(VTV) Value Shares - Overview

ETF Category: Large Value | Exchange: NYSE ARCA (USA) | Market Cap: 177.933m USD | Total Return: 25.5% in 12m

Large-Cap Stocks, Value Equities, Exchange Traded Funds
Total Rating 71
Safety 58
Buy Signal 0.09
Large Value
Category Rotation: +6.3
TER: 0.04%
AUM: 178B
Avg Turnover: 494M
Risk 3d forecast
Volatility10.4%
VaR 5th Pctl1.89%
VaR vs Median0.94%
Reward TTM
Sharpe Ratio2.01
Rel. Str. IBD57.3
Rel. Str. Peer Group52.1
Character TTM
Beta0.619
Beta Downside0.656
Hurst Exponent0.468
Drawdowns 3y
Max DD14.52%
CAGR/Max DD1.29
CAGR/Mean DD8.91

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: VTV Value Shares

The Vanguard Value Index Fund ETF (VTV) utilizes a passive indexing strategy to track the performance of large-cap U.S. value stocks. By employing a full-replication approach, the fund holds constituent securities in proportions nearly identical to their weightings within the target index.

The large-cap value sector typically focuses on established companies with mature business models, steady cash flows, and lower price-to-book ratios compared to the broader market. These entities often operate in cyclical industries such as financials, healthcare, and industrials, frequently distributing a portion of earnings through consistent dividend payments.

Investors can further evaluate these underlying fundamentals by reviewing the detailed security metrics available on ValueRay.

Headlines to Watch Out For
  • Federal Reserve interest rate pivots shift capital between growth and value equities
  • Financial sector earnings performance dictates fund returns due to heavy sector weighting
  • Corporate earnings growth among large-cap industrials and healthcare stabilizes net asset value
  • Widening yield spreads enhance profitability for underlying banking and insurance holdings
  • U.S. economic growth stability supports demand for defensive and cyclical value constituents
What is the price of VTV shares?

As of May 26, 2026, the stock is trading at USD 210.90 with a total of 1,829,600 shares traded.
Over the past week, the price has changed by +2.05%, over one month by +3.66%, over three months by +2.62% and over the past year by +25.52%.

Is VTV a buy, sell or hold?

Value Shares has no consensus analysts rating.