Screener
VUSV vs VTWV
Vanguard Wellington U.S. Value Active ETF vs Vanguard Russell 2000 Value Index Fund ETF Shares
Key differences
Both VUSV and VTWV are equity ETFs. VUSV charges 0.30% a year and VTWV 0.06%. The main difference: VUSV follows a active selection strategy; VTWV uses index tracking.
- VUSV follows a active selection strategy; VTWV uses index tracking.
- VTWV costs 0.24% less per year.
- VTWV is much larger than VUSV. Larger funds are usually more liquid and less likely to close.
- VTWV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| VUSV | VTWV | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.06% |
| Fund size (AUM) | $68M | $1.3B |
| Since | 2025 | 2010 |
| Dividend yield | — | 1.57% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +40.1% |
| CAGR 3Y | N/A | +19.4% |
| CAGR 5Y | N/A | +6.7% |
| Sharpe 3Y | N/A | 0.78 |
| Volatility 1Y | — | 18.37% |
| Max drawdown | -7.06% | -45.73% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.