Screener
VOE vs LOWV
Vanguard Mid-Cap Value Index Fund vs AB US Low Volatility Equity ETF
Key differences
Both VOE and LOWV are equity ETFs. VOE charges 0.05% a year and LOWV 0.39%. The main difference: VOE follows a index tracking strategy; LOWV uses active selection.
- VOE follows a index tracking strategy; LOWV uses active selection.
- VOE costs 0.34% less per year.
- VOE is much larger than LOWV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, VOE has delivered higher annualized returns.
- VOE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| VOE | LOWV | |
|---|---|---|
| Annual cost (TER) | 0.05% | 0.39% |
| Fund size (AUM) | $36.6B | $204M |
| Since | 2006 | 2023 |
| Dividend yield | 1.89% | 0.90% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +23.4% | +9.8% |
| CAGR 3Y | +17.4% | +15.6% |
| CAGR 5Y | +8.4% | N/A |
| Sharpe 3Y | 0.97 | 0.96 |
| Volatility 1Y | 11.50% | 10.57% |
| Max drawdown | -43.18% | -13.87% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.