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)
AUM3.84B
RegionNorth America
Expense Ratio0.07%
Beta0.91
IssuerVanguard
Inception DateSep 07, 2010
Dividend Yield1.21%
Asset ClassEquity
Index TrackedS&P Mid Cap 400
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume68,373
30 Day Avg. Volume79,397
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
155.54Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering400
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 is riding a wave of strength from fast-growing mid-cap names like Illumina, Twilio, ATI, and Pure Storage, all of which have been rising and giving the fund a solid tech and innovation tilt despite its broad mandate. Industrial players such as TechnipFMC and nVent Electric add steady support, though recent mixed trading has kept their impact more muted. On the flip side, Curtiss-Wright, Carpenter Technology, and XPO have been lagging, acting as a bit of a speed bump. Overall, it’s a U.S.-only, mid-cap blend with notable exposure to technology and industrials.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Twilio | 1.00% | $58.89M | $36.69B | 120.41% | 70 Neutral | |
| Illumina | 0.90% | $53.22M | $34.57B | 137.97% | 71 Outperform | |
| TechnipFMC | 0.87% | $51.31M | $28.54B | 85.57% | 80 Outperform | |
| Everpure | 0.82% | $48.29M | $32.53B | 13.78% | 64 Neutral | |
| Okta | 0.81% | $47.77M | $32.89B | 103.01% | 75 Outperform | |
| ATI | 0.78% | $45.89M | $25.82B | 141.78% | 78 Outperform | |
| nVent Electric | 0.68% | $40.15M | $23.90B | 49.67% | 76 Outperform | |
| Carpenter Technology | 0.66% | $38.98M | $20.41B | 66.90% | 75 Outperform | |
| US Foods Holding | 0.64% | $38.01M | $20.01B | 17.41% | 74 Outperform | |
| Tenet Healthcare | 0.64% | $37.72M | $21.40B | 44.86% | 74 Outperform |
IVOO Technical Analysis
Negative
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Price Trends
128.40
Negative
127.09
Negative
121.77
Positive
Market Momentum
-1.41
Positive
35.40
Neutral
22.89
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IVOO, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 126.94, equal to the 50-day MA of 128.40, and equal to the 200-day MA of 121.77, indicating a neutral trend. The MACD of -1.41 indicates Positive momentum. The RSI at 35.40 is Neutral, neither overbought nor oversold. The STOCH value of 22.89 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IVOO.
IVOO Peer Comparison
Comparison Results
Performance Comparison
IVOO
Vanguard S&P Mid-Cap 400 ETF
123.96
14.02
12.75%
IJH
iShares Core S&P Mid-Cap ETF
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―
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MDY
SPDR S&P Midcap 400 ETF Trust
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SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
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FMDE
Fidelity Enhanced Mid Cap ETF
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XMMO
Invesco S&P MidCap Momentum 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.
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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