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VFMV vs SPLV

Vanguard U.S. Minimum Volatility ETF ETF Shares vs Invesco S&P 500 Low Volatility ETF

VFMV

Vanguard U.S. Minimum Volatility ETF ETF Shares

Vanguard

Annual cost

0.13%

Fund size

$421M

SPLV

Invesco S&P 500 Low Volatility ETF

Invesco

Annual cost

0.25%

Fund size

$7.2B

Key differences

  • VFMV costs 0.12% less per year.
  • SPLV is significantly larger than VFMV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, VFMV has delivered higher annualized returns.
  • SPLV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

VFMVSPLV
Annual cost (TER)0.13%0.25%
Fund size (AUM)$421M$7.2B
Since20182011
Dividend yield1.94%2.11%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+15.2%+4.3%
CAGR 3Y+15.5%+8.2%
CAGR 5Y+10.2%+6.1%
Sharpe 3Y1.100.45
Volatility 1Y8.86%9.71%
Max drawdown-33.64%-36.26%

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

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