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 +11.6% compared to +10.1%
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
1.76
SPYV
1.66
5Y Beta
Winner
VOE
0.66
SPYV
0.69
P/E Ratio
Winner
VOE
19.87
SPYV
23.82
Forward P/E
Winner
VOE
14.95
SPYV
19.43
PEG Ratio
VOE
2.75
Winner
SPYV
0.45
5Y Dividends CAGR
Winner
VOE
11.81%
SPYV
4.53%
5Y EPS CAGR
VOE
10.39%
Winner
SPYV
13.06%
Debt to Equity
Winner
VOE
37.49%
SPYV
68.92%
P/S Ratio
Winner
VOE
1.36
SPYV
2.26
P/B Ratio
Winner
VOE
2.56
SPYV
3.82
VOE vs SPYV - Holdings Comparison
VOE and SPYV have 161 common holdings. Overlap is 20.32%
VOE's top 25 holdings weight is 27.90%. SPYV's top 25 holdings weight is 37.01%.
| Rank | VOE | SPYV |
|---|---|---|
| #1 | CUMMINS INC (CMI) - 1.69% | APPLE INC (AAPL) - 8.18% |
| #2 | VALERO ENERGY CORP (VLO) - 1.33% | AMAZON.COM INC (AMZN) - 3.93% |
| #3 | MARATHON PETROLEUM CORP (MPC) - 1.28% | EXXONMOBIL HOLDINGS CORP (XOM) - 2.10% |
| #4 | CRH PLC (CRH) - 1.23% | WALMART INC (WMT) - 1.68% |
| #5 | UNITED RENTALS INC (URI) - 1.22% | INTEL CORP (INTC) - 1.56% |
| #6 | GENERAL MOTORS CO (GM) - 1.20% | COSTCO WHOLESALE CORP (COST) - 1.42% |
| #7 | SLB LTD (SLB) - 1.20% | BANK OF AMERICA CORP (BAC) - 1.35% |
| #8 | SIMON PROPERTY GROUP INC (SPG) - 1.19% | TESLA INC (TSLA) - 1.35% |
| #9 | PHILLIPS 66 (PSX) - 1.17% | UNITEDHEALTH GROUP INC (UNH) - 1.31% |
| #10 | PACCAR INC (PCAR) - 1.09% | CHEVRON CORP (CVX) - 1.21% |
| #11 | DIGITAL REALTY TRUST INC (DLR) - 1.09% | PROCTER & GAMBLE CO (PG) - 1.19% |
| #12 | n/a (WBD) - 1.09% | THE HOME DEPOT INC (HD) - 1.13% |
| #13 | ALLSTATE CORP (ALL) - 1.05% | MERCK & CO INC (MRK) - 1.05% |
| #14 | SEMPRA (SRE) - 1.04% | JPMORGAN CHASE & CO (JPM) - 0.99% |
| #15 | KEYSIGHT TECHNOLOGIES INC (KEYS) - 1.03% | VISA INC CLASS A (V) - 0.92% |
| #16 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 1.03% | WELLS FARGO & CO (WFC) - 0.90% |
| #17 | DOMINION ENERGY INC (D) - 1.03% | TEXAS INSTRUMENTS INC (TXN) - 0.88% |
| #18 | TARGET CORP (TGT) - 1.02% | JOHNSON & JOHNSON (JNJ) - 0.84% |
| #19 | ARTHUR J. GALLAGHER & CO (AJG) - 1.01% | ABBVIE INC (ABBV) - 0.83% |
| #20 | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 1.01% | LINDE PLC (LIN) - 0.81% |
| #21 | DELTA AIR LINES INC (DAL) - 1.01% | CITIGROUP INC (C) - 0.75% |
| #22 | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 1.00% | CISCO SYSTEMS INC (CSCO) - 0.70% |
| #23 | CORTEVA INC (CTVA) - 0.98% | THERMO FISHER SCIENTIFIC INC (TMO) - 0.67% |
| #24 | CARDINAL HEALTH INC (CAH) - 0.96% | PEPSICO INC (PEP) - 0.63% |
| #25 | BAKER HUGHES CO CLASS A (BKR) - 0.95% | COCA-COLA CO (KO) - 0.63% |
| Total Holdings | 181 | 439 |
VOE vs SPYV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VOE
+3.29%
SPYV
+1.60%
3M
Winner
VOE
+7.07%
SPYV
+4.78%
6M
Winner
VOE
+9.23%
SPYV
+6.56%
1Y
Winner
VOE
+26.26%
SPYV
+21.37%
5Y(CAGR)
VOE
+10.08%
Winner
SPYV
+11.60%
10Y(CAGR)
VOE
+10.79%
Winner
SPYV
+11.90%
Max(CAGR)
Winner
VOE
+9.59%
SPYV
+7.89%
VOE vs SPYV - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | VOE | SPYV |
|---|---|---|
| 2026 | +16.60% | +11.22% |
| 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% | +14.24% |
| 2016 | +16.61% | +18.50% |
| 2015 | -1.89% | -3.01% |
| 2014 | +15.31% | +12.83% |
| 2013 | +34.58% | +28.40% |
| 2012 | +14.82% | +14.94% |
| 2011 | -1.60% | -1.95% |
| 2010 | +20.01% | +13.67% |
| 2009 | +34.45% | +14.71% |
| 2008 | -35.63% | -35.49% |
| 2007 | -4.15% | +1.64% |
| 2006 | +12.70% | +20.05% |
| 2005 | N/A | +6.00% |
| 2004 | N/A | +13.25% |
| 2003 | N/A | +21.98% |
| 2002 | N/A | -17.45% |
| 2001 | N/A | -4.78% |
| 2000 | N/A | +3.70% |
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 -58.47%, occurring on Mar 6, 2009. Recovery took 1347 trading sessions.
The current VOE drawdown is -0.40%. The current SPYV drawdown is -0.43%.
| Rank | VOE | SPYV |
|---|---|---|
| #1 | -61.51% Jun 4, 2007 - Apr 27, 2011 | -58.47% Oct 9, 2007 - Feb 14, 2013 |
| #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 | -33.68% Dec 28, 2000 - Jan 26, 2004 |
| #4 | -21.49% Jan 26, 2018 - Jul 24, 2019 | -19.15% Jan 26, 2018 - Apr 23, 2019 |
| #5 | -19.69% Apr 20, 2022 - Feb 22, 2024 | -17.91% Apr 20, 2022 - Feb 1, 2023 |
| #6 | -18.45% Nov 29, 2024 - Aug 22, 2025 | -17.54% Nov 29, 2024 - Aug 22, 2025 |
| #7 | -18.04% May 21, 2015 - Jul 12, 2016 | -14.71% May 21, 2015 - Jun 6, 2016 |
| #8 | -11.49% Mar 26, 2012 - Sep 6, 2012 | -10.91% Jul 31, 2023 - Dec 1, 2023 |
| #9 | -8.46% Sep 5, 2014 - Nov 5, 2014 | -10.38% Jul 13, 2007 - Oct 9, 2007 |
| #10 | -7.79% Jan 13, 2022 - Mar 29, 2022 | -9.56% Feb 2, 2023 - Jun 13, 2023 |
| #11 | -7.06% Jul 24, 2019 - Sep 11, 2019 | -7.70% May 3, 2019 - Jul 1, 2019 |
| #12 | -6.93% Feb 26, 2026 - Apr 30, 2026 | -7.48% Mar 5, 2004 - Sep 14, 2004 |
| #13 | -6.80% May 17, 2013 - Jul 11, 2013 | -7.39% Sep 18, 2014 - Nov 6, 2014 |
| #14 | -6.78% Nov 15, 2021 - Dec 29, 2021 | -7.36% May 5, 2006 - Aug 16, 2006 |
| #15 | -6.78% Jun 8, 2021 - Aug 11, 2021 | -7.27% Jan 12, 2022 - Apr 20, 2022 |
Correlation
Correlation between VOE and SPYV is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2000 - 2026)
VOE vs SPYV dividend yield comparison.
| Year | VOE | SPYV |
|---|---|---|
| 2026 | 0.93% | 0.76% |
| 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% | 2.77% |
| 2016 | 1.92% | 2.39% |
| 2015 | 2.05% | 2.53% |
| 2014 | 1.67% | 2.19% |
| 2013 | 1.53% | 1.96% |
| 2012 | 1.93% | 2.48% |
| 2011 | 2.20% | 2.23% |
| 2010 | 1.91% | 2.43% |
| 2009 | 1.95% | 2.57% |
| 2008 | 2.91% | 4.54% |
| 2007 | 2.05% | 2.71% |
| 2006 | 0.64% | 2.12% |
| 2005 | 0.00% | 2.26% |
| 2004 | 0.00% | 2.27% |
| 2003 | 0.00% | 2.09% |
| 2002 | 0.00% | 2.84% |
| 2001 | 0.00% | 1.78% |
| 2000 | 0.00% | 0.42% |
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