ETF comparison

SPLVvsVTV

Low Volatility Factor vs US Value.

Invesco S&P 500 Low Volatility ETF · Vanguard Morningstar Value ETF

Holdings overlap

Weighted by ISIN/CUSIP
23.3%

73 positions appear in both funds. Buying equal dollars of SPLV and VTV would leave roughly23.3%of each dollar exposed to the same underlying securities.

SPLV only 76.5%Shared 23.3%VTV only 76.2%
In SPLV only
28 positions
Shared
73 positions
In VTV only
235 positions

Side by side

SPLV

Invesco S&P 500 Low Volatility ETF

Invesco · Low Volatility Factor

84composite / 100
Expense ratio
0.25%
Net assets
$7.09B
TTM yield
2.22%
Top-10 conc.
13.5%
VTV

Vanguard Morningstar Value ETF

Vanguard · US Value

93composite / 100
Expense ratio
0.030%
Net assets
$262.30B
TTM yield
1.84%
Top-10 conc.
23.6%

Sub-score comparison

75
Cost
97
84
Tax efficiency
87
93
Liquidity
100
95
Concentration
81
Tracking quality
SPLVsub-scoreVTV

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

Cost difference

VTV is 22 bps cheaper than SPLV. On a $100,000 position that's about $220/yr more in fees for SPLV.

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 SPLV vs VTV.

Top shared holdings

73 shared in total
#HoldingIn SPLVIn VTVOverlap
1Berkshire Hathaway Inc.1.28%2.95%1.28%
2Johnson & Johnson1.15%2.29%1.15%
3Procter & Gamble Co. (The)1.07%1.28%1.07%
4Coca-Cola Co. (The)1.18%1.05%1.05%
5Linde PLC1.17%0.90%0.90%
6Chevron Corp.0.88%1.17%0.88%
7JPMorgan Chase & Co.0.87%3.06%0.87%
8Bank of America Corp.0.87%1.36%0.87%
9Walmart Inc.0.78%1.86%0.78%
10PepsiCo, Inc.0.84%0.69%0.69%
11Union Pacific Corp.0.88%0.60%0.60%
12AT&T Inc.0.85%0.54%0.54%

Only in SPLV

28 total
  • Evergy, Inc.1.22%
  • Pinnacle West Capital Corp.1.19%
  • Regency Centers Corp.1.18%
  • McDonald's Corp.1.16%
  • Atmos Energy Corp.1.14%
  • TJX Cos., Inc. (The)1.13%
  • Federal Realty Investment Trust1.09%
  • Cintas Corp.1.05%
  • Kimco Realty Corp.1.03%
  • Costco Wholesale Corp.1.02%

Only in VTV

235 total
  • Micron Technology Inc4.87%
  • Exxon Mobil Corp2.12%
  • Caterpillar Inc1.83%
  • AbbVie Inc1.66%
  • Cisco Systems Inc1.56%
  • UnitedHealth Group Inc1.41%
  • Home Depot Inc/The1.32%
  • Merck & Co Inc1.19%
  • Goldman Sachs Group Inc/The1.06%
  • Philip Morris International Inc1.05%

Open SPLV or VTV 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.