VOE vs. VONV
Compare and contrast key facts about Vanguard Mid-Cap Value ETF (VOE) and Vanguard Russell 1000 Value ETF (VONV).
VOE and VONV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. VONV is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 Value Index. It was launched on Sep 20, 2010. Both VOE and VONV 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: VOE or VONV.
Correlation
The correlation between VOE and VONV is 0.94, 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
VOE vs. VONV - Performance Comparison
Key characteristics
VOE:
0.45
VONV:
0.61
VOE:
0.71
VONV:
0.94
VOE:
1.08
VONV:
1.11
VOE:
0.52
VONV:
0.88
VOE:
1.34
VONV:
2.32
VOE:
4.06%
VONV:
3.05%
VOE:
12.25%
VONV:
11.66%
VOE:
-61.54%
VONV:
-38.21%
VOE:
-7.67%
VONV:
-4.95%
Returns By Period
In the year-to-date period, VOE achieves a -0.06% return, which is significantly lower than VONV's 2.03% return. Over the past 10 years, VOE has underperformed VONV with an annualized return of 8.20%, while VONV has yielded a comparatively higher 8.70% annualized return.
VOE
-0.06%
-2.56%
-2.67%
6.27%
18.40%
8.20%
VONV
2.03%
-2.87%
0.40%
7.71%
16.69%
8.70%
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VOE vs. VONV - Expense Ratio Comparison
VOE has a 0.07% expense ratio, which is lower than VONV's 0.08% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VOE vs. VONV — Risk-Adjusted Performance Rank
VOE
VONV
VOE vs. VONV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Value ETF (VOE) and Vanguard Russell 1000 Value ETF (VONV). 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.
Dividends
VOE vs. VONV - Dividend Comparison
VOE's dividend yield for the trailing twelve months is around 2.33%, more than VONV's 2.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOE Vanguard Mid-Cap Value ETF | 2.33% | 2.11% | 2.27% | 2.27% | 1.78% | 2.36% | 2.05% | 2.75% | 1.86% | 1.92% | 2.05% | 1.67% |
VONV Vanguard Russell 1000 Value ETF | 2.00% | 1.97% | 2.09% | 2.23% | 1.67% | 2.25% | 2.30% | 2.56% | 2.18% | 2.39% | 2.38% | 2.10% |
Drawdowns
VOE vs. VONV - Drawdown Comparison
The maximum VOE drawdown since its inception was -61.54%, which is greater than VONV's maximum drawdown of -38.21%. Use the drawdown chart below to compare losses from any high point for VOE and VONV. For additional features, visit the drawdowns tool.
Volatility
VOE vs. VONV - Volatility Comparison
Vanguard Mid-Cap Value ETF (VOE) and Vanguard Russell 1000 Value ETF (VONV) have volatilities of 4.67% and 4.60%, 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.