VO - ETF AI Analysis

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Vanguard Mid-Cap ETF (VO)

Rating:69Neutral

Price Target:―

The Vanguard Mid-Cap ETF (VO) demonstrates a balanced performance, with its overall rating supported by strong holdings like Newmont Mining (NEM), which benefits from robust profitability, efficient operations, and a bullish outlook. Howmet Aerospace (HWM) also contributes positively with strong revenue growth and strategic initiatives, though its high valuation tempers its impact. However, weaker holdings such as Cloudflare (NET), which faces profitability challenges and bearish momentum, slightly weigh on the fund's overall score. A key risk factor for this ETF is its exposure to holdings with high valuations, which could lead to potential volatility.

Positive Factors

Low Expense Ratio

The ETF has a very low expense ratio, making it cost-effective for investors compared to similar funds.

Broad Sector Diversification

The fund is spread across 11 different sectors, reducing the risk of being overly reliant on any single industry.

Strong Asset Base

With significant assets under management, the ETF benefits from stability and investor confidence.

Negative Factors

High U.S. Concentration

The fund is heavily focused on U.S. companies, offering limited exposure to international markets.

Mixed Top Holdings Performance

Some of the largest holdings, like Motorola Solutions and Arthur J Gallagher & Co, have shown weak year-to-date performance.

Small Weight in Top Holdings

The top holdings individually make up a small percentage of the portfolio, which may dilute the impact of strong performers.

VO vs. SPDR S&P 500 ETF (SPY)

AUM90.19B

RegionNorth America

Expense Ratio0.04%

Beta0.87

IssuerVanguard

Inception DateJan 26, 2004

Dividend Yield1.5%

Asset ClassEquity

Index TrackedCRSP US Mid Cap

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume575,445

30 Day Avg. Volume647,835

Financial Highlights & Ratios

PEG RatioN/A

Price to Book (P/B)N/A

Price to Sales (P/S)N/A

P/FCF RatioN/A

Enterprise Value/Market CapN/A

Enterprise Value/RevenueN/A

Enterprise Value/Gross ProfitN/A

Enterprise Value/EbitdaN/A

Forecast

1Y Price Target

339.51

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering289

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

VO Summary

The Vanguard Mid-Cap ETF (VO) is an investment fund that focuses on mid-sized U.S. companies, offering a balance between the stability of large corporations and the growth potential of smaller ones. It tracks the CRSP US Mid Cap Index, which includes companies from various industries like technology, financials, and healthcare. Well-known companies in this ETF include Robinhood and Constellation Energy Corporation. Investors might consider VO for its diversification and growth opportunities, as mid-cap companies often have room to expand. However, new investors should be aware that the ETF’s performance can fluctuate with the overall stock market, which may impact returns.

How much will it cost me?The Vanguard Mid-Cap ETF (VO) has an expense ratio of 0.04%, meaning you’ll pay $0.40 per year for every $1,000 invested. This is much lower than average because it’s a passively managed fund that tracks an index, keeping costs low for investors.

What would affect this ETF?The Vanguard Mid-Cap ETF (VO) could benefit from economic growth and innovation in sectors like technology and consumer cyclical, which are key areas of exposure for this fund. However, it may face challenges from rising interest rates or economic slowdowns, which could negatively impact mid-sized companies and sectors like financials and real estate. Additionally, regulatory changes or market volatility could affect top holdings such as Robinhood and DoorDash.

VO Top 10 Holdings

The Vanguard Mid-Cap ETF (VO) is leaning heavily on industrials and technology, with names like Howmet Aerospace and Vertiv Holdings providing steady growth and a positive outlook. Howmet’s strategic initiatives and Vertiv’s strong earnings call have been bright spots, while DoorDash and Robinhood are dragging the fund with lagging momentum and operational challenges. The fund’s U.S.-centric focus and broad sector exposure offer diversification, but its reliance on mid-cap innovators means performance can be a mixed bag, balancing rising stars with companies facing growing pains.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
CEG	Constellation Energy Corporation	1.30%	$2.59B	$112.37B	53.94%	72 Outperform
HOOD	Robinhood	1.26%	$2.50B	$118.65B	265.18%	68 Neutral
NEM	Newmont Mining	0.99%	$1.96B	$97.95B	114.51%	81 Outperform
DASH	DoorDash	0.96%	$1.90B	$96.97B	29.63%	76 Outperform
HWM	Howmet Aerospace	0.92%	$1.83B	$76.79B	69.74%	67 Neutral
CRH	CRH plc	0.89%	$1.76B	£60.07B	21.81%	76 Outperform
NET	Cloudflare	0.83%	$1.66B	$70.39B	85.12%	61 Neutral
TDG	Transdigm Group	0.82%	$1.62B	$75.85B	7.05%	69 Neutral
TEL	TE Connectivity	0.81%	$1.61B	$68.95B	55.73%	80 Outperform
VRT	Vertiv Holdings	0.80%	$1.59B	$72.27B	52.51%	77 Outperform

VO Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

290.27

Positive

100DMA

288.80

Positive

200DMA

275.87

Positive

Market Momentum

MACD

0.83

Negative

RSI

54.27

Neutral

STOCH

73.06

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VO, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 288.06, equal to the 50-day MA of 290.27, and equal to the 200-day MA of 275.87, indicating a bullish trend. The MACD of 0.83 indicates Negative momentum. The RSI at 54.27 is Neutral, neither overbought nor oversold. The STOCH value of 73.06 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VO.

VO Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
VO	―	―	$90.19B	0.04%	―
IJH	―	―	$101.86B	0.05%	―
IWR	―	―	$46.20B	0.18%	―
MDY	―	―	$23.74B	0.24%	―
SPMD	―	―	$14.94B	0.03%	―
SCHM	―	―	$12.31B	0.04%	―

Performance Comparison

Vanguard Mid-Cap ETF

291.83

18.55

6.79%

IJH

iShares Core S&P Mid-Cap ETF

―

IWR

iShares Russell Midcap ETF

―

MDY

SPDR S&P Midcap 400 ETF Trust

―

SPMD

SPDR Portfolio S&P 400 Mid Cap ETF

―

SCHM

Schwab U.S. Mid-Cap ETF

―

Glossary

BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―

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