EDV vs VOE

EDV vs VOE

Which is better, EDV or VOE?

Long Term Government Bond against Mid Cap Value.

VOE led over 1Y, 3Y, 5Y and the full window.

Lower Fees: TiedHigher Returns: VOE

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricEDVVOE
Expense Ratio0.05%Tie0.05%Tie
AUM$3.8B$23.9B
Dividend Yield5.42%1.80%
Holdings83176
YTD Return-5.68%+14.09%Best
1Y Return-8.12%+19.17%Best
3Y Return (annualized)-3.49%+16.64%Best
5Y Return (annualized)-13.17%+10.14%Best
Volatility (annualized)21.8%17.9%Best
Max Drawdown-62.0%-57.8%Best
$10,000 over 5 years$4,936$16,208Best
Fund FamilyVanguard (US)Vanguard (US)
CategoryFixed IncomeEquity
StyleLong Term Government BondMid Cap Value
InceptionDec 6, 2007Aug 17, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Dec 13, 2007 to Sep 18, 2026 (18.8 years).

EDV vs VOE growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 18.8 years both funds cover.

Compare EDV against instead:EDV vs SPYEDV vs QQQEDV vs VOOEDV vs VTIVOE against:VOE vs VXUS

EDV vs VOE Performance

Vanguard Extended Duration Treasury ETF (EDV) is an ETF from Vanguard (US) and Vanguard Morningstar Mid-Cap Value ETF (VOE) is an ETF from Vanguard (US). Over the past year EDV returned -8.12% while VOE returned +19.17%. Year to date, EDV is down 5.68% versus a gain of 14.09% for VOE.

Over three years, EDV compounded at -3.49% per year against +16.64% for VOE; over five years the annualized figures are -13.17% and +10.14% respectively. Across the full 19-year window we track, VOE has the edge at +7.85% annualized vs -1.47%.

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 17.9% 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 -57.8% for VOE. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at -0.13. They move largely independently of each other.

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 5.42% against 1.80% for VOE.

You are not choosing between two funds in isolation.

Whichever of EDV and VOE you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

EDVVOE

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Frequently Asked Questions

Which is cheaper, EDV or VOE?

EDV has an expense ratio of 0.05% while VOE charges 0.05%. At the precision these are quoted to, they cost the same.

Which performed better, EDV or VOE?

Over the past year EDV returned -8.12% vs +19.17% for VOE, so VOE leads on 1-year performance. Over the longest common window we track (19 years), EDV annualized -1.47% vs +7.85% for VOE. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, EDV or VOE?

EDV has been the more volatile fund at 21.8% annualized versus 17.9% for VOE. Worst drawdown: EDV -62.0% vs VOE -57.8%.

Should I hold both EDV and VOE?

EDV and VOE have a monthly-return correlation of -0.13, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, EDV or VOE?

EDV yields 5.42% while VOE yields 1.80%, so EDV currently pays the higher dividend yield.

Is VOE better than EDV?

VOE led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.