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 PerformanceVTV has outperformed VO, delivering a return of +10.7% compared to +7.4%
VTV vs VO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VTV
$226B
VO
$198B
Expense Ratio
VTV
0.03%
VO
0.03%
Max Drawdown
VTV
61.31%
Winner
VO
60.33%
Sharpe Ratio
Winner
VTV
1.91
VO
1.23
5Y Beta
Winner
VTV
0.67
VO
0.84
P/E Ratio
Winner
VTV
20.54
VO
26.14
Forward P/E
Winner
VTV
16.12
VO
17.68
PEG Ratio
Winner
VTV
0.42
VO
0.60
5Y Dividends CAGR
VTV
10.80%
Winner
VO
13.71%
5Y EPS CAGR
VTV
11.47%
Winner
VO
13.58%
Debt to Equity
VTV
31.02%
Winner
VO
19.40%
P/S Ratio
VTV
2.02
Winner
VO
1.82
P/B Ratio
Winner
VTV
3.02
VO
3.41
VTV vs VO - Holdings Comparison
VTV and VO have 206 common holdings. Overlap is 27.42%
VTV's top 25 holdings weight is 36.53%. VO's top 25 holdings weight is 19.64%.
| Rank | VTV | VO |
|---|---|---|
| #1 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.05% | VERTIV HOLDINGS CO CLASS A (VRT) - 1.02% |
| #2 | JPMORGAN CHASE & CO (JPM) - 3.03% | HOWMET AEROSPACE INC (HWM) - 1.00% |
| #3 | EXXON MOBIL CORP (XOM) - 2.89% | WESTERN DIGITAL CORP (WDC) - 1.00% |
| #4 | JOHNSON & JOHNSON (JNJ) - 2.41% | CONSTELLATION ENERGY CORP (CEG) - 0.93% |
| #5 | WALMART INC (WMT) - 2.23% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.93% |
| #6 | CHEVRON CORP (CVX) - 1.61% | QUANTA SERVICES INC (PWR) - 0.89% |
| #7 | ABBVIE INC (ABBV) - 1.57% | SLB LTD (SLB) - 0.84% |
| #8 | MICRON TECHNOLOGY INC (MU) - 1.56% | CUMMINS INC (CMI) - 0.81% |
| #9 | PROCTER & GAMBLE CO (PG) - 1.37% | VALERO ENERGY CORP (VLO) - 0.80% |
| #10 | CATERPILLAR INC (CAT) - 1.35% | PHILLIPS 66 (PSX) - 0.79% |
| #11 | THE HOME DEPOT INC (HD) - 1.34% | MARATHON PETROLEUM CORP (MPC) - 0.78% |
| #12 | BANK OF AMERICA CORP (BAC) - 1.23% | MOTOROLA SOLUTIONS INC (MSI) - 0.78% |
| #13 | MERCK & CO INC (MRK) - 1.22% | CRH PLC (CRH) - 0.76% |
| #14 | CISCO SYSTEMS INC (CSCO) - 1.13% | ROSS STORES INC (ROST) - 0.76% |
| #15 | COCA-COLA CO (KO) - 1.07% | ROYAL CARIBBEAN GROUP (RCL) - 0.73% |
| #16 | RTX CORP (RTX) - 1.06% | GENERAL MOTORS CO (GM) - 0.73% |
| #17 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.05% | TRANSDIGM GROUP INC (TDG) - 0.71% |
| #18 | WELLS FARGO & CO (WFC) - 1.01% | n/a (WBD) - 0.70% |
| #19 | UNITEDHEALTH GROUP INC (UNH) - 1.00% | L3HARRIS TECHNOLOGIES INC (LHX) - 0.70% |
| #20 | THE GOLDMAN SACHS GROUP INC (GS) - 0.98% | CLOUDFLARE INC (NET) - 0.68% |
| #21 | LINDE PLC (LIN) - 0.94% | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 0.67% |
| #22 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.93% | DIGITAL REALTY TRUST INC (DLR) - 0.67% |
| #23 | PEPSICO INC (PEP) - 0.87% | BAKER HUGHES CO CLASS A (BKR) - 0.66% |
| #24 | AT&T INC (T) - 0.83% | PACCAR INC (PCAR) - 0.66% |
| #25 | MORGAN STANLEY (MS) - 0.80% | NEWMONT CORP (NEM) - 0.64% |
| Total Holdings | 326 | 301 |
VTV vs VO - Historical Returns
Returns include dividend reinvestment.
1M
VTV
+2.51%
Winner
VO
+3.40%
3M
VTV
+1.06%
Winner
VO
+2.56%
6M
Winner
VTV
+12.41%
VO
+7.57%
1Y
Winner
VTV
+25.65%
VO
+19.36%
5Y(CAGR)
Winner
VTV
+10.67%
VO
+7.41%
10Y(CAGR)
Winner
VTV
+12.40%
VO
+11.54%
Max(CAGR)
VTV
+9.47%
Winner
VO
+10.16%
VTV vs VO - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | VTV | VO |
|---|---|---|
| 2026 | +7.98% | +5.86% |
| 2025 | +15.42% | +11.78% |
| 2024 | +15.23% | +15.96% |
| 2023 | +9.51% | +16.58% |
| 2022 | -2.47% | -18.28% |
| 2021 | +28.15% | +26.55% |
| 2020 | +1.76% | +17.64% |
| 2019 | +25.59% | +31.36% |
| 2018 | -5.73% | -9.83% |
| 2017 | +16.37% | +18.30% |
| 2016 | +18.56% | +12.73% |
| 2015 | -1.01% | -1.37% |
| 2014 | +14.21% | +14.91% |
| 2013 | +29.87% | +32.05% |
| 2012 | +13.44% | +14.76% |
| 2011 | -0.06% | -3.25% |
| 2010 | +12.65% | +23.38% |
| 2009 | +16.63% | +36.13% |
| 2008 | -35.15% | -40.95% |
| 2007 | +0.20% | +5.67% |
| 2006 | +20.38% | +12.16% |
| 2005 | +8.25% | +15.83% |
| 2004 | +13.85% | +17.53% |
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 -58.88%, occurring on Mar 9, 2009. Recovery took 901 trading sessions.
The current VTV drawdown is -0.43%. The current VO drawdown is -1.34%.
| Rank | VTV | VO |
|---|---|---|
| #1 | -59.26% Jul 13, 2007 - Feb 1, 2013 | -58.88% Jul 13, 2007 - Feb 8, 2011 |
| #2 | -36.78% Feb 12, 2020 - Dec 4, 2020 | -39.38% Feb 20, 2020 - Sep 2, 2020 |
| #3 | -17.34% Sep 21, 2018 - Apr 30, 2019 | -27.57% Nov 16, 2021 - Jul 16, 2024 |
| #4 | -17.03% Apr 20, 2022 - Jul 20, 2023 | -24.63% Jul 7, 2011 - Mar 13, 2012 |
| #5 | -14.52% Nov 29, 2024 - Jul 3, 2025 | -21.21% Aug 29, 2018 - Apr 5, 2019 |
| #6 | -13.30% May 21, 2015 - Apr 19, 2016 | -20.55% Mar 31, 2015 - Aug 15, 2016 |
| #7 | -10.77% Jan 26, 2018 - Sep 18, 2018 | -19.02% Nov 29, 2024 - Jul 1, 2025 |
| #8 | -9.86% Jul 24, 2023 - Dec 13, 2023 | -11.89% Mar 26, 2012 - Sep 13, 2012 |
| #9 | -7.62% Sep 19, 2014 - Nov 5, 2014 | -11.58% May 8, 2006 - Nov 14, 2006 |
| #10 | -7.29% Mar 5, 2004 - Sep 7, 2004 | -10.06% Mar 5, 2004 - Oct 4, 2004 |
| #11 | -6.90% May 5, 2006 - Aug 15, 2006 | -9.48% Sep 5, 2014 - Nov 6, 2014 |
| #12 | -6.58% Mar 7, 2005 - Jun 17, 2005 | -9.39% Jan 26, 2018 - Jul 26, 2018 |
| #13 | -6.57% Jan 12, 2022 - Mar 29, 2022 | -8.16% Feb 26, 2026 - Apr 17, 2026 |
| #14 | -6.50% Jul 26, 2019 - Oct 22, 2019 | -7.97% Sep 2, 2020 - Oct 8, 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 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2004 - 2026)
VTV vs VO dividend yield comparison.
| Year | VTV | VO |
|---|---|---|
| 2026 | 0.52% | 0.35% |
| 2025 | 2.05% | 1.52% |
| 2024 | 2.31% | 1.49% |
| 2023 | 2.46% | 1.52% |
| 2022 | 2.52% | 1.60% |
| 2021 | 2.15% | 1.12% |
| 2020 | 2.56% | 1.45% |
| 2019 | 2.50% | 1.48% |
| 2018 | 2.73% | 1.82% |
| 2017 | 2.29% | 1.35% |
| 2016 | 2.44% | 1.45% |
| 2015 | 2.60% | 1.47% |
| 2014 | 2.22% | 1.29% |
| 2013 | 2.21% | 1.18% |
| 2012 | 2.73% | 1.41% |
| 2011 | 2.67% | 1.36% |
| 2010 | 2.36% | 1.19% |
| 2009 | 2.84% | 1.22% |
| 2008 | 4.23% | 2.19% |
| 2007 | 2.74% | 1.36% |
| 2006 | 2.32% | 1.34% |
| 2005 | 2.59% | 1.17% |
| 2004 | 2.23% | 1.12% |
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