Vanguard Mid-Cap Value Index Fund ETF Shares (VOE)

Overview

The Vanguard Mid-Cap Value Index Fund ETF Shares (VOE) seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization value stocks. It focuses on providing exposure to U.S. equities with value characteristics in the mid-cap range, using a passive investment strategy to replicate the index.

Reputation and Reliability

Vanguard is a highly reputable and reliable issuer, known for its low-cost, passively managed investment products.

Management Expertise

Vanguard has extensive experience and expertise in managing index funds, with a strong track record of tracking benchmarks accurately.

Goal

To track the performance of a benchmark index that measures the investment return of mid-capitalization value stocks.

Investment Approach and Strategy

Strategy: VOE aims to track the CRSP US Mid Cap Value Index.

Composition The ETF holds a diversified portfolio of mid-cap U.S. stocks exhibiting value characteristics based on factors such as book-to-price ratio, earnings-to-price ratio, and dividend yield.

Market Share: VOE holds a significant market share within the mid-cap value ETF segment.

Total Net Assets (AUM): 15500000000

Key Competitors

• IJS
• RFV
• AVUV

Competitive Landscape

The mid-cap value ETF space is competitive. VOE benefits from Vanguard's low-cost structure and brand recognition. Competitors may offer slightly different index methodologies or focus on different value factors. VOE has a competitive advantage based on its size and low expense ratio, while smaller ETFs might target more specific investment strategies or offer potentially higher returns.

Historical Performance: Historical performance data is essential for analyzing VOEu2019s past returns. Please refer to financial data providers for up-to-date information.

Benchmark Comparison: VOE's performance closely tracks the CRSP US Mid Cap Value Index.

Expense Ratio: 0.07

Average Trading Volume

VOE generally exhibits high liquidity with a robust average daily trading volume, ensuring easy buying and selling of shares.

Bid-Ask Spread

The bid-ask spread for VOE is typically tight, reflecting high liquidity and low transaction costs.

Market Environment Factors

VOE's performance is influenced by factors such as interest rates, economic growth, and investor sentiment towards value stocks. Overall market volatility and sector-specific trends can impact its returns.

Growth Trajectory

VOE's growth trajectory is closely tied to the performance of the mid-cap value segment of the U.S. equity market. Changes to the index methodology or market conditions could impact future growth.

Competitive Edge

VOE's competitive edge stems from Vanguard's brand reputation, low expense ratio, and efficient index tracking. This combination attracts cost-conscious investors seeking broad exposure to mid-cap value stocks. Vanguard's economies of scale enable it to offer a cost advantage over many competitors. The fund's established track record and liquidity further enhance its appeal, making it a core holding for many investors.

Volatility

VOE's volatility is typical of mid-cap value stocks, and can be influenced by economic cycles and market sentiment.

Market Risk

The main risks include market risk, sector concentration risk, and value investing risk, as the underlying assets can be sensitive to economic downturns and changes in investor preferences. Value stocks might underperform growth stocks in certain market environments.

Ideal Investor Profile

The ideal investor is one seeking long-term capital appreciation through exposure to mid-cap value stocks, with a moderate risk tolerance.

Market Risk

VOE is best suited for long-term investors and passive index followers seeking diversified exposure to the mid-cap value segment.

The Vanguard Mid-Cap Value Index Fund ETF Shares (VOE) provides cost-effective access to a broad portfolio of U.S. mid-cap value stocks. It tracks the CRSP US Mid Cap Value Index and offers a low expense ratio, making it an attractive option for long-term investors. Its performance is closely tied to the performance of value stocks. As an index fund it offers lower risk compared to active investment. VOE can be a core holding within a diversified portfolio.

Data Sources:

• Vanguard Official Website
• Morningstar
• ETF.com

Disclaimers:

This analysis is for informational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Investors should conduct their own due diligence before making any investment decisions.