Vanguard Small Cap Value Index Fund Price & Performance (VBR)

The 2025 investment landscape is shifting as inflation cools and interest rates drop. Small-cap stocks and regional banks are emerging as strong performers, benefiting from reduced exposure to global trade uncertainties. Mutual funds like Vanguard S&P Small-Cap 600 Value Index and Charles Schwab Small Cap Index Fund are positioned to capitalize on these trends.1

As market indicators signal caution, defensive ETFs are gaining popularity among investors. The Cboe Volatility Index recently surged, reflecting heightened market uncertainty. Funds focusing on stability, such as those tracking defensive sectors, are becoming a go-to for risk-averse strategies in 2025.2

With fears of a potential recession growing, investors are increasingly turning to value ETFs. These funds, which focus on undervalued stocks, are attracting significant inflows. The Vanguard Small-Cap Value ETF, with a dividend yield of 2.06%, stands out as a preferred choice for those seeking stability and long-term growth.3