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VVLUVanguard · Equity - Global Strategy · Equity · Global ex-Australia · Active

Vanguard Global Value Equity Active ETF

Fee p.a.
0.28%
ASX report
Fund size
A$1.3b
12m flow A$384m
Yield
11.4%
4 payments / yr
Volatility 3y
13.9%
annualised
Max DD 3y
−14.8%
all-time −36.9%
Listed
2018
17 Apr 2018 · spread 0.06%

Growth of $10,000

Since listing, distributions reinvested
$5k$10k$15k$20k$25k$30k201820192020202120222023202420252026
$10,000 at listing$25,046 at 4 Sept 2026. Monthly points, distributions reinvested, before franking.

Performance

Period
Total
ASX
1 month
1.1%
4.1%
3 months
11.7%
6 months
15.1%
Year to date
14.7%
1 year
20.9%
25.2%
3 years p.a.
17.6%
17.6%
5 years p.a.
15.0%
15.1%
10 years p.a.
Since listing p.a.
12.0%

Total return to 4 Sept 2026, distributions reinvested, before franking. ASX figures are to 31 July 2026 and gross of franking, so they run higher for franked Australian funds.

Sharpe 3y 0.98Vol 1y 12.7%Vol 5y 14.8%Max DD 1y −9.3%Max DD 5y −14.8%Best year 38.0%86% positive years

Calendar-year returns

2019
22.3%
2020
−11.3%
2021
38.0%
2022
1.5%
2023
18.8%
2024
17.8%
2025
18.0%
2026
14.7%

Where the money is

Look-through exposure as at 30 June 2026 · 954 securities · top 10 = 5.3%

Country

United States67.9%
Japan6.7%
United Kingdom4.3%
Canada3.5%
South Korea3.1%
France2.8%
Germany2.6%
Hong Kong1.4%
Netherlands1.1%
Spain0.9%

Sector

Financials36.5%
Information Technology23.7%
Consumer Discretionary10.0%
Materials8.2%
Communication Services7.4%
Industrials6.7%
Health Care4.2%
Consumer Staples1.8%
Real Estate1.4%
Utilities0.1%

Top holdings

Bristol-Myers Squibb CoUnited States
0.6%
Verizon Communications IncUnited States
0.6%
EOG Resources IncUnited States
0.6%
Comcast CorpUnited States
0.6%
CVS Health CorpUnited States
0.5%
General Motors CoUnited States
0.5%
Citigroup IncUnited States
0.5%
Pfizer IncUnited States
0.5%
Cigna Group/TheUnited States
0.5%
Barclays PLCUnited Kingdom
0.5%
Intuit IncUnited States
0.5%
HCA Healthcare IncUnited States
0.5%
AT&T IncUnited States
0.5%
Regeneron Pharmaceuticals IncUnited States
0.5%
FedEx CorpUnited States
0.5%

Top 15 of 954 holdings.

Most similar funds

Overlap is the share of the portfolio held in common, look-through. Correlation is of daily returns. High overlap means close substitutes.

Code
Fund
Fee
Overlap
Corr 3y
VanEck MSCI International Value ETF
0.40%
24%
0.69
VanEck MSCI International Value (AUD Hedged) ETF
0.43%
24%
0.52
Vanguard International Shares High Yield ETF
0.30%
23%
SPDR MSCI World Quality Mix ETF
0.18%
21%
0.54
Betashares S&P 500 Equal Weight ETF
0.29%
21%
0.86
Betashares S&P 500 Equal Weight Currency Hedged ETF
0.32%
21%
0.77
SPDR S&P World ex Australia Carbon Aware ETF
0.07%
18%
0.61
SPDR S&P World ex Australia Carbon Aware (Hedged) ETF
0.10%
18%
0.56
iShares Edge MSCI World Multifactor ETF
0.35%
17%
0.70
Betashares WealthBuilder Global Geared Complex ETF
0.35%
17%
0.56
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