ETF comparison

VLUEvsVTV

Value Factor vs US Value.

iShares MSCI USA Value Factor ETF · Vanguard Morningstar Value ETF

Holdings overlap

Weighted by ISIN/CUSIP
29.8%

105 positions appear in both funds. Buying equal dollars of VLUE and VTV would leave roughly29.8%of each dollar exposed to the same underlying securities.

VLUE only 70.0%Shared 29.8%VTV only 69.7%
In VLUE only
43 positions
Shared
105 positions
In VTV only
203 positions

Side by side

VLUE

iShares MSCI USA Value Factor ETF

iShares · Value Factor

84composite / 100
Expense ratio
0.15%
Net assets
$9.70B
TTM yield
1.39%
Top-10 conc.
43.5%
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

85
Cost
97
85
Tax efficiency
87
99
Liquidity
100
52
Concentration
81
Tracking quality
VLUEsub-scoreVTV

Tracking quality isn't part of the composite — seewhat we don't scorefor 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 thecost calculator pre-filled with VLUE vs VTV.

Top shared holdings

105 shared in total
#HoldingIn VLUEIn VTVOverlap
1MICRON TECHNOLOGY, INC.11.60%4.87%4.87%
2CISCO SYSTEMS, INC.4.96%1.56%1.56%
3BANK OF AMERICA CORPORATION1.88%1.36%1.36%
4MERCK & CO., INC.1.57%1.19%1.19%
5INTEL CORPORATION9.26%1.05%1.05%
6WELLS FARGO & COMPANY1.11%0.95%0.95%
7CITIGROUP INC.1.94%0.85%0.85%
8QUALCOMM INCORPORATED1.80%0.73%0.73%
9THE WALT DISNEY COMPANY1.09%0.63%0.63%
10VERIZON COMMUNICATIONS INC.2.66%0.60%0.60%
11AT&T INC.2.53%0.54%0.54%
12PFIZER INC.1.49%0.51%0.51%

Only in VLUE

43 total
  • APPLIED MATERIALS, INC.3.66%
  • WESTERN DIGITAL CORPORATION1.88%
  • NXP Semiconductors N.V.1.00%
  • JABIL INC.0.56%
  • Bunge Global SA0.52%
  • FIRST SOLAR, INC.0.47%
  • COTERRA ENERGY INC.0.39%
  • TWILIO INC.0.35%
  • Carnival Corporation0.33%
  • F5, INC.0.32%

Only in VTV

203 total
  • JPMorgan Chase & Co3.06%
  • Berkshire Hathaway Inc2.95%
  • Johnson & Johnson2.29%
  • Exxon Mobil Corp2.12%
  • Walmart Inc1.86%
  • Caterpillar Inc1.83%
  • AbbVie Inc1.66%
  • UnitedHealth Group Inc1.41%
  • Home Depot Inc/The1.32%
  • Procter & Gamble Co/The1.28%

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 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.