Screener
VOE vs VFVA
Vanguard Mid-Cap Value Index Fund vs Vanguard U.S. Value Factor ETF Shares
Key differences
- VOE costs 0.08% less per year.
- VOE is significantly larger than VFVA — larger funds tend to be more liquid and less likely to close.
- VOE follows a index tracking strategy; VFVA uses active selection.
- Over the last 3 years, VFVA has delivered higher annualized returns.
- VOE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| VOE | VFVA | |
|---|---|---|
| Annual cost (TER) | 0.05% | 0.13% |
| Fund size (AUM) | $36.7B | $815M |
| Since | 2006 | 2018 |
| Dividend yield | 1.88% | 1.96% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +23.7% | +30.5% |
| CAGR 3Y | +16.6% | +18.2% |
| CAGR 5Y | +8.6% | +9.7% |
| Sharpe 3Y | 0.92 | 0.80 |
| Volatility 1Y | 11.61% | 15.53% |
| Max drawdown | -43.18% | -48.57% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to VOE and VFVA
Explore further