VTV vs VO
Comparison between VANGUARD VALUE INDEX FUND ETF SHARES (VTV, ETF) and VANGUARD MID-CAP INDEX FUND ETF SHARES (VO, ETF).
5-Year PerformanceVO has outperformed VTV, delivering a return of +12.9% compared to +12.4%
VTV vs VO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VTV
$245B
VO
$219B
Expense Ratio
VTV
0.03%
VO
0.03%
Max Drawdown
VTV
61.31%
Winner
VO
60.33%
Sharpe Ratio
Winner
VTV
2.08
VO
1.12
5Y Beta
Winner
VTV
0.66
VO
0.84
P/E Ratio
Winner
VTV
21.61
VO
26.16
Forward P/E
Winner
VTV
16.24
VO
17.51
PEG Ratio
Winner
VTV
0.35
VO
0.74
5Y Dividends CAGR
VTV
10.80%
Winner
VO
13.71%
5Y EPS CAGR
VTV
11.73%
Winner
VO
13.99%
Debt to Equity
VTV
57.18%
Winner
VO
13.14%
P/S Ratio
VTV
2.12
Winner
VO
1.87
P/B Ratio
Winner
VTV
3.20
VO
3.25
VTV vs VO - Holdings Comparison
VTV and VO have 172 common holdings. Overlap is 19.74%
VTV's top 25 holdings weight is 38.88%. VO's top 25 holdings weight is 20.78%.
| Rank | VTV | VO |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 4.15% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.90% |
| #2 | JPMORGAN CHASE & CO (JPM) - 2.87% | WESTERN DIGITAL CORP (WDC) - 1.78% |
| #3 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.81% | VERTIV HOLDINGS CO CLASS A (VRT) - 1.17% |
| #4 | EXXON MOBIL CORP (XOM) - 2.30% | QUANTA SERVICES INC (PWR) - 1.05% |
| #5 | JOHNSON & JOHNSON (JNJ) - 2.06% | HOWMET AEROSPACE INC (HWM) - 1.02% |
| #6 | WALMART INC (WMT) - 1.93% | MARVELL TECHNOLOGY INC (MRVL) - 0.88% |
| #7 | INTEL CORP (INTC) - 1.74% | CONSTELLATION ENERGY CORP (CEG) - 0.88% |
| #8 | CISCO SYSTEMS INC (CSCO) - 1.63% | CUMMINS INC (CMI) - 0.88% |
| #9 | CATERPILLAR INC (CAT) - 1.55% | SLB LTD (SLB) - 0.81% |
| #10 | ABBVIE INC (ABBV) - 1.46% | DATADOG INC CLASS A (DDOG) - 0.80% |
| #11 | CHEVRON CORP (CVX) - 1.31% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.74% |
| #12 | UNITEDHEALTH GROUP INC (UNH) - 1.31% | GENERAL MOTORS CO (GM) - 0.74% |
| #13 | PROCTER & GAMBLE CO (PG) - 1.27% | ROSS STORES INC (ROST) - 0.74% |
| #14 | BANK OF AMERICA CORP (BAC) - 1.27% | MARATHON PETROLEUM CORP (MPC) - 0.73% |
| #15 | THE HOME DEPOT INC (HD) - 1.20% | VALERO ENERGY CORP (VLO) - 0.72% |
| #16 | MERCK & CO INC (MRK) - 1.11% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.72% |
| #17 | THE GOLDMAN SACHS GROUP INC (GS) - 1.10% | CLOUDFLARE INC (NET) - 0.72% |
| #18 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.06% | CRH PLC (CRH) - 0.72% |
| #19 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.05% | TRANSDIGM GROUP INC (TDG) - 0.70% |
| #20 | COCA-COLA CO (KO) - 1.03% | PHILLIPS 66 (PSX) - 0.70% |
| #21 | QUALCOMM INC (QCOM) - 1.02% | ENTERGY CORP (ETR) - 0.49% |
| #22 | MORGAN STANLEY (MS) - 0.94% | EBAY INC (EBAY) - 0.48% |
| #23 | RTX CORP (RTX) - 0.92% | PUBLIC STORAGE (PSA) - 0.47% |
| #24 | WELLS FARGO & CO (WFC) - 0.91% | ON SEMICONDUCTOR CORP (ON) - 0.47% |
| #25 | LINDE PLC (LIN) - 0.88% | NASDAQ INC (NDAQ) - 0.47% |
| Total Holdings | 326 | 259 |
VTV vs VO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VTV
+3.10%
VO
+2.16%
3M
VTV
+11.62%
Winner
VO
+12.26%
6M
Winner
VTV
+13.94%
VO
+10.35%
1Y
Winner
VTV
+27.18%
VO
+23.09%
5Y(CAGR)
VTV
+12.39%
Winner
VO
+12.89%
10Y(CAGR)
VTV
+12.52%
Winner
VO
+16.60%
Max(CAGR)
VTV
+9.66%
Winner
VO
+15.02%
VTV vs VO - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | VTV | VO |
|---|---|---|
| 2026 | +13.40% | +10.70% |
| 2025 | +15.42% | +17.13% |
| 2024 | +15.23% | +21.42% |
| 2023 | +9.51% | +22.42% |
| 2022 | -2.47% | -14.32% |
| 2021 | +28.15% | +31.13% |
| 2020 | +1.76% | +23.81% |
| 2019 | +25.59% | +37.60% |
| 2018 | -5.73% | -5.23% |
| 2017 | +16.37% | +23.43% |
| 2016 | +18.56% | +17.92% |
| 2015 | -1.01% | +3.01% |
| 2014 | +14.21% | +19.29% |
| 2013 | +29.87% | +36.70% |
| 2012 | +13.44% | +19.56% |
| 2011 | -0.06% | +0.60% |
| 2010 | +12.65% | +27.73% |
| 2009 | +16.63% | +41.09% |
| 2008 | -35.15% | -36.99% |
| 2007 | +0.20% | +9.91% |
| 2006 | +20.38% | +16.64% |
| 2005 | +8.25% | +19.82% |
| 2004 | +13.85% | +21.47% |
VTV vs VO Drawdown Comparison
The maximum drawdown for VTV was -59.26%, occurring on Mar 5, 2009. Recovery took 1399 trading sessions.
The maximum drawdown for VO was -56.99%, occurring on Nov 20, 2008. Recovery took 700 trading sessions.
The current VTV drawdown is -0.56%. The current VO drawdown is -1.29%.
| Rank | VTV | VO |
|---|---|---|
| #1 | -59.26% Jul 13, 2007 - Feb 1, 2013 | -56.99% Jul 13, 2007 - Apr 23, 2010 |
| #2 | -36.78% Feb 12, 2020 - Dec 4, 2020 | -38.52% Feb 20, 2020 - Aug 28, 2020 |
| #3 | -17.34% Sep 21, 2018 - Apr 30, 2019 | -25.12% Nov 16, 2021 - Dec 14, 2023 |
| #4 | -17.03% Apr 20, 2022 - Jul 20, 2023 | -24.63% Jul 7, 2011 - Feb 3, 2012 |
| #5 | -14.52% Nov 29, 2024 - Jul 3, 2025 | -19.19% Sep 28, 2018 - Mar 21, 2019 |
| #6 | -13.30% May 21, 2015 - Apr 19, 2016 | -17.08% Mar 31, 2015 - Apr 27, 2016 |
| #7 | -10.77% Jan 26, 2018 - Sep 18, 2018 | -16.93% Nov 29, 2024 - Jun 23, 2025 |
| #8 | -9.86% Jul 24, 2023 - Dec 13, 2023 | -16.76% Apr 23, 2010 - Nov 3, 2010 |
| #9 | -7.62% Sep 19, 2014 - Nov 5, 2014 | -11.89% Mar 26, 2012 - Sep 13, 2012 |
| #10 | -7.29% Mar 5, 2004 - Sep 7, 2004 | -11.58% May 8, 2006 - Nov 14, 2006 |
| #11 | -6.90% May 5, 2006 - Aug 15, 2006 | -10.06% Mar 5, 2004 - Oct 4, 2004 |
| #12 | -6.58% Mar 7, 2005 - Jun 17, 2005 | -9.48% Sep 5, 2014 - Nov 6, 2014 |
| #13 | -6.57% Jan 12, 2022 - Mar 29, 2022 | -9.39% Jan 26, 2018 - Jun 18, 2018 |
| #14 | -6.50% Jul 26, 2019 - Oct 22, 2019 | -7.97% Sep 2, 2020 - Oct 7, 2020 |
| #15 | -6.35% Feb 27, 2026 - Apr 30, 2026 | -7.96% Mar 7, 2005 - Jun 14, 2005 |
Correlation
Correlation between VTV and VO is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2004 - 2026)
VTV vs VO dividend yield comparison.
| Year | VTV | VO |
|---|---|---|
| 2026 | 0.50% | 1.35% |
| 2025 | 2.05% | 6.09% |
| 2024 | 2.31% | 5.97% |
| 2023 | 2.46% | 6.08% |
| 2022 | 2.52% | 6.41% |
| 2021 | 2.15% | 4.49% |
| 2020 | 2.56% | 5.80% |
| 2019 | 2.50% | 5.94% |
| 2018 | 2.73% | 7.30% |
| 2017 | 2.29% | 5.40% |
| 2016 | 2.44% | 5.80% |
| 2015 | 2.60% | 5.88% |
| 2014 | 2.22% | 5.16% |
| 2013 | 2.21% | 4.70% |
| 2012 | 2.73% | 5.64% |
| 2011 | 2.67% | 5.43% |
| 2010 | 2.36% | 4.76% |
| 2009 | 2.84% | 4.87% |
| 2008 | 4.23% | 8.77% |
| 2007 | 2.74% | 5.42% |
| 2006 | 2.32% | 5.36% |
| 2005 | 2.59% | 4.66% |
| 2004 | 2.23% | 4.47% |
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