VTV vs VIG

Both VTV and VIG are ETFs. VTV has a lower 5-year return than VIG (8.77% vs 13.92%). VTV has a lower expense ratio than VIG (0.04% vs 0.06%). Below is the comparison between VTV and VIG.

VIG VTV
Segment Equity: U.S. - Total Market Equity: U.S. - Large Cap Value
Issuer Vanguard Vanguard
Net Assets $39.98B $44.94B
Expense Ratio 0.06% 0.04%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.85% 3.07%
Underlying Index NASDAQ US Dividend Achievers Select Index CRSP US Large Cap Value Index
YTD Return 9.16% -7.48%
1-Year Return 14.58% 0.34%
3-Year Return 13.97% 5.16%
5-Year Return 13.92% 8.77%
10-Year Return 12.70% 10.93%

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 an indexing investment approach designed to track the performance of the CRSP US Large Cap Value Index by investing all of its assets in the stocks that make up the Index.

VTV performance & returns

YTD Return -7.48%
1-Month Return 1.25%
3-Month Return 5.39%
1-Year Return 0.34%
3-Year Return 5.16%
5-Year Return 8.77%
10-Year Return 10.93%
VTV expense ratio is 0.04%.

VTV holdings

Top 10 Holdings (22.95% of Total Assets)

Name Symbol % Assets
Berkshire Hathaway Inc Class B BRK.B 3.29%
Johnson & Johnson JNJ 3.23%
Procter & Gamble Co PG 2.74%
UnitedHealth Group Inc UNH 2.37%
JPMorgan Chase & Co JPM 2.32%
Verizon Communications Inc VZ 1.96%
The Walt Disney Co DIS 1.90%
Merck & Co Inc MRK 1.72%
Intel Corp INTC 1.72%
AT&T Inc T 1.70%

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VIG description

The Fund seeks to track the performance of a benchmark index that measures the investment return of common stocks of companies that have a record of increasing dividends over time. The Fund attempts to replicate the Nasdaq US Dividend Achievers Select Index by investing its assets in the stocks that make up the Index.

VIG performance & returns

YTD Return 9.16%
1-Month Return 3.56%
3-Month Return 10.55%
1-Year Return 14.58%
3-Year Return 13.97%
5-Year Return 13.92%
10-Year Return 12.70%
VIG expense ratio is 0.06%.

VIG holdings

Top 10 Holdings (35.30% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 4.59%
Walmart Inc WMT 4.36%
Procter & Gamble Co PG 4.06%
Johnson & Johnson JNJ 3.93%
Visa Inc Class A V 3.64%
The Home Depot Inc HD 3.63%
UnitedHealth Group Inc UNH 3.60%
The Walt Disney Co DIS 2.65%
Comcast Corp Class A CMCSA 2.44%
PepsiCo Inc PEP 2.40%

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