(IVOO) S&P Mid-Cap 400 Shares - Overview

ETF Category: Mid-Cap Blend | Exchange: NYSE ARCA (USA) | Market Cap: 3.556m USD | Total Return: 25.4% in 12m

Mid-Cap Stocks, Exchange-Traded Fund, Index Tracking
Total Rating 47
Safety 57
Buy Signal 0.03
Mid-Cap Blend
Category Rotation: +0.5
TER: 0.10%
AUM: 3.56B
Avg Turnover: 8.24M
Risk 3d forecast
Volatility15.4%
VaR 5th Pctl2.71%
VaR vs Median-2.05%
Reward TTM
Sharpe Ratio1.26
Rel. Str. IBD56
Rel. Str. Peer Group40.5
Character TTM
Beta0.982
Beta Downside1.071
Hurst Exponent0.481
Drawdowns 3y
Max DD24.08%
CAGR/Max DD0.66
CAGR/Mean DD3.75

Warnings

No concerns identified

Tailwinds

Supp Ema20

Description: IVOO S&P Mid-Cap 400 Shares

The Vanguard S&P Mid-Cap 400 Index Fund (IVOO) utilizes a full-replication strategy to track the performance of mid-sized U.S. corporations. By holding assets in proportions nearly identical to the S&P Mid-Cap 400 Index, the fund provides exposure to the middle tier of the equity market, positioned between large-cap stability and small-cap growth potential.

Mid-cap companies typically operate with established business models and proven revenue streams but often retain higher growth runways than their large-cap counterparts. This sector frequently serves as a barometer for the domestic economy, as these firms often focus on internal U.S. markets rather than global operations. For deeper insights into historical performance and valuation metrics, consider reviewing the data available on ValueRay.

Headlines to Watch Out For
  • U.S. industrial production growth drives core revenue for mid-cap manufacturing firms
  • Interest rate volatility impacts borrowing costs for mid-sized corporate debt
  • Domestic consumer spending levels determine earnings for mid-cap retail components
  • Institutional rotation from large-cap to mid-cap equities shifts fund capital flows
What is the price of IVOO shares?

As of May 31, 2026, the stock is trading at USD 126.22 with a total of 48,454 shares traded.
Over the past week, the price has changed by +2.33%, over one month by +4.18%, over three months by +4.58% and over the past year by +25.40%.

Is IVOO a buy, sell or hold?

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