Vanguard S&P Small-Cap 600 Value ETF

Vanguard S&P Small-Cap 600 Value ETF

About

Vanguard S&P Small-Cap 600 Value ETF (US9219327783) is a US-listed equity ETF tracking the S&P SmallCap 600 Value Index. With a expense ratio of 0.1%, it ranks among the lowest-cost options in its category, paying distributions. The fund holds 461 positions across 2 regions with 1.8B in assets, with heavy concentration — 99% in United States.

Score Breakdown

Scores are scaled 1–10 on a logarithmic curve relative to all ETFs in the database.
Component Score Details
Overall 7.8 Diversification (45%) · Cost (30%) · Liquidity (25%)
Cost (30%) 8.9 Tracking Difference: 9.3 · TD Consistency: — · Expense Ratio: 8.1
Diversification (45%) 6.5 Holding Count: 6.2 · Country Concentration: 4.9 · Sector Concentration: 10.0
Liquidity (25%) 8.7 Assets Under Management

Data sources: provider factsheets, exchange data, and NAV history. Information for educational purposes only — not investment advice.

Ticker VIOV
ISIN
Fund Size $1.8B
Issuer Vanguard
Distribution Pays Distributions
Replication Physical
Inception Sep 2010
Base Currency USD
Index S&P SmallCap 600 Value Index
Asset Class Equities
Category US Equity

Costs

8.9
This fund has low total costs, with competitive tracking and expense ratios.

Cost Metrics Explained

What expense ratio, tracking difference, and TD consistency measure

Expense ratio (Total Expense Ratio) is the annual fee the fund charges, deducted from assets. It’s the headline cost, but not the full picture.

Tracking Difference measures how much the fund actually lags (or leads) its benchmark index per year. This is the single best measure of true cost — it captures the expense ratio plus all other drags like sampling error and tax withholding. A lower (or negative) value is better.

TD Consistency measures how stable the tracking difference is from year to year. A low value means predictable, reliable costs; a high value means costs can vary significantly.

Expense Ratio0.00%
 
Metric Value
Expense Ratio 0.10%

Cumulative Returns

Performance across different time periods.
1 Month+0.00%
3 Months+0.00%
Year to Date+0.00%
1 Year+0.00%
3 Years+0.00%
5 Years+0.00%
Inception+0.00%
 
Period Cumulative Return
1 Month +0.03%
3 Months +0.13%
6 Months +0.17%
1 Year +0.34%
3 Years +0.40%
5 Years -0.37%
10 Years +0.14%
YTD +0.10%
Since Inception +0.14%

Holdings

6.2
This fund holds 461 individual investments, offering moderate diversification compared to other ETFs.
#1
Molina Healthcare Inc
1.04%
#2
Enphase Energy Inc
1.04%
#3
Eastman Chemical Co
1.01%
#4
Match Group Inc
0.99%
#5
Jackson Financial Inc
0.85%
#6
SM Energy Co
0.81%
#7
LKQ Corp
0.81%
#8
Paycom Software Inc
0.79%
#9
Vishay Intertechnology Inc
0.75%
#10
CarMax Inc
0.74%
View all holdings (50)
# Holding Ticker Weight
1 Molina Healthcare Inc MOH 104.00%
2 Enphase Energy Inc ENPH 104.00%
3 Eastman Chemical Co EMN 101.00%
4 Match Group Inc MTCH 99.00%
5 Jackson Financial Inc JXN 85.00%
6 SM Energy Co SM 81.00%
7 LKQ Corp LKQ 81.00%
8 Paycom Software Inc PAYC 79.00%
9 Vishay Intertechnology Inc VSH 75.00%
10 CarMax Inc KMX 74.00%
11 Versant Media Group Inc VSNT 73.00%
12 Lamb Weston Holdings Inc LW 70.00%
13 Caesars Entertainment Inc CZR 69.00%
14 Lincoln National Corp LNC 69.00%
15 Matson Inc MATX 66.00%
16 Lumen Technologies Inc LUMN 66.00%
17 Teleflex Inc TFX 66.00%
18 Mohawk Industries Inc MHK 65.00%
19 Kulicke & Soffa Industries Inc KLIC 62.00%
20 Atlantic Union Bankshares Corp AUB 62.00%
21 Rithm Capital Corp RITM 60.00%
22 Magnolia Oil & Gas Corp MGY 58.00%
23 Element Solutions Inc ESI 56.00%
24 Diodes Inc DIOD 56.00%
25 Liberty Energy Inc LBRT 55.00%
26 Power Integrations Inc POWI 54.00%
27 California Resources Corp CRC 54.00%
28 CONSOL Energy Inc CNR 53.00%
29 Victoria's Secret & Co VSCO 51.00%
30 Meritage Homes Corp MTH 51.00%
31 MaxLinear Inc MXL 50.00%
32 MDU Resources Group Inc MDU 50.00%
33 RXO Inc RXO 49.00%
34 Rush Enterprises Inc RUSHA 49.00%
35 Semtech Corp SMTC 49.00%
36 Celanese Corp CE 48.00%
37 Fulton Financial Corp FULT 48.00%
38 Plexus Corp PLXS 47.00%
39 United Community Banks Inc/GA UCB 46.00%
40 Bread Financial Holdings Inc BFH 46.00%
41 Telephone and Data Systems Inc TDS 45.00%
42 Patterson-UTI Energy Inc PTEN 45.00%
43 Cathay General Bancorp CATY 45.00%
44 Stride Inc LRN 45.00%
45 Renasant Corp RNST 45.00%
46 Ultra Clean Holdings Inc UCTT 45.00%
47 Group 1 Automotive Inc GPI 43.00%
48 Korn Ferry KFY 43.00%
49 Advance Auto Parts Inc AAP 42.00%
50 Amentum Holdings Inc AMTM 42.00%

Sectors

10.0
This fund is well-diversified across 12 sectors, with no single sector dominating.
 
Sector Weight
Financials 2094.00%
Consumer Discretionary 1524.00%
Industrials 1311.00%
Technology 1253.00%
Health Care 734.00%
Energy 699.00%
Real Estate 650.00%
Materials 636.00%
Communication Services 460.00%
Consumer Staples 315.00%
Utilities 230.00%
Unknown 94.00%

Regions

4.9
This fund is concentrated in just 3 countries, with significant geographic concentration.
 
Country Weight
United States 9888.00%
UNKNOWN 94.00%
United Kingdom 18.00%

Nerd Stuff

Advanced risk and return metrics (2023-06-30 — 2026-06-18).
78.8%
Volatility
-21.6%
Max Drawdown
6.73
Sharpe Ratio
11.27
Sortino Ratio
24.57
Calmar Ratio
0.92
Beta
-7.16%
Alpha (Jensen's)
0.475
Benchmark-relative metrics (Beta, Alpha, R²) are calculated against the iShares Core S&P 500 ETF (IE00B5BMR087).
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