3 Vanguard ETFs Surge While the S&P 500 Struggles

FomoAnxiety · 2026-02-27T07:41:15+00:00

Market volatility in 2026 has been influenced by interest-rate shifts and geopolitical tensions. Despite the modest 1.47% gain of the S&P 500, certain Vanguard ETFs like VTV, MGV, and VYM have exceeded 7% growth, providing solid investment options amidst instability.

FomoAnxiety

2026-02-27 07:41:15

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Market volatility has defined 2026 so far, with shifting interest-rate expectations, geopolitical tensions, and uneven earnings driving swings across the broader market. While the S&P 500 (SPX) has posted a modest 1.47% year-to-date gain, some ETFs are quietly outperforming. Using TipRanks’ Best Vanguard ETFs tool, we identified Vanguard Value ETF VTV +0.14% ▲ , Vanguard Mega Cap Value ETF MGV -0.08% ▼ , and Vanguard High Dividend Yield Index ETF VYM -0.06% ▼ — each up more than 7% so far this year.

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Let’s take a look at these ETFs in detail.

Vanguard Value ETF VTV +0.14% ▲

Vanguard Value ETF (VTV) targets large-cap U.S. companies trading at lower valuations relative to earnings and book value. The fund diversifies across multiple sectors, making it a solid choice for investors seeking steady dividends and potentially lower volatility. VTV has the lowest beta of the three ETFs at 0.69.

Unlike broader indexes like the S&P 500 or Nasdaq, VTV’s top holdings aren’t mega-cap tech names. Instead, the fund is concentrated in financials, industrials, and healthcare, which make up over 50% of assets. Its three largest positions are JPMorgan Chase JPM +0.93% ▲ , Berkshire Hathaway (BRK.B), and ExxonMobil XOM -0.35% ▼ . Overall, VTV holds 315 stocks with total assets worth $171.45 billion.

Vanguard Mega Cap Value ETF MGV -0.08% ▼

Vanguard Mega Cap Value ETF (MGV) invests in the largest U.S. companies with strong value characteristics, focusing on stocks that appear undervalued relative to fundamentals. It offers investors exposure to high-quality, stable mega-cap companies with potential for long-term capital appreciation and dividend income. MGV has a slightly higher expense ratio of 0.05%.

The fund has 126 stocks with total assets worth $11.7 billion. Top holdings include JPM, BRK.B, XOM, Johnson & Johnson JNJ -0.69% ▼ , and Walmart WMT -1.06% ▼ .

Vanguard High Dividend Yield Index ETF VYM -0.06% ▼

Vanguard High Dividend Yield Index ETF focuses on U.S. stocks with above-average dividends, offering a diversified option for long-term and retirement-focused investors. The fund has a low expense ratio of 0.04% and pays a quarterly dividend of $0.947 per share, yielding 2.25%.

The ETF holds 565 stocks with total assets of $74.90 billion. Its top holdings include Broadcom AVGO -3.19% ▼ , JPM, and XOM.

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