Find A Portfolio/Ticker
Comparison Box
VOE: Vanguard Mid-Cap Value ETF (ETF)
Basic Info 151.33 1.49(0.99%) April 17
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 08/24/2006 |
| Last Dividend Date: | 12/23/2024 |
| 12-Mo. Yield | 1.83% |
| Expenses | 0.19% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 04/17/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 08/24/2006 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.5 | -6.5 | 4.7 | 2.6 | 13.6 | 7.4 | 9.9 | 8.3 | 14.0 | 9.8 | -8.0 | 28.8 | 2.6 | 27.9 | -12.5 | 17.1 | 15.4 | -1.9 | 14.0 | 37.8 | 16.0 | -0.4 | 21.8 | 38.2 | -36.6 | -4.3 | 12.4 |
| Sharpe Ratio | NA | -0.97 | -0.1 | -0.1 | 0.59 | 0.3 | NA | 0.33 | 0.63 | 0.38 | -0.43 | 1.86 | 0.06 | 2.14 | -0.92 | 2.04 | 1.0 | -0.13 | 1.22 | 3.09 | 1.16 | -0.02 | 1.01 | 1.08 | -0.87 | -0.46 | 4.55 |
| Draw Down(%) | NA | 15.6 | 19.0 | 19.7 | 19.7 | 43.2 | NA | 61.6 | 8.7 | 14.1 | 19.7 | 6.8 | 43.2 | 7.2 | 21.5 | 3.3 | 12.4 | 11.8 | 8.5 | 6.8 | 11.5 | 24.1 | 17.3 | 32.6 | 52.2 | 17.0 | 1.6 |
| Standard Deviation(%) | NA | 24.0 | 16.4 | 17.4 | 18.5 | 19.3 | NA | 21.7 | 11.8 | 14.9 | 21.7 | 15.5 | 40.3 | 12.3 | 15.1 | 8.1 | 15.2 | 15.1 | 11.4 | 12.2 | 13.9 | 26.1 | 21.5 | 35.2 | 43.2 | 16.1 | 8.0 |
| Treynor Ratio | NA | -0.23 | -0.02 | -0.02 | 0.11 | 0.06 | NA | 0.07 | 0.07 | 0.06 | -0.09 | 0.29 | 0.02 | 0.26 | -0.14 | 0.17 | 0.15 | -0.02 | 0.14 | 0.38 | 0.16 | 0.0 | 0.22 | 0.39 | -0.38 | -0.08 | 0.36 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 1.01 | 1.0 | 1.0 | 1.0 | 0.98 | NA | 0.98 | 1.0 | 1.0 | 1.0 | 1.01 | 0.95 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 0.99 | 1.0 | 0.99 | 0.99 | 1.0 | 0.98 | 0.98 | 0.96 | 1.01 |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 0.96 | NA | 0.98 | 1.0 | 1.0 | 1.0 | 1.0 | 0.91 | 1.0 | 1.0 | 0.98 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 0.98 | 0.97 |
| Yield(%) | N/A | 0.0 | 1.8 | 2.0 | 3.3 | 2.8 | 4.3 | N/A | 2.3 | 2.4 | 2.0 | 2.3 | 2.4 | 2.6 | 2.3 | 2.1 | 2.2 | 2.0 | 1.9 | 2.0 | 2.2 | 2.1 | 2.3 | 2.6 | 1.7 | 1.9 | 0.7 |
| Dividend Growth(%) | N/A | -100.0 | -19.5 | 12.4 | 26.0 | N/A | N/A | N/A | 3.7 | 7.1 | 15.0 | -4.9 | 15.1 | -6.7 | 26.3 | 11.3 | 5.9 | 17.9 | 21.9 | 7.7 | -0.1 | 12.2 | 17.2 | -4.5 | -17.0 | 199.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/24/2006
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP VALUE Asset Class Trend Rankings |
Top Rated Funds in MID-CAP VALUE
Best Mutual Funds
- FDVLX (FIDELITY VALUE FUND FIDELITY VALUE FUND) 1.02% (99%)
- JMCVX (PERKINS MID CAP VALUE FUND CLASS T) 0.70% (98%)
- MLPIX (MID-CAP VALUE PROFUND MID-CAP VALUE PROFUND INVESTOR CLASS) 0.93% (97%)
- NBREX (NEUBERGER BERMAN MID CAP INTRINSIC VALUE FUND TRUST CLASS) 1.03% (97%)
- VMVIX (VANGUARD MID-CAP VALUE INDEX FUND INVESTOR SHARES) 0.98% (96%)
- FRBSX (FRANKLIN BALANCE SHEET INVESTMENT FUND CLASS A) 0.62% (93%)
- GCMAX (GOLDMAN SACHS MID CAP VALUE FUND CLASS A) 0.0% (93%)
- LMOPX (MILLER OPPORTUNITY TRUST CLASS C) 0.22% (92%)
- NSEIX (NICHOLAS EQUITY INCOME FUND INC CLASS I) 0.34% (92%)
- SMVTX (RIDGEWORTH CEREDEX MID-CAP VALUE EQUITY FUND I SHARES) 0.94% (91%)
Best ETFs
- DVY (iShares Select Dividend ETF) 1.12% (100%)
- MPIQMKTEcon (MPIQCompEcon) 0.0% (100%)
- IWS (iShares Russell Mid-Cap Value ETF) 0.87% (99%)
- IJJ (iShares S&P Mid-Cap 400 Value ETF) 0.97% (98%)
- DON (WisdomTree U.S. MidCap Dividend Fund) 1.29% (96%)
- FAB (First Trust Multi Cap Value AlphaDEX Fund) 1.37% (95%)
- RPV (Invesco S&P 500 Pure Value ETF) 1.01% (95%)
- RWK (Invesco S&P MidCap 400 Revenue ETF) 1.05% (95%)
- VOE (Vanguard Mid-Cap Value ETF) 0.99% (94%)
- PEY (Invesco High Yield Equity Dividend Achievers ETF) 0.62% (94%)
Latest Articles Related to VOE
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
