VOE vs VOT

Quick Verdict

VOE delivered stronger 1-year returns. VOE offers more diversification with 169 holdings.

Lower Fees: TiedHigher Returns: VOEMore Diversified: VOE

Side-by-Side Comparison

MetricVOEVOTWinner
Expense Ratio0.05%0.05%
AUM$22.9B$19.9B
Dividend Yield2.31%0.65%
Holdings177136
YTD Return+17.73%+9.33%
1Y Return+27.33%+8.58%
3Y Return (annualized)+16.78%+15.30%
5Y Return (annualized)+9.95%+5.56%
Volatility (annualized)17.6%18.6%
Max Drawdown-63.4%-60.3%
Fund FamilyVanguard (US)Vanguard (US)
CategoryEquityEquity
InceptionAug 17, 2006Aug 17, 2006

VOE vs VOT Performance

Vanguard Mid-Cap Value ETF (VOE) is a ETF from Vanguard (US) and Vanguard Mid-Cap Growth ETF (VOT) is a ETF from Vanguard (US). Over the past year VOE returned +27.33% while VOT returned +8.58%. Year to date, VOE is up 17.73% versus a gain of 9.33% for VOT.

Over three years, VOE compounded at +16.78% per year against +15.30% for VOT; over five years the annualized figures are +9.95% and +5.56% respectively. Across the full 20-year window we track, VOT has the edge at +9.62% annualized vs +7.98%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOT has been the more volatile fund, with annualized monthly volatility of 18.6% compared with 17.6% for VOE. 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 -63.4% for VOE and -60.3% for VOT. 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 0.88. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VOE charges 0.05% per year while VOT charges 0.05%. On a $10,000 position that is $5 vs $5 annually. On income, VOE currently yields 2.31% against 0.65% for VOT.

Holdings Overlap

2.4%overlap

VOE and VOT share 10 holdings out of 280 unique holdings combined, representing a 2.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VOEWeight in VOTDifference
ROK0.48%0.60%0.12%
EA0.44%0.56%0.12%
IR0.28%0.35%0.07%
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ELProProPro
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Frequently Asked Questions

Which is cheaper, VOE or VOT?

VOE has an expense ratio of 0.05% while VOT charges 0.05%. They cost the same. On a $10,000 investment, that is $0 per year of difference.

Which performed better, VOE or VOT?

Over the past year VOE returned +27.33% vs +8.58% for VOT, so VOE leads on 1-year performance. Over the longest common window we track (20 years), VOE annualized +7.98% vs +9.62% for VOT. Past performance does not guarantee future results.

Which is riskier, VOE or VOT?

VOT has been the more volatile fund at 18.6% annualized versus 17.6% for VOE. Worst drawdown: VOE -63.4% vs VOT -60.3%.

Should I hold both VOE and VOT?

VOE and VOT have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VOE and VOT?

VOE and VOT share 10 common holdings with a 2.4% weight overlap. Combined, they hold 280 unique securities.

Which pays a higher dividend, VOE or VOT?

VOE yields 2.31% while VOT yields 0.65%, so VOE currently pays the higher dividend yield.

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