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Upturn AI SWOT - About
Vanguard S&P Mid-Cap 400 Index Fund ETF Shares (IVOO)
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Upturn Advisory Summary
04/01/2025: IVOO (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
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit -4.62% | Avg. Invested days 41 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 141630 | Beta 1.11 | 52 Weeks Range 93.73 - 114.67 | Updated Date 04/2/2025 |
52 Weeks Range 93.73 - 114.67 | Updated Date 04/2/2025 |
Upturn AI SWOT
Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
ETF Overview
Overview
The Vanguard S&P Mid-Cap 400 Index Fund ETF Shares (IVOO) seeks to track the investment results of the S&P MidCap 400 Index, representing the performance of mid-sized U.S. companies. It aims for comprehensive mid-cap exposure through a passively managed, market-cap-weighted approach.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer, known for its low-cost, index-tracking investment products.
Management Expertise
Vanguard has extensive experience in managing index funds, with a strong track record of closely tracking its benchmark indices.
Investment Objective
Goal
To track the investment results of the S&P MidCap 400 Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, attempting to replicate the composition and performance of the S&P MidCap 400 Index.
Composition The ETF holds stocks of mid-sized U.S. companies, reflecting the constituents of the S&P MidCap 400 Index.
Market Position
Market Share: IVOO holds a significant market share among mid-cap ETFs.
Total Net Assets (AUM): 15800000000
Competitors
Key Competitors
- IJH
- MDY
- IWR
Competitive Landscape
The mid-cap ETF market is competitive, with IVOO competing with other established players like IJH and MDY. IVOO offers a similar investment strategy with Vanguard's low-cost structure, while competitors may have slight variations in tracking or AUM.
Financial Performance
Historical Performance: Historical performance data is available, varying based on the specific timeframe. It generally mirrors the performance of the S&P MidCap 400 Index.
Benchmark Comparison: The ETF is designed to closely track the S&P MidCap 400 Index, thus its performance should align closely with the benchmark.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
IVOO exhibits moderate liquidity, with a reasonable average daily trading volume, allowing for relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread for IVOO is typically tight, reflecting its moderate liquidity and minimizing trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, and the performance of mid-sized companies influence IVOO. Positive economic growth and favorable conditions for mid-caps generally benefit the ETF.
Growth Trajectory
IVOO's growth trajectory is tied to the overall performance of the mid-cap market and its ability to accurately track the S&P MidCap 400 Index; no strategy changes of note.
Moat and Competitive Advantages
Competitive Edge
IVOO's competitive edge stems from Vanguard's low expense ratio and reputation for efficient index tracking. This cost advantage makes it an attractive option for investors seeking mid-cap exposure. The ETF's passive management and adherence to the S&P MidCap 400 Index provide transparency and predictability. Moreover, Vanguard's brand recognition and investor trust contribute to its market position.
Risk Analysis
Volatility
IVOO's volatility is typical for mid-cap equities, potentially higher than large-cap ETFs but lower than small-cap ETFs.
Market Risk
IVOO is subject to market risk, reflecting the inherent volatility of the stock market and the performance of mid-sized companies. Economic downturns or sector-specific challenges can negatively impact the ETF's value.
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking broad mid-cap exposure for portfolio diversification.
Market Risk
IVOO is suitable for long-term investors and passive index followers looking for cost-effective exposure to mid-cap stocks.
Summary
The Vanguard S&P Mid-Cap 400 Index Fund ETF Shares (IVOO) offers a low-cost and efficient way to access the mid-cap segment of the U.S. equity market. Its passive management strategy ensures close tracking of the S&P MidCap 400 Index, providing investors with diversified exposure. The ETF's liquidity and tight bid-ask spread make it an attractive option for both long-term investors and those seeking tactical asset allocation. However, investors should be aware of the inherent market risk associated with equity investments and the potential for volatility.
Similar Companies
IJH
iShares Core S&P Mid-Cap ETF
IJH
iShares Core S&P Mid-Cap ETF
IWR
iShares Russell Mid-Cap ETF
IWR
iShares Russell Mid-Cap ETF
MDY
SPDR® S&P MIDCAP 400 ETF Trust
MDY
SPDR® S&P MIDCAP 400 ETF Trust
SCHM
Schwab U.S. Mid-Cap ETF
SCHM
Schwab U.S. Mid-Cap ETF
VO
Vanguard Mid-Cap Index Fund ETF Shares
VO
Vanguard Mid-Cap Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- Vanguard's official website
- S&P Dow Jones Indices
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market conditions and other factors may impact the performance of the ETF.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Vanguard S&P Mid-Cap 400 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. The index measures the performance of mid-size companies in the United States. 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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