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Even without the help from top growth stocks, the Vanguard Value ETF has put up an impressive 21.1% year-to-date return, just barely lagging the 24.3% total return of the S&P 500. The strong ...
One case for value, though, is that the Vanguard Growth ETF has become too highly concentrated at the top. Apple , Nvidia , and Microsoft now make up nearly 32% of the ETF's portfolio.
Image source: Getty Images. 1. Vanguard Value ETF. With a mere 0.04% expense ratio, 342 holdings, and a 2.3% dividend yield, the Vanguard Value ETF is perhaps one of the simplest and lowest-cost ...
The Vanguard Value ETF seeks to track the performance of the CRSP U.S. Large Cap Value Index, which measures the returns of large-cap value stocks. The fund holds about 340 different stocks.
Compared to the S&P 500, the Vanguard S&P 500 Value ETF is more concentrated in lower growth, lower valuation sectors like utilities, healthcare, and financials. Sector Weighting.
The overdue shift described above should restore value stocks' long-term track record, putting it back on par with that of the well-diversified SPDR S&P 500 ETF Trust (NYSEMKT: SPY) or even the ...
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