(IVOO) Vanguard S&P Mid-Cap 400 - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US9219328856 • Mid-Cap Blend
IVOO: Mid-Cap, Stocks, ETF, Index, Tracking
The Vanguard S&P Mid-Cap 400 Index Fund ETF Shares (IVOO) is designed to replicate the performance of the S&P MidCap 400 Index, which focuses on mid-size U.S. companies. These companies typically fall between large-cap and small-cap stocks in market capitalization, offering a balance of growth potential and stability. The fund employs a passive management strategy, aiming to track the index by holding stocks in proportions similar to their index weightings. This approach minimizes tracking error and keeps expenses low, aligning with Vanguards reputation for cost-effective index funds.
Based on the provided data, the 3-month forecast indicates that IVOOs price may consolidate between the 20-day SMA (93.52) and 50-day SMA (98.40). The last price of 96.66 suggests it is currently above the 20-day SMA but below the 50 and 200-day SMAs, indicating potential resistance at these levels. The ATR of 2.99 signals moderate volatility, so price fluctuations within this range are expected. The AUM of 2337.97M USD reflects investor confidence, suggesting steady demand. Overall, IVOO is likely to maintain its position as a mid-cap blend ETF, offering exposure to mid-size companies with a mix of value and growth characteristics.
Additional Sources for IVOO ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
IVOO ETF Overview
Market Cap in USD | 2,554m |
Category | Mid-Cap Blend |
TER | 0.10% |
IPO / Inception | 2010-09-07 |
IVOO ETF Ratings
Growth Rating | 60.0 |
Fundamental | - |
Dividend Rating | 58.0 |
Rel. Strength | -8.59 |
Analysts | - |
Fair Price Momentum | 91.81 USD |
Fair Price DCF | - |
IVOO Dividends
Dividend Yield 12m | 1.66% |
Yield on Cost 5y | 3.20% |
Annual Growth 5y | 10.25% |
Payout Consistency | 98.4% |
IVOO Growth Ratios
Growth Correlation 3m | -78.1% |
Growth Correlation 12m | 16.3% |
Growth Correlation 5y | 74.6% |
CAGR 5y | 13.76% |
CAGR/Max DD 5y | 0.57 |
Sharpe Ratio 12m | -0.40 |
Alpha | -9.24 |
Beta | 0.959 |
Volatility | 27.11% |
Current Volume | 63.4k |
Average Volume 20d | 110.8k |
As of May 09, 2025, the stock is trading at USD 99.86 with a total of 63,395 shares traded.
Over the past week, the price has changed by +3.03%, over one month by +15.34%, over three months by -7.80% and over the past year by +1.15%.
Partly, yes. Based on ValueRay Analyses, Vanguard S&P Mid-Cap 400 (NYSE ARCA:IVOO) is currently (May 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 59.96 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IVOO as of May 2025 is 91.81. This means that IVOO is currently overvalued and has a potential downside of -8.06%.
Vanguard S&P Mid-Cap 400 has no consensus analysts rating.
According to ValueRays Forecast Model, IVOO Vanguard S&P Mid-Cap 400 will be worth about 104 in May 2026. The stock is currently trading at 99.86. This means that the stock has a potential upside of +4.15%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 104 | 4.1% |