GET DAILY SIGNALSVOE vs VOT: Weighing Vanguard Mid-Cap Value Against Growth in the Current Market
Key Takeaways
- VOE tracks the CRSP US Mid Cap Value Index (CRSP stands for the Center for Research in Security Prices), while VOT tracks the CRSP US Mid Cap Growth Index — two complementary but very different halves of the mid-cap equity market.
- VOE tilts heavily toward financials, energy, industrials, and utilities, while VOT concentrates in information technology, industrials, and consumer discretionary.
- Both funds are ultra-low-cost, passively managed vehicles with an expense ratio of approximately 0.05%, making cost efficiency a non-factor in the comparison.
- VOE carries lower volatility and a higher dividend yield (roughly 1.9%), while VOT has higher beta and a modest yield (roughly 0.6%), reflecting its growth orientation.
- Recent market cycles have favored value and cyclically exposed mid-caps, allowing VOE to outperform VOT over recent months.
- Tickeron AI Verdict: VOE is the current AI-favored ticker based on diversification, lower risk, and prevailing sector momentum.
Introduction
VOE and VOT provide a straightforward way to examine one of the market’s longest-running discussions: value versus growth. Both are Vanguard exchange-traded funds launched on the same day in 2006, both focus on U.S. mid-capitalization stocks, and both follow rules-based CRSP indices. Their portfolios, however, differ substantially. VOE holds the more attractively priced, cash-generating, and cyclically sensitive portion of the mid-cap space, whereas VOT owns faster-growing companies that trade at higher multiples and cluster in technology and industrial growth areas. The comparison is really about matching the right risk-and-return profile to the prevailing economic conditions rather than declaring one fund superior overall.
Vanguard Mid-Cap Value ETF (VOE) Overview
VOE is a passively managed index fund that aims to replicate the CRSP US Mid Cap Value Index, a diversified benchmark of mid-size U.S. companies selected for value traits. The fund typically holds 170–185 stocks and uses full replication, owning the underlying securities outright. Its expense ratio sits at approximately 0.05%, among the lowest in its peer group.
Sector exposure leans toward cyclical areas. Financial services represent the largest slice, approaching 19–20% of assets, followed by energy, industrials, and utilities, with smaller but notable allocations to consumer staples and healthcare. Information technology receives a comparatively modest weighting. Representative top holdings have included energy and industrial names such as MPC (Marathon Petroleum), VLO (Valero Energy), PSX (Phillips 66), SLB, CMI (Cummins), and GM (General Motors). The top ten positions account for only a low-teens percentage of assets, supporting broad diversification and limiting single-stock risk.
Vanguard Mid-Cap Growth ETF (VOT) Overview
VOT is a passively managed index fund that seeks to track the CRSP US Mid Cap Growth Index, capturing the growth-oriented segment of the mid-cap market. It holds roughly 128–130 stocks through full replication and also carries an expense ratio of approximately 0.05%, an unusually low fee for its category.
Its sector profile is essentially the inverse of VOE. Information technology forms the largest weighting, often in the 27–35% range, followed by industrials, consumer discretionary, and healthcare. Energy, utilities, and consumer staples appear in negligible amounts. Representative top holdings have included HWM (Howmet Aerospace), VRT (Vertiv Holdings), PWR (Quanta Services), STX (Seagate Technology), CEG (Constellation Energy), DASH (DoorDash), and MSI (Motorola Solutions). While also diversified, VOT’s top ten holdings show somewhat higher concentration, and its elevated beta indicates greater sensitivity to market moves.
Industry and Thematic Backdrop
Both funds operate at the crossroads of several important macro trends. The recent environment has included elevated interest-rate expectations, ongoing inflation concerns, and a shift away from richly valued, long-duration growth equities toward cash-generative, cyclically leveraged businesses. This setting supports VOE’s financials, energy, and industrial holdings, which generally perform better when nominal economic activity and rates remain firm. In contrast, VOT’s technology and growth holdings remain more sensitive to interest-rate changes, as higher rates compress the present value of future earnings. Capital flows in recent periods have favored value and defensive-dividend approaches, while growth-oriented funds have drawn more attention around valuation multiples and earnings sustainability. I also checked sector trends using Tickeron’s AI Trend Prediction Engine to confirm the rotation dynamics.
Performance and Positioning Comparison
Relative positioning between the two funds has changed noticeably in recent months. VOE has gained from strength in energy and financials, delivering solid returns as value-oriented mid-caps re-rated higher, while VOT’s technology-heavy allocation has been more restrained amid valuation questions and rate sensitivity. On a volatility-adjusted basis, VOE’s lower beta and higher dividend yield have provided a steadier path, whereas VOT has produced sharper peaks but also larger drawdowns across recent cycles. In this setting, the diversification and income characteristics of VOE have supported more consistent relative results, though VOT continues to offer greater upside potential if growth-oriented, lower-rate conditions re-emerge.
Using Tickeron’s AI Screener for ETF Analysis
When comparing ETFs like VOE and VOT, I often run a quick scan with Tickeron’s AI Screener to see how their sector exposures, volatility profiles, and recent momentum stack up against peers. The tool lets me filter by industry, market cap, technical indicators, and AI signals, which helps surface relevant data points efficiently without manual effort. It has become a regular part of my process for validating ideas before digging into the details.
Tickeron AI Verdict
Based on the factors observed, Tickeron’s AI currently favors VOE. The assessment is probabilistic rather than definitive: VOE provides broader sector diversification, lower volatility through its reduced beta, a higher dividend yield, and stronger recent momentum linked to the value and cyclical rotation. Its limited exposure to richly valued technology names lowers sensitivity to interest-rate-driven multiple compression. VOT remains an attractive option for investors seeking more aggressive, growth-tilted exposure, yet in the present environment its higher beta and concentration in growth sectors introduce comparatively greater risk. Overall, VOE’s structural advantages, cost efficiency, and favorable sector positioning make it the AI-preferred choice of the two.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
Contributor
Sergey Savastiouk, Ph.D. has a degree in Applied Mathematics from Moscow University and has extensive experience as an entrepreneur, investor, manager, and mathematician. His professional expertise is in applied mathematics, mathematical modeling, system and pattern analysis, and software and hardware system integration. He has served as the CEO of several hi-tech start-up companies and nonprofit organizations, which has given him proven capabilities in business strategy for high-tech start-up companies, market assessment, company formation, team building, product development, marketing, and sales. He has published numerous articles in journals and magazines on related fields. As a retail investor, he spent 15 years developing his proprietary trading and quantitative algorithms (now Tickeron’s A.I.), which brought him significant returns in trading the stock market. His current work and goal in founding Tickeron is to bring professional, sophisticated stock market analysis capabilities to retail investors via an easy-to-use interface.
VOE in upward trend: 10-day moving average crossed above 50-day moving average on October 21, 2026
The 10-day moving average for VOE crossed bullishly above the 50-day moving average on October 21, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 13 of 15 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 87%.
Technical Analysis (Indicators)
Bullish Trend Analysis
VOE moved above its 50-day moving average on October 15, 2026 date and that indicates a change from a downward trend to an upward trend.
Following a +0.62% 3-day Advance, the price is estimated to grow further. Considering data from situations where VOE advanced for three days, in 274 of 335 cases, the price rose further within the following month. The odds of a continued upward trend are 82%.
The Aroon Indicator entered an Uptrend today. In 263 of 333 cases where VOE Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 79%.
Bearish Trend Analysis
The 10-day RSI Indicator for VOE moved out of overbought territory on November 05, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 46 similar instances where the indicator moved out of overbought territory. In 39 of the 46 cases, the stock moved lower in the following days. This puts the odds of a move lower at 85%.
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 41 of 65 cases where VOE's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 63%.
The Momentum Indicator moved below the 0 level on November 05, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on VOE as a result. In 63 of 86 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 73%.
The Moving Average Convergence Divergence Histogram (MACD) for VOE turned negative on November 06, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 48 similar instances when the indicator turned negative. In 37 of the 48 cases the stock turned lower in the days that followed. This puts the odds of success at 77%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where VOE declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 77%.
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