Which returned more over the last year, IBIT or VBR?

In the year to Sep 21, 2026, with distributions reinvested, IBIT returned −31.1% and VBR returned +14.5%, so VBR returned more.

Which is cheaper, IBIT or VBR?

IBIT charges 0.25% a year and VBR charges 0.05%, so VBR is cheaper. Fees come from each fund's prospectus.

Data as of Sep 21, 2026.

ETFIQetfiq.com · independent ETF data

IBIT vs VBR: how they differ

IBIT and VBR hold 0% of their weight in the same names, and VBR returned more over the year.

iShares Bitcoin Trust ETF and Vanguard Morningstar Small-Cap Value ETF.

What they hold in common

By the books each fund has filed, IBIT and VBR hold 0% of their money in the same securities at the same weight.

Positions IBIT and VBR both hold, largest shared weight first
Holding	IBIT	VBR
USD CASH	0.00%	0.03%

Only in each
Only in IBIT	Only in VBR
BITCOIN 100.00%	Moderna Inc 1.07%
	Jabil Inc 0.69%
	Atmos Energy Corp 0.59%
	Williams-Sonoma Inc 0.57%
	Omnicom Group Inc 0.53%
	Tapestry Inc 0.53%
	Smurfit Westrock PLC 0.53%
	Expand Energy Corp 0.50%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Aug 31, 2026 and Sep 18, 2026.

IBIT and VBR on the fields both publish, as of Sep 21, 2026. Source: ETFIQ.
	IBIT iShares Bitcoin Trust ETF	VBR Vanguard Morningstar Small-Cap Value ETF
Where it sits	Core fund	Core fund
Issuer	iShares	Vanguard
What it is	Holds bitcoin	Tracks an index of Small-Cap Value
Total return, 1 year	−31.1%	+14.5%
S&P 500 over the same days	+16.6%	+16.6%
Gap to the S&P 500	−47.6 pts	−2.0 pts
Expense ratio	0.25%	0.05%
Holdings	2	842
Net assets	$63.7bn	$37.3bn

IBIT in plain words

IBIT holds bitcoin. Over the year to Sep 18, 2026 it returned −31.1% with distributions reinvested, against +16.6% for the S&P 500 and +21.8% for the Nasdaq-100. The prospectus expense ratio is 0.25% a year. It sat 35.5% below its high of Oct 6, 2025 on Sep 18, 2026.

VBR in plain words

VBR tracks an index of Small-Cap Value. Over the year to Sep 18, 2026 it returned +14.5% with distributions reinvested, against +16.6% for the S&P 500 and +21.8% for the Nasdaq-100. The prospectus expense ratio is 0.05% a year. By its holdings published by its issuer as of Aug 31, 2026, 30% of the fund by weight is stocks the S&P 500 also holds, across 842 positions, with the top ten at 6.0%. It sat 5.5% below its high of Aug 14, 2026 on Sep 18, 2026.

Questions people ask

Which returned more over the last year, IBIT or VBR?: In the year to Sep 21, 2026, with distributions reinvested, IBIT returned −31.1% and VBR returned +14.5%, so VBR returned more.
Which is cheaper, IBIT or VBR?: IBIT charges 0.25% a year and VBR charges 0.05%, so VBR is cheaper. Fees come from each fund's prospectus.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

IBIT against VBR, ETFIQ, data as of Sep 21, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, IBIT against VBR, data as of Sep 21, 2026. https://etfiq.com/compare/any/ibit-vs-vbr Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources