IVOO - ETF AI Analysis
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Vanguard S&P Mid-Cap 400 ETF (IVOO)
Rating:70Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year, showing solid momentum for investors.
Leading Holdings Showing Strong Gains
Many of the top 10 stocks, including companies in technology and industrials, have posted strong year-to-date performance, helping drive the fund’s returns.
Low Expense Ratio
The fund’s very low fee means more of the investment return stays in investors’ pockets compared with higher-cost ETFs.
Negative Factors
Heavy U.S. Concentration
Almost all assets are invested in U.S. companies, offering very limited geographic diversification outside the United States.
Sector Tilt Toward 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.
Mid-Cap Market Sensitivity
Because the ETF focuses on mid-sized companies, it may be more sensitive to economic slowdowns and market volatility than broad large-cap funds.
IVOO vs. SPDR S&P 500 ETF (SPY)
AUM3.76B
RegionNorth America
Expense Ratio0.07%
Beta0.92
IssuerVanguard
Inception DateSep 07, 2010
Dividend Yield1.18%
Asset ClassEquity
Index TrackedS&P Mid Cap 400
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume74,940
30 Day Avg. Volume77,996
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
153.26Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering402
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IVOO Summary
IVOO is the Vanguard S&P Mid-Cap 400 ETF, which follows the S&P MidCap 400 index of medium-sized U.S. companies. These are firms that are past the start-up stage but still have room to grow, across many sectors like industrials, technology, and finance. Well-known holdings include Twilio and Illumina. Investors might choose IVOO to diversify beyond the biggest U.S. stocks and tap into potential long-term growth from mid-sized companies. A key risk is that mid-cap stocks can be more volatile than large companies, so the ETF’s value can go up and down with the market.
How much will it cost me?The Vanguard S&P Mid-Cap 400 ETF (IVOO) has an expense ratio of 0.07%, which means you’ll pay $0.70 per year for every $1,000 invested. This is lower than average because it is a passively managed fund that tracks the S&P MidCap 400 Index, keeping costs down for investors.
What would affect this ETF?IVOO's focus on mid-sized U.S. companies positions it to benefit from economic growth and innovation, particularly in sectors like Industrials and Technology, which are heavily weighted in the ETF. However, rising interest rates or economic slowdowns could negatively impact mid-cap stocks, especially in cyclical sectors like Consumer Cyclical and Financials. Regulatory changes or sector-specific challenges in industries such as Health Care or Real Estate may also influence performance.
IVOO Top 10 Holdings
IVOO’s story is all about U.S. mid-caps, with industrials and tech quietly steering the ship. High-fliers like Carpenter Technology, ATI, and TechnipFMC have been rising steadily, giving the fund a lift from aerospace, defense, and energy-related themes. On the tech side, MKS Instruments and Illumina have also been strong contributors, though names like Entegris and nVent Electric are showing more mixed, sometimes lagging momentum. Overall, the ETF leans into U.S. industrial and semiconductor-linked growth, with no single stock dominating but several leaders setting the pace.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Twilio | 0.86% | $50.59M | $28.57B | 48.02% | 70 Neutral | |
| Carpenter Technology | 0.84% | $49.51M | $26.36B | 101.98% | 75 Outperform | |
| MKS | 0.82% | $48.52M | $17.40B | 208.15% | 75 Outperform | |
| Curtiss-Wright | 0.76% | $45.22M | $25.10B | 46.19% | 74 Outperform | |
| Entegris | 0.75% | $44.30M | $16.32B | 49.26% | 66 Neutral | |
| nVent Electric | 0.75% | $44.29M | $21.61B | 84.65% | 76 Outperform | |
| ATI | 0.73% | $43.45M | $24.28B | 136.42% | 78 Outperform | |
| Illumina | 0.73% | $42.96M | $29.48B | 99.68% | 71 Outperform | |
| TechnipFMC | 0.72% | $42.70M | $28.60B | 89.50% | 80 Outperform | |
| Sterling Infrastructure | 0.70% | $41.60M | $15.17B | 117.02% | 71 Outperform |
IVOO Technical Analysis
Neutral
―
Price Trends
127.31
Positive
123.11
Positive
118.37
Positive
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IVOO, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 127.84, equal to the 50-day MA of 127.31, and equal to the 200-day MA of 118.37, 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 Neutral sentiment for IVOO.
IVOO Peer Comparison
Comparison Results
Performance Comparison
IVOO
Vanguard S&P Mid-Cap 400 ETF
127.36
23.69
22.85%
IJH
iShares Core S&P Mid-Cap ETF
―
―
―
MDY
SPDR S&P Midcap 400 ETF Trust
―
―
―
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
―
―
―
FMDE
Fidelity Enhanced Mid Cap ETF
―
―
―
XMMO
Invesco S&P MidCap Momentum 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: ―
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