IVOG - ETF AI Analysis
Top Page
Vanguard S&P Mid-Cap 400 Growth ETF (IVOG)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered strong gains so far this year, indicating solid recent momentum for investors.
Leading Holdings with Strong Gains
Several of the largest positions, including companies like Sterling Infrastructure, ATI, and TechnipFMC, have posted strong performance, helping drive the fund’s returns.
Low Expense Ratio
The fund’s low ongoing fee means more of the ETF’s returns stay in investors’ pockets over time.
Negative Factors
Recent Short-Term Weakness
The ETF has slipped over the past month, showing that its price can be sensitive to short-term market moves.
Heavy U.S. Concentration
With almost all assets in U.S. companies, the fund offers little geographic diversification and is highly tied to the U.S. economy.
Sector Concentration in Industrials and Technology
A large share of the portfolio is in industrial and technology stocks, which can increase risk if these sectors face a downturn.
IVOG vs. SPDR S&P 500 ETF (SPY)
AUM1.63B
RegionNorth America
Expense Ratio0.10%
Beta1.00
IssuerVanguard
Inception DateSep 07, 2010
Dividend Yield0.56%
Asset ClassEquity
Index TrackedS&P Mid Cap 400 Growth
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume15,634
30 Day Avg. Volume23,143
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
174.26Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering245
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IVOG Summary
IVOG is the Vanguard S&P Mid-Cap 400 Growth ETF, which follows the S&P MidCap 400 Growth Index. It invests in medium‑sized U.S. companies that are growing quickly, across many sectors like industrials, technology, and health care. Examples of companies in this fund include Twilio and Curtiss-Wright. Someone might invest in IVOG to seek long-term growth and diversify beyond the biggest, well-known large-cap stocks, while still avoiding the smallest, riskiest firms. A key risk is that mid-cap growth stocks can be more volatile than the overall market, so the value of this ETF can rise and fall significantly over time.
How much will it cost me?The Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) has an expense ratio of 0.15%, meaning you’ll pay $1.50 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that tracks the S&P MidCap 400 Growth Index, keeping costs down.
What would affect this ETF?The Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) could benefit from economic growth and innovation in sectors like technology and industrials, which make up a significant portion of its holdings. However, it may face challenges from rising interest rates or economic slowdowns, which could negatively impact mid-cap growth companies. Regulatory changes or sector-specific disruptions, particularly in technology or healthcare, could also influence the ETF's performance.
IVOG Top 10 Holdings
IVOG is leaning heavily into U.S. industrial and tech names, with mid-cap growth stories doing most of the heavy lifting. Sterling Infrastructure and ATI have been standout engines, powering returns with strong, rising momentum, while TechnipFMC and MasTec add more steady, if sometimes choppy, support from energy and construction. On the tech side, Twilio and Pure Storage are contributing, but their performance has been more mixed, occasionally losing steam and holding the fund back. Overall, the ETF is a U.S.-centric play on mid-cap industrial and technology growth.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Twilio | 1.63% | $30.90M | $29.95B | 62.88% | 70 Neutral | |
| Curtiss-Wright | 1.46% | $27.62M | $26.75B | 46.68% | 74 Outperform | |
| nVent Electric | 1.43% | $27.07M | $24.88B | 71.15% | 76 Outperform | |
| ATI | 1.40% | $26.54M | $25.58B | 144.32% | 78 Outperform | |
| TechnipFMC | 1.38% | $26.08M | $28.10B | 102.89% | 80 Outperform | |
| Sterling Infrastructure | 1.34% | $25.41M | $18.31B | 126.86% | 71 Outperform | |
| MasTec | 1.34% | $25.30M | $21.13B | 51.16% | 74 Outperform | |
| Woodward | 1.32% | $25.01M | $21.30B | 39.13% | 79 Outperform | |
| MACOM Technology Solutions Holdings | 1.30% | $24.63M | $19.18B | 84.46% | 64 Neutral | |
| Everpure | 1.30% | $24.53M | $25.65B | 41.57% | 64 Neutral |
IVOG Technical Analysis
Negative
―
Price Trends
141.68
Negative
136.70
Positive
130.09
Positive
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IVOG, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 140.89, equal to the 50-day MA of 141.68, and equal to the 200-day MA of 130.09, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IVOG.
IVOG Peer Comparison
Comparison Results
Performance Comparison
IVOG
Vanguard S&P Mid-Cap 400 Growth ETF
139.28
24.42
21.26%
IJK
iShares S&P Mid-Cap 400 Growth ETF
―
―
―
IJJ
iShares S&P Mid-Cap 400 Value ETF
―
―
―
FMDE
Fidelity Enhanced Mid Cap ETF
―
―
―
IMCG
iShares Morningstar Mid-Cap Growth ETF
―
―
―
MDYG
SPDR S&P 400 Mid Cap Growth ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
Table of Contents