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TVAL vs VIOV

T. Rowe Price Value ETF vs Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares

TVAL

T. Rowe Price Value ETF

T. Rowe Price

Annual cost

0.33%

Fund size

$686M

VIOV

Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares

Vanguard

Annual cost

0.10%

Fund size

$1.8B

Key differences

  • VIOV costs 0.23% less per year.
  • TVAL follows a active selection strategy; VIOV uses index tracking.
  • VIOV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TVALVIOV
Annual cost (TER)0.33%0.10%
Fund size (AUM)$686M$1.8B
Since20232010
Dividend yield1.03%1.61%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+30.1%+38.7%
CAGR 3YN/A+15.0%
CAGR 5YN/A+5.9%
Sharpe 3YN/A0.60
Volatility 1Y10.74%18.61%
Max drawdown-14.84%-47.36%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to TVAL and VIOV