(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
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
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 |
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%.
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%.
Vanguard S&P Mid-Cap 400 has no consensus analysts rating.
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% |