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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
08/14/2025: IVOG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 16.48% | Avg. Invested days 52 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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
The 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. It focuses on stocks exhibiting growth characteristics and provides exposure to medium-sized U.S. companies.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer with a long track record of providing low-cost, index-based investment products.
Management Expertise
Vanguard has extensive experience and expertise in managing index funds and ETFs, with a strong focus on efficient portfolio management and minimizing tracking error.
Investment Objective
Goal
The fund seeks to track the investment results of the S&P Mid-Cap 400 Growth Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, attempting to replicate the performance of the S&P Mid-Cap 400 Growth Index.
Composition The ETF primarily holds stocks of mid-sized U.S. companies that exhibit growth characteristics. The underlying index selects companies based on factors such as earnings growth, sales growth, and momentum.
Market Position
Market Share: IVOG holds a significant market share within the mid-cap growth ETF segment.
Total Net Assets (AUM): 1860000000
Competitors
Key Competitors
- IWP
- RPG
- XJH
Competitive Landscape
The mid-cap growth ETF market is competitive, with several providers offering similar index-tracking funds. IVOG benefits from Vanguard's low-cost structure, which can give it a competitive edge. However, other ETFs might have different tracking methodologies or slightly different sector exposures, which can impact performance.
Financial Performance
Historical Performance: Historical performance data should be obtained from financial data providers. Review performance over 1-year, 3-year, 5-year, and 10-year periods.
Benchmark Comparison: Compare IVOG's performance to the S&P Mid-Cap 400 Growth Index to assess its tracking effectiveness.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
IVOG generally exhibits good liquidity with a reasonable average daily trading volume facilitating easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread is typically narrow, indicating efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards growth stocks can significantly impact IVOG's performance. Sector-specific trends within the mid-cap space also play a role.
Growth Trajectory
IVOG's growth trajectory depends on the overall performance of the mid-cap growth segment and its ability to accurately track the S&P Mid-Cap 400 Growth Index.
Moat and Competitive Advantages
Competitive Edge
IVOG's competitive advantage lies primarily in Vanguard's low-cost structure, which minimizes expenses for investors. The fund's adherence to a well-defined index (S&P Mid-Cap 400 Growth) also provides transparency and predictability. Vanguard's brand reputation and extensive experience in index investing further contribute to its competitive positioning. This results in a compelling option for investors seeking efficient exposure to mid-cap growth stocks.
Risk Analysis
Volatility
IVOG's volatility is expected to be similar to that of the S&P Mid-Cap 400 Growth Index. Growth stocks, in general, tend to be more volatile than value stocks.
Market Risk
IVOG is subject to market risk, meaning its value can fluctuate based on overall market conditions and investor sentiment towards mid-cap growth stocks. Sector-specific risks within the mid-cap universe also apply.
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking exposure to mid-cap growth stocks as part of a diversified portfolio. Investors should be comfortable with moderate levels of volatility.
Market Risk
IVOG is suitable for long-term investors and passive index followers who want to gain exposure to the mid-cap growth segment of the U.S. equity market.
Summary
The Vanguard S&P Mid-Cap 400 Growth Index Fund ETF Shares (IVOG) offers a cost-effective way to track the S&P Mid-Cap 400 Growth Index. Its low expense ratio and passive management strategy make it a compelling option for investors seeking exposure to mid-sized U.S. companies with growth characteristics. Investors should be aware of the inherent volatility associated with growth stocks and consider their own risk tolerance and investment horizon. Overall, IVOG is a well-managed and efficient ETF suitable for long-term, passive investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard Official Website
- Morningstar
- ETF.com
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data are estimates and may vary based on the source.
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.