Performance Comparison: IWN has outperformed VBR in one-year total returns but lags behind over a five-year period, with VBR showing a stronger annualized return since 2004.
Expense Ratios and Yield: VBR has a significantly lower expense ratio of 0.07% compared to IWN's 0.24%, and it also offers a slightly higher dividend yield, making it more appealing to cost-conscious and income-focused investors.
Sector Exposure: IWN is more heavily invested in financials and real estate, while VBR focuses on industrials and consumer cyclicals, leading to different risk profiles and investment strategies.
Investment Suitability: While both ETFs provide exposure to U.S. small-cap value stocks, VBR is recommended for long-term buy-and-hold investors, whereas IWN may be better for those interested in specific sectors like small banks or REITs.
Wall Street analysts forecast VBR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for VBR is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
0 Analyst Rating
Wall Street analysts forecast VBR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for VBR is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
0 Buy
0 Hold
0 Sell
Current: 226.970
Low
Averages
High
Current: 226.970
Low
Averages
High
No data
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
