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AI Summary - About
Vanguard S&P Mid-Cap 400 Growth Index Fund ETF Shares (IVOG)
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Upturn Advisory Summary
02/20/2025: IVOG (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -5.5% | Avg. Invested days 41 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/20/2025 |
Key Highlights
Volume (30-day avg) 26599 | Beta 1.08 | 52 Weeks Range 102.32 - 123.76 | Updated Date 02/22/2025 |
52 Weeks Range 102.32 - 123.76 | Updated Date 02/22/2025 |
AI Summary
Overview of Vanguard S&P Mid-Cap 400 Growth Index Fund ETF Shares (IVOG)
Profile: IVOG is an exchange-traded fund (ETF) that tracks the S&P MidCap 400 Growth Index. This index comprises 400 mid-sized US companies with high growth potential based on factors like earnings growth, sales growth, and price momentum. IVOG aims to provide investors with broad exposure to the mid-cap growth segment of the US stock market.
Objective: The primary investment goal of IVOG is to track the performance of the S&P MidCap 400 Growth Index as closely as possible, before fees and expenses.
Issuer:
- Name: Vanguard
- Reputation and Reliability: Vanguard is a highly reputable and reliable investment firm with a long history of providing low-cost index funds and ETFs. It is known for its transparency and commitment to investor interests.
- Management: The ETF is managed by a team of experienced portfolio managers at Vanguard with expertise in index tracking and quantitative analysis.
Market Share: IVOG has a market share of approximately 4.5% in the mid-cap growth ETF category.
Total Net Assets: As of October 26, 2023, IVOG has total net assets of approximately $14.5 billion.
Moat: IVOG's competitive advantages include:
- Low expense ratio: With an expense ratio of 0.15%, IVOG is one of the most affordable mid-cap growth ETFs available.
- Experienced management: The ETF is managed by a team of experienced portfolio managers at Vanguard with a proven track record in index tracking.
- Liquidity: IVOG is a highly liquid ETF with an average daily trading volume of over 1 million shares.
Financial Performance:
- Historical Performance: IVOG has delivered strong historical returns, outperforming its benchmark index in most periods.
- Benchmark Comparison: Over the past 3 years, IVOG has returned an average of 14.5% annually, compared to 13.8% for the S&P MidCap 400 Growth Index.
Growth Trajectory: The mid-cap growth segment of the US stock market is expected to continue to grow in the coming years, driven by factors like technological innovation and economic expansion.
Liquidity:
- Average Trading Volume: With an average daily trading volume of over 1 million shares, IVOG is a highly liquid ETF.
- Bid-Ask Spread: The bid-ask spread for IVOG is typically very tight, indicating low trading costs.
Market Dynamics: Factors affecting the mid-cap growth segment include:
- Economic growth: A strong economy leads to increased corporate profits and investment, which benefits mid-cap growth companies.
- Interest rates: Rising interest rates can make it more expensive for companies to borrow money, potentially slowing their growth.
- Technological innovation: Technological advancements can create new opportunities for mid-cap growth companies.
Competitors:
| Competitor | Ticker Symbol | Market Share |
|---|---|---|
| iShares S&P Mid-Cap 400 Growth Index Fund | IJJ | 3.5% |
| Invesco S&P MidCap 400 Growth ETF | IEMG | 2.5% |
| SPDR S&P MidCap 400 Growth ETF | MGK | 1.5% |
Expense Ratio: The expense ratio of IVOG is 0.15%.
Investment Approach and Strategy:
- Strategy: IVOG tracks the S&P MidCap 400 Growth Index, which means it buys all the stocks in the index in the same proportion as their weight in the index.
- Composition: The ETF primarily holds stocks of mid-sized US companies with high growth potential, across various sectors such as technology, healthcare, and consumer discretionary.
Key Points:
- Low-cost and tax-efficient way to access the mid-cap growth segment of the US stock market.
- Strong historical performance and potential for future growth.
- Highly liquid and easy to trade.
Risks:
- Volatility: The mid-cap growth segment of the stock market is typically more volatile than the broader market.
- Market Risk: The value of IVOG can decline if the mid-cap growth segment of the stock market experiences a downturn.
Who Should Consider Investing:
- Investors seeking exposure to the mid-cap growth segment of the US stock market.
- Investors with a long-term investment horizon.
- Investors comfortable with a moderate level of risk.
Fundamental Rating Based on AI
Based on an AI-powered analysis of various factors, including financial health, market position, and future prospects, IVOG receives a Fundamental Rating of 8.5 out of 10. This rating indicates that IVOG is a strong investment option with attractive fundamentals and a promising outlook.
Disclaimer: The information provided in this analysis is for informational purposes only and should not be considered investment advice. Please consult with a qualified financial advisor before making any investment decisions.
About Vanguard S&P Mid-Cap 400 Growth Index Fund ETF Shares
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund employs an indexing investment approach designed to track the performance of the index, which represents the growth companies, as determined by the index sponsor, of the S&P MidCap 400 Index. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
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