VTV — Vanguard Value ETF
311 holdings · Vanguard · data as of 2026-03-31
Sector breakdown
Financials 21.8%
Health Care 15.2%
Industrials 13.6%
Technology 9.6%
Consumer Staples 9.5%
Energy 5.5%
Utilities 5.4%
Consumer Discretionary 4.1%
Communication Services 3.5%
Materials 3.3%
Real Estate 2.7%
Unclassified 5.3%
Sectors assigned via S&P 500 sector-ETF membership; small-cap and international holdings appear as Unclassified. See methodology.
Overlaps most with
VTV vs IWD 72.3% VTV vs VYM 70% VTV vs IVE 69.8% VTV vs DGRO 56.9% VTV vs VIG 51.5% VTV vs IVV 45.1%
Tax-loss harvesting partners for VTV
Investors harvesting a loss in VTV often look for a fund with similar — but not identical — exposure to stay invested without triggering the wash-sale rule. Overlap is one useful lens; funds tracking the same index are widely considered risky swaps regardless of ticker. Not tax advice — confirm with a professional.
| Candidate | Overlap with VTV | Reading |
|---|---|---|
| IWD iShares Russell 1000 Value ETF | 72.3% | similar exposure, different basket |
| VYM Vanguard High Dividend Yield ETF | 70% | similar exposure, different basket |
| IVE iShares S&P 500 Value ETF | 69.8% | similar exposure, different basket |
| DGRO iShares Core Dividend Growth ETF | 56.9% | looser substitute |
| VIG Vanguard Dividend Appreciation ETF | 51.5% | looser substitute |