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Upturn AI SWOT - About
Vanguard Mid-Cap Value Index Fund ETF Shares (VOE)
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Upturn Advisory Summary
09/16/2025: VOE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 16.1% | Avg. Invested days 59 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.01 | 52 Weeks Range 139.38 - 174.61 | Updated Date 06/29/2025 |
52 Weeks Range 139.38 - 174.61 | Updated Date 06/29/2025 |
Upturn AI SWOT
Vanguard Mid-Cap Value Index Fund ETF Shares
ETF Overview
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 U.S. mid-cap companies exhibiting value characteristics. The fund employs a full-replication technique.
Reputation and Reliability
Vanguard is highly reputable and reliable, known for its low-cost investment options and a history of strong performance.
Management Expertise
Vanguard has extensive experience and expertise in managing index funds and ETFs, with a large team of investment professionals.
Investment Objective
Goal
Seeks to track the investment return of the CRSP US Mid Cap Value Index, which measures the performance of mid-capitalization value stocks.
Investment Approach and Strategy
Strategy: The fund employs a passive management strategy designed to track the performance of the CRSP US Mid Cap Value Index.
Composition The ETF holds stocks of U.S. mid-cap companies that exhibit value characteristics.
Market Position
Market Share: VOE holds a significant market share within the mid-cap value ETF segment.
Total Net Assets (AUM): 17500000000
Competitors
Key Competitors
- iShares Russell Mid-Cap Value ETF (IWS)
- Schwab Fundamental U.S. Mid-Cap Index ETF (FNDX)
- SPDR S&P MidCap 400 Value ETF (MDYV)
Competitive Landscape
The mid-cap value ETF market is competitive, with several established players. VOE benefits from Vanguard's strong brand and low expense ratio. Its competitors often have slightly different index tracking methodologies, resulting in performance variations.
Financial Performance
Historical Performance: Historical performance data should be obtained from reliable financial data providers. Data not available.
Benchmark Comparison: Benchmark comparisons should be obtained from reliable financial data providers. Data not available.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
VOE exhibits strong liquidity, as evidenced by its high average daily trading volume.
Bid-Ask Spread
The bid-ask spread for VOE is typically tight, indicating efficient trading and low transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, inflation, and GDP growth, as well as sector-specific trends and overall market sentiment, influence VOE's performance.
Growth Trajectory
VOE's growth trajectory depends on the performance of mid-cap value stocks and its ability to track its benchmark index accurately.
Moat and Competitive Advantages
Competitive Edge
VOE's competitive edge lies in Vanguard's reputation for low-cost investing and efficient index tracking. Its low expense ratio attracts cost-conscious investors. Additionally, Vanguard's scale and expertise allow it to manage the fund effectively. The ETF benefits from the long-term focus of value investing, which can lead to strong returns over time.
Risk Analysis
Volatility
VOE's volatility is expected to be moderate, reflecting the risk profile of mid-cap value stocks.
Market Risk
VOE is subject to market risk, which includes economic downturns, interest rate changes, and other factors that can affect the stock market.
Investor Profile
Ideal Investor Profile
VOE is suitable for investors seeking exposure to U.S. mid-cap value stocks, with a long-term investment horizon and a moderate risk tolerance.
Market Risk
VOE is best suited for long-term investors and passive index followers looking for diversified exposure to mid-cap value companies.
Summary
The Vanguard Mid-Cap Value Index Fund ETF Shares (VOE) offers a low-cost and efficient way to invest in U.S. mid-cap value stocks. VOE tracks the CRSP US Mid Cap Value Index providing broad diversification. Vanguard's strong reputation and low expense ratio make it a compelling choice for long-term investors. However, potential investors should consider the inherent risks of investing in the stock market and specifically mid-cap companies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard's official website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and after consulting with a financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Vanguard Mid-Cap Value Index Fund ETF Shares
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund employs an indexing investment approach designed to track the performance of the CRSP US Mid Cap Value Index, a broadly diversified index of value stocks of mid-size U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.