VTV - VFVA: Surprisingly Decent Active Fund From A Passive Issuer

2024-06-04 17:53:07 ET

Summary

• Vanguard has an actively managed fund called Vanguard U.S. Value Factor ETF ETF Shares that uses a quantitative model for security selection.
• The VFVA ETF focuses on US equities with low price-to-fundamentals ratios, betting on the value premium.
• The fund has a well-diversified portfolio, and a value-oriented sector composition, and has performed well in a cycle favoring large-cap stocks.

Did you know that Vanguard, the king of passive, apparently has active funds as well? I know, I know - can’t be real, right? Well - it turns out they do have an active fund which uses a ruled-based quant model for security selection, and it’s named the Vanguard U.S. Value Factor ETF ETF Shares ( VFVA )....

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