VOT vs VTV

VOT vs VTV

Which is better, VOT or VTV?

Mid Cap Growth against Large Cap Value.

VTV has a lower expense ratio. VOT led over the full window, VTV over 1Y, 3Y and 5Y. VOT is less concentrated, with 20.9% of the fund in its ten largest positions against 22.5%.

Lower Fees: VTVHigher Returns: splitLess Concentrated: VOT

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

MetricVOTVTV
Expense Ratio0.05%0.03%Best
AUM$19.1B$187.8B
Dividend Yield0.60%1.82%
Holdings129311
YTD Return+5.76%+15.62%Best
1Y Return+2.16%+20.92%Best
3Y Return (annualized)+15.89%+18.82%Best
5Y Return (annualized)+4.29%+12.40%Best
Volatility (annualized)18.5%15.2%Best
Max Drawdown-60.3%Best-61.3%
$10,000 over 5 years$12,337$17,940Best
Top 10 Weight20.9%Best22.5%
Fund FamilyVanguard (US)Vanguard (US)
CategoryEquityEquity
StyleMid Cap GrowthLarge Cap Value
InceptionAug 17, 2006Jan 26, 2004

Volatility and max drawdown are measured over the window both funds cover: Aug 24, 2006 to Sep 23, 2026 (20.1 years).

VOT 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 20.1 years both funds cover.

VOT vs VTV Performance

Vanguard Morningstar Mid-Cap Growth ETF (VOT) is an ETF from Vanguard (US) and Vanguard Morningstar Value ETF (VTV) is an ETF from Vanguard (US). Over the past year VOT returned +2.16% while VTV returned +20.92%. Year to date, VOT is up 5.76% versus a gain of 15.62% for VTV.

Over three years, VOT compounded at +15.89% per year against +18.82% for VTV; over five years the annualized figures are +4.29% and +12.40% respectively. Across the full 20-year window we track, VOT has the edge at +9.38% annualized vs +7.17%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOT has been the more volatile fund, with annualized monthly volatility of 18.5% compared with 15.2% 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 -60.3% for VOT and -61.3% 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 0.84. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VOT charges 0.05% per year while VTV charges 0.03%. On a $10,000 position that is $5 vs $3 annually, a gap of $2 per year that compounds over a long holding period. On income, VOT currently yields 0.60% against 1.82% for VTV.

Holdings Overlap

VOT already in VTV29.1%
VTV already in VOT5.0%

29.1% of VOT's money is in holdings VTV also owns. 5.0% of VTV's money is in holdings VOT also owns.

VOT and VTV share little of their money.

42 positions in common, counted across the 123 positions we hold weights for in VOT and 299 in VTV, against full books of 129 and 311.

What only one of them owns

Our book lists 251 positions for VTV that do not appear in our book for VOT (92.2% of the fund), and 79 for VOT that do not appear in VTV (69.4%).

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 VOTWeight in VTVDifference
CEGConstellation Energy Corporation Com1.94%0.32%1.62%
ROSTRoss Stores, Inc.1.84%0.30%1.54%
RCLRoyal Caribbean Cruises1.75%0.14%1.61%
ORealty Income Corp.1.36%0.11%1.25%
AMEAmetek Inc1.26%0.21%1.05%
VSTVistra Energy Corp.1.14%0.19%0.95%
EWEdwards Lifesciences Corp1.13%0.18%0.95%
GRMNGarminltd.1.10%0.18%0.92%
VTRVentas  Inc .1.03%0.17%0.86%
MCHPMicrochip Technology Inc.0.92%0.15%0.77%

29.1% of VOT is already inside VTV.

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

VOTVTV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VOT or VTV?

VOT has an expense ratio of 0.05% while VTV charges 0.03%. VTV is the cheaper option, by $2 a year on a $10,000 investment.

Which performed better, VOT or VTV?

Over the past year VOT returned +2.16% vs +20.92% for VTV, so VTV leads on 1-year performance. Over the longest common window we track (20 years), VOT annualized +9.38% vs +7.17% for VTV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VOT or VTV?

VOT has been the more volatile fund at 18.5% annualized versus 15.2% for VTV. Worst drawdown: VOT -60.3% vs VTV -61.3%.

Should I hold both VOT and VTV?

VOT and VTV have a monthly-return correlation of 0.84, 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 VOT and VTV?

29.1% of VOT's money is in holdings VTV also owns. 5.0% of VTV's is in holdings VOT also owns. They hold 42 positions in common, counted across the 123 positions we hold weights for in VOT and 299 in VTV.

Which pays a higher dividend, VOT or VTV?

VOT yields 0.60% while VTV yields 1.82%, so VTV currently pays the higher dividend yield.

Is VTV better than VOT?

VTV has a lower expense ratio. VOT led over the full window, VTV over 1Y, 3Y and 5Y. VOT is less concentrated, with 20.9% of the fund in its ten largest positions against 22.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.