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KDVDvsVBRETF Comparison

ETF 1
KDVD

Keeley Dividend ETF

This fund is part of
US High Dividend
+0.98%
VS
ETF 2
VBR

Vanguard Small-Cap Value ETF

This fund is part of
US Small Cap Value
+1.88%

Keeley Dividend ETF (KDVD) belongs to the US High Dividend segment. Vanguard Small-Cap Value ETF (VBR) is part of the US Small Cap Value segment. KDVD's top 3 sector exposures are Financials, Industrials and Consumer Discretionary. In contrast, VBR's top sector exposures are Industrials, Financials and Consumer Discretionary. KDVD is more expensive with a Total Expense Ratio (TER) of 0.9%, versus 0.05% for VBR. KDVD is up 12.41% year-to-date (YTD) with +$1M in YTD flows. VBR performs better with 13.58% YTD performance, and -$36M in YTD flows. Run a side-by-side ETF comparison of KDVD and VBR below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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KDVD vs VBR performance and flow charts

Performance

-3.0-2.0-1.00.01.02.03.0%May 11May 18May 25Jun 1Jun 8

Cumulative Flows

-80 M-60 M-40 M-20 M0 M20 M40 M60 MMay 11May 18May 25Jun 1Jun 8

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Historic performance and flows
Data as of 06/11/2026
1M3MYTD1Y3Y5Y
Perf.
KDVD
VBR
+2.23%+3.05%
+6.73%+9.71%
+12.41%+13.58%
n/a+26.69%
n/a+56.96%
n/a+48.17%
Flows
KDVD
VBR
-+$44M
+$257K+$458M
+$1M-$36M
-+$80M
-+$433M
-+$2.21B
Volatility and drawdown
3M1Y3Y5Y
Volatility
KDVD
VBR
+16.39%+15.57%
n/a+15.39%
n/a+17.86%
n/a+19.72%
Max drawdown
KDVD
VBR
-4.04%-3.84%
n/a-8.87%
n/a-24.09%
n/a-24.09%
Max drawdown duration
KDVD
VBR
27d16d
n/a53d
n/a374d
n/a374d
Trading data

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KDVD
VBR
Last sale
6/12/2026 at 1:30 PM
$28.10
$241.32
Previous close
06/11/2026
$27.82
$239.23
Consolidated volume
06/11/2026
Average volume
30 days
Average discount or premium
30 days
Average Bid/Ask spread
30 days
Replication quality
Data as of May 29, 2026
1-year trailing difference

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KDVD
is actively managed and doesn’t replicate an index

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KDVD
VBR
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst
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Main metrics
Last update 6/12/2026 at 1:30 PM
Live
Closed
KDVD
VBR
Last price
$28.10
$241.32
1D performance
+1.02%
+0.87%
AuM$8.21 M$36.29 B
E/R0.9%0.05%
Characteristics
KDVD
VBR
Management strategyActivePassive
ProviderGabelli FundsVanguard
Benchmark-CRSP U.S. Small Cap Value Index
N° of holdings59743
Asset class-Equities
Trailing 12m distribution yield
Join
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Inception dateDecember 8, 2025January 26, 2004
ESGNoNo
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Exposure

Countries

KDVD
USA
70.99%
Other
29.01%
VBR
USA
92.7%
Other
7.3%

Sectors

KDVD
Financials
18.67%
Industrials
14.61%
Consumer Discreti.
9.31%
Other
57.4%
VBR
Industrials
18.09%
Financials
16.79%
Consumer Discreti.
9.98%
Information Techn.
8.91%
Real Estate
8.8%
Materials
7.38%
Other
30.05%
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Diversification

KDVD

Total weight of top 15 holdings out of 15

26.14%
VBR

Total weight of top 15 holdings out of 15

8.42%

Top 15 holdings

Data as of April 30, 2026
KDVD
REGAL REXNORD CORP
2.23%
ALLISON TRANSMISSION HOLDINGS
2.09%
SELECT ENERGY SERVICES
1.93%
SPECTRUM BRANDS HOLDINGS INC
1.92%
DOUGLAS DYNMCS
1.84%
VIRTU FINANCIL/D
1.82%
OUTFRONT MEDIA INC
1.73%
FIFTH THIRD BANCORP
1.66%
VICTORY CAPITAL HOLDINGS INC
1.62%
VOYA FINANCIAL INC
1.60%
OSHKOSH
1.59%
BRUNSWICK
1.56%
FLUOR
1.53%
WYNDHAM HOTELS & RESORTS
1.51%
HASBRO
1.51%
VBR
JABIL CIRCUIT
0.77%
FLEX LTD
0.76%
NRG ENERGY
0.75%
ATMOS ENERGY
0.71%
TAPESTRY INC
0.67%
UTD THERAPEUT
0.57%
OMNICOM
0.54%
WILLIAMS SONOMA
0.49%
CH ROBINSON WW
0.49%
US FOODS HOLDING CORP
0.47%
IE00028FXN24
0.45%
EMCOR GROUP
0.45%
CH1300646267
0.45%
MKS INSTRUMENTS
0.43%
JB HUNT TRANSPORT SERVICES
0.43%
Frequently asked questions about KDVD and VBR

How have the KDVD and VBR ETFs performed in 2026?

As of June 11, 2026, KDVD is up 12.41% year-to-date (YTD), while VBR has returned 13.58%. That puts VBR better performer ahead so far this year.

Which ETF is attracting more investor money: KDVD or VBR?

Year-to-date, the KDVD ETF saw +$1M in flows, compared to -$36M for VBR.

Which ETF is bigger: KDVD or VBR?

As of June 11, 2026, KDVD holds $8.21 M in assets under management (AUM), while VBR manages $36.29 B.

What sectors do the KDVD and VBR ETFs invest in?

KDVD leans toward sectors like Financials, Industrials and Consumer Discretionary. Meanwhile, VBR focuses on Industrials, Financials and Consumer Discretionary.

What are the top holdings of the KDVD ETF and VBR ETF?

KDVD top holdings include REGAL REXNORD CORP, ALLISON TRANSMISSION HOLDINGS and SELECT ENERGY SERVICES. VBR holds in its top three: JABIL CIRCUIT, FLEX LTD and NRG ENERGY.

Which ETF is more diversified: KDVD or VBR?

KDVD holds 59 securities with 26.14% of its assets in the top 15. VBR has 836 securities and a top 15 weight of 8.42%.

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