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VFVA
+11.11 · +8.73%
$138.38 · BATS

Vanguard U.S. Value Factor (VFVA) ETF Analysis | Mid-Cap Value

Vanguard · USA
AUM:$790.5M
#– of – in Mid-Cap Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 21.1% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.13% — among the lowest available for this category.

What is VFVA?

The fund invests primarily in U. common stocks with the potential to generate higher returns relative to the broad U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
VFVA delivered 21.1% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.13% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 9.4% of the ETF — exposure spread across many positions.
ETF Information
AUM$790.5M
Expense Ratio0.13%
Dividend Yield2.04%
Holdings640
Inception DateFeb 2018
Domicile–
Distribution–
Index–
ProviderVanguard
Beta1.02
CategoryMid-Cap Value
CurrencyUSD
Portfolio Impact

How would VFVA affect your portfolio?

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+15.3%
1Y
+28.6%
3Y
+67.0%
5Y
+78.7%
OpenBook InsightIf you had invested £10,000 in VFVA 5 years ago, it would have grown to £17,870 — a gain of £7,870.

Annual Returns

Calendar year performance

VFVA delivered positive returns in 4 of the last 5 calendar years.
YearVFVA
2026 YTD+22.1%
2025+14.9%
2024+7.3%
2023+17.9%
2022-5.3%
CAGR 4yr+8.3%
4/5 positive yearsAvg return: +11.4%Worst year: -5.3% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
12.7%
Low
Momentum
+5.6%
30-day change
Support Level
158.94
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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