ETF research
VTV: Vanguard Morningstar Value ETF research
As of 09-28-2026
VTV's top holdings include financials and energy names, sectors currently reading as lagging or neutral in rotation. The fund's 3m RS vs SPY is -3.56%, confirming underperformance versus the broader market during this leadership phase. While it remains above its 200-day average and drawdown is contained at -6.4%, the macro backdrop favors growth and cyclical tech exposure that VTV lacks. Low beta of 0.67 further reduces upside capture in a risk-on tape.
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