Vanguard's Value ETF Is Beating Its Growth ETF in 2026. That Has Happened Only 3 Times Since 2012.
What happened the year after the value fund's wins in 2013, 2016 and 2022?
From 2012 to 2025, the Vanguard Morningstar Value ETF (VTV) only managed to outperform the Vanguard Morningstar Growth ETF (VUG) in three calendar years, according to Vanguard's published returns. The value fund led the growth fund in 2013, 2016, and 2022. This year, the value fund is again ahead of the growth fund, but the lead could be fleeting.
In 2013, the value fund gained 33% while the growth fund returned 32.4%. The value fund gained 17% in 2016, while the growth fund returned just 6%. In 2017, the growth fund gained nearly 28% and the value fund returned around 17%. In 2022, the value fund lost less than the growth fund, which sank around 33%, while the value fund dipped around 2%.
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