VONG vs VTV

VONG vs VTV

Which is better, VONG or VTV?

Large Cap Growth against Large Cap Value.

VTV has a lower expense ratio. VONG led over 3Y and the full window, VTV over 1Y and 5Y. VTV is less concentrated, with 23.6% of the fund in its ten largest positions against 54.3%.

Lower Fees: VTVHigher Returns: splitLess Concentrated: VTV

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

MetricVONGVTV
Expense Ratio0.06%0.03%Best
AUM$51.6B$187.8B
Dividend Yield0.46%1.82%
Holdings373311
YTD Return+3.06%+16.54%Best
1Y Return+6.85%+23.50%Best
3Y Return (annualized)+20.62%Best+18.57%
5Y Return (annualized)+11.74%+12.54%Best
Volatility (annualized)15.9%13.7%Best
Max Drawdown-32.7%Best-36.8%
$10,000 over 5 years$17,420$18,052Best
Top 10 Weight54.3%23.6%Best
Fund FamilyVanguard (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Value
InceptionSep 20, 2010Jan 26, 2004

Volatility and max drawdown are measured over the window both funds cover: Sep 22, 2010 to Sep 10, 2026 (16 years).

VONG vs VTV 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.

VONG vs VTV Performance

Vanguard Russell 1000 Growth ETF (VONG) is an ETF from Vanguard (US) and Vanguard Morningstar Value ETF (VTV) is an ETF from Vanguard (US). Over the past year VONG returned +6.85% while VTV returned +23.50%. Year to date, VONG is up 3.06% versus a gain of 16.54% for VTV.

Over three years, VONG compounded at +20.62% per year against +18.57% for VTV; over five years the annualized figures are +11.74% and +12.54% respectively. Across the full 16-year window we track, VONG has the edge at +15.51% annualized vs +10.85%.

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 13.7% for VTV. 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 -32.7% for VONG and -36.8% for VTV. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VONG charges 0.06% per year while VTV charges 0.03%. On a $10,000 position that is $6 vs $3 annually, a gap of $3 per year that compounds over a long holding period. On income, VONG currently yields 0.46% against 1.82% for VTV.

Holdings Overlap

VONG already in VTV14.4%
VTV already in VONG31.7%

14.4% of VONG's money is in holdings VTV also owns. 31.7% of VTV's money is in holdings VONG also owns.

The two portfolios partly overlap.

77 positions in common, counted across the 371 positions we hold weights for in VONG and 308 in VTV, against full books of 373 and 311.

What only one of them owns

Our book lists 222 positions for VTV that do not appear in our book for VONG (65.7% of the fund), and 228 for VONG that do not appear in VTV (85.0%).

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 VONGWeight in VTVDifference
MUMicron Technology, Inc.3.85%4.87%1.02%
CATCaterpillar, Inc.1.43%1.84%0.41%
HDHome Depot Inc/The0.77%1.32%0.55%
WMTWalmart, Inc.0.13%1.86%1.73%
GEGeneral Electric Co.1.14%0.73%0.41%
ABBVAbbvie Inc.0.11%1.66%1.55%
TXNTexas Instruments, Inc0.80%0.51%0.29%
KOCoca Cola Co.0.11%1.05%0.94%
AMGNAmgen Inc.0.41%0.73%0.32%
GLWCorning Inc.0.60%0.37%0.23%

31.7% of VTV 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.

VONGVTV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VONG or VTV?

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

Which performed better, VONG or VTV?

Over the past year VONG returned +6.85% vs +23.50% for VTV, so VTV leads on 1-year performance. Over the longest common window we track (16 years), VONG annualized +15.51% vs +10.85% for VTV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VONG or VTV?

VONG has been the more volatile fund at 15.9% annualized versus 13.7% for VTV. Worst drawdown: VONG -32.7% vs VTV -36.8%.

Should I hold both VONG and VTV?

VONG and VTV have a monthly-return correlation of 0.77, 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 VONG and VTV?

31.7% of VTV's money is in holdings VONG also owns. 31.7% of VTV's is in holdings VONG also owns. They hold 77 positions in common, counted across the 371 positions we hold weights for in VONG and 308 in VTV.

Which pays a higher dividend, VONG or VTV?

VONG yields 0.46% while VTV yields 1.82%, so VTV currently pays the higher dividend yield.

Is VTV better than VONG?

VTV has a lower expense ratio. VONG led over 3Y and the full window, VTV over 1Y and 5Y. VTV is less concentrated, with 23.6% 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.