Is VBR a good investment?

Vanguard Morningstar Small-Cap Value ETF (VBR) is a US small-cap ETF. As of September 11, 2026, ETF Copilot scores VBR 3.6 out of 10 — highest on Return (4.7), lowest on Quality (1.2). It trades at 16.1 times earnings, against its own median of 14.7. Its ten largest holdings are 6% of the fund.

Updated September 11, 2026

How is VBR rated? ETF Copilot scores Vanguard Morningstar Small-Cap Value ETF (VBR) 3.6 out of 10

As of September 11, 2026, ETF Copilot scores Vanguard Morningstar Small-Cap Value ETF (VBR) 3.6 out of 10 overall.

ETF Copilot scores (0–10 scale, higher is better):

Overall: 3.6 / 10
Growth: 3.9 / 10
Valuation: 4.3 / 10
Risk: 3.4 / 10
Quality: 1.2 / 10
Return: 4.7 / 10

What is VBR's expense ratio? 0.05% a year

As of September 11, 2026, VBR charges 0.05% a year, yields 2.11% and holds $68.3B in assets across 837 positions.

Vanguard Morningstar Small-Cap Value ETF (VBR) — cost, income and size
Measure	VBR
Expense ratio	0.05%
Dividend yield	2.11%
Assets under management	$68.3B
Holdings	837

Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.

What stands out in VBR's data

U.S. small-cap value stocks, picked through a Morningstar screen.

Priced slightly cheaper than the typical small-cap value peer — a modest discount on each dollar of earnings.

Its trailing EBITDA multiple of 11.4x sits just under the category median of 11.5x. Return on invested capital of 11.0% trails the peer average, so the low price comes with weaker profitability.

A broad small-cap value allocation, built on a diversified set of stocks.

Why did VBR move this week? It fell 2.0% in the week to September 11, 2026 — Cooper and US Foods drove it

VBR fell 2.0% in the week to September 11, 2026. The holdings that moved it most were Cooper (−23.7%), US Foods (−8.7%) and Omnicom (−6.8%); Skyworks Solutions (+23.6%) pushed the other way.

Is VBR expensive right now? It trades at 16.1 times earnings, against its own median of 14.7

As of September 11, 2026, VBR is more expensive than 70% of its own 114 monthly readings since 2017 — 80 of those months were cheaper than today.

Trailing twelve-month, computed by ETF Copilot from the fund's holdings rather than quoted from a data provider, and rebuilt nightly.

What's inside VBR? 11% Tech

What's inside VBR: Size (Large 3%, Mid 75%, Small 22%); Geography (International 4%, US 96%); Tech 10.6%; AI 0.3%; Semiconductors 0.9%; Memory 0.2%.

What are VBR's top holdings? The ten largest are 6% of the fund

Jabil, Coach, Atmos Energy, NRG Energy, Williams-Sonoma, Smurfit Westrock, F5, Expand Energy, Omnicom and US Foods are VBR's largest holdings, in that order.

Less concentrated than 61% of US Small Cap ETFs.

Half of VBR's weight sits in its 170 largest positions, and once those weights are taken into account it behaves like 461 equally weighted holdings.

Cite this

ETF Copilot, “Vanguard Morningstar Small-Cap Value ETF (VBR) scores and holdings analysis”, as of September 11, 2026.
https://etf-copilot.com/etf/vbr