IVOO - ETF AI Analysis
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Vanguard S&P Mid-Cap 400 ETF (IVOO)
IVOO, the Vanguard S&P Mid-Cap 400 ETF, has a solid overall rating that reflects a portfolio of mid-sized companies with generally strong financial performance and growth prospects. Standout holdings like TechnipFMC, ATI, and United Therapeutics support the fund’s quality through robust earnings, positive outlooks, and bullish trends, while names such as Entegris and nVent Electric introduce some caution due to valuation concerns and weaker technical momentum. The main risk factor is the fund’s exposure to several stocks with high valuations or overbought signals, which could increase volatility if market conditions turn less favorable.
IVOO vs. SPDR S&P 500 ETF (SPY)
- AUM
- 3.84B
- Region
- North America
- Expense Ratio
- 0.07%
- Beta
- 0.89
- Issuer
- Vanguard
- Inception Date
- Sep 07, 2010
- Dividend Yield
- 1.19%
- Asset Class
- Equity
- Index Tracked
- S&P Mid Cap 400
IVOO Summary
IVOO is the Vanguard S&P Mid-Cap 400 ETF, which follows the S&P MidCap 400 Index. This index holds 400 medium‑sized U.S. companies across many sectors, including industrials, technology, and health care. Well-known names in the fund include Twilio and Okta. Investors might consider IVOO if they want to diversify beyond the biggest U.S. stocks and tap into companies that are more established than small caps but still have room to grow. 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?
This ETF has an expense ratio of 0.07%, which means you’ll pay about $0.70 per year for every $1,000 invested. That’s lower than the average ETF because it’s a passively managed fund that simply tracks the S&P MidCap 400 index instead of paying managers to pick individual stocks.
What would affect this ETF?
IVOO focuses on U.S. mid-sized companies across sectors like industrials, technology, and financials, so it could benefit if the U.S. economy grows steadily, business spending rises, and innovation-friendly policies support tech and health care names such as Twilio and Okta. On the downside, higher interest rates, an economic slowdown that hits cyclical areas like industrials and consumer companies, or tighter regulations affecting technology, health care, or financial firms could weigh on the ETF’s future performance.
IVOO Top 10 Holdings
IVOO leans into U.S. mid-cap growth stories, with rising names like Okta and Entegris helping power returns, especially from the tech side of the portfolio. Twilio has been more mixed, bouncing back over the past few months but still feeling a bit shaky in the near term. On the industrial and energy front, TechnipFMC is steadily adding support, while nVent Electric and ATI have recently lost some steam, modestly dragging on performance. Overall, the fund is broadly diversified but clearly tilted toward U.S. industrials and technology as its main engines.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 TWLO | Twilio | 1.32% | $75.10M | $31.49B | 57.07% | 70Neutral |
 OKTA | Okta | 1.02% | $58.08M | $36.40B | 108.26% | 75Outperform |
 FTI | TechnipFMC | 0.78% | $44.54M | $26.74B | 58.53% | 80Outperform |
 NVT | nVent Electric | 0.76% | $43.39M | $20.39B | 15.04% | 76Outperform |
 ATI | ATI | 0.76% | $43.12M | $22.49B | 82.87% | 78Outperform |
 ENTG | Entegris | 0.69% | $39.36M | $23.59B | 67.17% | 66Neutral |
 UTHR | United Therapeutics | 0.68% | $38.86M | $25.68B | 37.08% | 79Outperform |
 XPO | XPO | 0.61% | $34.45M | $22.09B | 38.22% | 70Outperform |
 THC | Tenet Healthcare | 0.60% | $34.41M | $21.75B | 32.42% | 74Outperform |
 SNX | TD SYNNEX Corporation | 0.60% | $34.34M | $18.88B | 48.73% | 73Outperform |
IVOO Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IVOO, the sentiment is Positive. The current price of 125.39 is above the 20-day moving average (MA) of 123.74, above the 50-day MA of 124.68, and above the 200-day MA of 123.06, indicating a bullish trend. The MACD of 0.00 indicates Negative momentum. The RSI at 54.41 is Neutral, neither overbought nor oversold. The STOCH value of 76.21 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IVOO.
IVOO Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| IVOO | $125.39 | $136.00(8.46% Upside) | $3.84B | 0.07% | 70Outperform |
 IJH | $74.13 | $90.78(22.46% Upside) | $123.27B | 0.05% | 73Outperform |
 MDY | $676.25 | $821.98(21.55% Upside) | $25.89B | 0.23% | 70Outperform |
 SPMD | $64.95 | $79.18(21.91% Upside) | $18.68B | 0.03% | 71Outperform |
 FMDE | $41.73 | $49.06(17.57% Upside) | $8.63B | 0.23% | 69Neutral |
 XMMO | $137.31 | $182.25(32.73% Upside) | $6.54B | 0.34% | 71Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| IVOO | Vanguard S&P Mid-Cap 400 ETF | 125.39 | 17.14 | 15.83% | |
| IJH | iShares Core S&P Mid-Cap ETF | 74.13 | 10.18 | 15.91% | |
| MDY | State Street Spdr S&P Midcap 400 Etf Trust | 676.25 | 91.26 | 15.60% | |
| SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 64.95 | 8.94 | 15.96% | |
| FMDE | Fidelity Enhanced Mid Cap ETF | 41.73 | 6.47 | 18.36% | |
| XMMO | Invesco S&P MidCap Momentum ETF | 137.31 | 1.81 | 1.34% |
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.