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VOT - ETF AI Analysis

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VOT

Vanguard Mid-Cap Growth ETF (VOT)

Rating:69Neutral
Price Target:
VOT (Vanguard Mid-Cap Growth ETF) has a solid overall rating, suggesting it holds a generally strong mix of mid-sized growth companies. High-quality holdings like Ross Stores, Vertiv Holdings, and Quanta Services support the fund’s rating through strong financial performance, positive earnings calls, and solid growth outlooks, even if some appear potentially overvalued. The main risks come from several holdings with high P/E ratios, leverage, or bearish technical trends, which could add volatility despite the fund’s diversified mix.
Positive Factors
Strong Leading Holdings
Several of the largest positions, such as Vertiv, Seagate, and Quanta Services, have shown strong gains this year, helping support the ETF’s overall results.
Broad Sector Diversification
The fund spreads its investments across many sectors, including technology, industrials, consumer, and health care, which helps reduce the impact if any one area struggles.
Very Low Expense Ratio
The ETF charges a very low fee, so more of the fund’s returns stay in investors’ pockets instead of going to costs.
Negative Factors
Heavy U.S.-Only Exposure
Almost all of the ETF’s assets are invested in U.S. companies, offering little geographic diversification if the U.S. market weakens.
Mixed Performance Among Top Holdings
Some major positions like Constellation Energy, Royal Caribbean, and TransDigm have shown weak or negative performance this year, which can drag on the fund’s returns.
Tilt Toward Growth-Sensitive Sectors
Large weights in growth-oriented areas such as technology and industrials may make the ETF more sensitive to economic slowdowns or shifts away from growth stocks.

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

VOT Summary

Vanguard Mid-Cap Growth ETF (VOT) is a fund that follows the CRSP US Mid Growth index, focusing on medium-sized U.S. companies with strong growth potential. It spreads your money across many sectors, with a tilt toward technology and industrials. Well-known holdings include Motorola Solutions and Royal Caribbean, along with other growing mid-sized businesses. Someone might invest in VOT to seek long-term growth while diversifying beyond just large, famous companies. A key risk is that growth-focused mid-cap stocks can be more volatile, so the ETF’s price can rise and fall more sharply than the overall market.
How much will it cost me?The Vanguard Mid-Cap Growth ETF (VOT) has an expense ratio of 0.07%, which means you’ll pay $0.70 per year for every $1,000 invested. This is lower than average because it’s a passively managed ETF that tracks an index, keeping costs down for investors.
What would affect this ETF?The Vanguard Mid-Cap Growth ETF (VOT) could benefit from strong innovation and expansion in sectors like technology and consumer cyclical, which are heavily weighted in its portfolio. However, it may face challenges if interest rates rise, as growth stocks often struggle in such environments, or if economic conditions weaken, impacting mid-cap companies' ability to sustain growth. Regulatory changes in industries like energy or financials could also influence the ETF's performance.

VOT Top 10 Holdings

VOT leans into U.S. mid-cap growth with a clear tilt toward tech and industrial innovators. Vertiv and Seagate are the real engines right now, rising on strong momentum and upbeat earnings, giving the fund a helpful tailwind. Quanta Services and Howmet Aerospace add steady industrial strength, quietly supporting performance. On the flip side, Constellation Energy has been losing steam, and Royal Caribbean has been dragging the fund with weaker recent trading. Overall, the ETF is concentrated in U.S.-based growth names, especially in technology and industrials.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Vertiv Holdings2.49%$729.21M$137.86B275.75%
77
Outperform
Howmet Aerospace2.40%$702.81M$102.75B63.21%
67
Neutral
Constellation Energy Corporation2.24%$654.20M$116.94B20.39%
68
Neutral
Seagate Tech2.22%$649.81M$176.34B723.91%
68
Neutral
Quanta Services2.14%$624.80M$117.83B142.66%
78
Outperform
Motorola Solutions1.87%$546.81M$72.08B4.46%
70
Neutral
Ross Stores1.82%$532.94M$73.74B60.04%
80
Outperform
Royal Caribbean1.74%$509.61M$76.99B25.91%
67
Neutral
Transdigm Group1.70%$497.83M$68.99B-10.80%
69
Neutral
Cloudflare1.62%$473.50M$87.50B104.25%
61
Neutral

VOT Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
272.58
Positive
100DMA
276.01
Positive
200DMA
281.50
Positive
Market Momentum
MACD
5.27
Negative
RSI
66.65
Neutral
STOCH
89.05
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VOT, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 282.16, equal to the 50-day MA of 272.58, and equal to the 200-day MA of 281.50, indicating a bullish trend. The MACD of 5.27 indicates Negative momentum. The RSI at 66.65 is Neutral, neither overbought nor oversold. The STOCH value of 89.05 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VOT.

VOT Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$18.85B0.05%
69
Neutral
$114.91B0.05%
71
Outperform
$99.70B0.03%
69
Neutral
$52.47B0.18%
69
Neutral
$19.56B0.23%
69
Neutral
$10.58B0.17%
72
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
VOT
Vanguard Mid-Cap Growth ETF
290.97
36.45
14.32%
IJH
iShares Core S&P Mid-Cap ETF
VO
Vanguard Mid-Cap ETF
IWR
iShares Russell Midcap ETF
IWP
iShares Russell Mid-Cap Growth ETF
IJK
iShares S&P Mid-Cap 400 Growth 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.
DisclaimerThis 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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