VTV (Vanguard Value ETF) — over the past 10 years it returned about 12.3% annualized on a total-return basis, yields roughly 1.85%, and had a worst drawdown near -36.8%. Here is the full picture — and you can backtest it yourself for free.
$10,000, 10 years on
A $10,000 investment 10 years ago, dividends reinvested, would be worth about $35,895 today.
Sortino
0.96
Volatility
16.4%
$10k → today
$35,895
Dividend history
| Year | Dividend / share | YoY growth |
|---|---|---|
| 2020 | $3.04 | — |
| 2021 | $3.16 | 3.8% |
| 2022 | $3.53 | 11.9% |
| 2023 | $3.67 | 3.9% |
| 2024 | $3.92 | 6.6% |
| 2025 | $3.91 | -0.2% |
Risk & return vs the S&P 500
| Metric | VTV | SPY |
|---|---|---|
| CAGR | 12.3% | 14.4% |
| Volatility | 16.4% | 17.6% |
| Sharpe | 0.79 | 0.85 |
| Sortino | 0.96 | 1.04 |
| Max drawdown | -36.8% | -33.7% |
| Dividend yield | 1.85% | 1.00% |