Vanguard Value ETF

Vanguard Value ETF

About

Vanguard Value ETF (US9229087443) is a US-listed equity ETF tracking the Spliced Value Index. With a expense ratio of 0.03%, it ranks among the lowest-cost options in its category, paying distributions. The fund holds 310 positions across 2 regions with 179.0B in assets, with heavy concentration — 100% in United States.

Score Breakdown

Scores are scaled 1–10 on a logarithmic curve relative to all ETFs in the database.
Component Score Details
Overall 8.1 Diversification (45%) · Cost (30%) · Liquidity (25%)
Cost (30%) 9.2 Tracking Difference: 8.9 · TD Consistency: — · Expense Ratio: 10.0
Diversification (45%) 6.3 Holding Count: 5.6 · Country Concentration: 4.9 · Sector Concentration: 10.0
Liquidity (25%) 10.0 Assets Under Management

Data sources: provider factsheets, exchange data, and NAV history. Information for educational purposes only — not investment advice.

Ticker VTV
ISIN
Fund Size $179.0B
Issuer Vanguard
Distribution Pays Distributions
Replication Physical
Inception Jan 2004
Base Currency USD
Index Spliced Value Index
Asset Class Equities
Category US Equity

Costs

9.2
This fund has low total costs, with competitive tracking and expense ratios.

Cost Metrics Explained

What expense ratio, tracking difference, and TD consistency measure

Expense ratio (Total Expense Ratio) is the annual fee the fund charges, deducted from assets. It’s the headline cost, but not the full picture.

Tracking Difference measures how much the fund actually lags (or leads) its benchmark index per year. This is the single best measure of true cost — it captures the expense ratio plus all other drags like sampling error and tax withholding. A lower (or negative) value is better.

TD Consistency measures how stable the tracking difference is from year to year. A low value means predictable, reliable costs; a high value means costs can vary significantly.

Expense Ratio0.00%
 
Metric Value
Expense Ratio 0.03%

Cumulative Returns

Performance across different time periods.
1 Month+0.00%
3 Months+0.00%
Year to Date+0.00%
1 Year+0.00%
3 Years+0.00%
5 Years+0.00%
Inception+0.00%
 
Period Cumulative Return
1 Month +0.02%
3 Months +0.10%
6 Months +0.13%
1 Year +0.23%
3 Years +0.52%
5 Years +0.58%
10 Years +1.55%
YTD +0.08%
Since Inception +1.55%

Holdings

5.6
This fund holds 310 individual investments, offering moderate diversification compared to other ETFs.
#1
Micron Technology Inc
4.17%
#2
JPMorgan Chase & Co
2.88%
#3
Berkshire Hathaway Inc
2.82%
#4
Exxon Mobil Corp
2.31%
#5
Johnson & Johnson
2.07%
#6
Walmart Inc
1.93%
#7
Intel Corp
1.75%
#8
Cisco Systems Inc
1.63%
#9
Caterpillar Inc
1.55%
#10
AbbVie Inc
1.47%
View all holdings (50)
# Holding Ticker Weight
1 Micron Technology Inc MU 417.00%
2 JPMorgan Chase & Co JPM 288.00%
3 Berkshire Hathaway Inc BRK.B 282.00%
4 Exxon Mobil Corp XOM 231.00%
5 Johnson & Johnson JNJ 207.00%
6 Walmart Inc WMT 193.00%
7 Intel Corp INTC 175.00%
8 Cisco Systems Inc CSCO 163.00%
9 Caterpillar Inc CAT 155.00%
10 AbbVie Inc ABBV 147.00%
11 Chevron Corp CVX 132.00%
12 UnitedHealth Group Inc UNH 131.00%
13 Procter & Gamble Co/The PG 127.00%
14 Bank of America Corp BAC 127.00%
15 Home Depot Inc/The HD 120.00%
16 Merck & Co Inc MRK 112.00%
17 Goldman Sachs Group Inc/The GS 110.00%
18 International Business Machines Corp IBM 106.00%
19 Philip Morris International Inc PM 105.00%
20 Coca-Cola Co/The KO 104.00%
21 QUALCOMM Inc QCOM 102.00%
22 Morgan Stanley MS 94.00%
23 RTX Corp RTX 92.00%
24 Wells Fargo & Co WFC 91.00%
25 Linde PLC LIN 88.00%
26 Citigroup Inc C 80.00%
27 Analog Devices Inc ADI 77.00%
28 PepsiCo Inc PEP 75.00%
29 Thermo Fisher Scientific Inc TMO 70.00%
30 Amgen Inc AMGN 69.00%
31 Walt Disney Co/The DIS 69.00%
32 Verizon Communications Inc VZ 69.00%
33 Applied Materials Inc AMAT 68.00%
34 AT&T Inc T 66.00%
35 NextEra Energy Inc NEE 66.00%
36 Gilead Sciences Inc GILD 64.00%
37 General Electric Co GE 61.00%
38 Eaton Corp PLC ETN 59.00%
39 Union Pacific Corp UNP 59.00%
40 American Express Co AXP 58.00%
41 Honeywell International Inc HON 58.00%
42 Abbott Laboratories ABT 57.00%
43 Pfizer Inc PFE 57.00%
44 BlackRock Funding Inc/DE BLK 56.00%
45 Charles Schwab Corp/The SCHW 55.00%
46 Deere & Co DE 53.00%
47 Texas Instruments Inc TXN 53.00%
48 ConocoPhillips COP 53.00%
49 Corning Inc GLW 53.00%
50 Berkshire Hathaway Inc BRK.A 51.00%

Sectors

10.0
This fund is well-diversified across 12 sectors, with no single sector dominating.
 
Sector Weight
Financials 2169.00%
Technology 1576.00%
Health Care 1412.00%
Industrials 1406.00%
Consumer Staples 887.00%
Energy 734.00%
Utilities 482.00%
Consumer Discretionary 398.00%
Materials 316.00%
Communication Services 309.00%
Real Estate 271.00%
Unknown 40.00%

Regions

4.9
This fund is concentrated in just 3 countries, with significant geographic concentration.
 
Country Weight
United States 9954.00%
UNKNOWN 40.00%
United Kingdom 6.00%

Nerd Stuff

Advanced risk and return metrics (2023-06-30 — 2026-06-18).
47.8%
Volatility
-8.7%
Max Drawdown
18.87
Sharpe Ratio
31.04
Sortino Ratio
104.17
Calmar Ratio
0.60
Beta
1.29%
Alpha (Jensen's)
0.581
Benchmark-relative metrics (Beta, Alpha, R²) are calculated against the iShares Core S&P 500 ETF (IE00B5BMR087).
Feedback
ETFs
Basket
Compare