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Upturn AI SWOT - About
Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares (IVOV)
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Upturn Advisory Summary
10/24/2025: IVOV (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 8.47% | Avg. Invested days 67 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.14 | 52 Weeks Range 78.72 - 103.83 | Updated Date 06/29/2025 |
52 Weeks Range 78.72 - 103.83 | Updated Date 06/29/2025 |
Upturn AI SWOT
Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
ETF Overview
Overview
The Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares (IVOV) seeks to track the performance of the S&P MidCap 400 Value Index, which measures the investment return of mid-capitalization U.S. stocks exhibiting value characteristics. It focuses on the value segment of the mid-cap market, using a market-cap-weighted approach.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer, known for its low-cost index funds and long-term investment focus.
Management Expertise
Vanguard has a strong track record and deep expertise in managing index funds and ETFs.
Investment Objective
Goal
To track the performance of the S&P MidCap 400 Value Index.
Investment Approach and Strategy
Strategy: Tracks the S&P MidCap 400 Value Index.
Composition Primarily holds stocks from the S&P MidCap 400 Value Index.
Market Position
Market Share: IVOV holds a considerable market share within the mid-cap value ETF space.
Total Net Assets (AUM): 4080000000
Competitors
Key Competitors
- IJJ
- RFV
- MVV
Competitive Landscape
The mid-cap value ETF market is moderately competitive. IVOV's competitive advantage lies in Vanguard's low expense ratio. Its disadvantage may be in name recognition compared to larger competitors. Other competitors focus on slightly different weighting schemes or index constructions.
Financial Performance
Historical Performance: Historical performance data is available from fund fact sheets on Vanguard's website.
Benchmark Comparison: IVOV is designed to closely track the S&P MidCap 400 Value Index, so its performance should be highly correlated.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
IVOV exhibits moderate liquidity with a healthy average trading volume, which facilitates ease of trading.
Bid-Ask Spread
The bid-ask spread for IVOV is typically tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards value stocks influence IVOV's performance.
Growth Trajectory
IVOV's growth is tied to the performance of mid-cap value stocks. Holdings are rebalanced to reflect index changes.
Moat and Competitive Advantages
Competitive Edge
IVOV benefits from Vanguard's low-cost leadership, attracting investors seeking efficient exposure to mid-cap value stocks. It offers broad diversification within the mid-cap value segment. The ETF is a simple, well-diversified investment. Investors also choose it as it provides low cost diversification. It effectively mirrors the S&P MidCap 400 Value Index.
Risk Analysis
Volatility
IVOV's volatility is similar to that of the S&P MidCap 400 Value Index.
Market Risk
IVOV is subject to market risk, including the risk of declines in mid-cap value stocks due to economic downturns or changes in investor preferences.
Investor Profile
Ideal Investor Profile
Investors seeking diversified exposure to mid-cap value stocks with a long-term investment horizon.
Market Risk
Suitable for long-term investors and passive index followers.
Summary
The Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares (IVOV) offers low-cost access to the mid-cap value segment of the U.S. stock market. It aims to mirror the performance of the S&P MidCap 400 Value Index and is suitable for long-term investors seeking diversified value exposure. Its main advantage is low expenses. While it may not outperfom active strategies, its cost-effectiveness is a plus for cost-conscious investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard
- Morningstar
- ETFdb.com
Disclaimers:
The data provided is for informational purposes only and does not constitute investment advice. Market conditions can change rapidly, and past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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 Value 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 value 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.