VOE
Vanguard Mid-Cap Value ETFVOE Fund Description
VOE tracks the CRSP US Mid Cap Value Index which classifies value stocks based on 5 value factors.
VOE Factset Analytics Insight
Investors looking for inexpensive, broad exposure to mid-cap value should consider VOE. For a lean fee, the fund does a great job of capturing the broad mid-cap value market. VOE doesn't stray into small-caps as many peers do, although it does emphasize different sectors than our MSCI benchmark. The fund's liquidity is among the best in its segment, but frequent traders can do better. Index tracking is excellent as well. In all, there's not much to find fault with here, although value die-hards may prefer style-pure options. As with all Vanguard ETFs, transparency is a slight concern—holdings are only disclosed monthly, with a lag. VOE makes the Opportunities List based on its strong liquidity and huge asset base.
VOE MSCI ESG Analytics Insight
Vanguard Mid-Cap Value ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.05 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 42nd percentile within its peer group and in the 92nd 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 CHARTS AND PERFORMANCE
-
1 Month
-
3 Months
-
YTD
-
1 Year
-
3 Years
-
5 Years
-
Max
-
1 Month
-
3 Months
-
YTD
-
1 Year
-
3 Years
-
5 Years
-
Max
-
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 Tradability
VOE Sector/Industry Breakdown
VOE
VOE TOP 10 HOLDINGS[View All]
VOE Countries
VOE
VOE Regions
VOE
VOE Economic Development
VOE
VOE Performance Statistics
VOE MSCI ESG Ratings
VOE BENCHMARK COMPARISON SUMMARY
VOE
VOE BENCHMARK COMPARISON MARKET CAP SIZE
VOE
The data and information contained herein is not intended to be investment or tax advice. A reference to a particular investment or security, a credit rating, or any observation concerning a security or investment provided in the ETF.com Service is not a recommendation to buy, sell, or hold such investment or security or to make any other investment decisions. You should not use such information for purposes of any actual transaction without consulting an investment or tax professional.
ETF.com DOES NOT TAKE RESPONSIBILITY FOR YOUR INVESTMENT OR OTHER ACTIONS NOR SHALL ETF.com HAVE ANY LIABILITY, CONTINGENT OR OTHERWISE, FOR THE ACCURACY, COMPLETENESS, TIMELINESS, OR CORRECT SEQUENCING OF ANY INFORMATION PROVIDED BY ETF.com OR FOR ANY DECISION MADE OR ACTION TAKEN BY YOU IN RELIANCE UPON SUCH INFORMATION OR ETF.com.
[ETF.com DOES NOT PROVIDE ANY RESEARCH OPINIONS.] ETF.com MAKES NO REPRESENTATIONS ABOUT THE SUITABILITY OF THE INFORMATION, PRODUCTS OR SERVICES CONTAINED HEREIN. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Data provider:
Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.