Screener
VUSV vs VO
Vanguard Wellington U.S. Value Active ETF vs Vanguard Mid-Cap Index Fund ETF Shares
Key differences
Both VUSV and VO are equity ETFs. VUSV charges 0.30% a year and VO 0.03%. The main difference: VUSV follows a active selection strategy; VO uses index tracking.
- VUSV follows a active selection strategy; VO uses index tracking.
- VO costs 0.27% less per year.
- VO is much larger than VUSV. Larger funds are usually more liquid and less likely to close.
- VO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| VUSV | VO | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.03% |
| Fund size (AUM) | $68M | $218.8B |
| Since | 2025 | 2004 |
| Dividend yield | — | 1.37% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +17.0% |
| CAGR 3Y | N/A | +17.4% |
| CAGR 5Y | N/A | +7.7% |
| Sharpe 3Y | N/A | 0.92 |
| Volatility 1Y | — | 12.50% |
| Max drawdown | -7.06% | -39.37% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.