VOT - ETF AI Analysis

Top Page

Vanguard Mid-Cap Growth ETF (VOT)

Rating:67Neutral

Price Target:―

The Vanguard Mid-Cap Growth ETF (VOT) has a solid overall rating, reflecting a mix of strong performers and some weaker holdings. Howmet Aerospace stands out as a key contributor, with robust revenue growth and strategic initiatives like share buybacks and debt reduction bolstering its positive impact on the fund. However, holdings like Roblox and Cloudflare, which face significant financial and technical challenges, may have slightly weighed down the ETF’s rating. A potential risk for the fund is its exposure to companies with high valuations, which could lead to volatility in certain market conditions.

Positive Factors

Strong Year-to-Date Performance

The ETF has delivered solid year-to-date gains, indicating strong overall momentum.

Low Expense Ratio

The fund charges a very low expense ratio, making it cost-effective for investors.

Sector Diversification

The ETF is spread across multiple sectors, reducing the risk of overexposure to any single industry.

Negative Factors

High Geographic Concentration

The ETF is heavily focused on U.S. companies, with minimal exposure to international markets.

Mixed Top Holdings Performance

Some top holdings, such as Motorola Solutions, have shown weak or negative performance recently.

Limited Defensive Sector Exposure

The fund has very little allocation to defensive sectors like Consumer Defensive and Utilities, which may underperform in volatile markets.

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

AUM17.62B

RegionNorth America

Expense Ratio0.07%

Beta1.09

IssuerVanguard

Inception DateAug 17, 2006

Dividend Yield0.65%

Asset ClassEquity

Index TrackedCRSP US Mid Growth

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume198,216

30 Day Avg. Volume180,066

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

341.09

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering123

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

VOT Summary

The Vanguard Mid-Cap Growth ETF (VOT) is an investment fund that focuses on medium-sized companies with strong growth potential, such as those increasing their earnings and revenues. It tracks the CRSP US Mid Growth Index and includes companies like Roblox and DoorDash, which are known for innovation and expansion. This ETF is a good choice for investors looking to diversify their portfolio while aiming for growth, as mid-cap companies often balance stability and opportunity. However, new investors should be aware that the ETF’s performance can fluctuate with the market, especially since it has a significant focus on technology stocks.

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

The Vanguard Mid-Cap Growth ETF (VOT) leans heavily into technology and industrials, which together make up nearly half of its portfolio. Cloudflare and Coinbase are dragging performance, with bearish momentum and profitability challenges weighing on their outlook. On the brighter side, Howmet Aerospace is rising steadily, supported by strong revenue growth and strategic initiatives. Meanwhile, Robinhood’s mixed signals reflect growth potential tempered by operational hurdles. With a U.S.-centric focus, this fund’s positioning emphasizes innovation and expansion, though some holdings are struggling to keep pace with the broader growth theme.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
CEG	Constellation Energy Corporation	3.05%	$1.01B	$112.14B	38.76%	68 Neutral
HOOD	Robinhood	2.94%	$976.75M	$115.28B	240.50%	69 Neutral
DASH	DoorDash	2.23%	$741.15M	$84.47B	9.21%	67 Neutral
HWM	Howmet Aerospace	2.15%	$713.84M	$82.27B	75.35%	77 Outperform
NET	Cloudflare	1.95%	$647.33M	$69.00B	93.18%	58 Neutral
COIN	Coinbase Global	1.91%	$635.06M	$71.45B	-18.28%	68 Neutral
TDG	Transdigm Group	1.91%	$633.97M	$76.31B	8.46%	69 Neutral
VRT	Vertiv Holdings	1.91%	$633.21M	$65.77B	35.51%	73 Outperform
RCL	Royal Caribbean	1.82%	$602.89M	$72.46B	9.97%	67 Neutral
RBLX	Roblox	1.81%	$599.15M	$65.09B	84.46%	49 Neutral

VOT Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

288.57

Negative

100DMA

288.17

Negative

200DMA

272.67

Positive

Market Momentum

MACD

-3.83

Positive

RSI

47.96

Neutral

STOCH

62.07

Neutral

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 281.96, equal to the 50-day MA of 288.57, and equal to the 200-day MA of 272.67, indicating a neutral trend. The MACD of -3.83 indicates Positive momentum. The RSI at 47.96 is Neutral, neither overbought nor oversold. The STOCH value of 62.07 is Neutral, 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
VOT	―	―	$17.62B	0.07%	―
IJH	―	―	$98.42B	0.05%	―
VO	―	―	$87.24B	0.04%	―
IWR	―	―	$44.13B	0.18%	―
MDY	―	―	$22.78B	0.24%	―
IWP	―	―	$19.29B	0.23%	―

Performance Comparison

VOT

Vanguard Mid-Cap Growth ETF

281.37

12.22

4.54%

IJH

iShares Core S&P Mid-Cap ETF

―

Vanguard Mid-Cap ETF

―

IWR

iShares Russell Midcap ETF

―

MDY

SPDR S&P Midcap 400 ETF Trust

―

IWP

iShares Russell Mid-Cap 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.

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: ―

Table of Contents