Screener
VUSV vs VOE
Vanguard Wellington U.S. Value Active ETF vs Vanguard Mid-Cap Value Index Fund
Key differences
Both VUSV and VOE are equity ETFs. VUSV charges 0.30% a year and VOE 0.05%. The main difference: VUSV follows a active selection strategy; VOE uses index tracking.
- VUSV follows a active selection strategy; VOE uses index tracking.
- VOE costs 0.25% less per year.
- VOE is much larger than VUSV. Larger funds are usually more liquid and less likely to close.
- VOE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| VUSV | VOE | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.05% |
| Fund size (AUM) | $68M | $36.6B |
| Since | 2025 | 2006 |
| Dividend yield | — | 1.89% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +23.4% |
| CAGR 3Y | N/A | +17.8% |
| CAGR 5Y | N/A | +8.7% |
| Sharpe 3Y | N/A | 1.00 |
| Volatility 1Y | — | 11.50% |
| Max drawdown | -7.06% | -43.18% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.