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IVOV vs VFVA
Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares vs Vanguard U.S. Value Factor ETF Shares
Key differences
- IVOV follows a index tracking strategy; VFVA uses active selection.
- Over the last 3 years, VFVA has delivered higher annualized returns.
- IVOV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IVOV | VFVA | |
|---|---|---|
| Annual cost (TER) | 0.10% | 0.13% |
| Fund size (AUM) | $1.4B | $815M |
| Since | 2010 | 2018 |
| Dividend yield | 1.68% | 1.96% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +20.8% | +30.5% |
| CAGR 3Y | +14.2% | +18.2% |
| CAGR 5Y | +7.2% | +9.7% |
| Sharpe 3Y | 0.63 | 0.80 |
| Volatility 1Y | 15.44% | 15.53% |
| Max drawdown | -45.99% | -48.57% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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