VTV · Vanguard Morningstar Value ETF
Issuer: Vanguard
Launched in 2004, this Vanguard index ETF tracks the Morningstar US Large Cap Value Index and invests in diversified U.S. large-cap value stocks, including financial, healthcare and industrial companies. It emphasizes value rather than growth stocks but still bears equity-market risk. Through November 11, 2026, its five-year cumulative total return, including reinvested dividends, was approximately 78.65%. Its annual expense ratio is 0.03%.
ETF · US ETF average
Long-term returns ★★★★★★★★☆☆ Earnings and dividends from large value stocks add returns.
Stability ★★★★★★★☆☆☆ Sector diversification helps contain market drawdowns.
Costs ★★★★★★★★★★ Index tracking and scale keep operating costs minimal.
Upside potential ★★★★★★★☆☆☆ Rebounds in financials and industrials lift upside.
Liquidity ★★★★★★★★★☆ Large fund assets and institutional demand support trading.
Performance
1-month total return: 4%
1-year total return: 25%
5-year total return: 79%
Stability
1-month MDD: -3%
1-year MDD: -7%
5-year MDD: -18%