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VanguardMid-Cap ValueVOE · NYSE Arca

Vanguard Morningstar Mid-Cap Value ETF (VOE)

Price
$205.40
11 Sept 2026
Assets
$39B
Total net assets
Expense ratio
0.05%
Category 0.94%
Yield
1.80%
Trailing distributions
3Y CAGR
17.2%+1.5%
Category 15.7%
5Y CAGR
9.9%-0.1%
Category 10.0%
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Vanguard Morningstar Mid-Cap Value ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-1.7%+3.7%+13.2%+17.0%+20.2%+17.2%+9.9%+10.9%+9.5%
Mid-Cap Value average-1.7%3.8%14.0%16.4%17.8%15.7%10.0%10.8%12.2%
Difference+0.1%-0.1%-0.8%+0.6%+2.4%+1.5%-0.1%0.0%-2.7%

Holdings

The 10 largest positions make up 13.1% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
VLOValero Energy Corp1.54%
MPCMarathon Petroleum Corp1.53%
CMICummins Inc1.45%
PSXPhillips 661.41%
GMGeneral Motors Co1.33%
SLBSLB Ltd1.23%
SPGSimon Property Group Inc1.17%
PCARPACCAR Inc1.16%
ALLAllstate Corp1.13%
URIUnited Rentals Inc1.12%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
19.1
P/B
2.5
P/S
1.3
P/CF
10.7

Sector allocation

Share of the equity the fund holds.

19.4%Financial services11 sectors
  1. Financial services19.4%
  2. Industrials14.0%
  3. Energy12.7%
  4. Utilities11.9%
  5. Technology7.9%
  6. Consumer staples7.6%
  7. Health care7.4%
  8. Consumer discretionary6.0%
  9. Real estate5.8%
  10. Materials5.5%
  11. Communication services1.9%

Asset mix

  • Stocks98.9%
  • Other0.6%
  • Cash0.6%

ETF details

Issuer
Vanguard
Category
Equity · Mid-Cap Value
Ticker
VOE
Exchange
NYSE Arca
Inception
17 Aug 2006 (20.1 years)
Structure
Exchange Traded Fund
Expense ratio
0.05% (category 0.94%)
Holdings turnover
23% (category 60%)
Distribution yield
1.80%
Beta, 3 years
0.72
Total net assets
$39B

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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Other ETFs in the Mid-Cap Value category.

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