(VTV) Vanguard Value - Performance 6.9% in 12m
Compare VTV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
78.64%
#26 in Group
Rel. Strength
60.43%
#3161 in Universe
Total Return 12m
6.94%
#50 in Group
Total Return 5y
90.55%
#39 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: VTV (6.9%) vs DIA (5.3%)
5y Drawdown (Underwater) Chart
Top Performers in Large Value
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| FNDX NYSE ARCA Schwab Fundamental U.S. |
-6.32% | 7.09% | 140% | - | - | - | - | - |
| FNDB NYSE ARCA Schwab Fundamental U.S. |
-6.54% | 6.38% | 132% | - | - | - | - | - |
| FDL NYSE ARCA First Trust Morningstar |
-7.19% | 15% | 111% | - | - | - | - | - |
| RWL NYSE ARCA Invesco SP500 Revenue |
-5.13% | 6.36% | 114% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
-6.25% | 10.4% | 123% | - | - | - | - | - |
| EQL NYSE ARCA ALPS Equal Sector Weight |
-4.72% | 9.81% | 112% | - | - | - | - | - |
| IUS NASDAQ Invesco RAFI Strategic US |
-5.9% | 3.46% | 118% | - | - | - | - | - |
| SCHV NYSE ARCA Schwab U.S. Large-Cap Value |
-5.45% | 9.24% | 103% | - | - | - | - | - |
Performance Comparison: VTV vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for VTV
| Total Return (including Dividends) | VTV | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -5.80% | -5.82% | -5.89% |
| 3 Months | -8.01% | -10.73% | -12.45% |
| 12 Months | 6.94% | 5.31% | 6.72% |
| 5 Years | 90.55% | 81.31% | 101.06% |
| Trend Score (consistency of price movement) | VTV | DIA | S&P 500 |
| 1 Month | -72.3% | -73.8% | -74.5% |
| 3 Months | -80.9% | -88.6% | -88.2% |
| 12 Months | 68.9% | 71.6% | 66.1% |
| 5 Years | 92.0% | 86.4% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #63 | 0.02% | 0.09% |
| 3 Month | #61 | 3.04% | 5.06% |
| 12 Month | #53 | 1.55% | 0.20% |
| 5 Years | #47 | 5.10% | -5.23% |
FAQs
Does VTV Vanguard Value outperforms the market?
Yes,
over the last 12 months VTV made 6.94%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 5.31%.
Over the last 3 months VTV made -8.01%, while DIA made -10.73%.
Over the last 3 months VTV made -8.01%, while DIA made -10.73%.
Performance Comparison VTV vs Indeces and Sectors
VTV vs. Indices VTV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.37% | 0.09% | 1.41% | 0.22% |
| US NASDAQ 100 | QQQ | 2.23% | 0.48% | 1.94% | 1.41% |
| US Dow Jones Industrial 30 | DIA | 2.54% | 0.02% | 0.87% | 1.63% |
| German DAX 40 | DAX | -3.99% | 3.60% | -15.7% | -11.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.66% | 1.70% | -0.87% | 1.05% |
| Hongkong Hang Seng | HSI | -2.92% | 4.02% | -0.11% | -9.28% |
| India NIFTY 50 | INDA | -3.0% | -10.6% | -1.04% | 3.87% |
| Brasil Bovespa | EWZ | -2.19% | -0.72% | -1.54% | 16.4% |
VTV vs. Sectors VTV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.12% | -0.14% | -7.40% | -6.60% |
| Consumer Discretionary | XLY | 2.24% | -1.88% | -1.33% | -2.28% |
| Consumer Staples | XLP | -1.93% | -9.0% | -8.81% | -7.00% |
| Energy | XLE | -3.35% | 4.28% | 0.35% | 17.2% |
| Financial | XLF | - | -1.29% | -6.71% | -12.0% |
| Health Care | XLV | 0.97% | 1.57% | 2.81% | 7.48% |
| Industrial | XLI | 0.25% | -1.10% | 1.33% | 1.58% |
| Materials | XLB | -0.35% | 0.85% | 8.49% | 14.5% |
| Real Estate | XLRE | -3.97% | -2.91% | 0.06% | -10.2% |
| Technology | XLK | 2.73% | 3.13% | 8.22% | 8.15% |
| Utilities | XLU | -1.94% | -5.38% | -4.33% | -17.4% |
| Aerospace & Defense | XAR | -0.32% | -5.84% | -8.35% | -17.2% |
| Biotech | XBI | -2.19% | 6.08% | 16.0% | 15.9% |
| Homebuilder | XHB | 0.42% | 1.04% | 19.3% | 16.1% |
| Retail | XRT | -0.33% | -3.69% | 6.08% | 11.3% |