Vanguard Value ETF (VTV) tracks the CRSP US Large Cap Value Index, focusing on undervalued stocks with strong fundamentals. It has a low expense ratio of 0.03% and a dividend yield near 2%. VTV's portfolio is heavily weighted in Financials, Healthcare, and Industrials, making it a defensive investment. Despite its strong performance in 2026, VTV's long-term returns lag behind growth funds like the Nasdaq 100, highlighting the ongoing debate between value and growth investing strategies.
"VTV tracks the CRSP US Large Cap Value Index, which uses a multi-factor scoring system combining price-to-book, forward earnings, historical earnings, dividend yield, and sales-to-price ratios to identify stocks trading at a discount to intrinsic worth."
"The return engine is straightforward: own mature, cash-generating businesses at below-market multiples, collect dividends, and benefit as valuations normalize. No options overlays, no leverage, no synthetic exposure."
"Over the past decade, VTV returned 207% while the Nasdaq 100 returned 436%. Growth won decisively. Over five years the gap narrows: VTV gained 66% versus the Nasdaq 100's 82%."
Read at 24/7 Wall St.
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