This ETF offers exposure to mid cap stocks that exhibit value characteristics, making VOE a potentially useful tool for investors looking to fine tune their domestic equity exposure or implement a tilt towards a specific investment style. Investors constructing a long-term portfolio would be better off with a fund such as MDY or IJH that includes greater depth of holdings and a mix of various styles. Value strategies often come with biases towards specific sectors, and may outperform more broadly-based indexes in certain economic environments such as recessions. It should be noted that there is often considerable overlap between this fund and its growth counterpart, the result of a methodology that uses a generous definition of value stocks. Rydex offers a pure style alternative, RFV, that is slightly more expensive but will offer a considerably more targeted focus on value equities. Those seeking to make a meaningful tilt in their portfolio would be better served by using that fund. It should also be noted that IWS and JKI seek to replicate similar indexes at comparable expense ratios. VOE is a fine ETF, but there are a number of alternatives out there that offer more compelling methodologies, or potentially better execution.
The adjacent table gives investors an individual Realtime Rating for VOE on several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the Mid Cap Value Equities with the highest Metric Realtime Rating for each individual field. To view all of this data, sign up for a free 14-day trial for ETFdb Pro. To view information on how the ETFdb Realtime Ratings work, click here.View the Category Report
The following tables and charts contain in-depth metrics for this ETF and compare it to similar peer ETFs within its ETFdb Category.
There are 8 other ETFs in the Mid Cap Value Equities ETFdb Category that are also eligible for commission free trading:
This section shows how this ETF has performed relative to its peer group ETFdb Category.
The following charts can be customized to display historical performance in a number of different formats, including line charts, bar charts, and candlesticks. Time periods can be adjusted to increase or decrease the period shown, ranging from five minutes to several months.
The following chart also includes the option to compare the performance of VOE relative to other ETFs and benchmarks or to include indicators such as Bollinger Bands, relative strength, and moving averages.
This section shows how the volatility of this ETF compares to the peer group ETFdb Category.
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