Vanguard S&P Mid-Cap 400 Growth ETF
IVOG - ETF AI Analysis
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Vanguard S&P Mid-Cap 400 Growth ETF (IVOG)
IVOG, the Vanguard S&P Mid-Cap 400 Growth ETF, has a solid overall rating driven mainly by several mid-cap growth companies with strong financial performance and positive earnings outlooks, such as TechnipFMC, ATI, and United Therapeutics, which support the fund’s quality and growth potential. However, some holdings like Roku and XPO face profitability, valuation, and legal or technical challenges, which can weigh on the fund’s rating. The main risk factor is exposure to higher-valuation growth names and company-specific issues, which may increase volatility even as the overall portfolio remains fundamentally strong.
IVOG vs. SPDR S&P 500 ETF (SPY)
- AUM
- 1.68B
- Region
- North America
- Expense Ratio
- 0.10%
- Beta
- 0.98
- Issuer
- Vanguard
- Inception Date
- Sep 07, 2010
- Dividend Yield
- 0.56%
- Asset Class
- Equity
- Index Tracked
- S&P Mid Cap 400 Growth
IVOG Summary
IVOG is the Vanguard S&P Mid-Cap 400 Growth ETF, which follows the S&P Mid Cap 400 Growth Index. It invests in medium‑sized U.S. companies that are growing quickly, especially in industrials, technology, and health care. Well-known holdings include Twilio and Roku. Investors might consider IVOG if they want long-term growth and diversification beyond the biggest blue-chip stocks, while still avoiding the smallest, riskiest companies. A key risk is that growth-focused mid-cap stocks can be more volatile than large, established companies, so the value of this ETF can go up and down significantly with the market.
How much will it cost me?
IVOG has an expense ratio of 0.10%, which means you’ll pay about $1 per year for every $1,000 invested. This cost is lower than the average ETF because it’s a passively managed fund that simply tracks the S&P MidCap 400 Growth Index instead of paying managers to pick individual stocks.
What would affect this ETF?
IVOG could benefit if the U.S. economy continues to grow, supporting mid-sized industrial, technology, and health care companies like Twilio, Okta, and United Therapeutics, and if interest rates stabilize or fall, which often helps growth-focused stocks. On the downside, higher interest rates, an economic slowdown in the U.S., or tighter regulations on technology and health care could hurt these sectors and make the ETF more volatile.
IVOG Top 10 Holdings
IVOG is leaning into U.S. mid-cap growth with a clear tilt toward tech and industrial innovators. Cloud names like Okta and Twilio have been rising and are doing much of the heavy lifting, while Roku adds a more mixed, stop-and-go contribution from the streaming world. On the industrial side, ATI and TechnipFMC are steady engines, helping balance out weaker, recently lagging names like Curtiss-Wright and nVent Electric. Overall, the fund’s story is about U.S.-based, growth-focused mid-caps, with tech and industrials steering performance.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 TWLO | Twilio | 2.51% | $46.46M | $33.15B | 68.00% | 70Neutral |
 OKTA | Okta | 1.94% | $35.93M | $31.18B | 112.96% | 75Outperform |
 FTI | TechnipFMC | 1.49% | $27.55M | $25.10B | 50.18% | 80Outperform |
 NVT | nVent Electric | 1.45% | $26.85M | $18.18B | 6.52% | 76Outperform |
 ATI | ATI | 1.44% | $26.68M | $24.82B | 91.53% | 78Outperform |
 UTHR | United Therapeutics | 1.30% | $24.04M | $25.07B | 29.71% | 79Outperform |
 XPO | XPO | 1.15% | $21.31M | $21.93B | 36.69% | 70Outperform |
 THC | Tenet Healthcare | 1.15% | $21.29M | $23.10B | 47.73% | 74Outperform |
 ROKU | Roku | 1.12% | $20.80M | $23.93B | 53.14% | 65Neutral |
 CW | Curtiss-Wright | 1.12% | $20.78M | $17.34B | -16.65% | 74Outperform |
IVOG Technical Analysis
Price Trends
Market Momentum
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 137.99 is above the 20-day moving average (MA) of 135.45, above the 50-day MA of 137.23, and above the 200-day MA of 136.66, indicating a bullish trend. The MACD of -0.51 indicates Negative momentum. The RSI at 53.93 is Neutral, neither overbought nor oversold. The STOCH value of 87.29 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
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| IVOG | $137.99 | $151.00(9.43% Upside) | $1.68B | 0.10% | 71Outperform |
 IJK | $110.37 | $138.24(25.26% Upside) | $10.46B | 0.16% | 72Outperform |
 IJJ | $147.71 | $171.63(16.20% Upside) | $8.81B | 0.18% | 70Neutral |
 FMDE | $42.24 | $48.76(15.45% Upside) | $8.83B | 0.23% | 69Neutral |
 IMCG | $94.72 | $114.76(21.15% Upside) | $4.02B | 0.06% | 69Neutral |
 MDYG | $105.35 | $131.34(24.67% Upside) | $2.85B | 0.15% | 71Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 137.99 | 21.03 | 17.98% | |
| IJK | iShares S&P Mid-Cap 400 Growth ETF | 110.37 | 16.41 | 17.47% | |
| IJJ | iShares S&P Mid-Cap 400 Value ETF | 147.71 | 22.06 | 17.56% | |
| FMDE | Fidelity Enhanced Mid Cap ETF | 42.24 | 7.07 | 20.11% | |
| IMCG | iShares Morningstar Mid-Cap Growth ETF | 94.72 | 15.12 | 19.00% | |
| MDYG | SPDR S&P 400 Mid Cap Growth ETF | 105.35 | 15.73 | 17.55% |
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.