VV Handidly Beat the S&P 500, And Only Charges 0.04%

Core Insights - Vanguard Large-Cap ETF (VV) outperformed the S&P 500 with an 86.22% return over five years compared to the S&P 500's 78.13% [1] - VV has a low annual expense ratio of 0.04%, equating to $4 per $10,000 invested, which supports long-term wealth accumulation [1] - The fund's portfolio is diversified across over 400 large-cap U.S. companies, with a significant allocation to technology, financials, healthcare, and industrials [1] Performance Metrics - VV's five-year return is 86.22%, surpassing the S&P 500's 78.13% [1] - The fund's largest holdings, including NVIDIA, Apple, and Microsoft, account for approximately 20.7% of its assets [1] - The dividend yield is 1.06%, with dividends increasing from $2.02 per share in 2016 to $3.41 in 2025, marking a 69% growth [1] Investment Strategy - VV is designed for investors seeking broad U.S. large-cap exposure without making active sector bets, functioning well in various investment accounts [1] - The fund's low turnover rate of 2% minimizes friction from fees and taxes, enhancing compounding returns over time [1] - The concentration in technology (34.6% of assets) exposes investors to sector-specific risks, particularly in AI and semiconductor markets [1] Recent Trends - In the last month, Vanguard Value ETF (VTV) gained 6.38%, while VV experienced a slight decline of 0.19%, highlighting potential short-term divergences in performance based on investment style [1]