📉 Live Chart
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📈 1-Year Performance
Normalized to 100 one year ago · weekly close
VTV +18.4%SPY +16.5%
🥧 Sector Weightings
Top sectors
Financial Services23.3%
Healthcare16.1%
Technology14.1%
Industrials13.3%
Consumer Defensive8.6%
Energy8.1%
✍️ marketbrief View
VTV focuses on U.S. large-cap value stocks and has kept its max drawdown to just -6.7% — roughly half of VUG's -15.3%. It leans toward financials and healthcare, with JPMorgan, Merck, and Berkshire Hathaway among its top holdings.
Interestingly, its 24.1% one-year return has actually outpaced the growth-focused VUG's 14.7%, reflecting recent relative strength in value sectors like financials and energy. It suits investors who want downside protection alongside a solid 1.82% dividend yield.
