VTV vs VUG

Both VTV and VUG are ETFs. VTV has a lower 5-year return than VUG (8.3% vs 11.71%). VTV and VUG have the same expense ratio (0.04%). Below is the comparison between VTV and VUG.

VTV VUG
Segment Equity: U.S. - Large Cap Value Equity: U.S. - Large Cap Growth
Issuer Vanguard Vanguard
Net Assets $47.01B $40.93B
Expense Ratio 0.04% 0.04%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.57% 1.10%
Underlying Index CRSP US Large Cap Value Index CRSP US Large Cap Growth Index
YTD Return 12.26% 24.37%
1-Year Return 0.73% 4.68%
3-Year Return 10.06% 15.52%
5-Year Return 8.30% 11.71%
10-Year Return 12.07% 14.85%

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%

VUG description

The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization growth stocks. The Fund employs a "passive management"--or indexing--investment approach designed to track the performance of the MSCI US Prime Market Growth Index.

VUG returns

YTD Return 24.37%
1-Month Return -0.57%
3-Month Return 8.61%
1-Year Return 4.68%
3-Year Return 15.52%
5-Year Return 11.71%
10-Year Return 14.85%
VUG expense ratio is 0.04%.

VUG holdings

Top 10 Holdings (37.13% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 8.09%
Apple Inc AAPL 6.46%
Amazon.com Inc AMZN 6.25%
Facebook Inc A FB 3.65%
Alphabet Inc A GOOGL 2.56%
Alphabet Inc Class C GOOG 2.52%
Visa Inc Class A V 2.38%
Mastercard Inc A MA 1.89%
The Home Depot Inc HD 1.8%
Boeing Co BA 1.53%
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