GVLU vs. VOE
Compare and contrast key facts about Gotham 1000 Value ETF (GVLU) and Vanguard Mid-Cap Value ETF (VOE).
GVLU and VOE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. GVLU is an actively managed fund by Gotham. It was launched on Jun 7, 2022. VOE is a passively managed fund by Vanguard that tracks the performance of the CRSP US Mid Cap Value Index. It was launched on Aug 17, 2006.
Performance
GVLU vs. VOE - Performance Comparison
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GVLU vs. VOE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
GVLU Gotham 1000 Value ETF | 2.72% | 11.24% | 11.09% | 18.02% | -3.80% |
VOE Vanguard Mid-Cap Value ETF | 4.46% | 12.08% | 14.00% | 9.85% | -4.26% |
Returns By Period
In the year-to-date period, GVLU achieves a 2.72% return, which is significantly lower than VOE's 4.46% return.
GVLU
- 1D
- 1.78%
- 1M
- -4.93%
- YTD
- 2.72%
- 6M
- 5.75%
- 1Y
- 16.92%
- 3Y*
- 14.16%
- 5Y*
- —
- 10Y*
- —
VOE
- 1D
- 1.55%
- 1M
- -4.65%
- YTD
- 4.46%
- 6M
- 6.69%
- 1Y
- 17.22%
- 3Y*
- 13.73%
- 5Y*
- 8.61%
- 10Y*
- 10.21%
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GVLU vs. VOE - Expense Ratio Comparison
GVLU has a 0.51% expense ratio, which is higher than VOE's 0.07% expense ratio.
Return for Risk
GVLU vs. VOE — Risk / Return Rank
GVLU
VOE
GVLU vs. VOE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Gotham 1000 Value ETF (GVLU) and Vanguard Mid-Cap Value ETF (VOE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| GVLU | VOE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 1.05 | -0.18 |
Sortino ratioReturn per unit of downside risk | 1.38 | 1.53 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.22 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.19 | 1.47 | -0.29 |
Martin ratioReturn relative to average drawdown | 5.22 | 6.87 | -1.64 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GVLU | VOE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 1.05 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.54 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.54 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.43 | +0.13 |
Correlation
The correlation between GVLU and VOE is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
GVLU vs. VOE - Dividend Comparison
GVLU's dividend yield for the trailing twelve months is around 6.27%, more than VOE's 1.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GVLU Gotham 1000 Value ETF | 6.27% | 6.44% | 2.88% | 1.62% | 0.98% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOE Vanguard Mid-Cap Value ETF | 1.99% | 2.10% | 2.11% | 2.27% | 2.27% | 1.78% | 2.36% | 2.05% | 2.75% | 1.86% | 1.92% | 2.05% |
Drawdowns
GVLU vs. VOE - Drawdown Comparison
The maximum GVLU drawdown since its inception was -20.82%, smaller than the maximum VOE drawdown of -61.50%. Use the drawdown chart below to compare losses from any high point for GVLU and VOE.
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Drawdown Indicators
| GVLU | VOE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.82% | -61.50% | +40.68% |
Max Drawdown (1Y)Largest decline over 1 year | -14.62% | -12.42% | -2.20% |
Max Drawdown (5Y)Largest decline over 5 years | — | -19.70% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.18% | — |
Current DrawdownCurrent decline from peak | -5.46% | -4.73% | -0.73% |
Average DrawdownAverage peak-to-trough decline | -4.23% | -8.42% | +4.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.32% | 2.67% | +0.65% |
Volatility
GVLU vs. VOE - Volatility Comparison
Gotham 1000 Value ETF (GVLU) and Vanguard Mid-Cap Value ETF (VOE) have volatilities of 4.33% and 4.23%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GVLU | VOE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 4.23% | +0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 9.84% | 8.78% | +1.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.64% | 16.48% | +3.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.04% | 16.11% | +1.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.04% | 18.84% | -0.80% |