Screener
VTV vs LOWV
Vanguard Value Index Fund ETF Shares vs AB US Low Volatility Equity ETF
Key differences
Both VTV and LOWV are equity ETFs. VTV charges 0.03% a year and LOWV 0.39%. The main difference: VTV follows a index tracking strategy; LOWV uses active selection.
- VTV follows a index tracking strategy; LOWV uses active selection.
- VTV costs 0.36% less per year.
- VTV is much larger than LOWV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, VTV has delivered higher annualized returns.
- VTV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| VTV | LOWV | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.39% |
| Fund size (AUM) | $245.0B | $204M |
| Since | 2004 | 2023 |
| Dividend yield | 1.88% | 0.90% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +26.1% | +9.9% |
| CAGR 3Y | +19.1% | +15.9% |
| CAGR 5Y | +11.3% | N/A |
| Sharpe 3Y | 1.19 | 0.98 |
| Volatility 1Y | 10.21% | 10.57% |
| Max drawdown | -36.78% | -13.87% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.