Find A Portfolio/Ticker
Comparison Box
VOE: Vanguard Mid-Cap Value ETF (ETF)
Basic Info 123.08 0.39(0.32%) January 22
Asset Class: | MID-CAP VALUE |
MyPlanIQ Rating: | (55%) |
Start Date: | 08/24/2006 |
Last Dividend Date: | 12/24/2020 |
12-Mo. Yield | 2.34% |
Expenses | 0.09% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 01/22/2021)
Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
AR(%) | -0.3 | 3.5 | 4.6 | 4.3 | 12.0 | 10.9 | 8.6 | 2.6 | 27.8 | -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 |
SR | NA | 4.68 | 0.11 | 0.13 | 0.53 | 0.55 | 0.35 | 0.06 | 2.14 | -0.91 | 2.04 | 1.0 | -0.13 | 1.22 | 3.09 | 1.16 | -0.02 | 1.01 | 1.08 | -0.87 | -0.46 | 4.55 |
DD(%) | NA | 1.8 | 43.2 | 43.2 | 43.2 | 43.2 | 61.6 | 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 |
SD(%) | NA | 18.1 | 40.4 | 25.9 | 21.4 | 19.2 | 22.9 | 40.2 | 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 |
TR | NA | 0.85 | 0.04 | 0.03 | 0.11 | 0.11 | 0.08 | 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 | 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 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 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 |
RS | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 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 |
*: 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
- PMVYX (Putnam Multi-Cap Value Y) 0.23% (100%)
- LGOAX (Legg Mason Cap Mgmt Opportunity A) 1.01% (99%)
- CAMMX (Cambiar Smid 30 Investor) 0.68% (97%)
- MRRFX (BlackRock Mid Cap Value Opportunities R) 0.30% (96%)
- LMOFX (Legg Mason Opportunity FI) 1.03% (96%)
- VEVIX (Victory Established Value I) 0.37% (95%)
- TVEIX (Transparent Val DJ RBP US Div Idx I) 0.39% (95%)
- GSMCX (Goldman Sachs Mid Cap Value Instl) 0.28% (94%)
- NSEIX (Nicholas Equity Income I) 0.58% (94%)
- VALUX (Al Frank Inv) 0.30% (94%)
Best ETFs
- SYLD (Cambria Shareholder Yield ETF) 2.17% (97%)
- RWK (RevenueShares Mid Cap ETF) 0.35% (90%)
- IVOV (Vanguard S&P Mid-Cap 400 Value ETF) 0.17% (77%)
- MDYV (SPDR® S&P 400 Mid Cap Value ETF) 0.36% (72%)
- IWS (iShares Russell Mid-Cap Value) 0.32% (65%)
- VOE (Vanguard Mid-Cap Value ETF) 0.32% (55%)
- IJJ (iShares S&P Mid-Cap 400 Value) 0.35% (54%)
- PEY (PowerShares High Yld Eq Div Achiev ETF) 0.17% (48%)
- FAB (First Trust Multi Cap Val AlphaDEX ETF) 0.27% (47%)
- DVY (iShares Select Dividend) 0.34% (32%)