ETF comparison

VLUE vs VTV

Value Factor vs US Value.

iShares MSCI USA Value Factor ETF · Vanguard Value Index Fund ETF Shares

Holdings overlap

Weighted by ISIN/CUSIP
27.5 %

112 positions appear in both funds. Buying equal dollars of VLUE and VTV would leave roughly 27.5% of each dollar exposed to the same underlying securities.

VLUE only 72.3% Shared 27.5% VTV only 71.9%
In VLUE only
36 positions
Shared
112 positions
In VTV only
199 positions

Side by side

VLUE

iShares MSCI USA Value Factor ETF

iShares · Value Factor

84 composite / 100
Expense ratio
0.15%
Net assets
$10.58B
TTM yield
1.46%
Top-10 conc.
43.5%
VTV

Vanguard Value Index Fund ETF Shares

Vanguard · US Value

94 composite / 100
Expense ratio
0.030%
Net assets
$254.46B
TTM yield
1.88%
Top-10 conc.
21.1%

Sub-score comparison

85
Cost
97
85
Tax efficiency
87
100
Liquidity
100
52
Concentration
84
Tracking quality
VLUE sub-score VTV

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

VTV is 12 bps cheaper than VLUE. On a $100,000 position that's about $120/yr more in fees for VLUE.

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

Top shared holdings

112 shared in total
# Holding In VLUE In VTV Overlap
1 MICRON TECHNOLOGY, INC. 11.60% 1.56% 1.56%
2 BANK OF AMERICA CORPORATION 1.88% 1.23% 1.23%
3 MERCK & CO., INC. 1.57% 1.22% 1.22%
4 CISCO SYSTEMS, INC. 4.96% 1.13% 1.13%
5 WELLS FARGO & COMPANY 1.11% 1.01% 1.01%
6 AT&T INC. 2.53% 0.83% 0.83%
7 VERIZON COMMUNICATIONS INC. 2.66% 0.78% 0.78%
8 CITIGROUP INC. 1.94% 0.76% 0.76%
9 INTEL CORPORATION 9.26% 0.72% 0.72%
10 THE WALT DISNEY COMPANY 1.09% 0.70% 0.70%
11 PFIZER INC. 1.49% 0.65% 0.65%
12 QUALCOMM INCORPORATED 1.80% 0.56% 0.56%

Only in VLUE

36 total
  • NXP Semiconductors N.V. 1.00%
  • JABIL INC. 0.56%
  • Bunge Global SA 0.52%
  • EXPEDIA GROUP, INC. 0.51%
  • FIRST SOLAR, INC. 0.47%
  • TWILIO INC. 0.35%
  • F5, INC. 0.32%
  • APTIV PLC 0.31%
  • TEXTRON INC. 0.30%
  • FLEX LTD. 0.25%

Only in VTV

199 total
  • Berkshire Hathaway Inc 3.06%
  • JPMorgan Chase & Co 3.03%
  • Exxon Mobil Corp 2.90%
  • Johnson & Johnson 2.41%
  • Walmart Inc 2.23%
  • Chevron Corp 1.61%
  • AbbVie Inc 1.58%
  • Procter & Gamble Co/The 1.38%
  • Caterpillar Inc 1.35%
  • Home Depot Inc/The 1.34%

Open VLUE 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 methodology and 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.