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IVOG - ETF AI Analysis
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Vanguard S&P Mid-Cap 400 Growth ETF (IVOG)
Rating:70Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several of the ETF's largest positions, such as Comfort Systems and BWX Technologies, have delivered strong year-to-date performance, supporting overall returns.
Low Expense Ratio
The ETF charges a very low expense ratio compared to industry averages, helping investors keep more of their gains.
Sector Diversification
The fund is spread across multiple sectors, including Industrials, Technology, and Financials, reducing reliance on any single industry.
Negative Factors
High Geographic Concentration
With nearly all assets invested in U.S. companies, the ETF lacks exposure to international markets, limiting diversification.
Mixed Holding Performance
While some top holdings have performed well, others like TransUnion have lagged, potentially dragging on overall returns.
Sector Overweight in Industrials
The ETF has a heavy allocation to Industrials, which could make it vulnerable if this sector faces challenges.
IVOG vs. SPDR S&P 500 ETF (SPY)
AUM1.46B
RegionNorth America
Expense Ratio0.10%
Beta1.02
IssuerVanguard
Inception DateSep 07, 2010
Dividend Yield0.6%
Asset ClassEquity
Index TrackedS&P Mid Cap 400 Growth
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume40,687
30 Day Avg. Volume20,438
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
144.11Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering236
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IVOG Summary
The Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) is an investment fund that focuses on mid-sized U.S. companies with strong growth potential. It follows the S&P MidCap 400 Growth Index, which includes businesses showing high growth in earnings and sales. Some of its top holdings include well-known companies like Pure Storage and United Therapeutics. This ETF is a good option for investors looking to diversify their portfolio and benefit from the growth of innovative mid-cap companies. However, since it focuses on growth stocks, its value can fluctuate significantly with market conditions.
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
The Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) leans heavily into industrials and technology, with names like Comfort Systems and Coherent Corp driving recent gains thanks to strong earnings and growth momentum. Twilio and Woodward are also rising stars, benefiting from strategic initiatives and bullish sentiment. However, Pure Storage and Guidewire have been lagging, weighed down by bearish technical signals and valuation concerns. With its focus on U.S.-based mid-cap growth companies, IVOG offers a dynamic mix of sectors, though its concentration in industrials and tech underscores its reliance on innovation-driven performance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Ciena | 2.02% | $30.33M | $34.34B | 187.19% | 70 Outperform | |
| Coherent Corp | 1.77% | $26.67M | $30.80B | 94.36% | 66 Neutral | |
| Lumentum Holdings | 1.60% | $24.03M | $24.34B | 243.45% | 61 Neutral | |
| Flex | 1.36% | $20.54M | $24.62B | 57.09% | 74 Outperform | |
| Twilio | 1.32% | $19.83M | $18.16B | 7.00% | 70 Neutral | |
| United Therapeutics | 1.28% | $19.29M | $20.32B | 29.53% | 79 Outperform | |
| Pure Storage | 1.28% | $19.24M | $23.89B | 9.14% | 64 Neutral | |
| Casey's General | 1.26% | $18.90M | $23.63B | 62.80% | 68 Neutral | |
| Curtiss-Wright | 1.24% | $18.69M | $24.36B | 80.92% | 74 Outperform | |
| RB Global | 1.17% | $17.56M | $20.71B | 26.49% | ― |
IVOG Technical Analysis
Positive
―
Price Trends
121.07
Positive
119.91
Positive
114.61
Positive
Market Momentum
1.93
Negative
67.26
Neutral
88.74
Negative
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 124.19, equal to the 50-day MA of 121.07, and equal to the 200-day MA of 114.61, indicating a bullish trend. The MACD of 1.93 indicates Negative momentum. The RSI at 67.26 is Neutral, neither overbought nor oversold. The STOCH value of 88.74 is Negative, 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
128.20
9.17
7.70%
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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―
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XMHQ
Invesco S&P MidCap Quality ETF
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―
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IMCG
iShares Morningstar Mid-Cap Growth ETF
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―
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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.
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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