VFMV vs MDIV
Comparison between VANGUARD U.S. MINIMUM VOLATILITY ETF ETF SHARES (VFMV, ETF) and MULTI-ASSET DIVERSIFIED INCOME INDEX FUND (MDIV, ETF).
5-Year PerformanceVFMV has outperformed MDIV, delivering a return of +9.4% compared to +6.6%
VFMV vs MDIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VFMV
$418M
MDIV
$416M
Expense Ratio
Winner
VFMV
0.13%
MDIV
0.71%
Max Drawdown
Winner
VFMV
33.96%
MDIV
56.95%
Sharpe Ratio
VFMV
1.06
Winner
MDIV
1.24
5Y Beta
VFMV
0.50
Winner
MDIV
0.31
P/E Ratio
VFMV
22.21
Winner
MDIV
12.49
Forward P/E
VFMV
19.19
Winner
MDIV
12.85
5Y Dividends CAGR
Winner
VFMV
7.80%
MDIV
6.27%
5Y EPS CAGR
Winner
VFMV
14.40%
MDIV
0.09%
Debt to Equity
VFMV
-1.91%
MDIV
N/A
P/S Ratio
VFMV
2.42
Winner
MDIV
1.45
P/B Ratio
VFMV
3.40
Winner
MDIV
0.71
VFMV vs MDIV - Holdings Comparison
VFMV and MDIV have 10 common holdings. Overlap is -2.40%
VFMV's top 25 holdings weight is 36.66%. MDIV's top 25 holdings weight is 48.81%.
| Rank | VFMV | MDIV |
|---|---|---|
| #1 | CIRRUS LOGIC INC (CRUS) - 1.61% | FIRST TRUST TACTICAL HIGH YIELD ETF (HYLS) - 19.69% |
| #2 | ROSS STORES INC (ROST) - 1.56% | n/a (AGNCO) - 1.81% |
| #3 | TJX COMPANIES INC (TJX) - 1.54% | PENNYMAC MORTGAGE INVESTMENT TRUST (PMT) - 1.67% |
| #4 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.52% | AGNC INVESTMENT CORP (AGNC) - 1.62% |
| #5 | DOLBY LABORATORIES INC CLASS A (DLB) - 1.51% | MFA FINANCIAL INC (MFA) - 1.60% |
| #6 | COCA-COLA CO (KO) - 1.51% | n/a (IEP) - 1.54% |
| #7 | TEXAS INSTRUMENTS INC (TXN) - 1.51% | MACH NATURAL RESOURCES LP (MNR) - 1.50% |
| #8 | JOHNSON & JOHNSON (JNJ) - 1.51% | TXO PARTNERS LP (TXO) - 1.50% |
| #9 | NVIDIA CORP (NVDA) - 1.51% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.48% |
| #10 | MICROSOFT CORP (MSFT) - 1.50% | MORGAN STANLEY DR (MS-PRE) - 1.38% |
| #11 | ANALOG DEVICES INC (ADI) - 1.50% | RITHM CAPITAL CORP (RITM) - 1.22% |
| #12 | APPLE INC (AAPL) - 1.49% | CROSSAMERICA PARTNERS LP (CAPL) - 1.14% |
| #13 | COSTCO WHOLESALE CORP (COST) - 1.49% | KIMBELL ROYALTY PARTNERS LP (KRP) - 1.09% |
| #14 | ENSIGN GROUP INC (ENSG) - 1.48% | n/a (ARI) - 1.05% |
| #15 | LOEWS CORP (L) - 1.48% | DORCHESTER MINERALS LP (DMLP) - 1.03% |
| #16 | TRIMBLE INC (TRMB) - 1.48% | n/a (BSM) - 1.02% |
| #17 | CHEVRON CORP (CVX) - 1.47% | ALLIANCE RESOURCE PARTNERS LP (ARLP) - 1.00% |
| #18 | REPUBLIC SERVICES INC (RSG) - 1.46% | RITHM CAPITAL CORP SERIES B (RITM-PRB) - 0.98% |
| #19 | PTC INC (PTC) - 1.46% | DELEK LOGISTICS PARTNERS LP (DKL) - 0.97% |
| #20 | KEYSIGHT TECHNOLOGIES INC (KEYS) - 1.39% | APPLE HOSPITALITY REIT INC (APLE) - 0.96% |
| #21 | META PLATFORMS INC CLASS A (META) - 1.39% | WESTERN MIDSTREAM PARTNERS LP (WES) - 0.95% |
| #22 | INGREDION INC (INGR) - 1.38% | n/a (AGNCN) - 0.91% |
| #23 | EXXON MOBIL CORP (XOM) - 1.37% | n/a (C-PRN) - 0.91% |
| #24 | AMETEK INC (AME) - 1.28% | ANNALY CAPITAL MANAGEMENT INC PFD (NLY-PRI) - 0.90% |
| #25 | LAM RESEARCH CORP (LRCX) - 1.26% | CONAGRA BRANDS INC (CAG) - 0.89% |
| Total Holdings | 182 | 124 |
VFMV vs MDIV - Historical Returns
Returns include dividend reinvestment.
1M
VFMV
+2.33%
Winner
MDIV
+3.14%
3M
VFMV
+3.07%
Winner
MDIV
+4.05%
6M
VFMV
+6.91%
Winner
MDIV
+7.71%
1Y
Winner
VFMV
+13.46%
MDIV
+12.58%
5Y(CAGR)
Winner
VFMV
+9.38%
MDIV
+6.60%
10Y(CAGR)
Winner
VFMV
+9.84%
MDIV
+4.74%
Max(CAGR)
Winner
VFMV
+9.84%
MDIV
+4.95%
VFMV vs MDIV - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | VFMV | MDIV |
|---|---|---|
| 2026 | +9.68% | +10.47% |
| 2025 | +10.61% | +3.39% |
| 2024 | +16.78% | +9.49% |
| 2023 | +8.55% | +11.51% |
| 2022 | -5.36% | -4.81% |
| 2021 | +21.46% | +17.67% |
| 2020 | +0.16% | -14.93% |
| 2019 | +27.53% | +17.66% |
| 2018 | -1.09% | -6.11% |
| 2017 | N/A | +4.95% |
| 2016 | N/A | +11.26% |
| 2015 | N/A | -8.76% |
| 2014 | N/A | +8.75% |
| 2013 | N/A | +8.41% |
| 2012 | N/A | +0.64% |
VFMV vs MDIV Drawdown Comparison
The maximum drawdown for VFMV was -33.63%, occurring on Mar 23, 2020. Recovery took 231 trading sessions.
The maximum drawdown for MDIV was -48.50%, occurring on Mar 18, 2020. Recovery took 501 trading sessions.
The current VFMV drawdown is -0.48%. The current MDIV drawdown is -0.84%.
| Rank | VFMV | MDIV |
|---|---|---|
| #1 | -33.63% Feb 20, 2020 - Jan 20, 2021 | -48.50% Jan 16, 2020 - Jan 11, 2022 |
| #2 | -16.10% Sep 14, 2018 - Apr 24, 2019 | -19.82% Aug 29, 2014 - Aug 29, 2016 |
| #3 | -15.40% Dec 29, 2021 - Dec 4, 2023 | -13.01% Feb 2, 2023 - Dec 13, 2023 |
| #4 | -10.35% Feb 25, 2025 - Jun 10, 2025 | -12.62% Apr 20, 2022 - Feb 2, 2023 |
| #5 | -6.24% Nov 26, 2024 - Feb 19, 2025 | -12.37% Aug 21, 2018 - Feb 19, 2019 |
| #6 | -6.09% Feb 12, 2021 - Apr 1, 2021 | -9.61% Nov 29, 2024 - Aug 22, 2025 |
| #7 | -6.00% Mar 2, 2026 - Apr 30, 2026 | -8.93% Sep 7, 2016 - Jan 24, 2017 |
| #8 | -5.36% Sep 2, 2021 - Nov 3, 2021 | -8.17% May 17, 2013 - Mar 18, 2014 |
| #9 | -4.37% Mar 28, 2024 - May 14, 2024 | -8.01% Jan 23, 2018 - Aug 7, 2018 |
| #10 | -3.92% Nov 16, 2021 - Dec 15, 2021 | -6.37% Oct 18, 2012 - Jan 2, 2013 |
| #11 | -3.76% Jan 25, 2021 - Feb 8, 2021 | -4.37% Jan 14, 2022 - Mar 29, 2022 |
| #12 | -3.65% Jul 31, 2024 - Aug 15, 2024 | -4.13% Jul 30, 2019 - Sep 16, 2019 |
| #13 | -3.35% Mar 12, 2018 - Apr 12, 2018 | -3.48% Apr 1, 2024 - May 3, 2024 |
| #14 | -3.24% Jul 29, 2019 - Sep 4, 2019 | -3.39% Aug 29, 2025 - Jan 8, 2026 |
| #15 | -3.10% Sep 11, 2025 - Nov 26, 2025 | -3.32% Jul 1, 2014 - Aug 20, 2014 |
Correlation
Correlation between VFMV and MDIV is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2012 - 2026)
VFMV vs MDIV dividend yield comparison.
| Year | VFMV | MDIV |
|---|---|---|
| 2026 | 0.61% | 4.08% |
| 2025 | 2.12% | 6.51% |
| 2024 | 1.46% | 6.40% |
| 2023 | 2.20% | 6.08% |
| 2022 | 2.08% | 6.71% |
| 2021 | 1.31% | 5.30% |
| 2020 | 2.14% | 6.00% |
| 2019 | 2.43% | 5.90% |
| 2018 | 2.29% | 6.76% |
| 2017 | 0.00% | 6.04% |
| 2016 | 0.00% | 6.35% |
| 2015 | 0.00% | 7.38% |
| 2014 | 0.00% | 5.73% |
| 2013 | 0.00% | 5.67% |
| 2012 | 0.00% | 1.61% |
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