VOE vs VXF

VOE vs VXF

Which is better, VOE or VXF?

Mid Cap Value against Mid Cap Blend.

VOE led over 1Y and 5Y, VXF over 3Y and the full window. The two have moved almost in lockstep, correlation 0.93.

Lower Fees: TiedHigher Returns: split

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

MetricVOEVXF
Expense Ratio0.05%Tie0.05%Tie
AUM$23.9B$30.5B
Dividend Yield1.80%1.01%
Holdings1763,385
YTD Return+15.90%Best+12.97%
1Y Return+20.16%Best+14.06%
3Y Return (annualized)+17.24%+18.25%Best
5Y Return (annualized)+9.82%Best+6.14%
Volatility (annualized)17.5%Best19.5%
Max Drawdown-63.4%-59.4%Best
$10,000 over 5 years$15,974Best$13,471
Fund FamilyVanguard (US)Vanguard (US)
CategoryEquityEquity
StyleMid Cap ValueMid Cap Blend
InceptionAug 17, 2006Dec 27, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Aug 24, 2006 to Sep 11, 2026 (20 years).

VOE vs VXF 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 20 years both funds cover.

Compare VOE against instead:VOE vs SPYVOE vs QQQVOE vs VOOVOE vs VTIVXF against:VXF vs VXUS

VOE vs VXF Performance

Vanguard Morningstar Mid-Cap Value ETF (VOE) is an ETF from Vanguard (US) and Vanguard Extended Market ETF (VXF) is an ETF from Vanguard (US). Over the past year VOE returned +20.16% while VXF returned +14.06%. Year to date, VOE is up 15.90% versus a gain of 12.97% for VXF.

Over three years, VOE compounded at +17.24% per year against +18.25% for VXF; over five years the annualized figures are +9.82% and +6.14% respectively. Across the full 20-year window we track, VXF has the edge at +8.89% annualized vs +7.86%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXF has been the more volatile fund, with annualized monthly volatility of 19.5% compared with 17.5% 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 -59.4% for VXF. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

VOE charges 0.05% per year while VXF charges 0.05%. On a $10,000 position that is $5 vs $5 annually. On income, VOE currently yields 1.80% against 1.01% for VXF.

Holdings Overlap

VOE already in VXF3.4%

At least 3.4% of VOE's money is in holdings VXF also owns.

Stated as a floor: for VXF, our book for it covers 94.2% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

VOE and VXF share little of their money.

8 positions in common, counted across the 169 positions we hold weights for in VOE and 3,295 in VXF, against full books of 176 and 3,385.

Top Shared Holdings

StockWeight in VOEWeight in VXFDifference
LNGCheniere Energy Inc.0.87%0.57%0.30%
FERGFerguson Enterprises Inc 0.000.80%0.52%0.28%
MSTRMicrostrategy Inc0.50%0.33%0.17%
ZMZoom Video Communications Inc. Class A0.38%0.26%0.12%
SUNBSunbelt Rentals0.27%0.35%0.08%
MKLMarkel Corp.0.20%0.28%0.08%
MDLNMedline Inc0.27%0.18%0.09%
SSNCSs&C Technologies Holdings Inc.0.11%0.15%0.04%

You are not choosing between two funds in isolation.

Whichever of VOE and VXF you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

VOEVXF

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VOE or VXF?

VOE has an expense ratio of 0.05% while VXF charges 0.05%. At the precision these are quoted to, they cost the same.

Which performed better, VOE or VXF?

Over the past year VOE returned +20.16% vs +14.06% for VXF, so VOE leads on 1-year performance. Over the longest common window we track (20 years), VOE annualized +7.86% vs +8.89% for VXF. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VOE or VXF?

VXF has been the more volatile fund at 19.5% annualized versus 17.5% for VOE. Worst drawdown: VOE -63.4% vs VXF -59.4%.

Should I hold both VOE and VXF?

VOE and VXF have a monthly-return correlation of 0.93, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between VOE and VXF?

At least 3.4% of VOE's money is in holdings VXF also owns. Our book for VXF is partial, so the real figure is this or higher. They hold 8 positions in common, counted across the 169 positions we hold weights for in VOE and 3,295 in VXF.

Which pays a higher dividend, VOE or VXF?

VOE yields 1.80% while VXF yields 1.01%, so VOE currently pays the higher dividend yield.

Is VXF better than VOE?

VOE led over 1Y and 5Y, VXF over 3Y and the full window. The two have moved almost in lockstep, correlation 0.93. Which one suits a particular account depends on what it is for. This is information, not a recommendation.