VGSH vs VOE

Quick Verdict

VGSH has a lower expense ratio. VOE delivered stronger 1-year returns. VOE offers more diversification with 169 holdings.

Lower Fees: VGSHHigher Returns: VOEMore Diversified: VOE

Side-by-Side Comparison

MetricVGSHVOEWinner
Expense Ratio0.03%0.05%
AUM$29.4B$22.9B
Dividend Yield3.87%2.31%
Holdings94177
YTD Return+0.71%+17.85%
1Y Return+2.54%+25.84%
3Y Return (annualized)+4.26%+16.80%
5Y Return (annualized)+1.88%+9.99%
Volatility (annualized)1.4%17.6%
Max Drawdown-6.7%-63.4%
Fund FamilyVanguard (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionNov 19, 2009Aug 17, 2006

VGSH vs VOE Performance

Vanguard Short Term Treasury ETF (VGSH) is a ETF from Vanguard (US) and Vanguard Mid-Cap Value ETF (VOE) is a ETF from Vanguard (US). Over the past year VGSH returned +2.54% while VOE returned +25.84%. Year to date, VGSH is up 0.71% versus a gain of 17.85% for VOE.

Over three years, VGSH compounded at +4.26% per year against +16.80% for VOE; over five years the annualized figures are +1.88% and +9.99% respectively. Across the full 17-year window we track, VOE has the edge at +7.99% annualized vs +0.71%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOE has been the more volatile fund, with annualized monthly volatility of 17.6% compared with 1.4% for VGSH. 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 -6.7% for VGSH 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 -0.06. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VGSH charges 0.03% per year while VOE charges 0.05%. On a $10,000 position that is $3 vs $5 annually, a gap of $2 per year that compounds over a long holding period. On income, VGSH currently yields 3.87% against 2.31% for VOE.

Holdings Overlap

0.0%overlap

VGSH 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, VGSH or VOE?

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

Which performed better, VGSH or VOE?

Over the past year VGSH returned +2.54% vs +25.84% for VOE, so VOE leads on 1-year performance. Over the longest common window we track (17 years), VGSH annualized +0.71% vs +7.99% for VOE. Past performance does not guarantee future results.

Which is riskier, VGSH or VOE?

VOE has been the more volatile fund at 17.6% annualized versus 1.4% for VGSH. Worst drawdown: VGSH -6.7% vs VOE -63.4%.

Should I hold both VGSH and VOE?

VGSH and VOE have a monthly-return correlation of -0.06, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VGSH and VOE?

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

Which pays a higher dividend, VGSH or VOE?

VGSH yields 3.87% while VOE yields 2.31%, so VGSH currently pays the higher dividend yield.

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