1.16 | -0.09 | 1.19 | 1.06 | -0.83 | -0.09 | 0.8 | 0.35 | 1.07 |
| Draw Down(%) | NA | 9.0 | 9.0 | 25.4 | 28.2 | 42.1 | NA | NA | 59.6 | 23.0 | 8.4 | 15.7 | 24.9 | 10.1 | 42.1 | 8.0 | 24.5 | 5.3 | 14.3 | 14.6 | 11.8 | 5.9 | 12.1 | 28.3 | 20.0 | 32.5 | 51.9 | 13.3 | 13.1 | 9.0 | 12.0 |
| Standard Deviation(%) | NA | 17.7 | 16.5 | 18.9 | 20.8 | 21.5 | NA | NA | 22.6 | 21.8 | 17.1 | 18.6 | 27.3 | 18.8 | 39.5 | 14.7 | 17.0 | 10.2 | 16.8 | 15.4 | 14.1 | 13.5 | 15.9 | 30.8 | 23.5 | 34.5 | 44.6 | 19.4 | 15.6 | 14.3 | 15.2 |
| Treynor Ratio | NA | 0.28 | 0.24 | 0.13 | 0.04 | 0.1 | NA | NA | 0.09 | 0.06 | 0.11 | 0.15 | -0.19 | 0.18 | 0.2 | 0.26 | -0.11 | 0.16 | 0.18 | -0.04 | 0.08 | 0.38 | 0.19 | -0.03 | 0.28 | 0.38 | -0.37 | -0.02 | 0.12 | 0.05 | 0.19 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 |
| Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | NA | NA | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.93 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.98 | 0.99 | 0.98 | 0.98 | 0.98 | 0.96 | 1.0 | 1.04 | 1.01 | 0.95 | 0.87 |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 0.99 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 0.91 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.98 | 1.0 | 0.99 | 1.0 | 0.99 | 0.98 | 0.99 | 0.97 | 0.98 | 0.93 | 0.87 |
| Yield(%) | N/A | 0.4 | 1.5 | 1.8 | 1.4 | 2.3 | 3.1 | 3.1 | N/A | 1.4 | 1.5 | 1.8 | 1.3 | 1.5 | 1.3 | 1.7 | 1.5 | 1.5 | 1.8 | 1.4 | 1.5 | 1.7 | 2.1 | 1.3 | 1.4 | 1.5 | 1.4 | 1.4 | 1.4 | 1.2 | 1.3 |
| Dividend Growth(%) | N/A | -71.5 | 3.7 | 23.3 | 46.7 | 130.0 | N/A | N/A | N/A | 9.8 | -5.5 | 13.9 | 4.2 | 25.6 | -3.5 | 4.7 | 10.3 | 3.4 | 17.9 | -2.2 | 16.3 | -4.3 | 59.0 | 11.8 | 28.6 | -28.3 | -4.0 | 14.5 | 22.3 | 10.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/2004
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SMALL BLEND Asset Class Trend Rankings |
Top Rated Funds in SMALL BLEND
Best Mutual Funds
- NAESX (VANGUARD SMALL-CAP INDEX FUND INVESTOR SHARES) (99%)
- DFSCX (U.S. MICRO CAP PORTFOLIO U.S. MICRO CAP PORTFOLIO - INSTITUTIONAL CLASS) (99%)
- IASCX (VOYA SMALL COMPANY PORTFOLIO CLASS ADV) (99%)
- RDVIX (ROYCE DIVIDEND VALUE FUND INVESTMENT CLASS) (96%)
- RMCFX (ROYCE MICRO-CAP FUND SERVICE CLASS) (96%)
- RSEFX (ROYCE SPECIAL EQUITY FUND SERVICE CLASS) (95%)
- RSEIX (ROYCE SPECIAL EQUITY FUND INSTITUTIONAL CLASS) (95%)
- RSQCX (ROYCE SPECIAL EQUITY FUND CONSULTANT CLASS) (95%)
- RTRIX (ROYCE TOTAL RETURN FUND INSTITUTIONAL CLASS) (94%)
- RYDVX (ROYCE DIVIDEND VALUE FUND SERVICE CLASS) (94%)
Best ETFs
- IWM (iShares Russell 2000 ETF) (99%)
- IWC (iShares Micro-Cap ETF) (98%)
- EES (WisdomTree U.S. SmallCap Fund) (98%)
- FDM (First Trust Dow Jones Select MicroCap Index Fund) (98%)
- FYX (First Trust Small Cap Core AlphaDEX Fund) (97%)
- IJR (iShares Core S&P Small Cap ETF) (97%)
- PRFZ (Invesco FTSE RAFI US 1500 Small-Mid ETF) (97%)
- RWJ (Invesco S&P SmallCap 600 Revenue ETF) (97%)
- VB (Vanguard Small-Cap ETF) (96%)
- SCHA (Schwab U.S. Small-Cap ETF) (23%)
Best Closed End Funds
* Day change on 06/05/2026.Latest Articles Related to VB
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
