VT vs VTV

Quick Verdict

VTV has a lower expense ratio. VTV delivered stronger 1-year returns. VT offers more diversification with 8927 holdings.

Lower Fees: VTVHigher Returns: VTVMore Diversified: VT

Side-by-Side Comparison

MetricVTVTVWinner
Expense Ratio0.06%0.03%
AUM$77.6B$186.1B
Dividend Yield1.61%2.29%
Holdings10,133311
YTD Return+14.35%+18.60%
1Y Return+23.56%+28.75%
3Y Return (annualized)+20.65%+18.63%
5Y Return (annualized)+11.08%+12.39%
Volatility (annualized)16.6%14.5%
Max Drawdown-50.6%-61.3%
Fund FamilyVanguard (US)Vanguard (US)
CategoryEquityEquity
InceptionJun 24, 2008Jan 26, 2004

VT vs VTV Performance

Vanguard Total World Stock ETF (VT) is a ETF from Vanguard (US) and Vanguard Value ETF (VTV) is a ETF from Vanguard (US). Over the past year VT returned +23.56% while VTV returned +28.75%. Year to date, VT is up 14.35% versus a gain of 18.60% for VTV.

Over three years, VT compounded at +20.65% per year against +18.63% for VTV; over five years the annualized figures are +11.08% and +12.39% respectively. Across the full 18-year window we track, VTV has the edge at +7.62% annualized vs +7.37%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VT has been the more volatile fund, with annualized monthly volatility of 16.6% compared with 14.5% 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 -50.6% for VT and -61.3% for VTV. 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 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

VT 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, VT currently yields 1.61% against 2.29% for VTV.

Holdings Overlap

22.9%overlap

VT and VTV share 283 holdings out of 8952 unique holdings combined, representing a 22.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VTWeight in VTVDifference
MU0.51%4.87%4.36%
JPM:US0.70%3.06%2.36%
BRK.B0.68%2.95%2.27%
JNJProProPro
XOMProProPro
WMTProProPro
CATProProPro
ABBVProProPro
CSCOProProPro
UNHProProPro
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Frequently Asked Questions

Which is cheaper, VT or VTV?

VT has an expense ratio of 0.06% while VTV charges 0.03%. VTV is the cheaper option. On a $10,000 investment, that is $3 per year of difference.

Which performed better, VT or VTV?

Over the past year VT returned +23.56% vs +28.75% for VTV, so VTV leads on 1-year performance. Over the longest common window we track (18 years), VT annualized +7.37% vs +7.62% for VTV. Past performance does not guarantee future results.

Which is riskier, VT or VTV?

VT has been the more volatile fund at 16.6% annualized versus 14.5% for VTV. Worst drawdown: VT -50.6% vs VTV -61.3%.

Should I hold both VT and VTV?

VT and VTV have a monthly-return correlation of 0.92, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between VT and VTV?

VT and VTV share 283 common holdings with a 22.9% weight overlap. Combined, they hold 8952 unique securities.

Which pays a higher dividend, VT or VTV?

VT yields 1.61% while VTV yields 2.29%, so VTV currently pays the higher dividend yield.

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