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Upturn AI SWOT - About
Vanguard S&P Mid-Cap 400 Growth Index Fund ETF Shares (IVOG)
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Upturn Advisory Summary
10/24/2025: 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.
Analysis of Past Performance
Type ETF | Historic Profit 17.86% | Avg. Invested days 59 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.15 | 52 Weeks Range 89.23 - 123.76 | Updated Date 06/29/2025 |
52 Weeks Range 89.23 - 123.76 | Updated Date 06/29/2025 |
Upturn AI SWOT
Vanguard S&P Mid-Cap 400 Growth Index Fund ETF Shares
ETF Overview
Overview
Vanguard S&P Mid-Cap 400 Growth Index Fund ETF Shares (IVOG) seeks to track the investment results of the S&P Mid-Cap 400 Growth Index, which measures the performance of the mid-capitalization growth sector of the U.S. equity market. The fund focuses on companies exhibiting growth characteristics. Its asset allocation consists primarily of stocks, and the investment strategy involves passively replicating the target index.
Reputation and Reliability
Vanguard is highly regarded for its low-cost, passively managed funds and has a strong reputation for reliability and investor-centric focus.
Management Expertise
Vanguard has extensive experience in managing index-tracking ETFs with a well-established and experienced management team.
Investment Objective
Goal
To track the performance of the S&P Mid-Cap 400 Growth Index.
Investment Approach and Strategy
Strategy: The fund aims to replicate the S&P Mid-Cap 400 Growth Index.
Composition The ETF holds primarily stocks of mid-capitalization U.S. companies exhibiting growth characteristics.
Market Position
Market Share: IVOG has a notable market share within the mid-cap growth ETF segment.
Total Net Assets (AUM): 1654000000
Competitors
Key Competitors
- IWP
- IJH
Competitive Landscape
The mid-cap growth ETF market is competitive, with several established players. IVOG benefits from Vanguard's low-cost structure and brand recognition, which are advantages. Competitors may offer slightly different index methodologies or sector tilts.
Financial Performance
Historical Performance: Historical performance data needs to be sourced externally. The ETF's returns will vary based on market conditions.
Benchmark Comparison: The ETF's performance should closely track the S&P Mid-Cap 400 Growth Index, with minor deviations due to expense ratio and tracking error.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
IVOG generally exhibits good liquidity with a healthy average trading volume.
Bid-Ask Spread
The bid-ask spread for IVOG is typically tight, reflecting its liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment towards growth stocks affect IVOG's performance.
Growth Trajectory
IVOG's growth trajectory depends on the performance of mid-cap growth companies and broader market trends. There are generally no major changes to strategy or holdings unless the underlying index methodology changes.
Moat and Competitive Advantages
Competitive Edge
IVOG's competitive edge lies in Vanguard's low-cost leadership, a well-established brand, and the efficiency of its index-tracking methodology. These factors create a cost advantage for investors seeking exposure to mid-cap growth stocks. Vanguard's reputation for low fees attracts investors, and the fund's structure enables efficient replication of the S&P Mid-Cap 400 Growth Index. This combination makes IVOG a compelling option for investors.
Risk Analysis
Volatility
IVOG's volatility reflects the volatility of the mid-cap growth stock market segment, which can be higher than the overall market.
Market Risk
IVOG is subject to market risk, including the risk of declines in the value of its underlying holdings due to economic downturns or sector-specific challenges.
Investor Profile
Ideal Investor Profile
The ideal investor for IVOG is one seeking exposure to mid-cap growth stocks as part of a diversified portfolio, with a long-term investment horizon.
Market Risk
IVOG is suitable for long-term investors and passive index followers who want to participate in the growth potential of mid-sized U.S. companies.
Summary
Vanguard S&P Mid-Cap 400 Growth Index Fund ETF Shares (IVOG) offers investors a cost-effective way to access the mid-cap growth segment of the U.S. equity market. Its performance is tied to the S&P Mid-Cap 400 Growth Index, providing a transparent and predictable investment experience. The ETF benefits from Vanguard's low-cost structure and strong reputation, making it an attractive choice for passive investors. However, investors should be aware of the volatility associated with mid-cap growth stocks and consider their risk tolerance before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard Official Website
- Morningstar
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions and investment performance are subject to change.
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 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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.