IVOO ETF Analysis: S&P Mid-Cap 400 Shares | NYSE

Mid-Cap Blend | NYSE, USA | Market Cap: 3.784m USD | 12M Return: 20.2% | Charts, Fundamentals & Technical Analysis

Mid Cap Stocks, Index Tracking, US Equities, Equity Exposure
Total Rating 60
Safety 61
Buy Signal -0.04
Mid-Cap Blend
Category Rotation: -8.0
TER: 0.10%
AUM: 3.78B
Avg Turnover: 10.6M
Risk 3d forecast
Volatility15.5%
VaR 5th Pctl2.74%
VaR vs Median-1.60%
Reward TTM
Sharpe Ratio0.98
Rel. Str. IBD54.6
Rel. Str. Peer Group56.8
Character TTM
Beta0.990
Beta Downside1.047
Hurst Exponent0.490
Drawdowns 3y
Max DD24.08%
CAGR/Max DD0.55
CAGR/Mean DD3.11

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.8% 27
Feb +0.6% 14
Mar -1.2% 16
Apr -0.4% 14
May +0.2% 16
Jun +0.2% 13
Jul +1.1% 34
Aug -1.7% 27
Sep -2.5% 39
Oct -0.9% 20
Nov +2.3% 47
Dec -1.0% 19

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: IVOO S&P Mid-Cap 400 Shares

Vanguard S&P Mid-Cap 400 Index Fund ETF Shares (IVOO) is a passively managed exchange-traded fund designed to mirror the performance of the S&P MidCap 400 Index, which tracks 400 mid-sized U.S. companies positioned between large-cap and small-cap stocks in terms of market capitalization. The fund follows a full replication strategy, holding each constituent stock in roughly the same weight as its representation in the underlying benchmark. Launched in September 2010, IVOO falls within the mid-cap blend category, offering investors diversified exposure to the middle segment of the U.S. equity market through Vanguards low-cost indexing approach.

Headlines to Watch Out For
  • Fed rate path drives mid-cap earnings and valuation outlook
  • S&P Mid-Cap 400 rebalancing shifts sector and stock weightings
  • Competition from cheaper mid-cap ETFs pressures fund AUM growth
What is the price of IVOO shares?

As of July 23, 2026, the stock is trading at USD 128.13 with a total of 83,940 shares traded. Over the past week, the price has changed by +0.08%, over one month by -0.47%, over three months by +4.48% and over the past year by +20.16%.

Current recommended Stop Loss: 125.90 (which is 1.7% or 1.4 ATR below the current price).

Is IVOO a buy, sell or hold?

S&P Mid-Cap 400 Shares has no consensus analysts rating.