VOVanguard Mid-Cap Index Fund ETF Shares

Grow my money22y track recordRanked #9 of 2,960 in this goal

Tracks the performance of a benchmark index measuring mid-capitalization stocks.

By Vanguard · Launched 2004

Annual Cost

0.03%

#190 of 5,562 · low cost

Fund Size

$218.8B

#12 of 5,562 · large

Return (1Y)Goal

+19.8%

Track Record

22 years

#185 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$11,685+16.8%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Mid

Strategy

Index tracking

Index tracked

CRSP US Mid Cap Index

What it actually holds

By weight

Concentration

Top 10 holdings = 9.2% of fund✓ well diversified

Constellation Energy Corp

1.2%

Newmont Corp

1.2%

Robinhood Markets Inc

1.0%

CRH PLC

0.9%

Howmet Aerospace Inc

0.9%

DoorDash Inc

0.9%

General Motors Co

0.8%

TransDigm Group Inc

0.8%

Cummins Inc

0.8%

Royal Caribbean Cruises Ltd

0.7%

Asset allocation

Stocks

99.4%

Cash

0.3%

Other

0.3%

By sector

Technology

18.6%

Industrials

18.2%

Financial Services

12.3%

Consumer Cyclical

9.2%

Energy

8.4%

Utilities

8.4%

Healthcare

7.6%

Real Estate

5.5%

Other

11.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

12.8%Moderate

Year-on-year price swings

Max drawdown

-39.4%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.83Decent risk-adjusted returns

Sortino (3Y)

1.20Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Tracks the performance of a benchmark index measuring mid-capitalization stocks.
Strategy: Invests primarily in stocks of mid-size U.S. companies to replicate the CRSP US Mid Cap Index. Holds each stock in approximately the same proportion as its weighting in the Index.
Inception date: January 26, 2004
Fund family: Vanguard