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VOE - ETF AI Analysis
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Vanguard Mid-Cap Value ETF (VOE)
Rating:70Neutral
Price Target:―
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 a downturn in any single industry.
Strong Asset Base
With significant assets under management, the ETF benefits from stability and investor confidence.
Negative Factors
Overwhelming U.S. Exposure
The ETF is heavily concentrated in U.S. companies, limiting its ability to benefit from global market growth.
Mixed Performance of Top Holdings
Some of the largest positions, such as Arthur J Gallagher & Co and Digital Realty, have underperformed year-to-date.
Limited Weight in High-Growth Sectors
The fund has relatively low exposure to high-growth sectors like Technology and Communication Services, which may limit upside potential.
VOE vs. SPDR S&P 500 ETF (SPY)
AUM20.63B
RegionNorth America
Expense Ratio0.07%
Beta0.68
IssuerVanguard
Inception DateAug 17, 2006
Dividend Yield2.04%
Asset ClassEquity
Index TrackedCRSP US Mid Value
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume231,943
30 Day Avg. Volume354,984
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
203.50Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering181
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
VOE Summary
The Vanguard Mid-Cap Value ETF (VOE) is an investment fund that focuses on mid-sized companies in the U.S. that are considered undervalued, meaning their stock prices are lower compared to their true worth. It follows the CRSP US Mid Value Index and includes well-known companies like Newmont Mining and General Motors. This ETF is ideal for investors looking for a mix of growth and stability, as mid-cap companies are often more established than small-cap ones but still have room to grow. However, new investors should be aware that the fund’s performance can fluctuate with the overall market, especially since it is heavily focused on U.S. stocks.
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
The Vanguard Mid-Cap Value ETF (VOE) leans heavily into U.S.-based mid-cap companies, with a notable tilt toward financials, industrials, and utilities. Western Digital is a standout performer, riding strong demand and AI-driven growth, while Corning’s steady expansion adds a reliable boost. On the flip side, Arthur J Gallagher & Co is lagging, weighed down by bearish momentum and valuation concerns, and Marathon Petroleum’s recent struggles are holding back energy sector contributions. Overall, the fund’s diverse sector exposure balances growth opportunities with stability, though its reliance on value stocks may temper short-term excitement.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Newmont Mining | 1.87% | $612.42M | $112.98B | 186.16% | 81 Outperform | |
| CRH plc | 1.51% | $495.85M | £63.55B | 28.17% | 76 Outperform | |
| General Motors | 1.31% | $430.14M | $77.57B | 58.10% | 73 Outperform | |
| Cummins | 1.29% | $421.64M | $73.39B | 51.89% | 72 Outperform | |
| Cencora | 1.27% | $417.57M | $66.14B | 47.78% | 70 Neutral | |
| TE Connectivity | 1.25% | $410.63M | $68.08B | 60.90% | 80 Outperform | |
| Corning | 1.22% | $398.90M | $76.04B | 86.52% | 74 Outperform | |
| Arthur J Gallagher & Co | 1.19% | $390.15M | $67.60B | -6.08% | 69 Neutral | |
| Marathon Petroleum | 1.10% | $361.93M | $52.59B | 20.30% | 66 Neutral | |
| Western Digital | 1.06% | $348.19M | $64.24B | 238.18% | 77 Outperform |
VOE Technical Analysis
Positive
―
Price Trends
175.19
Positive
173.27
Positive
166.23
Positive
Market Momentum
1.47
Negative
68.52
Neutral
87.85
Negative
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 178.61, equal to the 50-day MA of 175.19, and equal to the 200-day MA of 166.23, indicating a bullish trend. The MACD of 1.47 indicates Negative momentum. The RSI at 68.52 is Neutral, neither overbought nor oversold. The STOCH value of 87.85 is Negative, 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
182.56
26.86
17.25%
IJH
iShares Core S&P Mid-Cap ETF
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VO
Vanguard Mid-Cap ETF
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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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