VTV vs SPY

Both VTV and SPY are ETFs. VTV has a lower 5-year return than SPY (8.3% vs 9.98%). VTV has a lower expense ratio than SPY (0.04% vs 0.09%). Below is the comparison between VTV and SPY.

SPY VTV
Segment Equity: U.S. - Large Cap Equity: U.S. - Large Cap Value
Issuer State Street Global Advisors Vanguard
Net Assets $256.72B $47.01B
Expense Ratio 0.09% 0.04%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.82% 2.57%
Underlying Index S&P 500 CRSP US Large Cap Value Index
YTD Return 18.10% 12.26%
1-Year Return 2.74% 0.73%
3-Year Return 12.56% 10.06%
5-Year Return 9.98% 8.30%
10-Year Return 13.31% 12.07%

VTV description

The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization value stocks. The Fund employs a "passive management"-- or indexing --investment approach designed to track the performance of the CRSP US Large Cap Value Index.

VTV returns

YTD Return 12.26%
1-Month Return -2.97%
3-Month Return 4.80%
1-Year Return 0.73%
3-Year Return 10.06%
5-Year Return 8.30%
10-Year Return 12.07%
VTV expense ratio is 0.04%.

VTV holdings

Top 10 Holdings (23.16% of Total Assets)

Name Symbol % Assets
Berkshire Hathaway Inc B BRK.B 3.27%
Johnson & Johnson JNJ 2.92%
JPMorgan Chase & Co JPM 2.72%
Exxon Mobil Corp XOM 2.56%
Procter & Gamble Co PG 2.17%
Bank of America Corporation BAC 1.96%
AT&T Inc T 1.93%
Pfizer Inc PFE 1.9%
Chevron Corp CVX 1.87%
Verizon Communications Inc VZ 1.86%

SPY description

The Trust seeks investment results that, before expenses, generally correspond to the price and yield performance of the component common stocks of the S&P 500 Index.

SPY returns

YTD Return 18.10%
1-Month Return -1.67%
3-Month Return 6.76%
1-Year Return 2.74%
3-Year Return 12.56%
5-Year Return 9.98%
10-Year Return 13.31%
SPY expense ratio is 0.09%.

SPY holdings

Top 10 Holdings (21.61% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 4.28%
Apple Inc AAPL 3.63%
Amazon.com Inc AMZN 3.12%
Facebook Inc A FB 1.88%
Berkshire Hathaway Inc B BRK.B 1.6%
Alphabet Inc Class C GOOG 1.49%
JPMorgan Chase & Co JPM 1.49%
Alphabet Inc A GOOGL 1.46%
Johnson & Johnson JNJ 1.39%
Exxon Mobil Corp XOM 1.27%
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