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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
10/31/2025: 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.
Analysis of Past Performance
Type ETF | Historic Profit 16.06% | Avg. Invested days 62 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/31/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.14 | 52 Weeks Range 84.56 - 114.28 | Updated Date 06/29/2025 |
52 Weeks Range 84.56 - 114.28 | Updated Date 06/29/2025 |
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 performance of the S&P MidCap 400 Index, representing the U.S. mid-cap stock market. It offers diversified exposure to mid-sized U.S. companies across various sectors, employing a passive investment strategy to mirror the index's composition.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer known for its low-cost, index-tracking ETFs and a strong commitment to investor interests.
Management Expertise
Vanguard's management team possesses extensive expertise in index tracking and passive investment strategies, ensuring efficient replication of the target index.
Investment Objective
Goal
To track the investment results of the S&P MidCap 400 Index, a benchmark for mid-sized U.S. companies.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, attempting to replicate the S&P MidCap 400 Index by investing in all or a representative sample of the index's component stocks.
Composition The ETF primarily holds stocks of mid-sized U.S. companies included in the S&P MidCap 400 Index, diversified across various sectors.
Market Position
Market Share: IVOO holds a significant market share within the mid-cap ETF segment, benefiting from Vanguard's strong brand and low expense ratio.
Total Net Assets (AUM): 5270000000
Competitors
Key Competitors
- IJH
- MDY
- IWR
Competitive Landscape
The mid-cap ETF market is competitive, with several established players. IVOO's advantage lies in its low expense ratio, while competitors may offer slightly different tracking methodologies or sector weightings. However, IVOO offers a strong and reliable way to invest in the mid-cap market.
Financial Performance
Historical Performance: IVOO's historical performance closely mirrors that of the S&P MidCap 400 Index. Past performance is not indicative of future results.
Benchmark Comparison: IVOO is designed to track the S&P MidCap 400 Index, and its performance closely aligns with the index's returns, with minimal tracking error.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
IVOO exhibits moderate liquidity, facilitating relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread for IVOO is typically tight, reflecting its reasonable liquidity and investor demand.
Market Dynamics
Market Environment Factors
IVOO's performance is influenced by overall economic conditions, interest rates, and the growth prospects of mid-sized companies in the U.S. market.
Growth Trajectory
IVOO's growth is tied to the performance of the S&P MidCap 400 Index and inflows into the fund due to its low-cost structure and broad market exposure; no significant changes to strategy or holdings are expected.
Moat and Competitive Advantages
Competitive Edge
IVOO's primary competitive advantage is its extremely low expense ratio, a hallmark of Vanguard's offerings. This cost advantage allows it to deliver returns closely mirroring the S&P MidCap 400 Index at a minimal cost to investors. Vanguard's strong reputation and established track record also contribute to investor confidence. The passive index-tracking strategy ensures transparency and predictable performance relative to the benchmark.
Risk Analysis
Volatility
IVOO's volatility is generally comparable to the S&P MidCap 400 Index, reflecting the inherent volatility of mid-cap stocks, which can be more volatile than large-cap stocks.
Market Risk
IVOO is subject to market risk, meaning its value can fluctuate based on overall market conditions and the performance of the underlying mid-cap stocks.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking diversified exposure to the U.S. mid-cap stock market with a long-term investment horizon.
Market Risk
IVOO is suitable for long-term investors seeking passive index exposure and diversification, but it may also be incorporated as part of an actively managed portfolio.
Summary
The Vanguard S&P Mid-Cap 400 Index Fund ETF Shares (IVOO) offers a low-cost and efficient way to access the performance of mid-sized U.S. companies. It tracks the S&P MidCap 400 Index with minimal tracking error and benefits from Vanguard's strong reputation and low expense ratio. Its moderate liquidity and tight bid-ask spread make it easy to trade, and it is suitable for long-term investors seeking diversified equity exposure, but is exposed to general market risk. IVOO makes up a cornerstone of many diversified portfolios.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Vanguard Official Website
- Morningstar
- ETF.com
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results.
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.
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.