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

ETF | Mid-Cap Blend |

Last Closing

USD 108.94

Change

+0.32 (+0.29)%

Market Cap

USD 2.43B

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.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-18 )

Largest Industry Peers for Mid-Cap Blend

Symbol Name Price(Change) Market Cap
IJH iShares Core S&P Mid-Cap ETF

+0.12 (+0.19%)

USD 91.59B
IWR iShares Russell Mid-Cap ETF

+0.44 (+0.48%)

USD 39.94B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

+1.47 (+0.25%)

USD 24.45B
VXF Vanguard Extended Market Index..

+1.20 (+0.62%)

USD 20.72B
SPMD SPDR Russell Small Cap Complet..

+0.13 (+0.23%)

USD 11.56B
XMHQ Invesco S&P MidCap Quality ETF

+0.20 (+0.20%)

USD 6.10B
JHMM John Hancock Multifactor Mid C..

+0.20 (+0.32%)

USD 4.20B
EQAL Invesco Russell 1000 Equal Wei..

+0.24 (+0.48%)

USD 0.64B
FSMD Fidelity Small-Mid Factor

+0.10 (+0.23%)

USD 0.57B
JPME JPMorgan Diversified Return U...

+0.43 (+0.41%)

USD 0.43B

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 15.93% 44% F 68% D+
Dividend Return 1.02% 29% F 17% F
Total Return 16.95% 39% F 64% D
Trailing 12 Months  
Capital Gain 26.40% 63% D 73% C
Dividend Return 1.63% 58% F 22% F
Total Return 28.03% 53% F 71% C-
Trailing 5 Years  
Capital Gain 61.61% 79% B- 75% C
Dividend Return 8.64% 37% F 23% F
Total Return 70.25% 79% B- 73% C
Average Annual (5 Year Horizon)  
Capital Gain 12.13% 53% F 70% C-
Dividend Return 13.49% 53% F 68% D+
Total Return 1.36% 68% D+ 34% F
Risk Return Profile  
Volatility (Standard Deviation) 24.80% 32% F 45% F
Risk Adjusted Return 54.38% 42% F 71% C-
Market Capitalization 2.43B 42% F 69% C-

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:

There is nothing we particularly like

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.