VOEVanguard Mid-Cap Value ETF
VOE Fund Description
VOE tracks the CRSP US Mid Cap Value Index which classifies stocks based on five value factors.
VOE Factset Analytics Insight
VOE captures the broad US midcap value market. It doesn't stray into small-caps as many peers do, although it does emphasize different sectors than its MSCI benchmark. The underlying index is constructed using a multi-factor model that classifies value securities in the midcap market based on book to price, forward earnings to price, historic earnings to price, dividend-to-price ratio and sales-to-price ratio. Securities are scored and ranked based on the composite of these five factors. As with all Vanguard ETFs, transparency is a slight concern - holdings are only disclosed monthly, with a lag.
VOE MSCI ESG Analytics Insight
Vanguard Mid-Cap Value ETF has an MSCI ESG Fund Rating of A based on a score of 7.01 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Vanguard Mid-Cap Value ETF ranks in the 73th percentile within its peer group and in the 96th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
VOE MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
VOE Summary Data
VOE Portfolio Data
VOE Index Data
VOE Portfolio Management
VOE Tax Exposures
VOE Fund Structure
VOE Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of VOE. VOE is rated a 5 out of 5.
VOE Sector/Industry Breakdown
VOE Top 10 Holdings[View All]
VOE Economic Development
VOE Performance Statistics
VOE MSCI ESG Ratings
VOE Benchmark Comparison Summary
VOE Benchmark Comparison Market Cap Size