VOT vs SPYV
Comparison between VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES (VOT, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF (SPYV, ETF).
5-Year PerformanceSPYV has outperformed VOT, delivering a return of +11.6% compared to +5.3%
VOT vs SPYV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VOT
$35B
Winner
SPYV
$35B
Expense Ratio
VOT
0.05%
Winner
SPYV
0.04%
Max Drawdown
Winner
VOT
60.26%
SPYV
60.42%
Sharpe Ratio
VOT
0.07
Winner
SPYV
1.42
5Y Beta
VOT
1.08
Winner
SPYV
0.69
P/E Ratio
VOT
45.11
Winner
SPYV
25.15
Forward P/E
VOT
29.46
Winner
SPYV
19.41
PEG Ratio
VOT
0.12
SPYV
N/A
5Y Dividends CAGR
Winner
VOT
19.18%
SPYV
4.53%
5Y EPS CAGR
Winner
VOT
18.82%
SPYV
12.03%
Debt to Equity
Winner
VOT
16.35%
SPYV
44.83%
P/S Ratio
VOT
5.43
Winner
SPYV
2.27
P/B Ratio
VOT
8.07
Winner
SPYV
3.83
VOT vs SPYV - Holdings Comparison
VOT and SPYV have 71 common holdings. Overlap is 7.46%
VOT's top 25 holdings weight is 43.49%. SPYV's top 25 holdings weight is 37.20%.
| Rank | VOT | SPYV |
|---|---|---|
| #1 | VERTIV HOLDINGS CO CLASS A (VRT) - 2.82% | APPLE INC (AAPL) - 8.18% |
| #2 | WESTERN DIGITAL CORP (WDC) - 2.41% | AMAZON.COM INC (AMZN) - 3.99% |
| #3 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.37% | EXXONMOBIL HOLDINGS CORP (XOM) - 2.04% |
| #4 | QUANTA SERVICES INC (PWR) - 2.37% | WALMART INC (WMT) - 1.68% |
| #5 | HOWMET AEROSPACE INC (HWM) - 2.36% | INTEL CORP (INTC) - 1.66% |
| #6 | DATADOG INC CLASS A (DDOG) - 1.89% | TESLA INC (TSLA) - 1.44% |
| #7 | BLOOM ENERGY CORP CLASS A (BE) - 1.79% | COSTCO WHOLESALE CORP (COST) - 1.38% |
| #8 | CONSTELLATION ENERGY CORP (CEG) - 1.77% | BANK OF AMERICA CORP (BAC) - 1.37% |
| #9 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.74% | UNITEDHEALTH GROUP INC (UNH) - 1.29% |
| #10 | CLOUDFLARE INC (NET) - 1.72% | PROCTER & GAMBLE CO (PG) - 1.17% |
| #11 | COHERENT CORP (COHR) - 1.69% | THE HOME DEPOT INC (HD) - 1.16% |
| #12 | ROYAL CARIBBEAN GROUP (RCL) - 1.68% | CHEVRON CORP (CVX) - 1.16% |
| #13 | TERADYNE INC (TER) - 1.66% | MERCK & CO INC (MRK) - 1.04% |
| #14 | TRANSDIGM GROUP INC (TDG) - 1.63% | JPMORGAN CHASE & CO (JPM) - 1.01% |
| #15 | COMFORT SYSTEMS USA INC (FIX) - 1.53% | TEXAS INSTRUMENTS INC (TXN) - 0.93% |
| #16 | CIENA CORP (CIEN) - 1.52% | WELLS FARGO & CO (WFC) - 0.91% |
| #17 | MOTOROLA SOLUTIONS INC (MSI) - 1.51% | VISA INC CLASS A (V) - 0.90% |
| #18 | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 1.50% | JOHNSON & JOHNSON (JNJ) - 0.83% |
| #19 | ROSS STORES INC (ROST) - 1.50% | LINDE PLC (LIN) - 0.81% |
| #20 | LUMENTUM HOLDINGS INC (LITE) - 1.46% | ABBVIE INC (ABBV) - 0.79% |
| #21 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.41% | CITIGROUP INC (C) - 0.78% |
| #22 | W.W. GRAINGER INC (GWW) - 1.34% | CISCO SYSTEMS INC (CSCO) - 0.71% |
| #23 | ROCKET LAB CORP (RKLB) - 1.29% | THERMO FISHER SCIENTIFIC INC (TMO) - 0.68% |
| #24 | REALTY INCOME CORP (O) - 1.27% | ANALOG DEVICES INC (ADI) - 0.65% |
| #25 | TARGA RESOURCES CORP (TRGP) - 1.26% | QUALCOMM INC (QCOM) - 0.64% |
| Total Holdings | 126 | 439 |
VOT vs SPYV - Historical Returns
Returns include dividend reinvestment.
1M
VOT
-2.92%
Winner
SPYV
+1.66%
3M
VOT
+5.30%
Winner
SPYV
+5.32%
6M
VOT
+5.49%
Winner
SPYV
+7.28%
1Y
VOT
+4.11%
Winner
SPYV
+18.90%
5Y(CAGR)
VOT
+5.31%
Winner
SPYV
+11.57%
10Y(CAGR)
VOT
+11.68%
Winner
SPYV
+11.74%
Max(CAGR)
Winner
VOT
+10.00%
SPYV
+7.83%
VOT vs SPYV - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | VOT | SPYV |
|---|---|---|
| 2026 | +6.02% | +9.27% |
| 2025 | +10.27% | +13.74% |
| 2024 | +18.14% | +11.51% |
| 2023 | +24.20% | +21.57% |
| 2022 | -27.94% | -5.69% |
| 2021 | +22.29% | +26.65% |
| 2020 | +33.42% | +1.09% |
| 2019 | +34.62% | +31.17% |
| 2018 | -6.28% | -9.54% |
| 2017 | +20.88% | +14.24% |
| 2016 | +8.44% | +18.50% |
| 2015 | -1.05% | -3.01% |
| 2014 | +14.57% | +12.83% |
| 2013 | +29.27% | +28.40% |
| 2012 | +14.42% | +14.94% |
| 2011 | -5.01% | -1.95% |
| 2010 | +26.71% | +13.67% |
| 2009 | +37.80% | +14.71% |
| 2008 | -46.71% | -35.49% |
| 2007 | +17.69% | +1.64% |
| 2006 | +9.44% | +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% |
VOT vs SPYV Drawdown Comparison
The maximum drawdown for VOT was -60.16%, occurring on Nov 20, 2008. Recovery took 839 trading sessions.
The maximum drawdown for SPYV was -58.47%, occurring on Mar 6, 2009. Recovery took 1347 trading sessions.
The current VOT drawdown is -2.97%. The current SPYV drawdown is -0.80%.
| Rank | VOT | SPYV |
|---|---|---|
| #1 | -60.16% Oct 10, 2007 - Feb 8, 2011 | -58.47% Oct 9, 2007 - Feb 14, 2013 |
| #2 | -37.19% Nov 16, 2021 - Nov 8, 2024 | -36.86% Feb 12, 2020 - Dec 31, 2020 |
| #3 | -36.23% Feb 19, 2020 - Jul 8, 2020 | -33.68% Dec 28, 2000 - Jan 26, 2004 |
| #4 | -25.98% Jul 7, 2011 - Sep 14, 2012 | -19.15% Jan 26, 2018 - Apr 23, 2019 |
| #5 | -21.84% Aug 29, 2018 - Mar 21, 2019 | -17.91% Apr 20, 2022 - Feb 1, 2023 |
| #6 | -21.83% Apr 23, 2015 - Jan 6, 2017 | -17.54% Nov 29, 2024 - Aug 22, 2025 |
| #7 | -21.77% Feb 10, 2025 - Jun 24, 2025 | -14.71% May 21, 2015 - Jun 6, 2016 |
| #8 | -15.96% Oct 27, 2025 - May 29, 2026 | -10.91% Jul 31, 2023 - Dec 1, 2023 |
| #9 | -12.22% Jul 19, 2007 - Oct 5, 2007 | -10.38% Jul 13, 2007 - Oct 9, 2007 |
| #10 | -11.11% Feb 12, 2021 - Jun 21, 2021 | -9.56% Feb 2, 2023 - Jun 13, 2023 |
| #11 | -10.49% Sep 5, 2014 - Nov 6, 2014 | -7.70% May 3, 2019 - Jul 1, 2019 |
| #12 | -9.54% Jan 26, 2018 - Jun 5, 2018 | -7.48% Mar 5, 2004 - Sep 14, 2004 |
| #13 | -8.36% Sep 2, 2020 - Oct 9, 2020 | -7.39% Sep 18, 2014 - Nov 6, 2014 |
| #14 | -7.96% Sep 14, 2012 - Jan 2, 2013 | -7.36% May 5, 2006 - Aug 16, 2006 |
| #15 | -7.92% May 10, 2011 - Jul 7, 2011 | -7.27% Jan 12, 2022 - Apr 20, 2022 |
Correlation
Correlation between VOT and SPYV is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
VOT vs SPYV dividend yield comparison.
| Year | VOT | SPYV |
|---|---|---|
| 2026 | 0.31% | 0.77% |
| 2025 | 0.64% | 1.77% |
| 2024 | 0.67% | 2.29% |
| 2023 | 0.71% | 1.75% |
| 2022 | 0.78% | 2.22% |
| 2021 | 0.34% | 2.10% |
| 2020 | 0.56% | 2.38% |
| 2019 | 0.78% | 2.25% |
| 2018 | 0.84% | 2.97% |
| 2017 | 0.72% | 2.77% |
| 2016 | 0.81% | 2.39% |
| 2015 | 0.81% | 2.53% |
| 2014 | 0.79% | 2.19% |
| 2013 | 0.61% | 1.96% |
| 2012 | 0.69% | 2.48% |
| 2011 | 0.54% | 2.23% |
| 2010 | 0.52% | 2.43% |
| 2009 | 0.60% | 2.57% |
| 2008 | 0.68% | 4.54% |
| 2007 | 0.24% | 2.71% |
| 2006 | 0.38% | 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% |
Select Stocks to Compare
Popular: VOT vs SPYSPYV vs SPY
More Comparisons
Compare with similar stocks