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VOE - ETF AI Analysis
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Vanguard Mid-Cap Value ETF (VOE)
Rating:71Outperform
Price Target:―
Positive Factors
Low Expense Ratio
The fund charges a very low fee, which helps investors keep more of their returns over time.
Broad Sector Diversification
Holdings are spread across many sectors, including financials, industrials, utilities, technology, and energy, which helps reduce the impact of weakness in any single area.
Supportive Recent Performance
The ETF has shown steady gains over the past month, three months, and year to date, indicating generally positive recent momentum.
Negative Factors
Heavy U.S. Concentration
With the vast majority of assets in U.S. companies, the fund offers limited geographic diversification and is highly tied to the U.S. market.
Mixed Performance Among Top Holdings
While some leading positions like Newmont Mining and Western Digital have performed strongly, others such as CRH, General Motors, Warner Bros, and Arthur J Gallagher have been weak, which can dampen overall returns.
Value and Mid-Cap Focus Risk
Because the ETF targets mid-sized value companies, it may lag the broader market during periods when large-cap or growth stocks are leading.
VOE vs. SPDR S&P 500 ETF (SPY)
AUM21.82B
RegionNorth America
Expense Ratio0.05%
Beta0.68
IssuerVanguard
Inception DateAug 17, 2006
Dividend Yield1.96%
Asset ClassEquity
Index TrackedCRSP US Mid Value
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume343,449
30 Day Avg. Volume355,677
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
208.13Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering178
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
VOE Summary
Vanguard Mid-Cap Value ETF (VOE) tracks the CRSP US Mid Value Index, focusing on medium‑sized U.S. companies that appear relatively cheap based on their fundamentals. It spreads your money across many sectors, including financials, industrials, utilities, and technology. Well-known holdings include General Motors and Newmont Mining. An investor might choose VOE to diversify beyond large, well-known giants and to seek long-term growth from solid, established businesses that may be undervalued today. A key risk is that these mid-sized value stocks can still be volatile and can go up and down with the overall stock market.
How much will it cost me?The Vanguard Mid-Cap Value ETF (VOE) has an expense ratio of 0.07%, meaning you’ll pay $0.70 per year for every $1,000 invested. This is lower than average because it is passively managed, tracking an index rather than relying on active stock picking.
What would affect this ETF?The Vanguard Mid-Cap Value ETF (VOE) could benefit from economic recovery or growth in the U.S., as its focus on mid-cap companies with strong fundamentals may attract investors seeking stability and value. However, rising interest rates or regulatory changes could negatively impact sectors like Financials and Real Estate, which are significant parts of the ETF's portfolio. Additionally, fluctuations in commodity prices could affect holdings like Newmont Mining and Marathon Petroleum.
VOE Top 10 Holdings
VOE’s story right now is about a handful of mid-cap value names quietly doing the heavy lifting. Western Digital has been the standout, surging on renewed optimism around AI-driven demand, while Newmont and Cummins are also rising and giving the fund a solid industrial and materials backbone. Corning is adding steady support, though its rich valuation could cap upside. On the flip side, Warner Bros and General Motors have been more mixed, occasionally dragging on returns. Overall, the ETF is U.S.-focused and tilted toward cyclical, value-oriented sectors rather than flashy mega-cap tech.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Newmont Mining | 2.04% | $678.32M | $128.90B | 153.80% | 81 Outperform | |
| CRH plc | 1.57% | $520.51M | £60.22B | 7.63% | 76 Outperform | |
| General Motors | 1.42% | $472.25M | $72.25B | 65.25% | 73 Outperform | |
| Cummins | 1.32% | $438.64M | $81.35B | 57.52% | 72 Outperform | |
| Warner Bros | 1.27% | $422.36M | $69.67B | 171.86% | 68 Neutral | |
| Corning | 1.27% | $420.60M | $112.74B | 150.28% | 74 Outperform | |
| TE Connectivity | 1.25% | $416.67M | $66.15B | 47.57% | 80 Outperform | |
| Arthur J Gallagher & Co | 1.24% | $413.71M | $52.59B | -36.30% | 69 Neutral | |
| Cencora | 1.17% | $387.49M | $68.29B | 44.69% | 70 Neutral | |
| Western Digital | 1.10% | $366.66M | $96.32B | 315.41% | 77 Outperform |
VOE Technical Analysis
Positive
―
Price Trends
182.64
Positive
177.56
Positive
170.89
Positive
Market Momentum
2.69
Negative
67.16
Neutral
77.24
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VOE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 187.41, equal to the 50-day MA of 182.64, and equal to the 200-day MA of 170.89, indicating a bullish trend. The MACD of 2.69 indicates Negative momentum. The RSI at 67.16 is Neutral, neither overbought nor oversold. The STOCH value of 77.24 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VOE.
VOE Peer Comparison
Comparison Results
Performance Comparison
VOE
Vanguard Mid-Cap Value ETF
192.39
29.75
18.29%
IJH
iShares Core S&P Mid-Cap ETF
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VO
Vanguard Mid-Cap ETF
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―
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IWR
iShares Russell Midcap ETF
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―
MDY
SPDR S&P Midcap 400 ETF Trust
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IWS
iShares Russell Mid-Cap Value ETF
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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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