VTV: Is Vanguard's $200B Value ETF Right For You?

Summary

• VTV offers low-cost, diversified exposure to U.S. large-cap value stocks, excelling in downside risk management and consistent, middle-of-the-road performance.
• With a 0.04% expense ratio, high liquidity, and nearly $200 billion in assets, VTV may be ideal for conservative investors seeking moderate income and stability.
• VTV has avoided poor quartile performance and large drawdowns, but its ten-year returns have lagged peers due to lower growth rates caused by underweighting tech and mega-caps.
• This comprehensive analysis describes VTV's selection process and highlights how its performance and fundamentals compare to other large-cap value ETFs.

Thawatchai Chawong

Introduction

With a 0.04% expense ratio and nearly $200 billion in total fund assets, the Vanguard Value Index Fund ETF (NYSEARCA:VTV) is the go-to choice for many investors seeking straightforward and consistent exposure to U.S. large-cap value

Analyst’s Disclosure:I/we have a beneficial long position in the shares of VIG, SCHD, BRK.B, MSFT 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.