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Upturn AI Summary
Vanguard S&P Mid-Cap 400 Index Fund ETF Shares(IVOO)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IVOO
10/28/2026: IVOO (2-star) is currently NOT-A-BUY. Pass it for now.
The Vanguard S&P Mid-Cap 400 Index Fund (IVOO) provides broad, low-cost exposure to the U.S. mid-cap equity market by tracking the S&P MidCap 400 Index. Its primary strengths are its expense efficiency, robust issuer quality, and transparent tracking of a key market segment. It is best used as a core holding within a diversified portfolio to capture potential growth from mid-sized companies. Investors should be aware of the inherent market and volatility risks associated with mid-cap equities compared to larger-cap benchmarks. It is most suitable for long-term investors who have a moderate-to-high risk tolerance and are looking for a passive way to diversify their U.S. equity exposure.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Mid-cap stocks often offer a balance of growth potential that can exceed that of large-cap stocks. |
| Momentum investor | Strong fit while signal remains positive | Mid-cap segments can exhibit strong trends that momentum investors may capitalize on during market upturns. |
| Value investor | Mixed fit | While the index is broad, value investors may prefer funds with explicit value factor tilts. |
| Dividend/Income investor | Mixed fit | The fund provides some income, but it is not specifically designed for high-yield dividend strategies. |
| Low-risk investor | Weak fit | Mid-cap equities generally carry higher volatility than large-cap or broad-market low-volatility indices. |
Investor Profile
Ideal Investor Profile
Investors seeking long-term capital appreciation who want exposure to the U.S. mid-cap segment within a diversified portfolio.
Suitability
Best suited for long-term investors or passive index followers who can tolerate moderate volatility.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Mid-cap stocks historically experience wider price fluctuations than large-cap stocks. |
| Market risk | Medium / high | The fund is fully exposed to systemic market downturns affecting the U.S. economy. |
| Concentration | Low | The index is well-diversified across 400 companies, preventing over-reliance on any single stock. |
| Tracking/expense | Low | Vanguard's operational efficiency ensures minimal tracking error and low cost drag. |
| Liquidity | Low | The underlying securities are generally liquid enough to prevent significant transaction costs. |
| Business/sector quality | Medium | Exposure is broad, meaning the fund is susceptible to sector-specific cyclical downturns. |
Risk Analysis
Volatility
IVOO exhibits moderate-to-high volatility compared to large-cap indices, typical of the mid-cap asset class.
Market Risk
As an equity fund, IVOO is subject to market cycles, with mid-caps often seeing higher sensitivity to economic shifts than large-caps.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Mid-Cap Equities | 99.8 | This provides broad, diversified exposure to the U.S. mid-cap equity market, which historically balances the growth potential of small caps with the stability of large caps. |
| Cash/collateral | Cash and Cash Equivalents | 0.2 | A small portion of the fund is held in cash to manage daily liquidity needs and minor tracking differences. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 25.67% | Avg. Invested days 69 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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