VOE vs SPYV
Comparison between VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES (VOE, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF (SPYV, ETF).
5-Year PerformanceSPYV has outperformed VOE, delivering a return of +11.4% compared to +9.4%
VOE vs SPYV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VOE
$37B
SPYV
$35B
Expense Ratio
VOE
0.05%
Winner
SPYV
0.04%
Max Drawdown
VOE
63.37%
Winner
SPYV
60.42%
Sharpe Ratio
Winner
VOE
1.61
SPYV
1.59
5Y Beta
Winner
VOE
0.68
SPYV
0.69
P/E Ratio
Winner
VOE
20.16
SPYV
23.69
Forward P/E
Winner
VOE
13.09
SPYV
18.26
PEG Ratio
VOE
0.50
SPYV
N/A
5Y Dividends CAGR
Winner
VOE
12.81%
SPYV
4.53%
5Y EPS CAGR
VOE
10.90%
Winner
SPYV
12.10%
Debt to Equity
Winner
VOE
35.09%
SPYV
44.58%
P/S Ratio
Winner
VOE
1.25
SPYV
2.13
P/B Ratio
Winner
VOE
2.37
SPYV
3.59
VOE vs SPYV - Holdings Comparison
VOE and SPYV have 161 common holdings. Overlap is 19.62%
VOE's top 25 holdings weight is 28.97%. SPYV's top 25 holdings weight is 37.18%.
| Rank | VOE | SPYV |
|---|---|---|
| #1 | CUMMINS INC (CMI) - 1.64% | APPLE INC (AAPL) - 7.54% |
| #2 | SLB LTD (SLB) - 1.50% | AMAZON.COM INC (AMZN) - 3.78% |
| #3 | CRH PLC (CRH) - 1.40% | EXXON MOBIL CORP (XOM) - 2.04% |
| #4 | VALERO ENERGY CORP (VLO) - 1.34% | INTEL CORP (INTC) - 1.97% |
| #5 | WESTERN DIGITAL CORP (WDC) - 1.30% | WALMART INC (WMT) - 1.80% |
| #6 | MARATHON PETROLEUM CORP (MPC) - 1.29% | COSTCO WHOLESALE CORP (COST) - 1.49% |
| #7 | PHILLIPS 66 (PSX) - 1.27% | TESLA INC (TSLA) - 1.47% |
| #8 | GENERAL MOTORS CO (GM) - 1.23% | BANK OF AMERICA CORP (BAC) - 1.30% |
| #9 | BAKER HUGHES CO CLASS A (BKR) - 1.22% | UNITEDHEALTH GROUP INC (UNH) - 1.26% |
| #10 | DIGITAL REALTY TRUST INC (DLR) - 1.22% | PROCTER & GAMBLE CO (PG) - 1.21% |
| #11 | n/a (WBD) - 1.13% | CHEVRON CORP (CVX) - 1.15% |
| #12 | PACCAR INC (PCAR) - 1.10% | THE HOME DEPOT INC (HD) - 1.13% |
| #13 | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 1.10% | JPMORGAN CHASE & CO (JPM) - 1.00% |
| #14 | UNITED RENTALS INC (URI) - 1.07% | MERCK & CO INC (MRK) - 0.99% |
| #15 | NEWMONT CORP (NEM) - 1.07% | TEXAS INSTRUMENTS INC (TXN) - 0.95% |
| #16 | KEYSIGHT TECHNOLOGIES INC (KEYS) - 1.06% | WELLS FARGO & CO (WFC) - 0.90% |
| #17 | L3HARRIS TECHNOLOGIES INC (LHX) - 1.06% | VISA INC CLASS A (V) - 0.87% |
| #18 | TARGET CORP (TGT) - 1.04% | CITIGROUP INC (C) - 0.87% |
| #19 | ONEOK INC (OKE) - 1.03% | LINDE PLC (LIN) - 0.84% |
| #20 | CENCORA INC (COR) - 1.01% | WESTERN DIGITAL CORP (WDC) - 0.84% |
| #21 | ALLSTATE CORP (ALL) - 1.00% | JOHNSON & JOHNSON (JNJ) - 0.80% |
| #22 | DOMINION ENERGY INC (D) - 1.00% | QUALCOMM INC (QCOM) - 0.79% |
| #23 | CORTEVA INC (CTVA) - 0.98% | CISCO SYSTEMS INC (CSCO) - 0.76% |
| #24 | CHENIERE ENERGY INC (LNG) - 0.97% | ABBVIE INC (ABBV) - 0.73% |
| #25 | ARTHUR J. GALLAGHER & CO (AJG) - 0.94% | ANALOG DEVICES INC (ADI) - 0.70% |
| Total Holdings | 180 | 440 |
VOE vs SPYV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VOE
+1.41%
SPYV
-0.41%
3M
VOE
+8.21%
Winner
SPYV
+8.29%
6M
Winner
VOE
+10.94%
SPYV
+6.90%
1Y
Winner
VOE
+23.08%
SPYV
+20.04%
5Y(CAGR)
VOE
+9.42%
Winner
SPYV
+11.36%
10Y(CAGR)
VOE
+10.47%
Winner
SPYV
+12.78%
Max(CAGR)
VOE
+9.37%
Winner
SPYV
+15.01%
VOE vs SPYV - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | VOE | SPYV |
|---|---|---|
| 2026 | +10.72% | +7.19% |
| 2025 | +12.46% | +13.74% |
| 2024 | +13.71% | +11.51% |
| 2023 | +10.01% | +21.57% |
| 2022 | -7.96% | -5.69% |
| 2021 | +31.13% | +26.65% |
| 2020 | +2.62% | +1.09% |
| 2019 | +27.88% | +31.17% |
| 2018 | -12.88% | -9.54% |
| 2017 | +16.14% | +20.19% |
| 2016 | +16.61% | +27.80% |
| 2015 | -1.89% | +4.43% |
| 2014 | +15.31% | +20.63% |
| 2013 | +34.58% | +36.76% |
| 2012 | +14.82% | +23.82% |
| 2011 | -1.60% | +4.74% |
| 2010 | +20.01% | +22.81% |
| 2009 | +34.45% | +25.35% |
| 2008 | -35.63% | -28.34% |
| 2007 | -4.15% | +9.79% |
| 2006 | +12.70% | +28.52% |
| 2005 | N/A | +20.33% |
| 2004 | N/A | +33.52% |
| 2003 | N/A | +42.46% |
| 2002 | N/A | -0.81% |
| 2001 | N/A | +7.96% |
| 2000 | N/A | +6.83% |
VOE vs SPYV Drawdown Comparison
The maximum drawdown for VOE was -61.51%, occurring on Mar 9, 2009. Recovery took 983 trading sessions.
The maximum drawdown for SPYV was -52.85%, occurring on Mar 6, 2009. Recovery took 775 trading sessions.
The current VOE drawdown is -1.07%. The current SPYV drawdown is -1.24%.
| Rank | VOE | SPYV |
|---|---|---|
| #1 | -61.51% Jun 4, 2007 - Apr 27, 2011 | -52.85% Oct 9, 2007 - Nov 4, 2010 |
| #2 | -43.20% Feb 12, 2020 - Dec 4, 2020 | -36.86% Feb 12, 2020 - Dec 31, 2020 |
| #3 | -24.10% Apr 29, 2011 - Mar 13, 2012 | -27.79% Mar 19, 2002 - May 2, 2003 |
| #4 | -21.49% Jan 26, 2018 - Jul 24, 2019 | -19.27% Apr 29, 2011 - Jan 18, 2012 |
| #5 | -19.69% Apr 20, 2022 - Feb 22, 2024 | -19.15% Jan 26, 2018 - Apr 23, 2019 |
| #6 | -18.45% Nov 29, 2024 - Aug 22, 2025 | -17.91% Apr 20, 2022 - Feb 1, 2023 |
| #7 | -18.04% May 21, 2015 - Jul 12, 2016 | -17.54% Nov 29, 2024 - Aug 22, 2025 |
| #8 | -11.49% Mar 26, 2012 - Sep 6, 2012 | -13.38% Jun 23, 2015 - Mar 17, 2016 |
| #9 | -8.46% Sep 5, 2014 - Nov 5, 2014 | -13.35% May 21, 2001 - Dec 21, 2001 |
| #10 | -7.79% Jan 13, 2022 - Mar 29, 2022 | -12.15% Dec 28, 2000 - May 2, 2001 |
| #11 | -7.06% Jul 24, 2019 - Sep 11, 2019 | -11.21% Apr 2, 2012 - Aug 9, 2012 |
| #12 | -6.93% Feb 26, 2026 - Apr 30, 2026 | -10.91% Jul 31, 2023 - Dec 1, 2023 |
| #13 | -6.80% May 17, 2013 - Jul 11, 2013 | -10.38% Jul 13, 2007 - Oct 1, 2007 |
| #14 | -6.78% Nov 15, 2021 - Dec 29, 2021 | -9.56% Feb 2, 2023 - Jun 13, 2023 |
| #15 | -6.78% Jun 8, 2021 - Aug 11, 2021 | -7.71% Jan 7, 2002 - Mar 6, 2002 |
Correlation
Correlation between VOE and SPYV is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2000 - 2026)
VOE vs SPYV dividend yield comparison.
| Year | VOE | SPYV |
|---|---|---|
| 2026 | 0.51% | 0.79% |
| 2025 | 2.10% | 1.77% |
| 2024 | 2.11% | 2.29% |
| 2023 | 2.27% | 1.75% |
| 2022 | 2.27% | 2.22% |
| 2021 | 1.78% | 2.10% |
| 2020 | 2.36% | 2.38% |
| 2019 | 2.05% | 2.25% |
| 2018 | 2.75% | 2.97% |
| 2017 | 1.86% | 7.56% |
| 2016 | 1.92% | 9.55% |
| 2015 | 2.05% | 10.13% |
| 2014 | 1.67% | 8.76% |
| 2013 | 1.53% | 7.82% |
| 2012 | 1.93% | 9.92% |
| 2011 | 2.20% | 8.92% |
| 2010 | 1.91% | 9.73% |
| 2009 | 1.95% | 10.28% |
| 2008 | 2.91% | 18.16% |
| 2007 | 2.05% | 10.84% |
| 2006 | 0.64% | 8.47% |
| 2005 | 0.00% | 15.04% |
| 2004 | 0.00% | 18.18% |
| 2003 | 0.00% | 16.68% |
| 2002 | 0.00% | 22.72% |
| 2001 | 0.00% | 14.21% |
| 2000 | 0.00% | 3.36% |
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