Vanguard's Value ETF Outpaces Growth Fund in 2026, Rare Feat Seen Just 3 Times Since 2012
Yahoo Finance ·
The Vanguard Morningstar Value ETF has posted a gain of approximately 18% this year, outpacing the Vanguard Morningstar Growth ETF, which has generated a return of about 13%. Such outperformance is remarkably scarce. Historical data published by Vanguard reveals that between 2012 and 2025, the value-focused fund managed to finish a calendar year ahead of its growth counterpart on only three occasions: in 2013, 2016, and 2022. Additionally, Vanguard integrated the Morningstar brand name into both funds' titles back in July, though management strategy remained unchanged. These performance figures incorporate dividends and reflect underlying asset valuations rather than share prices. Financial analysts are now questioning whether this current momentum provides sufficient justification for investors to favor value over growth moving forward.
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In 2026, the Vanguard Morningstar Value ETF is up about 18%, outperforming the Growth ETF's 13% return. This outperformance of value stocks is an unusual phenomenon, having occurred only three times (2013, 2016, and 2022) since 2012. Given changing market conditions, investors should consider rebalancing their portfolios from growth-heavy to value stocks.
상승 영향
- Value Stocks — Up 18% this year, outperforming the growth stock return of 13% and showing exceptional strength compared to historical frequency.
하락 영향
- Growth Stocks — Lagging in relative returns compared to value stocks, facing a rare period of weakness since 2012.
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Value stock ETFs outperforming growth stock ETFs in returns is only the fourth time in history since 2012, suggesting a shift in market leadership driven by changes in interest rates and the macroeconomic environment. Value stocks hold an advantageous position in volatile markets due to their defensive nature and stable dividends.
Whether value stocks will maintain their dominance depends on future inflation and interest rate paths, with Treasury yields and the Federal Reserve's monetary policy direction serving as key indicators to monitor.
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