VO vs VONG

VO vs VONG

Which is better, VO or VONG?

Mid Cap Blend against Large Cap Growth.

VO has a lower expense ratio. VO led over 1Y, VONG over 3Y, 5Y and the full window. VO is less concentrated, with 9.1% of the fund in its ten largest positions against 54.3%.

Lower Fees: VOHigher Returns: splitLess Concentrated: VO

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

MetricVOVONG
Expense Ratio0.03%Best0.06%
AUM$106.6B$51.6B
Dividend Yield1.30%0.46%
Holdings289373
YTD Return+10.77%Best+7.81%
1Y Return+11.79%Best+7.80%
3Y Return (annualized)+17.11%+24.42%Best
5Y Return (annualized)+7.45%+13.09%Best
Volatility (annualized)15.8%Best15.9%
Max Drawdown-39.7%-32.7%Best
$10,000 over 5 years$14,323$18,498Best
Top 10 Weight9.1%Best54.3%
Fund FamilyVanguard (US)Vanguard (US)
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Growth
InceptionJan 26, 2004Sep 20, 2010

Volatility and max drawdown are measured over the window both funds cover: Sep 22, 2010 to Sep 22, 2026 (16 years).

VO vs VONG 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 16 years both funds cover.

Compare VO against instead:VO vs SPYVO vs QQQVO vs VOOVO vs VTIVONG against:VONG vs VXUS

VO vs VONG Performance

Vanguard Morningstar Mid-Cap ETF (VO) is an ETF from Vanguard (US) and Vanguard Russell 1000 Growth ETF (VONG) is an ETF from Vanguard (US). Over the past year VO returned +11.79% while VONG returned +7.80%. Year to date, VO is up 10.77% versus a gain of 7.81% for VONG.

Over three years, VO compounded at +17.11% per year against +24.42% for VONG; over five years the annualized figures are +7.45% and +13.09% respectively. Across the full 16-year window we track, VONG has the edge at +15.80% annualized vs +11.09%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VONG has been the more volatile fund, with annualized monthly volatility of 15.9% compared with 15.8% for VO. 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 -39.7% for VO and -32.7% for VONG. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VO charges 0.03% per year while VONG charges 0.06%. On a $10,000 position that is $3 vs $6 annually, a gap of $3 per year that compounds over a long holding period. On income, VO currently yields 1.30% against 0.46% for VONG.

Holdings Overlap

VO already in VONG43.7%
VONG already in VO10.3%

43.7% of VO's money is in holdings VONG also owns. 10.3% of VONG's money is in holdings VO also owns.

The two portfolios partly overlap.

104 positions in common, counted across the 283 positions we hold weights for in VO and 371 in VONG, against full books of 289 and 373.

What only one of them owns

Our book lists 208 positions for VONG that do not appear in our book for VO (89.1% of the fund), and 171 for VO that do not appear in VONG (53.4%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in VOWeight in VONGDifference
WDCWestern Digital Corp Company Guar 11/28 30.90%0.64%0.26%
HWMHowmet Aerospace Inc.1.09%0.32%0.77%
PWRQuanta Services Inc0.96%0.32%0.64%
VRTVertiv Holdings Co0.89%0.38%0.51%
DDOGDatadog Inc0.85%0.25%0.60%
NETCloudflare Inc (180 Day Lockup)0.86%0.23%0.63%
MPCMarathon Petroleum Corp0.89%0.11%0.78%
CMICummins Inc.0.84%0.13%0.71%
ROSTRoss Stores, Inc.0.78%0.17%0.61%
VLOValero Energy0.89%0.03%0.86%

43.7% of VO is already inside VONG.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

VOVONG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VO or VONG?

VO has an expense ratio of 0.03% while VONG charges 0.06%. VO is the cheaper option, by $3 a year on a $10,000 investment.

Which performed better, VO or VONG?

Over the past year VO returned +11.79% vs +7.80% for VONG, so VO leads on 1-year performance. Over the longest common window we track (16 years), VO annualized +11.09% vs +15.80% for VONG. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VO or VONG?

VONG has been the more volatile fund at 15.9% annualized versus 15.8% for VO. Worst drawdown: VO -39.7% vs VONG -32.7%.

Should I hold both VO and VONG?

VO and VONG have a monthly-return correlation of 0.86, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between VO and VONG?

43.7% of VO's money is in holdings VONG also owns. 10.3% of VONG's is in holdings VO also owns. They hold 104 positions in common, counted across the 283 positions we hold weights for in VO and 371 in VONG.

Which pays a higher dividend, VO or VONG?

VO yields 1.30% while VONG yields 0.46%, so VO currently pays the higher dividend yield.

Is VONG better than VO?

VO has a lower expense ratio. VO led over 1Y, VONG over 3Y, 5Y and the full window. VO is less concentrated, with 9.1% of the fund in its ten largest positions against 54.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.