VO vs VTV
Comparison between VANGUARD MID-CAP INDEX FUND ETF SHARES (VO, ETF) and VANGUARD VALUE INDEX FUND ETF SHARES (VTV, ETF).
5-Year PerformanceVTV has outperformed VO, delivering a return of +10.7% compared to +7.4%
VO vs VTV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VO
$198B
Winner
VTV
$226B
Expense Ratio
VO
0.03%
VTV
0.03%
Max Drawdown
Winner
VO
60.33%
VTV
61.31%
Sharpe Ratio
VO
1.23
Winner
VTV
1.91
5Y Beta
VO
0.84
Winner
VTV
0.67
P/E Ratio
VO
26.14
Winner
VTV
20.54
Forward P/E
VO
17.68
Winner
VTV
16.12
PEG Ratio
VO
0.60
Winner
VTV
0.42
5Y Dividends CAGR
Winner
VO
13.71%
VTV
10.80%
5Y EPS CAGR
Winner
VO
13.58%
VTV
11.47%
Debt to Equity
Winner
VO
19.40%
VTV
31.02%
P/S Ratio
Winner
VO
1.82
VTV
2.02
P/B Ratio
VO
3.41
Winner
VTV
3.02
VO vs VTV - Holdings Comparison
VO and VTV have 206 common holdings. Overlap is 27.42%
VO's top 25 holdings weight is 19.64%. VTV's top 25 holdings weight is 36.53%.
| Rank | VO | VTV |
|---|---|---|
| #1 | VERTIV HOLDINGS CO CLASS A (VRT) - 1.02% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.05% |
| #2 | HOWMET AEROSPACE INC (HWM) - 1.00% | JPMORGAN CHASE & CO (JPM) - 3.03% |
| #3 | WESTERN DIGITAL CORP (WDC) - 1.00% | EXXON MOBIL CORP (XOM) - 2.89% |
| #4 | CONSTELLATION ENERGY CORP (CEG) - 0.93% | JOHNSON & JOHNSON (JNJ) - 2.41% |
| #5 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.93% | WALMART INC (WMT) - 2.23% |
| #6 | QUANTA SERVICES INC (PWR) - 0.89% | CHEVRON CORP (CVX) - 1.61% |
| #7 | SLB LTD (SLB) - 0.84% | ABBVIE INC (ABBV) - 1.57% |
| #8 | CUMMINS INC (CMI) - 0.81% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #9 | VALERO ENERGY CORP (VLO) - 0.80% | PROCTER & GAMBLE CO (PG) - 1.37% |
| #10 | PHILLIPS 66 (PSX) - 0.79% | CATERPILLAR INC (CAT) - 1.35% |
| #11 | MARATHON PETROLEUM CORP (MPC) - 0.78% | THE HOME DEPOT INC (HD) - 1.34% |
| #12 | MOTOROLA SOLUTIONS INC (MSI) - 0.78% | BANK OF AMERICA CORP (BAC) - 1.23% |
| #13 | CRH PLC (CRH) - 0.76% | MERCK & CO INC (MRK) - 1.22% |
| #14 | ROSS STORES INC (ROST) - 0.76% | CISCO SYSTEMS INC (CSCO) - 1.13% |
| #15 | ROYAL CARIBBEAN GROUP (RCL) - 0.73% | COCA-COLA CO (KO) - 1.07% |
| #16 | GENERAL MOTORS CO (GM) - 0.73% | RTX CORP (RTX) - 1.06% |
| #17 | TRANSDIGM GROUP INC (TDG) - 0.71% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.05% |
| #18 | n/a (WBD) - 0.70% | WELLS FARGO & CO (WFC) - 1.01% |
| #19 | L3HARRIS TECHNOLOGIES INC (LHX) - 0.70% | UNITEDHEALTH GROUP INC (UNH) - 1.00% |
| #20 | CLOUDFLARE INC (NET) - 0.68% | THE GOLDMAN SACHS GROUP INC (GS) - 0.98% |
| #21 | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 0.67% | LINDE PLC (LIN) - 0.94% |
| #22 | DIGITAL REALTY TRUST INC (DLR) - 0.67% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.93% |
| #23 | BAKER HUGHES CO CLASS A (BKR) - 0.66% | PEPSICO INC (PEP) - 0.87% |
| #24 | PACCAR INC (PCAR) - 0.66% | AT&T INC (T) - 0.83% |
| #25 | NEWMONT CORP (NEM) - 0.64% | MORGAN STANLEY (MS) - 0.80% |
| Total Holdings | 301 | 326 |
VO vs VTV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VO
+3.40%
VTV
+2.51%
3M
Winner
VO
+2.56%
VTV
+1.06%
6M
VO
+7.57%
Winner
VTV
+12.41%
1Y
VO
+19.36%
Winner
VTV
+25.65%
5Y(CAGR)
VO
+7.41%
Winner
VTV
+10.67%
10Y(CAGR)
VO
+11.54%
Winner
VTV
+12.40%
Max(CAGR)
Winner
VO
+10.16%
VTV
+9.47%
VO vs VTV - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | VO | VTV |
|---|---|---|
| 2026 | +5.86% | +7.98% |
| 2025 | +11.78% | +15.42% |
| 2024 | +15.96% | +15.23% |
| 2023 | +16.58% | +9.51% |
| 2022 | -18.28% | -2.47% |
| 2021 | +26.55% | +28.15% |
| 2020 | +17.64% | +1.76% |
| 2019 | +31.36% | +25.59% |
| 2018 | -9.83% | -5.73% |
| 2017 | +18.30% | +16.37% |
| 2016 | +12.73% | +18.56% |
| 2015 | -1.37% | -1.01% |
| 2014 | +14.91% | +14.21% |
| 2013 | +32.05% | +29.87% |
| 2012 | +14.76% | +13.44% |
| 2011 | -3.25% | -0.06% |
| 2010 | +23.38% | +12.65% |
| 2009 | +36.13% | +16.63% |
| 2008 | -40.95% | -35.15% |
| 2007 | +5.67% | +0.20% |
| 2006 | +12.16% | +20.38% |
| 2005 | +15.83% | +8.25% |
| 2004 | +17.53% | +13.85% |
VO vs VTV Drawdown Comparison
The maximum drawdown for VO was -58.88%, occurring on Mar 9, 2009. Recovery took 901 trading sessions.
The maximum drawdown for VTV was -59.26%, occurring on Mar 5, 2009. Recovery took 1399 trading sessions.
The current VO drawdown is -1.34%. The current VTV drawdown is -0.43%.
| Rank | VO | VTV |
|---|---|---|
| #1 | -58.88% Jul 13, 2007 - Feb 8, 2011 | -59.26% Jul 13, 2007 - Feb 1, 2013 |
| #2 | -39.38% Feb 20, 2020 - Sep 2, 2020 | -36.78% Feb 12, 2020 - Dec 4, 2020 |
| #3 | -27.57% Nov 16, 2021 - Jul 16, 2024 | -17.34% Sep 21, 2018 - Apr 30, 2019 |
| #4 | -24.63% Jul 7, 2011 - Mar 13, 2012 | -17.03% Apr 20, 2022 - Jul 20, 2023 |
| #5 | -21.21% Aug 29, 2018 - Apr 5, 2019 | -14.52% Nov 29, 2024 - Jul 3, 2025 |
| #6 | -20.55% Mar 31, 2015 - Aug 15, 2016 | -13.30% May 21, 2015 - Apr 19, 2016 |
| #7 | -19.02% Nov 29, 2024 - Jul 1, 2025 | -10.77% Jan 26, 2018 - Sep 18, 2018 |
| #8 | -11.89% Mar 26, 2012 - Sep 13, 2012 | -9.86% Jul 24, 2023 - Dec 13, 2023 |
| #9 | -11.58% May 8, 2006 - Nov 14, 2006 | -7.62% Sep 19, 2014 - Nov 5, 2014 |
| #10 | -10.06% Mar 5, 2004 - Oct 4, 2004 | -7.29% Mar 5, 2004 - Sep 7, 2004 |
| #11 | -9.48% Sep 5, 2014 - Nov 6, 2014 | -6.90% May 5, 2006 - Aug 15, 2006 |
| #12 | -9.39% Jan 26, 2018 - Jul 26, 2018 | -6.58% Mar 7, 2005 - Jun 17, 2005 |
| #13 | -8.16% Feb 26, 2026 - Apr 17, 2026 | -6.57% Jan 12, 2022 - Mar 29, 2022 |
| #14 | -7.97% Sep 2, 2020 - Oct 8, 2020 | -6.50% Jul 26, 2019 - Oct 22, 2019 |
| #15 | -7.96% Mar 7, 2005 - Jun 14, 2005 | -6.35% Feb 27, 2026 - Apr 30, 2026 |
Correlation
Correlation between VO and VTV is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2004 - 2026)
VO vs VTV dividend yield comparison.
| Year | VO | VTV |
|---|---|---|
| 2026 | 0.35% | 0.52% |
| 2025 | 1.52% | 2.05% |
| 2024 | 1.49% | 2.31% |
| 2023 | 1.52% | 2.46% |
| 2022 | 1.60% | 2.52% |
| 2021 | 1.12% | 2.15% |
| 2020 | 1.45% | 2.56% |
| 2019 | 1.48% | 2.50% |
| 2018 | 1.82% | 2.73% |
| 2017 | 1.35% | 2.29% |
| 2016 | 1.45% | 2.44% |
| 2015 | 1.47% | 2.60% |
| 2014 | 1.29% | 2.22% |
| 2013 | 1.18% | 2.21% |
| 2012 | 1.41% | 2.73% |
| 2011 | 1.36% | 2.67% |
| 2010 | 1.19% | 2.36% |
| 2009 | 1.22% | 2.84% |
| 2008 | 2.19% | 4.23% |
| 2007 | 1.36% | 2.74% |
| 2006 | 1.34% | 2.32% |
| 2005 | 1.17% | 2.59% |
| 2004 | 1.12% | 2.23% |
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