Vanguard Group’s Vanguard Small-Cap 600 Value ETF (NYSEMKT: VIOV) is the worst-performing ETF in 2025, down over 12% year to date. This fund includes 460 holdings with a median market capitalization of $2.3 billion, diverging from large-cap funds by not excessively weighting any single company above 1.1%.
Notable holdings in the ETF include companies like Qorvo, Teleflex, and BorgWarner. The ETF’s sector distribution shows significant allocation towards financials (23.9%) and industrials (15.5%), contrasting with the Vanguard S&P 500 ETF, which heavily invests in technology (30.4%). The small-cap ETF boasts a low price-to-earnings ratio of 13.7 and a dividend yield of 2.2% compared to 25.9 and 1.4% respectively for the S&P 500 ETF.
This ETF could serve value investors seeking exposure to lesser-known companies, yet lacks strong leadership among its holdings, complicating investment thesis development.
