ETF comparison

RPVvsVOE

Both US Value.

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

Holdings overlap

Weighted by ISIN/CUSIP
36.0%

66 positions appear in both funds. Buying equal dollars of RPV and VOE would leave roughly36.0%of each dollar exposed to the same underlying securities.

RPV only 63.9%Shared 36.0%VOE only 63.5%
In RPV only
56 positions
Shared
66 positions
In VOE only
104 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%
VOE

Vanguard Morningstar Mid-Cap Value ETF

Vanguard · US Value

95composite / 100
Expense ratio
0.050%
Net assets
$38.96B
TTM yield
1.83%
Top-10 conc.
12.6%

Sub-score comparison

65
Cost
95
86
Tax efficiency
87
67
Liquidity
100
79
Concentration
96
Tracking quality
RPVsub-scoreVOE

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

Cost difference

VOE is 30 bps cheaper than RPV. On a $100,000 position that's about $300/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 VOE.

Top shared holdings

66 shared in total
#HoldingIn RPVIn VOEOverlap
1Valero Energy Corp.1.39%1.33%1.33%
2General Motors Co.1.71%1.20%1.20%
3Marathon Petroleum Corp.1.18%1.29%1.18%
4Phillips 661.43%1.17%1.17%
5Hewlett Packard Enterprise Co.1.05%1.03%1.03%
6Target Corp.1.66%1.02%1.02%
7Ford Motor Co.1.75%0.94%0.94%
8Cardinal Health, Inc.0.93%0.96%0.93%
9Cencora, Inc.0.86%0.90%0.86%
10Humana Inc.1.48%0.82%0.82%
11MetLife, Inc.0.80%0.80%0.80%
12Devon Energy Corp.0.76%0.82%0.76%

Only in RPV

56 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 VOE

104 total
  • Cummins Inc1.70%
  • CRH PLC1.23%
  • United Rentals Inc1.22%
  • Simon Property Group Inc1.19%
  • PACCAR Inc1.09%
  • Digital Realty Trust Inc1.09%
  • Sempra1.05%
  • Dominion Energy Inc1.04%
  • Keysight Technologies Inc1.03%
  • Arthur J Gallagher & Co1.02%

Open RPV or VOE 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.