EDV vs VTV

Quick Verdict

VTV has a lower expense ratio. VTV delivered stronger 1-year returns. VTV offers more diversification with 308 holdings.

Lower Fees: VTVHigher Returns: VTVMore Diversified: VTV

Side-by-Side Comparison

MetricEDVVTVWinner
Expense Ratio0.05%0.03%
AUM$3.5B$186.1B
Dividend Yield4.83%2.29%
Holdings83311
YTD Return-5.62%+18.10%
1Y Return-4.94%+29.51%
3Y Return (annualized)-4.55%+18.49%
5Y Return (annualized)-12.40%+12.32%
Volatility (annualized)21.8%14.5%
Max Drawdown-62.0%-61.3%
Fund FamilyVanguard (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionDec 6, 2007Jan 26, 2004

EDV vs VTV Performance

Vanguard Extended Duration Treasury ETF (EDV) is a ETF from Vanguard (US) and Vanguard Value ETF (VTV) is a ETF from Vanguard (US). Over the past year EDV returned -4.94% while VTV returned +29.51%. Year to date, EDV is down 5.62% versus a gain of 18.10% for VTV.

Over three years, EDV compounded at -4.55% per year against +18.49% for VTV; over five years the annualized figures are -12.40% and +12.32% respectively. Across the full 19-year window we track, VTV has the edge at +7.60% annualized vs -1.48%. 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 14.5% for VTV. 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 -61.3% for VTV. 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 -0.15. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EDV charges 0.05% per year while VTV charges 0.03%. On a $10,000 position that is $5 vs $3 annually, a gap of $2 per year that compounds over a long holding period. On income, EDV currently yields 4.83% against 2.29% for VTV.

Holdings Overlap

0.0%overlap

EDV and VTV share 0 holdings out of 384 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 VTV?

EDV has an expense ratio of 0.05% while VTV charges 0.03%. VTV is the cheaper option. On a $10,000 investment, that is $2 per year of difference.

Which performed better, EDV or VTV?

Over the past year EDV returned -4.94% vs +29.51% for VTV, so VTV leads on 1-year performance. Over the longest common window we track (19 years), EDV annualized -1.48% vs +7.60% for VTV. Past performance does not guarantee future results.

Which is riskier, EDV or VTV?

EDV has been the more volatile fund at 21.8% annualized versus 14.5% for VTV. Worst drawdown: EDV -62.0% vs VTV -61.3%.

Should I hold both EDV and VTV?

EDV and VTV have a monthly-return correlation of -0.15, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EDV and VTV?

EDV and VTV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 384 unique securities.

Which pays a higher dividend, EDV or VTV?

EDV yields 4.83% while VTV yields 2.29%, so EDV currently pays the higher dividend yield.

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