ETF comparison

RPVvsVO

US Value vs US Mid Cap.

Invesco S&P 500 Pure Value ETF · Vanguard Morningstar Mid-Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
23.2%

67 positions appear in both funds. Buying equal dollars of RPV and VO would leave roughly23.2%of each dollar exposed to the same underlying securities.

RPV only 76.7%Shared 23.2%VO only 76.5%
In RPV only
55 positions
Shared
67 positions
In VO only
215 positions

Side by side

RPV

Invesco S&P 500 Pure Value ETF

Invesco · US Value

72composite / 100
Expense ratio
0.35%
Net assets
$1.75B
TTM yield
2.24%
Top-10 conc.
24.9%
VO

Vanguard Morningstar Mid-Cap ETF

Vanguard · US Mid Cap

96composite / 100
Expense ratio
0.030%
Net assets
$226.38B
TTM yield
1.33%
Top-10 conc.
9.5%

Sub-score comparison

65
Cost
97
86
Tax efficiency
88
67
Liquidity
100
79
Concentration
100
Tracking quality
RPVsub-scoreVO

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

VO is 32 bps cheaper than RPV. On a $100,000 position that's about $320/yr more in fees for RPV.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with RPV vs VO.

Top shared holdings

67 shared in total
#HoldingIn RPVIn VOOverlap
1Valero Energy Corp.1.39%0.75%0.75%
2Marathon Petroleum Corp.1.18%0.72%0.72%
3General Motors Co.1.71%0.67%0.67%
4Phillips 661.43%0.66%0.66%
5Allstate Corp. (The)0.66%0.59%0.59%
6Hewlett Packard Enterprise Co.1.05%0.58%0.58%
7Target Corp.1.66%0.57%0.57%
8Delta Air Lines, Inc.0.75%0.57%0.57%
9Cardinal Health, Inc.0.93%0.54%0.54%
10Ford Motor Co.1.75%0.53%0.53%
11Cencora, Inc.0.86%0.51%0.51%
12SLB Ltd.0.50%0.67%0.50%

Only in RPV

55 total
  • Bunge Global S.A.2.63%
  • Cigna Group (The)1.76%
  • CVS Health Corp.1.73%
  • Mosaic Co. (The)1.73%
  • Elevance Health, Inc.1.54%
  • Everest Group, Ltd.1.52%
  • DuPont de Nemours, Inc.1.42%
  • Smurfit Westrock PLC1.38%
  • Franklin Resources, Inc.1.16%
  • APA Corp.1.16%

Only in VO

215 total
  • Vertiv Holdings Co1.22%
  • Western Digital Corp1.06%
  • Seagate Technology Holdings PLC1.05%
  • Quanta Services Inc1.04%
  • Howmet Aerospace Inc1.04%
  • Cummins Inc0.95%
  • Datadog Inc0.83%
  • Bloom Energy Corp0.79%
  • Constellation Energy Corp0.78%
  • Robinhood Markets Inc0.77%

Open RPV or VO at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodologyand funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see/methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.