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VOE: Vanguard Mid-Cap Value ETF (ETF)
Basic Info 141.05 0.81(0.57%) July 30
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (62%) |
| Start Date: | 08/24/2006 |
| Last Dividend Date: | 06/24/2021 |
| 12-Mo. Yield | 2.20% |
| Expenses | 0.09% |
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Performance Analytics (As of 07/30/2021)
| 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(%) | 0.9 | 19.6 | 42.8 | 10.3 | 11.2 | 12.4 | 9.3 | 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 | 2.27 | 2.41 | 0.37 | 0.49 | 0.62 | 0.38 | 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 | 6.8 | 7.3 | 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 | 16.1 | 17.8 | 26.1 | 21.3 | 19.3 | 22.7 | 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 | 0.37 | 0.43 | 0.1 | 0.11 | 0.12 | 0.09 | 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 | 0.99 | 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 | 0.96 | 0.98 | 0.99 | 0.99 | 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
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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 |
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Best ETFs
- SYLD (Cambria Shareholder Yield ETF) 0.64% (99%)
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- IWS (iShares Russell Mid-Cap Value) 0.32% (69%)
- MDYV (SPDR® S&P 400 Mid Cap Value ETF) 0.34% (68%)
- VOE (Vanguard Mid-Cap Value ETF) 0.57% (65%)
- FAB (First Trust Multi Cap Val AlphaDEX ETF) 0.35% (55%)
- IJJ (iShares S&P Mid-Cap 400 Value) 0.32% (50%)
- DVY (iShares Select Dividend) 0.81% (43%)
- PEY (PowerShares High Yld Eq Div Achiev ETF) 0.74% (33%)
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