Vanguard Value ETF: A Low-Cost Option for Large Cap Value Investing

The Vanguard Value ETF (VTV) is a passively managed ETF that tracks the CRSP U.S. Large Cap Value Index. With $139.18 billion in assets, it's the largest ETF in the Large Cap Value segment. The fund has a 0.04% expense ratio and a 12-month trailing dividend yield of 2.18%. It has a heavy allocation to the Financials sector and top holdings include Berkshire Hathaway Inc, Jpmorgan Chase & Co, and Exxon Mobil Corp. The ETF has gained 6.11% this year and 9.18% in the last year, with a beta of 0.81 and standard deviation of 13.92%.

The Vanguard Value ETF (VTV), launched on January 26, 2004, is a passively managed exchange-traded fund (ETF) that provides broad exposure to the Large Cap Value segment of the U.S. equity market. With $139.18 billion in assets under management, it is the largest ETF in this segment [1].

VTV seeks to track the performance of the CRSP U.S. Large Cap Value Index before fees and expenses. The fund has a low expense ratio of 0.04%, making it one of the least expensive products in the space. Additionally, it offers a 12-month trailing dividend yield of 2.18%, providing investors with a steady income stream [1].

The ETF has a heavy allocation to the Financials sector, with about 25.10% of the portfolio, followed by Healthcare and Industrials. Top holdings include Berkshire Hathaway Inc (BRK/B) at 3.59%, JPMorgan Chase & Co (JPM) at 2.07%, and Exxon Mobil Corp (XOM) at 1.55% [1].

Performance-wise, VTV has gained about 6.11% so far this year and 9.18% in the last year (as of July 21, 2025). The ETF has a beta of 0.81 and a standard deviation of 13.92% over the trailing three-year period, indicating medium risk. With 333 holdings, it effectively diversifies company-specific risk [1].

Investors looking for alternatives can consider the iShares Russell 1000 Value ETF (IWD) and the Schwab U.S. Dividend Equity ETF (SCHD), which also track similar indices. However, VTV's lower expense ratio and higher dividend yield make it an attractive option [1].

In conclusion, the Vanguard Value ETF (VTV) offers investors a low-cost, diversified, and income-generating exposure to the Large Cap Value segment of the U.S. equity market. Its strong performance and low risk profile make it a solid choice for long-term investors.

References:
[1] https://finance.yahoo.com/news/vanguard-value-etf-vtv-investing-102006579.html