EDV vs VV

EDV vs VV
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Quick Verdict

VV has a lower expense ratio. VV delivered stronger 1-year returns. VV offers more diversification with 437 holdings.

Lower Fees: VVHigher Returns: VVMore Diversified: VV

Side-by-Side Comparison

MetricEDVVVWinner
Expense Ratio0.05%0.03%
AUM$3.4B$52.6B
Dividend Yield5.42%1.03%
Holdings163437
YTD Return-4.05%+13.38%
1Y Return-2.50%+20.36%
3Y Return (annualized)-4.48%+22.17%
5Y Return (annualized)-12.62%+12.53%
Volatility (annualized)21.9%14.8%
Max Drawdown-62.0%-56.0%
Fund FamilyVanguard (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionDec 6, 2007Jan 27, 2004

EDV vs VV Performance

Vanguard Extended Duration Treasury ETF (EDV) is a ETF from Vanguard (US) and Vanguard Morningstar Large-Cap ETF (VV) is a ETF from Vanguard (US). Over the past year EDV returned -2.50% while VV returned +20.36%. Year to date, EDV is down 4.05% versus a gain of 13.38% for VV.

Over three years, EDV compounded at -4.48% per year against +22.17% for VV; over five years the annualized figures are -12.62% and +12.53% respectively. Across the full 19-year window we track, VV has the edge at +9.49% annualized vs -1.39%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EDV has been the more volatile fund, with annualized monthly volatility of 21.9% compared with 14.8% for VV. 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 -56.0% for VV. 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 -0.10. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EDV charges 0.05% per year while VV 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 5.42% against 1.03% for VV.

Holdings Overlap

0.0%overlap

EDV and VV share 0 holdings out of 507 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 VV?

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

Which performed better, EDV or VV?

Over the past year EDV returned -2.50% vs +20.36% for VV, so VV leads on 1-year performance. Over the longest common window we track (19 years), EDV annualized -1.39% vs +9.49% for VV. Past performance does not guarantee future results.

Which is riskier, EDV or VV?

EDV has been the more volatile fund at 21.9% annualized versus 14.8% for VV. Worst drawdown: EDV -62.0% vs VV -56.0%.

Should I hold both EDV and VV?

EDV and VV have a monthly-return correlation of -0.10, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EDV and VV?

EDV and VV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.

Which pays a higher dividend, EDV or VV?

EDV yields 5.42% while VV yields 1.03%, so EDV currently pays the higher dividend yield.

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