Vanguard Russell 2000 Value ETF (VTWV) Performance
VTWV total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +18.9% since Dec 31, 2025
- 1 year
- +21.0% total return
- 5 years
- +7.2% a year
- 10 years
- +9.7% a year
- Since first price
- +10.2% a year since 2010
VTWV trailing returns vs SPY, QQQ, AGG
| Period | VTWV total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.1% | −0.1% | −1.0% | −5.0% | +0.9% |
| 3 months | −3.0% | −3.5% | +3.2% | +1.9% | −0.4% |
| 6 months | +4.0% | +3.1% | +7.8% | +8.4% | −1.5% |
| YTD | +18.9% | +17.4% | +12.3% | +15.1% | −1.0% |
| 1 year | +21.0% | +18.8% | +14.4% | +15.9% | −1.1% |
| 3 years | +77.5%+21.1%/yr | +67.6% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +41.5%+7.2%/yr | +28.0% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +153.4%+9.7%/yr | +110.3% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +359.9%+10.7%/yr | +247.2% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| Since inceptionSep 24, 2010 | +379.8%+10.2%/yr | +259.7% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: VTWV vs SPY
From Sep 24, 2010: VTWV grew to $47,983, SPY to $87,655.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
VTWV returns by calendar year
11 of 15 full years positive. Best 2013 (+34.9%), worst 2022 (−14.5%). 2026 is year to date.
VTWV annual returns table
| Year | VTWV | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +18.9% | −8.6% | +12.3% | +15.1% | −1.0% |
| 2025 | +12.7% | −21.9% | +17.7% | +20.8% | +7.2% |
| 2024 | +7.8% | −9.9% | +24.9% | +25.6% | +1.3% |
| 2023 | +14.7% | −18.8% | +26.2% | +54.9% | +5.7% |
| 2022 | −14.5% | −22.7% | −18.2% | −32.6% | −13.0% |
| 2021 | +27.9% | −11.9% | +28.7% | +27.4% | −1.8% |
| 2020 | +4.9% | −44.3% | +18.3% | +48.6% | +7.5% |
| 2019 | +22.4% | −11.5% | +31.2% | +39.0% | +8.5% |
| 2018 | −13.3% | −24.8% | −4.6% | −0.1% | +0.1% |
| 2017 | +8.1% | −6.8% | +21.7% | +32.7% | +3.6% |
| 2016 | +31.6% | −11.0% | +12.0% | +7.1% | +2.4% |
| 2015 | −7.5% | −14.7% | +1.2% | +9.4% | +0.5% |
| 2014 | +4.2% | −12.4% | +13.5% | +19.2% | +6.0% |
| 2013 | +34.9% | −5.8% | +32.3% | +36.6% | −2.0% |
| 2012 | +16.2% | −11.7% | +16.0% | +18.1% | +3.8% |
| 2011 | −4.9% | −28.1% | +1.9% | +3.4% | +7.7% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
VTWV largest drawdowns
Now 6.0% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Aug 21, 2018 | −45.7% | Mar 23, 2020 | Dec 15, 2020 | 1.6 years | 2.3 years |
| Apr 29, 2011 | −28.1% | Oct 3, 2011 | Sep 7, 2012 | 5 months | 1.4 years |
| Nov 25, 2024 | −26.7% | Apr 8, 2025 | Sep 18, 2025 | 4 months | 10 months |
| Nov 8, 2021 | −25.8% | Oct 27, 2023 | Jul 16, 2024 | 2.0 years | 2.7 years |
| Jun 23, 2015 | −22.2% | Feb 11, 2016 | Aug 5, 2016 | 8 months | 1.1 years |
| Jul 1, 2014 | −12.4% | Oct 13, 2014 | Dec 29, 2014 | 3 months | 6 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
VTWV risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2010 |
|---|---|---|---|---|
| Annualized return | +17.9% | +7.8% | +9.4% | +10.1% |
| Volatility (annualized) | 19.0% | 20.6% | 21.5% | 19.5% |
| Sharpe ratio | 0.73 | 0.29 | 0.42 | 0.52 |
| Sortino ratio | 1.32 | 0.46 | 0.63 | 0.80 |
| Best month | +12.5% | +12.6% | +19.2% | +19.2% |
| Worst month | −8.7% | −10.2% | −24.9% | −24.9% |
| Best 12 months | +46.4% | +46.4% | +98.2% | +98.2% |
| Worst 12 months | −4.5% | −17.8% | −29.8% | −29.8% |
| Positive months | 64% | 57% | 62% | 63% |
| Beta vs S&P 500 | 1.07 | 1.04 | 1.14 | — |
| Correlation with S&P 500 | 0.70 | 0.79 | 0.81 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
VTWV rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 182 | −29.8% | +6.6% | +98.2% | 68% |
| 3-year (a year) | 158 | −9.6% | +9.3% | +21.1% | 92% |
| 5-year (a year) | 134 | −2.6% | +8.2% | +15.3% | 99% |
| 10-year (a year) | 74 | +5.1% | +8.6% | +13.1% | 100% |
Every holding period starting at a month-end since 2010. Returns for 3 years and longer are annualized.
VTWV performance overview
Vanguard Russell 2000 Value ETF (VTWV) returned +21.0% over the past year and +9.7% a year over ten years, with distributions reinvested. Since its first recorded price in 2010 it has returned +10.2% a year, turning $10,000 into about $47,983. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −45.7%, from Aug 21, 2018 to Mar 23, 2020, and it took 9 months to get back to the old high. VTWV finished 11 of its 15 full calendar years with a gain; the best year was 2013 (+34.9%) and the worst 2022 (−14.5%). Volatility has been 19.5% a year.
Related: VTWV chart, VTWV holdings, VTWV dividends. See the VTWV overview for the latest quote and fund facts.
VTWV performance FAQ
What is the VTWV return over the past year?
VTWV returned +21.0% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 18.8%.
What is the average annual return of VTWV?
VTWV has returned +7.2% a year over 5 years, +9.7% a year over 10 years, +10.2% a year since September 24, 2010 (total return, distributions reinvested).
How much would $10,000 invested in VTWV be worth?
$10,000 invested in VTWV at its first recorded close on September 24, 2010 would be worth about $47,983 on October 23, 2026 with distributions reinvested.
What was the worst year for VTWV?
The worst calendar year was 2022, with a total return of −14.5%. The best was 2013 at +34.9%.
What is the biggest drawdown of VTWV?
The largest peak-to-trough decline was −45.7% between August 21, 2018 and March 23, 2020. It recovered to the old high on December 15, 2020, 9 months after the bottom.
How volatile is VTWV?
Over the past 3 years VTWV had an annualized volatility of 19.0% and a Sharpe ratio of 0.73 (excess return over 1–3 month T-bills per unit of risk).