MOS vs VTV: Correlation
Measured on weekly returns over the past three years, Mosaic Company (The) (MOS) and Vanguard Value ETF (VTV) carry a correlation of 0.45, a moderate link.
Data as of 2026-08-27 · refreshed every trading day · weekly returns · methodology
How correlated are MOS and VTV?
Over the past 3 years, MOS and VTV moved with a correlation of 0.45, which is moderate. The link has loosened recently: the 1-year correlation (0.31) runs below the 3-year figure (0.45). Over 5 years the correlation is 0.46, and the annualized covariance of weekly returns is 195.4 %².
Within MOS's tracked universe of 33 assets, VTV comes in at #15 by 3-year correlation. Correlation aside, the last 12 months split them widely, with VTV ahead by 52.3 points (-26.6% versus +25.7%). The rolling one-year correlation moved between 0.34 and 0.66 over the past three years, a moderate range. Risk is not evenly split, since MOS carries 3.1 times the volatility of the other side.
How is this computed?
Pearson correlation on weekly returns: ρ(A,B) = cov(rA, rB) / (σA · σB), over windows of 52, 156 and 260 weeks. Covariance is annualized (×52) and expressed in %². Full definitions on the methodology page.
MOS vs VTV: side by side
| MOS (Mosaic Company (The)) | VTV (Vanguard Value ETF) | |
|---|---|---|
| 1-year return | -26.6% | +25.7% |
| 5-year return | -17.1% | +79.1% |
| Volatility (ann.) | 36.6% | 11.9% |
| Beta vs S&P 500 | 0.78 | 0.65 |
| Max drawdown (3Y) | -45.7% | -14.5% |
| Market cap | $7.6B | – |
| P/E (trailing) | – | – |
| Dividend yield | 3.64% | 1.86% |
| Expense ratio | – | 0.03% |
| Assets under management | – | $256.4B |
| Sector / category | Materials | ETF · US Style |
On the fund side, VTV sits in the Large Value category at Vanguard, with $256.4B under management, 308 holdings, a 0.03% expense ratio, a 1.86% trailing dividend yield.
Year-by-year returns
| Year | MOS | VTV |
|---|---|---|
| 2022 | +12.8% | -2.1% |
| 2023 | -16.4% | +9.3% |
| 2024 | -29.1% | +16.0% |
| 2025 | +1.1% | +15.3% |
| 2026 | +0.5% | +19.3% |
Calendar-year price returns; the current year is year-to-date as of the data date above.
Are MOS and VTV good diversifiers for each other?
Reasonably. At 0.45, MOS and VTV keep a meaningful degree of independence, and combining them has historically reduced portfolio volatility.
FAQ
What is the correlation between MOS and VTV?
Using weekly returns as of 2026-08-27: 0.45 over 3 years, with 0.31 over the last year and 0.46 over 5 years.
Is VTV a good diversifier for MOS?
Reasonably. At 0.45, MOS and VTV keep a meaningful degree of independence, and combining them has historically reduced portfolio volatility.
What does a correlation of 0.45 mean?
A reading of 0.45 sits on a scale from −1 (opposite moves) through 0 (unrelated) to +1 (identical moves). Correlation captures direction, not magnitude or performance.
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$ curl https://www.pairbook.io/api/v1/pairs/mos-vs-vtv.json
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Related comparisons
Hubs: MOS correlations · VTV correlations
