ducovest

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

ETF | Mid-Cap Blend |

Last Closing

USD 105.3

Change

0.00 (0.00)%

Market Cap

USD 2.28B

Volume

0.06M

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. 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.

Company Website : http://www.vanguard.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-21 )

Largest Industry Peers for Mid-Cap Blend

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IWR iShares Russell Mid-Cap ETF

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MDY SPDR® S&P MIDCAP 400 ETF Trus..

N/A

 USD 22.15B
VXF Vanguard Extended Market Index..

N/A

 USD 20.05B
SPMD SPDR Russell Small Cap Complet..

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 USD 10.86B
XMHQ Invesco S&P MidCap Quality ETF

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 USD 5.30B
JHMM John Hancock Multifactor Mid C..

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 USD 3.97B
EQAL Invesco Russell 1000 Equal Wei..

N/A

 USD 0.61B
FSMD Fidelity Small-Mid Factor

N/A

 USD 0.47B
JPME JPMorgan Diversified Return U...

N/A

 USD 0.41B

ETFs Containing IVOO

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 12.06% 44% F 64% D
Dividend Return 0.64% 41% F 14% F
Total Return 12.70% 33% F 58% F
Trailing 12 Months  
Capital Gain 24.60% 50% F 70% C-
Dividend Return 1.53% 78% C+ 26% F
Total Return 26.13% 50% F 67% D+
Trailing 5 Years  
Capital Gain 59.73% 72% C 75% C
Dividend Return 7.99% 78% C+ 26% F
Total Return 67.71% 89% A- 74% C
Average Annual (5 Year Horizon)  
Capital Gain 12.78% 78% C+ 74% C
Dividend Return 14.15% 78% C+ 72% C
Total Return 1.37% 67% D+ 32% F
Risk Return Profile  
Volatility (Standard Deviation) 23.61% 33% F 44% F
Risk Adjusted Return 59.91% 50% F 77% C+
Market Capitalization 2.28B 42% F 68% D+

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:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.