VUSV vs. VWELX

Last updated Jun 23, 2026

VUSV (Vanguard Wellington U.S. Value Active ETF) and VWELX (Vanguard Wellington Fund Investor Shares) are both funds - VUSV is a Large Cap Value Equities fund actively managed by Vanguard, while VWELX is a Diversified Portfolio fund actively managed by Vanguard. Both are actively managed. A 0.76 correlation means they provide meaningful diversification when combined. VUSV charges 0.30%/yr vs 0.24%/yr for VWELX.

Performance

VUSV vs. VWELX - 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 Wellington Fund Investor Shares (VWELX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, VUSV achieves a 7.34% return, which is significantly higher than VWELX's 6.53% return.

VUSV

• 1D: -0.33%
• 1M: 0.06%
• YTD: 7.34%
• 6M: 6.91%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

VWELX

• 1D: 0.91%
• 1M: 0.81%
• YTD: 6.53%
• 6M: 6.51%
• 1Y: 19.81%
• 3Y*: 14.88%
• 5Y*: 8.94%
• 10Y*: 10.19%

*Multi-year figures are annualized to reflect compound growth (CAGR)

VUSV vs. VWELX - Yearly Performance Comparison

	2026 (YTD)	2025
VUSV Vanguard Wellington U.S. Value Active ETF	7.34%	5.62%
VWELX Vanguard Wellington Fund Investor Shares	6.53%	2.21%

Correlation

The correlation between VUSV and VWELX is 0.76, 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 18, 2025	0.76

Return for Risk

VUSV vs. VWELX — Risk / Return Rank

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

VUSV

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

VWELX

VWELX Risk / Return Rank: 67
VWELX Sharpe Ratio Rank: 67
VWELX Sortino Ratio Rank: 66
VWELX Omega Ratio Rank: 66
VWELX Calmar Ratio Rank: 63
VWELX Martin Ratio Rank: 74

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. VWELX - 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 Wellington Fund Investor Shares (VWELX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	VUSV	VWELX	Difference
Sharpe ratio: Return per unit of total volatility	—	2.21	—
Sortino ratio: Return per unit of downside risk	—	3.08	—
Omega ratio: Gain probability vs. loss probability	—	1.41	—
Calmar ratio: Return relative to maximum drawdown	—	2.91	—
Martin ratio: Return relative to average drawdown	—	13.12	—

Drawdowns

VUSV vs. VWELX - Drawdown Comparison

The maximum VUSV drawdown since its inception was -7.06%, smaller than the maximum VWELX drawdown of -36.12%. Use the drawdown chart below to compare losses from any high point for VUSV and VWELX.

Drawdown Indicators

	VUSV	VWELX	Difference
Max Drawdown Largest peak-to-trough decline	-7.06%	-36.12%	+29.06%
Max Drawdown (1Y) Largest decline over 1 year	—	-6.78%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-11.98%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-20.88%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-25.33%	—
Current Drawdown Current decline from peak	-1.84%	-0.55%	-1.29%
Average Drawdown Average peak-to-trough decline	-1.27%	-3.92%	+2.65%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.50%	—

Volatility

Volatility by Period

	VUSV	VWELX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.63%	—
Volatility (6M) Calculated over the trailing 6-month period	—	7.34%	—
Volatility (1Y) Calculated over the trailing 1-year period	12.10%	8.94%	+3.16%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.10%	11.22%	+0.88%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.10%	11.57%	+0.53%

VUSV vs. VWELX - Expense Ratio Comparison

VUSV has a 0.30% expense ratio, which is higher than VWELX's 0.24% expense ratio.

Dividends

VUSV vs. VWELX - Dividend Comparison

VUSV's dividend yield for the trailing twelve months is around 0.18%, less than VWELX's 10.86% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
VWELX Vanguard Wellington Fund Investor Shares	10.86%	11.46%	10.76%	6.01%	8.19%	8.64%	7.77%	4.67%	9.49%	5.82%	4.44%	7.03%

Frequently Asked Questions

Can I hold both VUSV and VWELX in my portfolio?

VUSV and VWELX have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.