IVOG - ETF AI Analysis
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Vanguard S&P Mid-Cap 400 Growth ETF (IVOG)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains over the year so far and in recent months, indicating solid momentum.
Leading Holdings Performing Well
Many of the top 10 stocks, such as TechnipFMC, XPO, and MasTec, have delivered strong year-to-date results, helping drive the fund’s returns.
Low Expense Ratio
The fund’s low ongoing fee means more of the investment returns stay in investors’ pockets over time.
Negative Factors
Heavy U.S. Concentration
With almost all assets in U.S. companies, the ETF offers little geographic diversification and is highly tied to the U.S. economy.
Sector Tilt Toward Industrials and Technology
A large share of the portfolio is in industrials and technology, which can increase risk if these sectors face a downturn.
Mid-Cap Growth Volatility
As a mid-cap growth fund, the ETF may experience larger price swings than more conservative, large-cap or value-focused funds.
IVOG vs. SPDR S&P 500 ETF (SPY)
AUM1.56B
RegionNorth America
Expense Ratio0.10%
Beta1.00
IssuerVanguard
Inception DateSep 07, 2010
Dividend Yield0.57%
Asset ClassEquity
Index TrackedS&P Mid Cap 400 Growth
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume35,320
30 Day Avg. Volume36,807
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
157.56Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering242
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. Well-known holdings include Casey’s General and Royal Gold. Someone might invest in IVOG to seek long-term growth and diversify beyond the biggest blue-chip stocks, while still avoiding the smallest, riskiest companies. A key risk is that growth-focused mid-cap stocks can be more volatile, so the ETF’s value can go up and down significantly with the stock market.
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’s story right now is all about U.S. mid-cap growth names in industrials and tech stepping on the gas. MasTec and XPO have been racing ahead, giving the fund a solid lift, while Flex and TechnipFMC add more fuel with strong, rising trends. United Therapeutics and Woodward are steadier engines, helping smooth out the ride rather than stealing the spotlight. Royal Gold has been more mixed lately, occasionally tapping the brakes. Overall, the ETF is firmly U.S.-focused, with a clear tilt toward industrial and tech-driven growth.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| TechnipFMC | 1.71% | $27.13M | $29.91B | 161.56% | 80 Outperform | |
| Casey's General | 1.65% | $26.18M | $29.55B | 77.11% | 68 Neutral | |
| United Therapeutics | 1.56% | $24.77M | $24.86B | 90.88% | 79 Outperform | |
| Curtiss-Wright | 1.54% | $24.37M | $26.48B | 111.86% | 74 Outperform | |
| Flex | 1.47% | $23.35M | $33.61B | 156.71% | 74 Outperform | |
| XPO | 1.40% | $22.12M | $26.26B | 125.57% | 70 Outperform | |
| Woodward | 1.31% | $20.70M | $21.76B | 102.06% | 79 Outperform | |
| Royal Gold | 1.26% | $20.01M | $21.41B | 36.06% | 78 Outperform | |
| ATI | 1.21% | $19.18M | $21.05B | 184.96% | 78 Outperform | |
| MasTec | 1.21% | $19.15M | $29.65B | 205.85% | 74 Outperform |
IVOG Technical Analysis
Positive
―
Price Trends
129.96
Positive
127.73
Positive
122.71
Positive
Market Momentum
1.81
Positive
59.64
Neutral
32.88
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IVOG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 133.54, equal to the 50-day MA of 129.96, and equal to the 200-day MA of 122.71, indicating a bullish trend. The MACD of 1.81 indicates Positive momentum. The RSI at 59.64 is Neutral, neither overbought nor oversold. The STOCH value of 32.88 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IVOG.
IVOG Peer Comparison
Comparison Results
Performance Comparison
IVOG
Vanguard S&P Mid-Cap 400 Growth ETF
135.42
29.56
27.92%
IJK
iShares S&P Mid-Cap 400 Growth ETF
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―
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IJJ
iShares S&P Mid-Cap 400 Value ETF
―
―
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XMMO
Invesco S&P MidCap Momentum ETF
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―
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IMCG
iShares Morningstar Mid-Cap Growth ETF
―
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MDYG
SPDR S&P 400 Mid Cap Growth ETF
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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: ―
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