SPYV vs VOE
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF (SPYV, ETF) and VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES (VOE, ETF).
5-Year PerformanceSPYV has outperformed VOE, delivering a return of +11.2% compared to +9.4%
SPYV vs VOE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPYV
$35B
Winner
VOE
$37B
Expense Ratio
Winner
SPYV
0.04%
VOE
0.05%
Max Drawdown
Winner
SPYV
60.42%
VOE
63.37%
Sharpe Ratio
SPYV
1.52
Winner
VOE
1.57
5Y Beta
SPYV
0.69
Winner
VOE
0.68
P/E Ratio
SPYV
24.52
Winner
VOE
20.16
Forward P/E
SPYV
18.91
Winner
VOE
13.03
PEG Ratio
SPYV
N/A
VOE
0.50
5Y Dividends CAGR
SPYV
4.53%
Winner
VOE
12.81%
5Y EPS CAGR
Winner
SPYV
12.08%
VOE
10.90%
Debt to Equity
SPYV
44.54%
Winner
VOE
35.09%
P/S Ratio
SPYV
2.21
Winner
VOE
1.25
P/B Ratio
SPYV
3.73
Winner
VOE
2.37
SPYV vs VOE - Holdings Comparison
SPYV and VOE have 161 common holdings. Overlap is 19.62%
SPYV's top 25 holdings weight is 37.18%. VOE's top 25 holdings weight is 28.97%.
| Rank | SPYV | VOE |
|---|---|---|
| #1 | APPLE INC (AAPL) - 7.54% | CUMMINS INC (CMI) - 1.64% |
| #2 | AMAZON.COM INC (AMZN) - 3.78% | SLB LTD (SLB) - 1.50% |
| #3 | EXXON MOBIL CORP (XOM) - 2.04% | CRH PLC (CRH) - 1.40% |
| #4 | INTEL CORP (INTC) - 1.97% | VALERO ENERGY CORP (VLO) - 1.34% |
| #5 | WALMART INC (WMT) - 1.80% | WESTERN DIGITAL CORP (WDC) - 1.30% |
| #6 | COSTCO WHOLESALE CORP (COST) - 1.49% | MARATHON PETROLEUM CORP (MPC) - 1.29% |
| #7 | TESLA INC (TSLA) - 1.47% | PHILLIPS 66 (PSX) - 1.27% |
| #8 | BANK OF AMERICA CORP (BAC) - 1.30% | GENERAL MOTORS CO (GM) - 1.23% |
| #9 | UNITEDHEALTH GROUP INC (UNH) - 1.26% | BAKER HUGHES CO CLASS A (BKR) - 1.22% |
| #10 | PROCTER & GAMBLE CO (PG) - 1.21% | DIGITAL REALTY TRUST INC (DLR) - 1.22% |
| #11 | CHEVRON CORP (CVX) - 1.15% | n/a (WBD) - 1.13% |
| #12 | THE HOME DEPOT INC (HD) - 1.13% | PACCAR INC (PCAR) - 1.10% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.00% | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 1.10% |
| #14 | MERCK & CO INC (MRK) - 0.99% | UNITED RENTALS INC (URI) - 1.07% |
| #15 | TEXAS INSTRUMENTS INC (TXN) - 0.95% | NEWMONT CORP (NEM) - 1.07% |
| #16 | WELLS FARGO & CO (WFC) - 0.90% | KEYSIGHT TECHNOLOGIES INC (KEYS) - 1.06% |
| #17 | VISA INC CLASS A (V) - 0.87% | L3HARRIS TECHNOLOGIES INC (LHX) - 1.06% |
| #18 | CITIGROUP INC (C) - 0.87% | TARGET CORP (TGT) - 1.04% |
| #19 | LINDE PLC (LIN) - 0.84% | ONEOK INC (OKE) - 1.03% |
| #20 | WESTERN DIGITAL CORP (WDC) - 0.84% | CENCORA INC (COR) - 1.01% |
| #21 | JOHNSON & JOHNSON (JNJ) - 0.80% | ALLSTATE CORP (ALL) - 1.00% |
| #22 | QUALCOMM INC (QCOM) - 0.79% | DOMINION ENERGY INC (D) - 1.00% |
| #23 | CISCO SYSTEMS INC (CSCO) - 0.76% | CORTEVA INC (CTVA) - 0.98% |
| #24 | ABBVIE INC (ABBV) - 0.73% | CHENIERE ENERGY INC (LNG) - 0.97% |
| #25 | ANALOG DEVICES INC (ADI) - 0.70% | ARTHUR J. GALLAGHER & CO (AJG) - 0.94% |
| Total Holdings | 440 | 180 |
SPYV vs VOE - Historical Returns
Returns include dividend reinvestment.
1M
SPYV
-0.35%
Winner
VOE
+1.98%
3M
Winner
SPYV
+8.09%
VOE
+7.83%
6M
SPYV
+6.49%
Winner
VOE
+11.18%
1Y
SPYV
+19.21%
Winner
VOE
+23.06%
5Y(CAGR)
Winner
SPYV
+11.22%
VOE
+9.42%
10Y(CAGR)
Winner
SPYV
+12.12%
VOE
+11.02%
Max(CAGR)
SPYV
+7.77%
Winner
VOE
+9.40%
SPYV vs VOE - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | SPYV | VOE |
|---|---|---|
| 2026 | +7.26% | +11.33% |
| 2025 | +13.74% | +12.46% |
| 2024 | +11.51% | +13.71% |
| 2023 | +21.57% | +10.01% |
| 2022 | -5.69% | -7.96% |
| 2021 | +26.65% | +31.13% |
| 2020 | +1.09% | +2.62% |
| 2019 | +31.17% | +27.88% |
| 2018 | -9.54% | -12.88% |
| 2017 | +14.24% | +16.14% |
| 2016 | +18.50% | +16.61% |
| 2015 | -3.01% | -1.89% |
| 2014 | +12.83% | +15.31% |
| 2013 | +28.40% | +34.58% |
| 2012 | +14.94% | +14.82% |
| 2011 | -1.95% | -1.60% |
| 2010 | +13.67% | +20.01% |
| 2009 | +14.71% | +34.45% |
| 2008 | -35.49% | -35.63% |
| 2007 | +1.64% | -4.15% |
| 2006 | +20.05% | +12.70% |
| 2005 | +6.00% | N/A |
| 2004 | +13.25% | N/A |
| 2003 | +21.98% | N/A |
| 2002 | -17.45% | N/A |
| 2001 | -4.78% | N/A |
| 2000 | +3.70% | N/A |
SPYV vs VOE Drawdown Comparison
The maximum drawdown for SPYV was -58.47%, occurring on Mar 6, 2009. Recovery took 1347 trading sessions.
The maximum drawdown for VOE was -61.51%, occurring on Mar 9, 2009. Recovery took 983 trading sessions.
The current SPYV drawdown is -1.17%. The current VOE drawdown is -0.52%.
| Rank | SPYV | VOE |
|---|---|---|
| #1 | -58.47% Oct 9, 2007 - Feb 14, 2013 | -61.51% Jun 4, 2007 - Apr 27, 2011 |
| #2 | -36.86% Feb 12, 2020 - Dec 31, 2020 | -43.20% Feb 12, 2020 - Dec 4, 2020 |
| #3 | -33.68% Dec 28, 2000 - Jan 26, 2004 | -24.10% Apr 29, 2011 - Mar 13, 2012 |
| #4 | -19.15% Jan 26, 2018 - Apr 23, 2019 | -21.49% Jan 26, 2018 - Jul 24, 2019 |
| #5 | -17.91% Apr 20, 2022 - Feb 1, 2023 | -19.69% Apr 20, 2022 - Feb 22, 2024 |
| #6 | -17.54% Nov 29, 2024 - Aug 22, 2025 | -18.45% Nov 29, 2024 - Aug 22, 2025 |
| #7 | -14.71% May 21, 2015 - Jun 6, 2016 | -18.04% May 21, 2015 - Jul 12, 2016 |
| #8 | -10.91% Jul 31, 2023 - Dec 1, 2023 | -11.49% Mar 26, 2012 - Sep 6, 2012 |
| #9 | -10.38% Jul 13, 2007 - Oct 9, 2007 | -8.46% Sep 5, 2014 - Nov 5, 2014 |
| #10 | -9.56% Feb 2, 2023 - Jun 13, 2023 | -7.79% Jan 13, 2022 - Mar 29, 2022 |
| #11 | -7.70% May 3, 2019 - Jul 1, 2019 | -7.06% Jul 24, 2019 - Sep 11, 2019 |
| #12 | -7.48% Mar 5, 2004 - Sep 14, 2004 | -6.93% Feb 26, 2026 - Apr 30, 2026 |
| #13 | -7.39% Sep 18, 2014 - Nov 6, 2014 | -6.80% May 17, 2013 - Jul 11, 2013 |
| #14 | -7.36% May 5, 2006 - Aug 16, 2006 | -6.78% Nov 15, 2021 - Dec 29, 2021 |
| #15 | -7.27% Jan 12, 2022 - Apr 20, 2022 | -6.78% Jun 8, 2021 - Aug 11, 2021 |
Correlation
Correlation between SPYV and VOE is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2000 - 2026)
SPYV vs VOE dividend yield comparison.
| Year | SPYV | VOE |
|---|---|---|
| 2026 | 0.79% | 0.50% |
| 2025 | 1.77% | 2.10% |
| 2024 | 2.29% | 2.11% |
| 2023 | 1.75% | 2.27% |
| 2022 | 2.22% | 2.27% |
| 2021 | 2.10% | 1.78% |
| 2020 | 2.38% | 2.36% |
| 2019 | 2.25% | 2.05% |
| 2018 | 2.97% | 2.75% |
| 2017 | 2.77% | 1.86% |
| 2016 | 2.39% | 1.92% |
| 2015 | 2.53% | 2.05% |
| 2014 | 2.19% | 1.67% |
| 2013 | 1.96% | 1.53% |
| 2012 | 2.48% | 1.93% |
| 2011 | 2.23% | 2.20% |
| 2010 | 2.43% | 1.91% |
| 2009 | 2.57% | 1.95% |
| 2008 | 4.54% | 2.91% |
| 2007 | 2.71% | 2.05% |
| 2006 | 2.12% | 0.64% |
| 2005 | 2.26% | 0.00% |
| 2004 | 2.27% | 0.00% |
| 2003 | 2.09% | 0.00% |
| 2002 | 2.84% | 0.00% |
| 2001 | 1.78% | 0.00% |
| 2000 | 0.42% | 0.00% |
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