IVOO
Vanguard S&P Mid-Cap 400 ETFIVOO Fund Description
IVOO tracks a market-cap-weighted index of midcap U.S. companies.
IVOO Factset Analytics Insight
IVOO goes head-to-head with other plain-vanilla mid-cap offerings that track the popular S&P MidCap 400, especially rival funds IJH and MDY. The portfolio differs in market size allocation relative to our benchmark: where our benchmark includes a significant share of large-caps and avoids small-caps, IVOO ignores large-caps entirely and devotes a chunk of its portfolio to small-caps. It also makes some significant sector bets, overweighting financials and going light on consumer cyclicals. IVOO offers decent tradability with generally small spreads, though it's not the most liquid option in the space. Block liquidity is excellent for larger investors. For its basket, IVOO charges a competitive annual fee, and holding costs generally stay in line with that price tag, making it one of the cheaper options in the space.
IVOO MSCI ESG Analytics Insight
Vanguard S&P Mid-Cap 400 ETF has an MSCI ESG Fund Rating of BB based on a score of 4.21 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 ETF ranks in the 23th percentile within its peer group and in the 57th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IVOO 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.
IVOO Charts And Performance
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IVOO Summary Data
IVOO Portfolio Data
IVOO Index Data
IVOO Portfolio Management
IVOO Tax Exposures
IVOO Fund Structure
IVOO Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IVOO. IVOO is rated a 5 out of 5.
IVOO Tradability
IVOO Sector/Industry Breakdown
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IVOO Top 10 Holdings[View All]
IVOO Countries
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IVOO Regions
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IVOO Economic Development
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IVOO Performance Statistics
IVOO MSCI ESG Ratings
IVOO Benchmark Comparison Summary
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IVOO Benchmark Comparison Market Cap Size
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