EDV vs VOE

Quick Verdict

VOE delivered stronger 1-year returns. VOE offers more diversification with 169 holdings.

Lower Fees: TiedHigher Returns: VOEMore Diversified: VOE

Side-by-Side Comparison

MetricEDVVOEWinner
Expense Ratio0.05%0.05%
AUM$3.5B$22.9B
Dividend Yield4.83%2.31%
Holdings83177
YTD Return-5.78%+17.20%
1Y Return-5.10%+26.76%
3Y Return (annualized)-4.63%+16.45%
5Y Return (annualized)-12.45%+10.06%
Volatility (annualized)21.8%17.6%
Max Drawdown-62.0%-63.4%
Fund FamilyVanguard (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionDec 6, 2007Aug 17, 2006

EDV vs VOE Performance

Vanguard Extended Duration Treasury ETF (EDV) is a ETF from Vanguard (US) and Vanguard Mid-Cap Value ETF (VOE) is a ETF from Vanguard (US). Over the past year EDV returned -5.10% while VOE returned +26.76%. Year to date, EDV is down 5.78% versus a gain of 17.20% for VOE.

Over three years, EDV compounded at -4.63% per year against +16.45% for VOE; over five years the annualized figures are -12.45% and +10.06% respectively. Across the full 19-year window we track, VOE has the edge at +7.96% annualized vs -1.49%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EDV has been the more volatile fund, with annualized monthly volatility of 21.8% compared with 17.6% for VOE. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -62.0% for EDV and -63.4% for VOE. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at -0.13. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EDV charges 0.05% per year while VOE charges 0.05%. On a $10,000 position that is $5 vs $5 annually. On income, EDV currently yields 4.83% against 2.31% for VOE.

Holdings Overlap

0.0%overlap

EDV and VOE share 0 holdings out of 245 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, EDV or VOE?

EDV has an expense ratio of 0.05% while VOE charges 0.05%. They cost the same. On a $10,000 investment, that is $0 per year of difference.

Which performed better, EDV or VOE?

Over the past year EDV returned -5.10% vs +26.76% for VOE, so VOE leads on 1-year performance. Over the longest common window we track (19 years), EDV annualized -1.49% vs +7.96% for VOE. Past performance does not guarantee future results.

Which is riskier, EDV or VOE?

EDV has been the more volatile fund at 21.8% annualized versus 17.6% for VOE. Worst drawdown: EDV -62.0% vs VOE -63.4%.

Should I hold both EDV and VOE?

EDV and VOE have a monthly-return correlation of -0.13, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EDV and VOE?

EDV and VOE share 0 common holdings with a 0.0% weight overlap. Combined, they hold 245 unique securities.

Which pays a higher dividend, EDV or VOE?

EDV yields 4.83% while VOE yields 2.31%, so EDV currently pays the higher dividend yield.

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