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VOE vs VGSH

Comparison between VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES (VOE, ETF) and VANGUARD SHORT-TERM TREASURY INDEX FUND ETF SHARES (VGSH, ETF).

5-Year PerformanceVOE has outperformed VGSH, delivering a return of +8.1% compared to +1.8%

VOE vs VGSH - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
VOE
$35B
VGSH
$33B
Expense Ratio
VOE
0.05%
Winner
VGSH
0.03%
Max Drawdown
VOE
63.37%
Winner
VGSH
8.05%
Sharpe Ratio
Winner
VOE
1.57
VGSH
-0.16
5Y Beta
VOE
0.69
Winner
VGSH
-0.02
P/E Ratio
VOE
19.33
VGSH
N/A
Forward P/E
VOE
13.53
VGSH
N/A
PEG Ratio
VOE
0.47
VGSH
N/A
5Y Dividends CAGR
VOE
12.81%
Winner
VGSH
23.40%
5Y EPS CAGR
VOE
10.56%
VGSH
N/A
Debt to Equity
VOE
44.26%
VGSH
N/A
P/S Ratio
VOE
1.20
VGSH
N/A
P/B Ratio
VOE
2.35
VGSH
N/A

VOE vs VGSH - Historical Returns

Returns include dividend reinvestment.

1M
Winner
VOE
+1.13%
VGSH
+0.15%
3M
Winner
VOE
+0.84%
VGSH
+0.18%
6M
Winner
VOE
+11.67%
VGSH
+1.17%
1Y
Winner
VOE
+23.11%
VGSH
+3.65%
5Y(CAGR)
Winner
VOE
+8.13%
VGSH
+1.83%
10Y(CAGR)
Winner
VOE
+10.73%
VGSH
+1.74%
Max(CAGR)
Winner
VOE
+9.27%
VGSH
+1.41%

VOE vs VGSH - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearVOEVGSH
2026+7.69%+0.53%
2025+12.46%+5.09%
2024+13.71%+4.14%
2023+10.01%+4.23%
2022-7.96%-3.73%
2021+31.13%-0.64%
2020+2.62%+3.04%
2019+27.88%+3.56%
2018-12.88%+1.60%
2017+16.14%+0.45%
2016+16.61%+1.15%
2015-1.89%+0.44%
2014+15.31%+0.51%
2013+34.58%+0.34%
2012+14.82%+0.52%
2011-1.60%+1.48%
2010+20.01%+2.13%
2009+34.45%-0.52%
2008-35.63%N/A
2007-4.15%N/A
2006+12.70%N/A

VOE vs VGSH Drawdown Comparison

The maximum drawdown for VOE was -61.51%, occurring on Mar 9, 2009. Recovery took 983 trading sessions.

The maximum drawdown for VGSH was -5.70%, occurring on Oct 20, 2022. Recovery took 773 trading sessions.

The current VOE drawdown is -1.53%. The current VGSH drawdown is -0.21%.

RankVOEVGSH
#1-61.51%
Jun 4, 2007 - Apr 27, 2011
-5.70%
Apr 20, 2021 - May 15, 2024
#2-43.20%
Feb 12, 2020 - Dec 4, 2020
-1.09%
Sep 7, 2017 - Nov 19, 2018
#3-24.10%
Apr 29, 2011 - Mar 13, 2012
-0.97%
Sep 24, 2024 - Jan 24, 2025
#4-21.49%
Jan 26, 2018 - Jul 24, 2019
-0.94%
Jul 5, 2016 - Jul 28, 2017
#5-19.69%
Apr 20, 2022 - Feb 22, 2024
-0.88%
Feb 27, 2026 - Mar 26, 2026
#6-18.45%
Nov 29, 2024 - Aug 22, 2025
-0.83%
Nov 3, 2010 - May 5, 2011
#7-18.04%
May 21, 2015 - Jul 12, 2016
-0.74%
Dec 1, 2009 - Jan 22, 2010
#8-11.49%
Mar 26, 2012 - Sep 6, 2012
-0.73%
Apr 30, 2025 - Jun 23, 2025
#9-8.46%
Sep 5, 2014 - Nov 5, 2014
-0.72%
Oct 14, 2015 - Feb 2, 2016
#10-7.79%
Jan 13, 2022 - Mar 29, 2022
-0.65%
Sep 4, 2019 - Oct 2, 2019
#11-7.06%
Jul 24, 2019 - Sep 11, 2019
-0.60%
Mar 2, 2010 - May 4, 2010
#12-6.93%
Feb 26, 2026 - Apr 30, 2026
-0.53%
Oct 15, 2014 - Jan 14, 2015
#13-6.80%
May 17, 2013 - Jul 11, 2013
-0.48%
Mar 9, 2020 - Mar 20, 2020
#14-6.78%
Nov 15, 2021 - Dec 29, 2021
-0.47%
Feb 11, 2016 - Apr 7, 2016
#15-6.78%
Jun 8, 2021 - Aug 11, 2021
-0.47%
Jan 15, 2015 - Apr 1, 2015

Correlation

Correlation between VOE and VGSH is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (2006 - 2026)

VOE vs VGSH dividend yield comparison.

YearVOEVGSH
20260.52%1.23%
20252.10%4.00%
20242.11%4.18%
20232.27%3.31%
20222.27%1.15%
20211.78%0.66%
20202.36%1.74%
20192.05%2.28%
20182.75%1.79%
20171.86%1.10%
20161.92%0.84%
20152.05%0.69%
20141.67%0.46%
20131.53%0.34%
20121.93%0.52%
20112.20%0.76%
20101.91%0.78%
20091.95%0.08%
20082.91%0.00%
20072.05%0.00%
20060.64%0.00%

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