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VO vs LOWV

Vanguard Mid-Cap Index Fund ETF Shares vs AB US Low Volatility Equity ETF

VO

Vanguard Mid-Cap Index Fund ETF Shares

Annual cost

0.03%

Fund size

$218.8B

LOWV

AB US Low Volatility Equity ETF

Annual cost

0.39%

Fund size

$204M

Key differences

Both VO and LOWV are equity ETFs. VO charges 0.03% a year and LOWV 0.39%. The main difference: VO follows a index tracking strategy; LOWV uses active selection.

  • VO follows a index tracking strategy; LOWV uses active selection.
  • VO costs 0.36% less per year.
  • VO is much larger than LOWV. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, VO has delivered higher annualized returns.
  • VO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

VOLOWV
Annual cost (TER)0.03%0.39%
Fund size (AUM)$218.8B$204M
Since20042023
Dividend yield1.37%0.90%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+17.1%+9.8%
CAGR 3Y+17.0%+15.6%
CAGR 5Y+7.6%N/A
Sharpe 3Y0.890.96
Volatility 1Y12.50%10.57%
Max drawdown-39.37%-13.87%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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