Vanguard Mid-Cap ETF (VO)
VO is a passive ETF by Vanguard tracking the investment results of the CRSP US Mid Cap Index. VO launched on Jan 26, 2004 and has a 0.04% expense ratio.
ETF Info
ISIN | US9229086296 |
---|---|
CUSIP | 922908629 |
Issuer | Vanguard |
Inception Date | Jan 26, 2004 |
Region | North America (U.S.) |
Category | Mid Cap Growth Equities |
Index Tracked | CRSP US Mid Cap Index |
Home Page | advisors.vanguard.com |
Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Blend |
Expense Ratio
The Vanguard Mid-Cap ETF has an expense ratio of 0.04% which is considered to be low.
Share Price Chart
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Compare to other instruments
Popular comparisons: VO vs. VOO, VO vs. VOT, VO vs. IJH, VO vs. VOE, VO vs. SCHM, VO vs. IVOO, VO vs. VXF, VO vs. IVOG, VO vs. IWR, VO vs. VIOO
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Vanguard Mid-Cap ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Vanguard Mid-Cap ETF had a return of 7.59% year-to-date (YTD) and 24.77% in the last 12 months. Over the past 10 years, Vanguard Mid-Cap ETF had an annualized return of 10.01%, while the S&P 500 had an annualized return of 10.96%, indicating that Vanguard Mid-Cap ETF did not perform as well as the benchmark.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 7.59% | 10.04% |
1 month | 5.29% | 3.53% |
6 months | 21.37% | 22.79% |
1 year | 24.77% | 32.16% |
5 years (annualized) | 10.91% | 13.15% |
10 years (annualized) | 10.01% | 10.96% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -1.49% | 4.97% | ||||||||||
2023 | -3.61% | -4.87% | -4.72% | 10.00% | 7.14% |
Risk-Adjusted Performance
Risk-Adjusted Performance Indicators
This table presents risk-adjusted performance metrics for Vanguard Mid-Cap ETF (VO) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
---|---|---|---|---|---|
Vanguard Mid-Cap ETF | 1.88 | ||||
S&P 500 | 2.76 |
Dividends
Dividend History
Vanguard Mid-Cap ETF granted a 1.50% dividend yield in the last twelve months. The annual payout for that period amounted to $3.75 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $3.75 | $3.53 | $3.27 | $2.86 | $3.00 | $2.65 | $2.52 | $2.09 | $1.91 | $1.77 | $1.59 | $1.29 |
Dividend yield | 1.50% | 1.52% | 1.60% | 1.12% | 1.45% | 1.48% | 1.82% | 1.35% | 1.45% | 1.47% | 1.29% | 1.17% |
Monthly Dividends
The table displays the monthly dividend distributions for Vanguard Mid-Cap ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.00 | ||||||||||
2023 | $0.00 | $0.00 | $0.76 | $0.00 | $0.00 | $0.81 | $0.00 | $0.00 | $0.78 | $0.00 | $0.00 | $1.18 |
2022 | $0.00 | $0.00 | $0.75 | $0.00 | $0.00 | $0.59 | $0.00 | $0.00 | $0.81 | $0.00 | $0.00 | $1.12 |
2021 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.69 | $0.00 | $0.00 | $0.62 | $0.00 | $0.00 | $0.92 |
2020 | $0.00 | $0.00 | $0.74 | $0.00 | $0.00 | $0.66 | $0.00 | $0.00 | $0.66 | $0.00 | $0.00 | $0.94 |
2019 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.57 | $0.00 | $0.00 | $0.54 | $0.00 | $0.00 | $0.99 |
2018 | $0.00 | $0.00 | $0.51 | $0.00 | $0.00 | $0.56 | $0.00 | $0.00 | $0.75 | $0.00 | $0.00 | $0.69 |
2017 | $0.00 | $0.00 | $0.46 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.51 | $0.00 | $0.00 | $0.65 |
2016 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.51 | $0.00 | $0.00 | $0.65 |
2015 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.13 | $0.00 | $0.00 | $0.61 |
2014 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.57 |
2013 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.27 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Vanguard Mid-Cap ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Vanguard Mid-Cap ETF was 58.89%, occurring on Mar 9, 2009. Recovery took 485 trading sessions.
The current Vanguard Mid-Cap ETF drawdown is 0.69%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-58.89% | Jul 16, 2007 | 416 | Mar 9, 2009 | 485 | Feb 8, 2011 | 901 |
-39.37% | Feb 21, 2020 | 22 | Mar 23, 2020 | 114 | Sep 2, 2020 | 136 |
-27.57% | Nov 17, 2021 | 229 | Oct 14, 2022 | — | — | — |
-24.63% | Jul 8, 2011 | 61 | Oct 3, 2011 | 111 | Mar 13, 2012 | 172 |
-21.22% | Aug 30, 2018 | 80 | Dec 24, 2018 | 70 | Apr 5, 2019 | 150 |
Volatility
Volatility Chart
The current Vanguard Mid-Cap ETF volatility is 2.79%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.