IVOG
Vanguard S&P Mid-Cap 400 Growth ETFIVOG Fund Description
IVOG tracks a market-cap-weighted index of growth companies curated from the S&P 400.
IVOG Factset Analytics Insight
IVOG draws stocks from the S&P MidCap 400 (commonly known as S&P 400) based on three factors: sales growth, valuations and momentum. Although the fund targets US midcaps, it starts selecting constituents further down the market-cap spectrum—IVOG excludes some big midcap holdings, thereby tilting toward smaller firms. The fund's portfolio also has a slightly less growth exposure than some peer funds, as its holdings may overlap with core funds or even value funds. Sector tilts abound as IVOG may heavily overweight some sectors like financials and underweight others like consumer cyclicals. The index is weighted by float-adjusted market cap and rebalanced on a quarterly basis.
IVOG MSCI ESG Analytics Insight
Vanguard S&P Mid-Cap 400 Growth ETF has an MSCI ESG Fund Rating of A based on a score of 6.29 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Vanguard S&P Mid-Cap 400 Growth ETF ranks in the 49th percentile within its peer group and in the 73th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IVOG MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
IVOG Summary Data
IVOG Portfolio Data
IVOG Index Data
IVOG Portfolio Management
IVOG Tax Exposures
IVOG Fund Structure
IVOG Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IVOG. IVOG is rated a 5 out of 5.
IVOG Tradability
IVOG Sector/Industry Breakdown
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IVOG Top 10 Holdings[View All]
IVOG Countries
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IVOG Regions
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IVOG Economic Development
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IVOG Performance Statistics
IVOG MSCI ESG Ratings
IVOG Benchmark Comparison Summary
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IVOG Benchmark Comparison Market Cap Size
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.