VOOV: Vanguard's Value ETF - Berkshire, Exxon Mobil, JNJ Lead The Way

Summary

• The Vanguard S&P500 Value ETF portfolio is composed of the "value" stocks within the S&P500.
• The fund is rather conservatively positioned: its top-3 holdings are Berkshire Hathaway, Exxon, and Johnson & Johnson.
• VOOV has outperformed the S&P500 over the past year by ~12%, but it still down 3.9%. That said, VOOV has a very solid 10-year average annual return of 10.8%.
• VOOV has a 0.10% expense fee, a 30-day SEC yield of 2.10%, and is currently trading at a significant valuation discount as compared to the broad S&P500.

Chip Somodevilla

As you know, the 2022 bear-market has caused a significant rotation out of arguably over-valued growth stocks and into more "value" oriented companies. That being the case, one option investors should consider is to allocate some capital to the Vanguard

Analyst’s Disclosure:I/we have a beneficial long position in the shares of CVX. XOM, VOOV, VTV, VOO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

I am an electronics engineer, not a CFA. The information and data presented in this article were obtained from company documents and/or sources believed to be reliable, but have not been independently verified. Therefore, the author cannot guarantee their accuracy. Please do your own research and contact a qualified investment advisor. I am not responsible for the investment decisions you make.