GET DAILY SIGNALSVOE vs VTV: Mid-Cap Value Exposure Compared to Large-Cap Value Holdings
Key Takeaways
- Size band differs sharply: VOE targets mid-capitalization value stocks, while VTV targets large-capitalization value stocks, producing meaningfully different exposure and risk profiles.
- Both are low-cost, passively managed Vanguard funds, but VTV's 0.03% expense ratio undercuts VOE's 0.05%.
- Sector tilt diverges: VOE leans into Financials, Industrials, Utilities, and Energy; VTV carries larger Healthcare and Technology weights alongside Financials.
- Top-holding composition differs: VTV's leaders include megacap names such as JPM, MU, and BRK.B, while VOE is anchored by mid-cap energy and industrial names.
- Relative positioning: VTV offers lower beta and broader large-cap diversification; VOE offers greater cyclical and smaller-company sensitivity.
Why These Two Vanguard Value ETFs Matter Now
Vanguard Mid-Cap Value ETF (VOE) and Vanguard Value ETF (VTV) are two of the most widely used low-cost vehicles for accessing the value factor, yet they are not direct substitutes. VTV serves as a large-cap value core holding, while VOE isolates the mid-cap value segment of the U.S. equity market. Comparing them is especially relevant now, as investors reassess sector exposure amid shifting interest-rate expectations, a broad rotation away from megacap growth leadership, and renewed attention to earnings durability in value-oriented sectors such as Financials, Industrials, and Energy. Understanding the structural differences between these funds is essential for effective relative positioning within a diversified portfolio. I also checked this using Tickeron’s AI Screener to see how the two compare on key metrics.
Vanguard Mid-Cap Value ETF (VOE) Overview
VOE is a passively managed exchange-traded fund that seeks to track the performance of a rules-based U.S. mid-cap value index, currently branded under the Morningstar US Mid Cap Value Index following an index rebranding. The fund selects mid-size U.S. companies using value metrics such as book value, earnings yield, dividend yield, and sales-to-price ratios, then weights them by market capitalization.
The portfolio holds roughly 175–185 stocks, with the top 10 positions accounting for only a low-double-digit share of assets, reflecting strong diversification. Leading holdings have recently included MPC, VLO, PSX, CMI, SLB, and NEM. Sector allocation tilts toward Financials (approximately 16–19%), Industrials, Utilities, and Energy, with Technology representing a smaller single-digit-to-low-teens weight. VOE carries an expense ratio of 0.05%, a dividend yield near 1.9%, and a beta below 1.0, positioning it as a cost-efficient, cyclically tilted mid-cap value diversifier.
Vanguard Value ETF (VTV) Overview
VTV is a passively managed ETF that seeks to track the CRSP US Large Cap Value Index, a broad benchmark of large-capitalization U.S. value stocks. It uses full-replication indexing, meaning it holds substantially all of the securities in its target index in proportion to their weight.
The fund holds roughly 310–330 stocks, with the top 10 positions representing about 20–23% of assets—still diversified but more concentrated at the top than VOE. Leading holdings have recently included MU, JPM, BRK.B, XOM, JNJ, WMT, ABBV, CSCO, CVX, and CAT. Sector exposure is led by Financials (roughly 21–24%), followed by Healthcare, Technology, and Industrials, with Energy and Consumer Staples also notable. VTV's expense ratio of 0.03%, dividend yield near 1.9–2.0%, and beta in the mid-0.7s make it one of the cheapest, lowest-volatility large-cap value vehicles available. From what I see, the lower cost stands out as a meaningful edge for long-term holders.
Industry and Thematic Backdrop
Both funds sit squarely within the U.S. value equity complex, which has benefited from a market rotation away from richly valued megacap technology toward more reasonably priced, cash-generative businesses. Elevated interest rates have favored Financials through wider net interest margins, while resilient demand and disciplined capital returns have supported Energy and Industrials—sectors heavily represented in VOE and, to a lesser degree, in VTV. Healthcare and Consumer Staples provide VTV with additional defensive ballast. Key risks include a potential economic slowdown that could pressure cyclical earnings, commodity price swings, and the possibility that megacap growth leadership reasserts itself, which would weigh on value-tilted portfolios relative to the broad market.
Performance and Positioning Comparison
Over recent market cycles, both funds have delivered solid positive returns as value stocks regained favor, though their paths have differed. VOE's heavier cyclical weighting in mid-cap Industrials, Energy, and Utilities has made it more sensitive to shifts in the manufacturing cycle, commodity prices, and infrastructure-related capital spending. VTV's large-cap composition—anchored by global banks, integrated energy majors, healthcare giants, and consumer staples—has provided steadier, lower-volatility performance with a lower beta profile. When cyclicals and smaller companies lead, VOE tends to outperform on relative strength; when defensive large caps and financial mega-caps lead, VTV typically holds the edge. For investors, the choice is less about cost and more about whether they prefer mid-cap cyclicality or large-cap diversification within the value style. I’m watching this closely as rate expectations continue to evolve.
Tickeron AI Verdict
Based on observable structural factors, Tickeron's AI would likely favor VTV for most diversified investors in the current environment. Its lower expense ratio, deeper large-cap diversification, lower beta, and meaningful exposure to financially robust sectors such as Financials and Healthcare offer a favorable blend of cost efficiency and relative stability. VOE remains an attractive satellite position for investors seeking amplified cyclical and mid-cap value exposure, but its narrower size band and heavier Energy, Utilities, and Industrials tilt imply greater volatility. Both are high-quality funds; the AI's probabilistic preference leans toward VTV for core, lower-risk value exposure.
Exploring AI Tools for ETF Research
In my own analysis, I frequently turn to Tickeron’s AI-powered tools to cross-check sector weights, beta levels, and relative positioning between funds like these. One option that stands out is the AI Screener, which lets users apply technical patterns, fundamentals, and performance filters across thousands of ETFs in minutes. It has helped me surface comparable holdings and confirm how mid-cap versus large-cap value exposures line up under different market conditions. Explore the AI Screener to refine your own ETF comparisons.
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.
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 14 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 90%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 06, 2026. You may want to consider a long position or call options on VOE as a result. In 75 of 86 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 87%.
The Moving Average Convergence Divergence (MACD) for VOE just turned positive on October 06, 2026. Looking at past instances where VOE's MACD turned positive, the stock continued to rise in 38 of 48 cases over the following month. The odds of a continued upward trend are 79%.
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 +1.16% 3-day Advance, the price is estimated to grow further. Considering data from situations where VOE advanced for three days, in 276 of 337 cases, the price rose further within the following month. The odds of a continued upward trend are 82%.
Bearish Trend Analysis
The 10-day RSI Indicator for VOE moved out of overbought territory on October 23, 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 47 similar instances where the indicator moved out of overbought territory. In 38 of the 47 cases, the stock moved lower in the following days. This puts the odds of a move lower at 81%.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 15 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
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 76%.
The Aroon Indicator for VOE entered a downward trend on October 12, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
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