IVOG:NYE-Vanguard S&P Mid-Cap 400 Growth Index Fund ETF Shares (USD)

ETF | Mid-Cap Growth |

Last Closing

USD 112.86

Change

-0.04 (-0.04)%

Market Cap

USD 1.02B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund employs an indexing investment approach designed to track the performance of the 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.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-18 )

Largest Industry Peers for Mid-Cap Growth

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

-0.19 (-0.17%)

USD 14.02B
VOT Vanguard Mid-Cap Growth Index ..

-0.54 (-0.23%)

USD 13.54B
IJK iShares S&P Mid-Cap 400 Growth..

-0.05 (-0.06%)

USD 9.62B
XMMO Invesco S&P MidCap Momentum ET..

-0.35 (-0.30%)

USD 2.35B
ETHO Amplify ETF Trust

-0.04 (-0.06%)

USD 0.18B
CWS AdvisorShares Focused Equity E..

-0.33 (-0.49%)

USD 0.17B
IPO Renaissance IPO ETF

+0.10 (+0.24%)

USD 0.15B
BFOR Barron's 400 ETF

+0.08 (+0.12%)

USD 0.14B
PEXL Pacer US Export Leaders ETF

-0.02 (-0.04%)

USD 0.07B
HAIL SPDR S&P Kensho Smart Mobility

-0.20 (-0.71%)

USD 0.04B

ETFs Containing IVOG

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 14.89% 87% B+ 74% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 14.89% 87% B+ 68% D+
Trailing 12 Months  
Capital Gain 23.01% 56% F 73% C
Dividend Return 1.23% 80% B- 17% F
Total Return 24.24% 56% F 70% C-
Trailing 5 Years  
Capital Gain 60.32% 56% F 76% C+
Dividend Return 4.51% 71% C- 13% F
Total Return 64.83% 63% D 73% C
Average Annual (5 Year Horizon)  
Capital Gain 11.99% 56% F 73% C
Dividend Return 12.82% 56% F 70% C-
Total Return 0.83% 80% B- 18% F
Risk Return Profile  
Volatility (Standard Deviation) 22.92% 75% C 45% F
Risk Adjusted Return 55.92% 69% C- 74% C
Market Capitalization 1.02B 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.