Investment Details

Enter your initial investment amount in VTG
Monthly additional investment (optional)
How long do you plan to hold VTG?

VTG Parameters

VTG's current dividend yield (approximately 2.1%)
Expected annual dividend growth rate (value stocks typically solid growth)
Expected annual appreciation (value stocks can have strong recovery periods)
Additional return from value factor over long periods

Advanced Options

Automatically reinvest dividends to purchase more shares
Your effective tax rate on dividend income

About VTG

The Vanguard Value ETF (VTG) seeks to track the performance of the CRSP US Large Cap Value Index. The fund provides exposure to large-capitalization value stocks in the U.S. equity market, focusing on companies trading at lower valuations relative to fundamentals.

  • Large-cap value stock exposure
  • Quarterly dividend distributions
  • Ultra-low 0.04% expense ratio
  • Broad value diversification
  • Vanguard's proven indexing approach

Key Investment Features

  • Value Focus: Targets undervalued large-cap companies
  • Ultra-Low Cost: Industry-leading 0.04% expense ratio
  • Broad Diversification: Hundreds of value stocks across sectors
  • Quality Management: Vanguard's time-tested indexing expertise
  • Factor Exposure: Access to the value factor premium
  • Tax Efficiency: Index structure minimizes taxable distributions

Important Considerations

  • Value stocks can underperform growth for extended periods
  • Cyclical performance depends on market conditions
  • Sector concentration in financials and industrials
  • May lag in technology-driven market rallies
  • Style risk if value factor underperforms
  • Economic sensitivity of value companies

Disclaimer: This calculator is for educational purposes only and does not constitute investment advice. Value investing involves risks and may underperform other investment styles for extended periods. Please consult with a financial advisor before making investment decisions.