Vanguard Morningstar Small-Cap Value ETF (VBR) Stock Analysis
Latest ClaritX AI analysis ·
This ETF endeavors to mirror the investment performance of the CRSP US Small Cap Value Index, a benchmark designed to track the returns of small-capitalization value stocks. It offers an accessible and efficient way to replicate the performance of a diversified portfolio of smaller, value-oriented companies by employing a passively managed strategy through full replication of its underlying index.
| Metric | Value |
|---|---|
| Price | $234.43 |
| Market cap | $65.0B |
| Sector | Financial Services |
| Industry | Asset Management |
| ClaritX AI score | 84/100 |
| Beta | 0.97 |
AI verdict
The Vanguard Morningstar Small-Cap Value ETF (VBR) remains a fundamentally elite, institutionally scaled investment vehicle engineered to capture the long-term macroeconomic rotation toward discounted small-capitalization equities. Anchored by an ultra-low 0.05% expense ratio, an immense asset base exceeding $64.9 billion, and broad structural diversification across 841 constituents, VBR effortlessly outclasses its direct peers by mathematically ensuring cost superiority. Its highly attractive underlying valuation, featuring a 13.6x P/E multiple, provides an immensely compelling fundamental foundation amid a broader equity market heavily skewed by severely stretched large-cap technology valuations. While its 17.69% concentration in Financial Services currently exposes the fund to short-term Treasury yield volatility, it positions the ETF perfectly for massive outperformance during an eventual Federal Reserve easing cycle. Technically, VBR is exhibiting classic consolidation behavior, actively grinding along its foundational 200-day Simple Moving Average ($232.99) following a period of macroeconomic pressure. With the RSI flatlining at 40.04 and trading volumes notably decreasing, systemic selling pressure appears fully exhausted. While the hawkish rate environment currently caps immediate breakout momentum below the 20-day SMA, the successful defense of the 200-day floor provides a highly asymmetrical, low-risk entry point. For long-term investors seeking structurally sound,
What this score has been worth
ClaritX scores VBR 84 out of 100 (snapshot 2026-10-21).
Every ClaritX analysis is scored first and judged only on what the stock did afterwards. Across the 193 analyses that scored in the 80-84 band, the average forward return was -0.3% with a 50% win rate, -5.1pp against the S&P 500. That is a measured tendency across many names, not a forecast for VBR — roughly 50% of stocks in this band still lost money.
The full band-by-band table, including the bands that lost, is on the AI Rank Report; the live strategy arms behind it are on the AI Track Record, losses published.