VOE: Ahead Of Peers In 2024, But Average In The Long Term

Summary

  • Vanguard Mid-Cap Value ETF selects mid-cap stocks based on book value, earnings yield, dividend and sales-to-price.
  • The portfolio is well-diversified, with heavy weightings in industrials and financials.
  • VOE has slightly outperformed other mid-cap value ETFs in 2024, but historical performance relative to its parent index and peers is unconvincing.
  • Quantitative Risk & Value members get exclusive access to our real-world portfolio. See all our investments here »

Find the right ETF

deepblue4you

This article series aims at evaluating ETFs (exchange-traded funds) regarding past performance and portfolio metrics. Reviews with updated data are posted when necessary.

VOE strategy

The Vanguard Mid-Cap Value Index Fund ETF (NYSEARCA:VOE) started investing operations on

Quantitative Risk & Value (QRV) provides you with risk indicators and data-driven, time-tested strategies. Get started with a two-week free trial now. 

This article was written by

16.09K Followers

Fred Piard, PhD. is a quantitative analyst and IT professional with over 30 years of experience working in technology. He is the author of three books and has been investing in data-driven systematic strategies since 2010.

Fred runs the investing group Quantitative Risk & Value where he shares a portfolio invested in quality dividend stocks, and companies at the forefront of tech innovation. Fred also supplies market risk indicators, a real estate strategy, a bond strategy, and an income strategy in closed-end funds. Learn more.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Recommended For You

About VOE ETF

SymbolLast Price% Chg
Expense Ratio
Div Frequency
Div Rate
Yield
Assets (AUM)
Compare to Peers

More on VOE

Related Stocks

SymbolLast Price% Chg
VOE
--