Vanguard Value Index is one of the cheapest large-value funds available, an excellent, low-turnover strategy that accurately represents the opportunity set available to its peers. Under our new ratings framework, which places a greater focus on fees, the fund's cheapest share classes warrant a Morningstar Analyst Rating upgrade to Gold from Silver. Owing to its higher fee, the Investor share class retains its Silver rating.
Vanguard Value ETF VTV
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will VTV outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VTV’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the VTV management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of VTV’s parent organization’s priorities and whether they’re in line with investors’ interests.
This is one of the cheapest value funds available.
