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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
07/31/2025: IVOO (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 13.32% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/31/2025 |
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 investment results of the S&P MidCap 400 Index, a benchmark for mid-sized U.S. companies. It offers broad exposure to the mid-cap segment of the U.S. equity market, providing diversification and growth potential. The fund employs a passive management strategy, aiming to replicate the index's performance.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer known for its low-cost, index-tracking investment products and a long history of strong performance.
Management Expertise
Vanguard has extensive experience in managing index funds, with a dedicated team of professionals focused on maintaining accurate index replication and efficient operations.
Investment Objective
Goal
To track the investment results of the S&P MidCap 400 Index.
Investment Approach and Strategy
Strategy: Tracks a specific index, the S&P MidCap 400 Index.
Composition Primarily holds stocks of mid-sized U.S. companies.
Market Position
Market Share: IVOO has a significant market share within the mid-cap ETF segment.
Total Net Assets (AUM): 1648000000
Competitors
Key Competitors
- IJH
- MDY
- XJH
Competitive Landscape
The mid-cap ETF market is competitive, with several large players offering similar index-tracking products. IVOO's low expense ratio is a key advantage. Disadvantages include slightly lower AUM compared to larger competitors and therefore potentially slightly higher bid-ask spreads.
Financial Performance
Historical Performance: Historical performance data available from Vanguard's website and various financial data providers.
Benchmark Comparison: The ETF's performance closely tracks the S&P MidCap 400 Index, with slight deviations due to tracking error and expenses.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
IVOO exhibits adequate liquidity with a substantial average daily trading volume, facilitating efficient trading.
Bid-Ask Spread
The bid-ask spread for IVOO is generally tight, reflecting its high liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and sector-specific trends impact the performance of mid-cap companies held by IVOO.
Growth Trajectory
IVOO's growth mirrors the overall performance of the U.S. mid-cap equity market, with adjustments made to holdings to maintain index replication.
Moat and Competitive Advantages
Competitive Edge
IVOO's competitive advantage lies in its low expense ratio, strong brand reputation of Vanguard, and accurate index tracking. This makes it an attractive option for cost-conscious investors seeking broad mid-cap exposure. Vanguard's efficient fund management also contributes to minimizing tracking error. The fund benefits from the economies of scale associated with Vanguard's large AUM.
Risk Analysis
Volatility
IVOO's volatility is generally moderate, reflecting the risk profile of mid-cap equities.
Market Risk
IVOO is subject to market risk, including fluctuations in equity prices due to economic conditions, investor sentiment, and geopolitical events.
Investor Profile
Ideal Investor Profile
The ideal investor for IVOO is someone seeking diversified exposure to U.S. mid-cap stocks and comfortable with moderate market risk.
Market Risk
IVOO is suitable for long-term investors seeking growth potential and passive index followers.
Summary
The Vanguard S&P Mid-Cap 400 Index Fund ETF Shares (IVOO) offers cost-effective access to the mid-cap segment of the U.S. equity market. Its low expense ratio and strong tracking of the S&P MidCap 400 Index make it a compelling choice for passive investors. While it carries the risks associated with equity investments, its broad diversification mitigates some of the individual stock risk. The fund's liquidity ensures ease of trading, further enhancing its appeal.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard's official website
- Morningstar
- Bloomberg
- ETF.com
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Data is current as of the last update and may be 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 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.