(IVOO) Vanguard S&P Mid-Cap 400 - Ratings and Ratios

Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US9219328856 • Mid-Cap Blend

IVOO: Stocks, Mid-Size, US, Companies

The Vanguard S&P Mid-Cap 400 Index Fund ETF Shares (IVOO) is designed to mirror the performance of the S&P MidCap 400 Index, which focuses on mid-sized U.S. companies. These businesses typically fall between large-cap and small-cap in market capitalization, offering a balance of growth potential and stability compared to smaller firms.

The fund operates with a passive management approach, aiming to replicate the index by holding stocks in proportions that align with their weights in the S&P MidCap 400. This strategy minimizes tracking error and ensures low turnover, contributing to its cost-effectiveness. Vanguards expertise in index replication is well-regarded, with a track record of delivering returns closely aligned with their target indices.

With an AUM of over $2.5 billion, IVOO is structured as an ETF on the NYSE Arca, providing the flexibility and transparency typical of exchange-traded funds. This structure allows for efficient trading throughout the day, appealing to both individual and institutional investors seeking mid-cap exposure.

For investors and fund managers, IVOO offers a diversified portfolio of 400 mid-cap stocks, representing a range of sectors. It serves as a strategic addition for those seeking to capitalize on the growth potential of mid-sized companies without the higher volatility often associated with small-cap investments. The funds low expense ratio further enhances its appeal, making it a cost-efficient choice for long-term investment strategies.

Additional Sources for IVOO ETF

IVOO ETF Overview

Market Cap in USD 2,519m
Category Mid-Cap Blend
TER 0.10%
IPO / Inception 2010-09-07

IVOO ETF Ratings

Growth 5y 74.5%
Fundamental -
Dividend 59.5%
Rel. Strength Industry -9.76
Analysts -
Fair Price Momentum 90.35 USD
Fair Price DCF -

IVOO Dividends

Dividend Yield 12m 1.52%
Yield on Cost 5y 3.04%
Annual Growth 5y 10.21%
Payout Consistency 98.4%

IVOO Growth Ratios

Growth Correlation 3m -46.7%
Growth Correlation 12m 80.9%
Growth Correlation 5y 75.6%
CAGR 5y 14.57%
CAGR/Max DD 5y 0.51
Sharpe Ratio 12m 0.03
Alpha -11.33
Beta 1.03
Volatility 21.22%
Current Volume 104.7k
Average Volume 20d 95.8k
What is the price of IVOO stocks?
As of March 09, 2025, the stock is trading at USD 101.23 with a total of 104,732 shares traded.
Over the past week, the price has changed by -3.50%, over one month by -6.71%, over three months by -9.39% and over the past year by +2.25%.
Is Vanguard S&P Mid-Cap 400 a good stock to buy?
Yes. Based on ValueRay Analyses, Vanguard S&P Mid-Cap 400 (NYSE ARCA:IVOO) is currently (March 2025) a good stock to buy. It has a ValueRay Growth Rating of 74.51 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IVOO as of March 2025 is 90.35. This means that IVOO is currently overvalued and has a potential downside of -10.75%.
Is IVOO a buy, sell or hold?
Vanguard S&P Mid-Cap 400 has no consensus analysts rating.
What are the forecast for IVOO stock price target?
According to ValueRays Forecast Model, IVOO Vanguard S&P Mid-Cap 400 will be worth about 105.5 in March 2026. The stock is currently trading at 101.23. This means that the stock has a potential upside of +4.23%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 105.5 4.2%