VBR: Original vs. Halal-Filtered

Compare the performance and holdings of Vanguard Small Cap Value ETF with its Shariah-compliant counterpart

✅ Already Shariah-Compliant

This fund already contains 100% Shariah-compliant stocks.

Fund Details

Fund NameVanguard Small Cap Value ETFFund TypeETF
Inception DateJanuary 26, 2004Investment SegmentSmall Cap
Expense Ratio7.00%DomicileUS
AUM$28,954,737,000.00NAV$193.68

About VBR Fund

VBR was created on 2004-01-26 by Vanguard. The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 28230.17m in AUM and 855 holdings. VBR tracks the CRSP US Small Cap Value Index. The index selects from a list of stocks in the 85-99% range of market cap, based on five value factors.

Original VBR Holdings

838 holdings

Retrieved Jul 31, 2024

IconStockPercent
FCNCA
FCNCA logo
Non compliant
First Citizens BancS...
0.7%
BLDR
BLDR logo
Builders FirstSource
0.6%
CSL
CSL logo
Carlisle
0.6%
BAH
BAH logo
Doubtful
Booz Allen Hamilton ...
0.5%
ATO
ATO logo
Non compliant
Atmos Energy
0.5%
1 - 5 of 838 holdings

Halal-Filtered VBR Holdings

0 holdings

Includes just the 0 compliant holdings

IconStockPercent
1 - 0 of 0 compliant holdings

VBR Performance Comparison

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