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IVOG - ETF AI Analysis
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Vanguard S&P Mid-Cap 400 Growth ETF (IVOG)
Rating:71Outperform
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Low Expense Ratio
The fund charges a relatively low fee, which helps investors keep more of their returns over time.
Broad Sector Diversification
Holdings are spread across many sectors, with meaningful exposure to industrials, technology, and health care, helping reduce reliance on any single industry.
Negative Factors
U.S.-Only Market Exposure
Almost all assets are invested in U.S. companies, offering little geographic diversification if the U.S. market struggles.
Mixed Performance Among Top Holdings
Several of the largest positions have recently lagged, which could weigh on the fund if this weakness continues.
Growth and Mid-Cap Sensitivity
As a mid-cap growth fund, the ETF may be more sensitive to market swings and changes in investor sentiment than broader, more balanced funds.
IVOG vs. SPDR S&P 500 ETF (SPY)
AUM1.47B
RegionNorth America
Expense Ratio0.10%
Beta1.01
IssuerVanguard
Inception DateSep 07, 2010
Dividend Yield0.59%
Asset ClassEquity
Index TrackedS&P Mid Cap 400 Growth
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume21,058
30 Day Avg. Volume22,395
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
148.99Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering240
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 Twilio and Pure Storage. Someone might invest in IVOG to seek long-term growth from companies that are larger and more established than small caps, but still have room to expand, while getting diversification in one fund. A key risk is that growth-focused mid-cap stocks can be volatile and 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 is all about U.S. mid-cap growth, with a clear tilt toward tech and industrial innovators. Optical networking names like Ciena and Coherent have been rising and helping to pull the fund forward, while Lumentum’s choppier, recently lagging performance adds some wobble to that theme. Software player Twilio has been a noticeable drag this year, losing steam despite decent fundamentals. On the steadier side, industrial standout Curtiss-Wright and retailer Casey’s General Stores have been quiet workhorses, giving this growth-heavy, all‑U.S. portfolio a bit more balance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Ciena | 2.05% | $32.64M | $42.77B | 257.22% | 70 Outperform | |
| Coherent Corp | 1.93% | $30.64M | $41.24B | 159.19% | 66 Neutral | |
| Lumentum Holdings | 1.61% | $25.53M | $42.87B | 668.87% | 61 Neutral | |
| Curtiss-Wright | 1.40% | $22.25M | $25.37B | 105.87% | 74 Outperform | |
| Flex | 1.35% | $21.42M | $23.69B | 55.05% | 74 Outperform | |
| Casey's General | 1.30% | $20.72M | $24.52B | 54.31% | 68 Neutral | |
| TechnipFMC | 1.30% | $20.71M | $24.78B | 102.31% | 80 Outperform | |
| Pure Storage | 1.26% | $19.95M | $24.00B | 6.94% | 64 Neutral | |
| Royal Gold | 1.23% | $19.60M | $23.55B | 86.12% | 78 Outperform | |
| RB Global | 1.22% | $19.38M | $19.25B | 2.63% | ― |
IVOG Technical Analysis
Positive
―
Price Trends
125.30
Positive
121.87
Positive
117.71
Positive
Market Momentum
1.33
Negative
61.61
Neutral
75.94
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 128.19, equal to the 50-day MA of 125.30, and equal to the 200-day MA of 117.71, indicating a bullish trend. The MACD of 1.33 indicates Negative momentum. The RSI at 61.61 is Neutral, neither overbought nor oversold. The STOCH value of 75.94 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
130.65
20.34
18.44%
IJK
iShares S&P Mid-Cap 400 Growth ETF
―
―
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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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IMCG
iShares Morningstar Mid-Cap Growth ETF
―
―
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MDYG
SPDR S&P 400 Mid Cap Growth ETF
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―
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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.
Disclaimer
This 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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