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VUSV vs. VOO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VUSV vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Wellington U.S. Value Active ETF (VUSV) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VUSV achieves a 8.98% return, which is significantly lower than VOO's 11.34% return.


VUSV

1D
1.41%
1M
3.31%
YTD
8.98%
6M
10.08%
1Y
3Y*
5Y*
10Y*

VOO

1D
0.39%
1M
4.62%
YTD
11.34%
6M
11.27%
1Y
28.62%
3Y*
22.68%
5Y*
13.98%
10Y*
15.55%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VUSV vs. VOO - Yearly Performance Comparison


2026 (YTD)2025
VUSV
Vanguard Wellington U.S. Value Active ETF
8.98%5.48%
VOO
Vanguard S&P 500 ETF
11.34%3.61%

Correlation

The correlation between VUSV and VOO is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Nov 19, 2025

0.78

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Return for Risk

VUSV vs. VOO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VUSV

VOO
VOO Risk / Return Rank: 7474
Overall Rank
VOO Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
VOO Sortino Ratio Rank: 7575
Sortino Ratio Rank
VOO Omega Ratio Rank: 7575
Omega Ratio Rank
VOO Calmar Ratio Rank: 6666
Calmar Ratio Rank
VOO Martin Ratio Rank: 7878
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VUSV vs. VOO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Wellington U.S. Value Active ETF (VUSV) and Vanguard S&P 500 ETF (VOO). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

VUSV vs. VOO - Sharpe Ratio Comparison


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Sharpe Ratios by Period


VUSVVOODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.44

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.84

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.87

Sharpe Ratio (All Time)

Calculated using the full available price history

2.48

0.89

+1.59

Drawdowns

VUSV vs. VOO - Drawdown Comparison

The maximum VUSV drawdown since its inception was -7.06%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VUSV and VOO.


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Drawdown Indicators


VUSVVOODifference

Max Drawdown

Largest peak-to-trough decline

-7.06%

-33.99%

+26.93%

Max Drawdown (1Y)

Largest decline over 1 year

-8.90%

Max Drawdown (3Y)

Largest decline over 3 years

-18.69%

Max Drawdown (5Y)

Largest decline over 5 years

-24.52%

Max Drawdown (10Y)

Largest decline over 10 years

-33.99%

Current Drawdown

Current decline from peak

0.00%

-0.32%

+0.32%

Average Drawdown

Average peak-to-trough decline

-1.30%

-3.69%

+2.39%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.91%

Volatility

VUSV vs. VOO - Volatility Comparison


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Volatility by Period


VUSVVOODifference

Volatility (1M)

Calculated over the trailing 1-month period

2.78%

Volatility (6M)

Calculated over the trailing 6-month period

8.90%

Volatility (1Y)

Calculated over the trailing 1-year period

12.03%

11.80%

+0.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.03%

16.81%

-4.78%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.03%

18.00%

-5.97%

VUSV vs. VOO - Expense Ratio Comparison

VUSV has a 0.30% expense ratio, which is higher than VOO's 0.03% expense ratio.


Dividends

VUSV vs. VOO - Dividend Comparison

VUSV's dividend yield for the trailing twelve months is around 0.18%, less than VOO's 1.02% yield.


PositionTTM20252024202320222021202020192018201720162015
VOO
Vanguard S&P 500 ETF
1.02%1.13%1.24%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%
VUSV
Vanguard Wellington U.S. Value Active ETF
0.18%0.20%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


VUSV and VOO have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, VOO is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VOO is cheaper with a 0.03% expense ratio, compared with 0.30% for VUSV.

VOO has the higher dividend yield at 1.02%, compared with 0.18% for VUSV.

VUSV is categorized as Large Cap Value Equities, while VOO is S&P 500. Their fees differ too: 0.30% for VUSV and 0.03% for VOO.

Portfolio Optimizer

Find the right allocation for VUSV and VOO

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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