ETF Analysis
Vanguard Morningstar Small-Cap Value ETF (VBR) ETF Analysis
Vanguard Morningstar Small-Cap Value ETF (VBR) ETF analysis covering performance, holdings context, risk, drawdowns, volatility, momentum, dividends, valuation exposure, and the current AlgovestIQ assessment.
Vanguard Morningstar Small-Cap Value ETF (VBR) currently has an AIQ Score of 65/100, indicating a neutral setup. Risk is the strongest factor at 84/100. Quality is the weakest current factor at 59/100. Performance, momentum, risk, distribution, and exposure evidence should be read together at the latest market-close snapshot.
VBR at a Glance
Crawlable current metrics from the latest market-close ETF snapshot.
| Metric | Current |
|---|---|
| Price | $239.31 |
| AIQ Score | 65/100 |
| Overall View | Neutral |
| Technical Analysis Consensus | Buy |
| Fund Size | $65.01B |
| Expense Ratio | 0.05% |
| Holdings Count | 845 |
| NAV | $238.77 |
| Asset Class | Small/Micro Cap Equity |
| Primary Exposure | Financial Services (17.57%) |
| Issuer | Vanguard |
| Domicile | US |
| Inception Date | Jan 26, 2004 |
| Distribution Yield | 1.88% |
| Beta | 0.97 |
| Average Volume | 260.17K |
| 52-week range | $198.76-$251.85 |
| RSI 14 | 66.7 |
| 50-Day SMA | $240.91 |
| 200-Day SMA | $233.87 |
| Risk Score | 84/100 |
| Momentum Score | 65/100 |
| Value Exposure Score | 60/100 |
VBR Long-Horizon ETF Performance
Trailing returns, growth of $10,000, drawdown history, and calendar-year returns from available daily closes.
| Period | Total return | Annualized | Max drawdown | Start date |
|---|---|---|---|---|
| 1Y | 14.59% | 14.60% | -8.85% | Oct 20, 2025 |
| 3Y | 56.66% | 16.14% | -25.10% | Oct 20, 2023 |
| 5Y | 32.58% | 5.82% | -25.10% | Oct 25, 2021 |
| 10Y | 32.58% | 5.82% | -25.10% | Oct 25, 2021 |
Growth of $10,000
Indexed to the first available close in this history window.
Drawdown History
Peak-to-trough decline from each prior high over the available window.
Calendar-Year Returns
Full-year returns where available, with the current calendar year shown as YTD.
VBRVanguard Morningstar Small-Cap Value ETF
Financial Services / Asset Management
Leader
Strong Relative Position
Latest quote
- Momentum65
- Value60
- Quality59
- Risk resilience84
- Sentiment—
VBR ETF Analysis Summary
Vanguard Morningstar Small-Cap Value ETF (VBR) currently has an AIQ Score of 65/100, indicating a neutral setup. Risk resilience is the strongest factor at 84/100. Quality is the weakest current factor at 59/100. Performance, exposure, distribution, momentum, and risk evidence should be read together at the latest market-close snapshot.
In a neutral regime, VBR has AIQ Score of 65/100 with Risk resilience base of 84/100 and fading Quality at 59/100. Wait for component alignment before adding exposure.
Risk resilience (84/100) leads while Quality (59/100) lags. This cross-factor spread creates entry timing uncertainty.
Financial Services · 0.21% ETF move · VBR classified in Asset Management.
Current Evidence
AlgovestIQ Evidence Summary
Current consensus, supporting evidence, recent changes, and what would strengthen or weaken the view.
Is VBR Bullish or Bearish Right Now?
VBR currently has a neutral overall setup. Risk Resilience is the strongest factor at 84/100, while Quality is weakest at 59/100. The current evidence suggests a mixed rather than strongly bullish or bearish setup.
- - Momentum is constructive at 65/100.
- - Risk Resilience is supportive at 84/100.
- - Technical consensus has more buy votes than sell votes (30 vs 13).
- - No strong bearish evidence is available in the current snapshot.
Current Consensus
VBR's Technical Analysis Consensus is currently Buy, with 30 buy, 2 neutral, and 13 sell votes. VBR's 14-day RSI is 66.7, which places the ETF in a constructive momentum range. VBR's beta is 0.97, indicating market sensitivity broadly in line with the market.
What Changed in VBR?
The largest recent change in VBR is Momentum moving up by 19.0 points over the available 7-day comparison window. Risk Resilience remains the strongest visible factor.
What Would Change the VBR Outlook?
The current neutral outlook could improve if AIQ moves above 70, momentum recovers, risk resilience improves, and price confirms a stronger trend above the 50-day and 200-day moving averages. It would weaken if AIQ falls below 40, price loses long-term moving-average support, distribution or liquidity context deteriorates, or risk evidence worsens.
AIQ > 70, RSI above 55, price above SMA-50/SMA-200, and positive market-context evidence.
AIQ below 40, RSI below 45, loss of SMA-200, negative revisions, or rising volatility and drawdown risk.
VBR Decision Framework
Public evidence layers, setup checks, and risk context for Vanguard Morningstar Small-Cap Value ETF.
Vanguard Morningstar Small-Cap Value ETF (VBR) ETF Analysis
Vanguard Morningstar Small-Cap Value ETF has an AIQ Score of 65/100 in a Neutral regime. Risk is strongest at 84/100. Beta is 0.97, close to market sensitivity. Review the supporting etf factors together before drawing a conclusion from any single score.
| Evidence Layer | Public Evidence |
|---|---|
| Regime Context | VBR is in a Neutral AIQ regime with score 65/100. |
| Signal Conflict | The primary conflict is that risk leads at 84/100 while quality lags at 59/100. |
| Factor Evidence | Momentum 65/100 · Value 60/100 · Quality 59/100 · Risk 84/100 |
| Persistence | Current snapshot evidence is shown; historical persistence remains in AIQ Pro. |
Current Setup Checklist
Risk is the strongest factor at 84/100.
Momentum is 65/100 and RSI (14) is 66.7.
VBR is in a Neutral regime at 65/100.
Risk factor is 84/100 with beta 0.97 and annual volatility 13.91%.
Current conflict: risk leads at 84/100 while quality lags at 59/100.
VBR Research Cluster
ETF-specific paths for performance, risk, distributions, market context, data, comparisons, and news.
VBR ETF Analytics
VBR holdings context, yield, risk, valuation exposure, momentum, and AIQ evidence.
VBR Technical Analysis
VBR technical setup based on RSI, MACD, moving averages, AIQ Momentum, volume, trend, volatility, and pivots.
VBR ETF Market Context
Track VBR market context, news pressure, trend changes, income events, and current allocation evidence.
VBR Distribution Analysis
VBR distribution yield, annualized distributions, payment history, and income context.
VBR ETF Data
VBR available fund data, market metrics, technical readings, risk measures, and AIQ evidence.
VBR Risk Analysis
VBR volatility, beta, drawdown, Sharpe ratio, VaR, and downside resilience.
VBR ETF News
VBR ETF news, market tone, recent headlines, and catalyst context.
VBR vs Broad Market / Index Peers
Current peer cohort: VBR · VOO · VT · VTI · VTWO. Compare AIQ, factor scores, Sharpe ratio and 1-year volatility in one indexable view.
| Peer | AIQ | Value | Momentum | Risk | Sharpe | 1Y Volatility | Compare |
|---|---|---|---|---|---|---|---|
| VBR Current ETF | 65/100 | 60/100 | 65/100 | 84/100 | 0.79 | 13.91% | Current |
| VOO Vanguard S&P 500 ETF | 65/100 | 41/100 | 66/100 | 87/100 | 0.87 | 12.74% | VBR vs VOO |
| VT Vanguard Total World Stock ETF | 61/100 | 49/100 | 51/100 | 85/100 | 0.71 | 13.96% | VBR vs VT |
| VTI Vanguard Total Stock Market ETF | 64/100 | 42/100 | 66/100 | 87/100 | 0.81 | 12.98% | VBR vs VTI |
| VTWO Vanguard Russell 2000 ETF | 57/100 | 58/100 | 39/100 | 77/100 | 0.47 | 18.15% | VBR vs VTWO |
Peer cohort is resolved dynamically from the AlgovestIQ universe taxonomy and Compare relationship graph. Data as of Oct 21, 2026.
About the AIQ Score
Methodology for the current ETF evidence.
The AlgovestIQ AIQ Score combines multiple dimensions of ETF evidence, including momentum, valuation exposure, quality, risk resilience, sentiment context, and timing signals. It is a descriptive research score, not a guarantee of future performance or a personalized recommendation.
View AIQ methodologyFactor Diagnostics
A compact bridge from the AIQ score to the evidence tabs.
Valuation exposure across the fund's holdings.
Quality context inferred from fund exposure and available evidence.
Trend, momentum, volume, and timing confirmation.
Resilience, volatility, beta, drawdown, and tail risk.
News and event pressure around the setup.
Open the return calculator with ETF context while purchase price, shares, dates and fees remain user inputs.
AIQ Component Profile
Compare the five component scores on one consistent 0–100 scale.
Review earnings timing, revisions, news pressure, and prior event reactions in one place.
Open catalystsNo quarterly financial rows in this snapshot.
Checked Oct 22, 2026
Explore factor drivers, conflicts, persistence, and scenario sensitivity in the advanced workspace.
ETF Analytics Snapshot
Current ETF evidence uses fund profile, cost, size, distribution, momentum, and risk fields.
ETF pages use fund-native profile fields for cost, size, liquidity, holdings breadth, NAV, issuer, and launch date.
Market Confirmation
Technicals are summarized first, with the indicator library behind it.
Risk Alignment
Higher resilience is stronger; exposure metrics stay separate.
Continue Researching VBR
Open the detailed evidence pages and workflows behind the stock overview read.
Premium Feature
Full AIQ Analysis
AIQ Intelligence
AIQ Pro for VBR
Scenario Analysis
AIQ Scenario Builder
Portfolio Implication
Related Links
VBR ETF FAQ
What is VBR ETF price today?
VBR is currently shown at $239.31. Use the live quote with the 52-week range and AIQ context before comparing funds.
What is VBR's 52-week high and low?
VBR's 52-week range is $198.76 to $251.85 based on the latest completed market-close snapshot from Oct 21, 2026. A price near either extreme should be evaluated with volatility and trend evidence.
Does VBR pay a dividend?
VBR's current distribution yield is 1.88% based on the latest completed market-close snapshot from Oct 21, 2026. For ETFs, dividend yield should be compared with expense ratio, holdings, and risk.
What should investors compare before buying VBR?
Compare VBR's price trend, expense profile, yield, holdings exposure, volatility, and AIQ signal. ETF decisions should focus on portfolio fit as much as current momentum.