VO vs VONG

Quick Verdict

VO has a lower expense ratio. VO delivered stronger 1-year returns. VONG offers more diversification with 386 holdings.

Lower Fees: VOHigher Returns: VOMore Diversified: VONG

Side-by-Side Comparison

MetricVOVONGWinner
Expense Ratio0.03%0.06%
AUM$105.9B$44.9B
Dividend Yield1.53%0.54%
Holdings293390
YTD Return+15.03%+5.76%
1Y Return+18.65%+11.11%
3Y Return (annualized)+16.65%+22.46%
5Y Return (annualized)+8.13%+12.75%
Volatility (annualized)16.9%15.9%
Max Drawdown-60.3%-32.7%
Fund FamilyVanguard (US)Vanguard (US)
CategoryEquityEquity
InceptionJan 26, 2004Sep 20, 2010

VO vs VONG Performance

Vanguard Mid-Cap ETF (VO) is a ETF from Vanguard (US) and Vanguard Russell 1000 Growth ETF (VONG) is a ETF from Vanguard (US). Over the past year VO returned +18.65% while VONG returned +11.11%. Year to date, VO is up 15.03% versus a gain of 5.76% for VONG.

Over three years, VO compounded at +16.65% per year against +22.46% for VONG; over five years the annualized figures are +8.13% and +12.75% respectively. Across the full 16-year window we track, VONG has the edge at +15.78% annualized vs +9.26%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VO has been the more volatile fund, with annualized monthly volatility of 16.9% compared with 15.9% for VONG. 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 -60.3% for VO and -32.7% for VONG. 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 0.86. 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 1.53% against 0.54% for VONG.

Holdings Overlap

8.4%overlap

VO and VONG share 102 holdings out of 563 unique holdings combined, representing a 8.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VOWeight in VONGDifference
VRT1.22%0.40%0.82%
HWM1.04%0.31%0.73%
PWR1.04%0.27%0.77%
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DDOGProProPro
RCLProProPro
FIXProProPro
DASHProProPro
MPWRProProPro
HOODProProPro
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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. On a $10,000 investment, that is $3 per year of difference.

Which performed better, VO or VONG?

Over the past year VO returned +18.65% vs +11.11% for VONG, so VO leads on 1-year performance. Over the longest common window we track (16 years), VO annualized +9.26% vs +15.78% for VONG. Past performance does not guarantee future results.

Which is riskier, VO or VONG?

VO has been the more volatile fund at 16.9% annualized versus 15.9% for VONG. Worst drawdown: VO -60.3% vs VONG -32.7%.

Should I hold both VO and VONG?

VO and VONG have a monthly-return correlation of 0.86, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VO and VONG?

VO and VONG share 102 common holdings with a 8.4% weight overlap. Combined, they hold 563 unique securities.

Which pays a higher dividend, VO or VONG?

VO yields 1.53% while VONG yields 0.54%, so VO currently pays the higher dividend yield.

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