ducovest

IVOG:ARCA-Vanguard S&P Mid-Cap 400 Growth (USD)

ETF | Mid-Cap Growth | NYSE Arca

Last Closing

USD 107.36

Change

0.00 (0.00)%

Market Cap

USD 0.52B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization growth stocks in the United States. The fund employs an indexing investment approach designed to track the performance of the S&P MidCap 400? Growth 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.

Company Website : www.vanguard.com

Currency: USD

Country : USA

Inception Date: 07/09/2010

Primary Benchmark: S&P MidCap 400 Growth TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.2%

Management Expense Ratio: 0.20 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
TARS Tarsus Pharmaceuticals Inc 1.06 %
AUTL Autolus Therapeutics Ltd 1.06 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-07 )

Largest Industry Peers for Mid-Cap Growth

Symbol Name Mer Price(Change) Market Cap
IWP iShares Russell Mid-Cap Growth.. 0.24 %

N/A

 USD 15.96B
VOT Vanguard Mid-Cap Growth Index .. 0.07 %

N/A

 USD 14.56B
IJK iShares S&P Mid-Cap 400 Growth.. 0.24 %

N/A

 USD 9.29B
XMMO Invesco S&P MidCap Momentum ET.. 0.39 %

N/A

 USD 2.61B
ETHO Amplify ETF Trust 0.45 %

N/A

 USD 0.18B
CWS AdvisorShares Focused Equity E.. 0.68 %

N/A

 USD 0.18B
IPO Renaissance IPO ETF 0.60 %

N/A

 USD 0.15B
BFOR Barron's 400 ETF 0.65 %

N/A

 USD 0.15B
PEXL Pacer US Export Leaders ETF 0.60 %

N/A

 USD 0.06B
HAIL SPDR S&P Kensho Smart Mobility 0.46 %

N/A

 USD 0.03B

ETFs Containing IVOG

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Growth) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 9.29% 80% B- 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.29% 73% C 61% D-
Trailing 12 Months  
Capital Gain 15.81% 63% D 68% D+
Dividend Return 1.22% 73% C 16% F
Total Return 17.03% 63% D 61% D-
Trailing 5 Years  
Capital Gain 54.08% 63% D 75% C
Dividend Return 4.56% 71% C- 13% F
Total Return 58.63% 63% D 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 11.93% 56% F 73% C
Dividend Return 12.75% 56% F 70% C-
Total Return 0.82% 80% B- 18% F
Risk Return Profile  
Volatility (Standard Deviation) 22.92% 75% C 46% F
Risk Adjusted Return 55.62% 69% C- 74% C
Market Capitalization 0.52B 67% D+ 58% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.