Find A Portfolio/Ticker
Comparison Box
VV: Vanguard Large-Cap ETF (ETF)
Basic Info 288.6 2.34(0.82%) July 03
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (92%) |
| Start Date: | 01/30/2004 |
| Last Dividend Date: | 06/30/2025 |
| 12-Mo. Yield | 1.35% |
| Expenses | 0.04% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/02/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/30/2004 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.2 | 7.7 | 15.9 | 20.1 | 17.1 | 13.5 | 15.0 | 10.9 | 10.6 | 25.3 | 27.2 | -19.9 | 27.4 | 21.1 | 31.3 | -4.4 | 22.0 | 11.8 | 1.0 | 13.4 | 32.7 | 16.2 | 1.4 | 15.9 | 27.4 | -36.7 | 6.2 | 15.4 | 6.0 | 9.6 |
| Sharpe Ratio | NA | 0.45 | 0.58 | 0.94 | 0.8 | 0.65 | NA | NA | 0.5 | 1.67 | 1.79 | -0.86 | 2.07 | 0.6 | 2.37 | -0.34 | 3.25 | 0.88 | 0.06 | 1.18 | 2.94 | 1.26 | 0.06 | 0.88 | 1.03 | -0.95 | 0.2 | 1.2 | 0.32 | 0.88 |
| Draw Down(%) | NA | 19.0 | 19.0 | 19.0 | 25.7 | 34.3 | NA | NA | 54.8 | 8.6 | 10.0 | 25.6 | 5.4 | 34.3 | 6.7 | 19.4 | 2.5 | 10.8 | 11.9 | 7.4 | 5.7 | 9.9 | 19.3 | 15.8 | 26.7 | 47.9 | 9.6 | 7.8 | 7.4 | 7.8 |
| Standard Deviation(%) | NA | 24.6 | 20.3 | 17.5 | 17.7 | 18.6 | NA | NA | 19.0 | 13.0 | 13.3 | 24.8 | 13.2 | 34.6 | 12.5 | 17.1 | 6.6 | 13.1 | 15.4 | 11.4 | 11.1 | 12.9 | 23.4 | 18.0 | 26.6 | 39.6 | 15.8 | 10.1 | 11.9 | 10.7 |
| Treynor Ratio | NA | 0.11 | 0.12 | 0.16 | 0.14 | 0.12 | NA | NA | 0.1 | 0.21 | 0.24 | -0.21 | 0.28 | 0.22 | 0.3 | -0.06 | 0.22 | 0.12 | 0.01 | 0.14 | 0.33 | 0.16 | 0.01 | 0.16 | 0.28 | -0.39 | 0.03 | 0.12 | 0.04 | 0.11 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 |
| Beta | NA | 1.01 | 1.01 | 1.0 | 1.0 | 0.98 | NA | NA | 0.98 | 1.01 | 1.0 | 1.0 | 0.99 | 0.96 | 1.0 | 1.0 | 0.98 | 0.99 | 0.99 | 0.99 | 1.0 | 1.0 | 0.99 | 0.99 | 0.97 | 0.96 | 0.99 | 0.98 | 0.92 | 0.9 |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 0.97 | NA | NA | 0.97 | 0.99 | 1.0 | 1.0 | 1.0 | 0.92 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 0.99 | 0.97 | 0.63 | 0.87 |
| Yield(%) | N/A | 0.6 | 1.3 | 1.8 | 2.0 | 2.8 | 4.8 | 3.6 | N/A | 1.5 | 1.8 | 1.3 | 1.5 | 1.7 | 2.3 | 1.9 | 2.1 | 2.2 | 1.9 | 2.0 | 2.2 | 2.4 | 1.9 | 2.0 | 2.5 | 1.7 | 1.8 | 1.9 | 1.7 | 1.9 |
| Dividend Growth(%) | N/A | -47.9 | 2.0 | 23.3 | 30.7 | 113.6 | N/A | N/A | N/A | 8.2 | 6.6 | 10.3 | 2.3 | -4.1 | 11.7 | 11.7 | 6.0 | 10.4 | 9.6 | 12.3 | 7.8 | 24.1 | 8.4 | -2.9 | -1.7 | -5.5 | 8.1 | 20.6 | -9.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/2004
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
Best Mutual Funds
- LLPFX (LONGLEAF PARTNERS FUND LONGLEAF PARTNERS FUND) 0.16% (100%)
- LMVTX (CLEARBRIDGE VALUE TRUST CLASS C) 0.38% (100%)
- MPGFX (MAIRS & POWER GROWTH FUND INVESTOR CLASS) 0.79% (100%)
- YACKX (AMG YACKTMAN FUND CLASS I) 0.62% (99%)
- FMIHX (LARGE CAP FUND LARGE CAP FUND INVESTOR CLASS) 0.0% (99%)
- FDGFX (FIDELITY DIVIDEND GROWTH FUND FIDELITY DIVIDEND GROWTH FUND) 0.97% (99%)
- THPGX (THOMPSON LARGECAP FUND THOMPSON LARGECAP FUND) 0.64% (99%)
- WVALX (VALUE FUND VALUE FUND - INVESTOR CLASS) 0.74% (99%)
- OAKMX (OAKMARK FUND INVESTOR CLASS) 0.47% (99%)
- SWANX (SCHWAB CORE EQUITY FUND INVESTOR SHARES) 0.86% (99%)
Best ETFs
- SPY (SPDR S&P 500 ETF Trust) 0.79% (100%)
- XLG (Invesco S&P 500 Top 50 ETF) 0.94% (100%)
- IWB (iShares Russell 1000 ETF) 0.81% (97%)
- IYY (iShares Dow Jones U.S. ETF) 0.81% (96%)
- VTI (Vanguard Total Stock Market ETF) 0.82% (96%)
- IWV (iShares Russell 3000 ETF) 0.86% (96%)
- RSP (Invesco S&P 500 Equal Weight ETF) 0.48% (96%)
- XLP (Consumer Staples Select Sector SPDR Fund) 0.05% (94%)
- DSI (iShares MSCI KLD 400 Social ETF) 0.79% (93%)
- EPS (WisdomTree U.S. LargeCap Fund) 0.79% (93%)
Best Closed End Funds
- ADX (Adams Diversified Equity Closed Fund) 1.39% (95%)
- CLM (Cornerstone Strategic Value Fund Inc) 1.23% (95%)
- CRF (Cornerstone Strategic Return Fund) 1.41% (95%)
- ETB (Eaton Vance Tax Managed Buy Write Income Closed Fund) 0.69% (95%)
- ETY (Eaton Vance Tax Managed Diversified Equity Income Closed Fund) 0.45% (94%)
- FFA (First Trust Enhanced Equity Income Closed Fund) 0.44% (94%)
- GAB (Gabelli Equity Trust Closed Fund) 0.51% (94%)
- GGT (Gabelli MultiMedia Mutual Fund) 0.95% (94%)
- USA (Liberty All Star Equity Closed Fund) 0.58% (94%)
- GRF (Eagle Capital Growth Fund Inc) 0.0% (94%)
Latest Articles Related to VV
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
