KVLE vs. VTV
Compare and contrast key facts about KFA Value Liner Dynamic Core Equity Index ETF (KVLE) and Vanguard Value ETF (VTV).
KVLE and VTV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. KVLE is a passively managed fund by CICC that tracks the performance of the 3D/L Value Line Dynamic Core Equity Index. It was launched on Nov 24, 2020. VTV is a passively managed fund by Vanguard that tracks the performance of the MSCI US Prime Market Value Index. It was launched on Jan 26, 2004. Both KVLE and VTV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KVLE or VTV.
Correlation
The correlation between KVLE and VTV is 0.82, 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.
Performance
KVLE vs. VTV - Performance Comparison
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Key characteristics
KVLE:
0.71
VTV:
0.57
KVLE:
1.20
VTV:
0.99
KVLE:
1.17
VTV:
1.14
KVLE:
0.79
VTV:
0.69
KVLE:
3.10
VTV:
2.52
KVLE:
4.19%
VTV:
3.97%
KVLE:
16.79%
VTV:
15.66%
KVLE:
-18.38%
VTV:
-59.27%
KVLE:
-5.33%
VTV:
-4.58%
Returns By Period
In the year-to-date period, KVLE achieves a -0.63% return, which is significantly lower than VTV's 1.92% return.
KVLE
-0.63%
6.01%
-4.21%
11.81%
N/A
N/A
VTV
1.92%
6.00%
-3.14%
8.78%
16.00%
9.94%
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KVLE vs. VTV - Expense Ratio Comparison
KVLE has a 0.56% expense ratio, which is higher than VTV's 0.04% expense ratio.
Risk-Adjusted Performance
KVLE vs. VTV — Risk-Adjusted Performance Rank
KVLE
VTV
KVLE vs. VTV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for KFA Value Liner Dynamic Core Equity Index ETF (KVLE) and Vanguard Value ETF (VTV). 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.
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Dividends
KVLE vs. VTV - Dividend Comparison
KVLE has not paid dividends to shareholders, while VTV's dividend yield for the trailing twelve months is around 2.29%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KVLE KFA Value Liner Dynamic Core Equity Index ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTV Vanguard Value ETF | 2.29% | 2.31% | 2.46% | 2.52% | 2.15% | 2.56% | 2.50% | 2.73% | 2.29% | 2.44% | 2.60% | 2.22% |
Drawdowns
KVLE vs. VTV - Drawdown Comparison
The maximum KVLE drawdown since its inception was -18.38%, smaller than the maximum VTV drawdown of -59.27%. Use the drawdown chart below to compare losses from any high point for KVLE and VTV. For additional features, visit the drawdowns tool.
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Volatility
KVLE vs. VTV - Volatility Comparison
KFA Value Liner Dynamic Core Equity Index ETF (KVLE) has a higher volatility of 5.59% compared to Vanguard Value ETF (VTV) at 4.70%. This indicates that KVLE's price experiences larger fluctuations and is considered to be riskier than VTV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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