IVOVVanguard S&P Mid-Cap 400 Value ETF
IVOV Fund Description
IVOV tracks an index of value-style securities from the Committee-selected S&P MidCap 400.
IVOV Factset Analytics Insight
IVOV is a viable choice to get exposure to midcap value companies. The Underlying Index selects stocks from the S&P MidCap 400 (the parent index) that exhibit these fundamental value characteristics: book value, earnings, and sales to price ratio. The fund's portfolio has a slightly less value exposure due to the S&P Style Indices’ methodology that divide the complete market capitalization of each parent index into growth and value segments resulting in a basket of stocks that overlap with core and growth funds. The underlying index is market cap-weighted and undergoes annual rebalance on the third Friday of December. Like all Vanguard ETFs, IVOV only discloses its holdings monthly, instead of daily.
IVOV MSCI ESG Analytics Insight
Vanguard S&P Mid-Cap 400 Value ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.11 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 Value ETF ranks in the 29th percentile within its peer group and in the 38th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IVOV 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.
IVOV Summary Data
IVOV Portfolio Data
IVOV Index Data
IVOV Portfolio Management
IVOV Tax Exposures
IVOV Fund Structure
IVOV Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IVOV. IVOV is rated a 5 out of 5.
IVOV Sector/Industry Breakdown
IVOV Top 10 Holdings[View All]
IVOV Economic Development
IVOV Performance Statistics
IVOV MSCI ESG Ratings
IVOV Benchmark Comparison Summary
IVOV Benchmark Comparison Market Cap Size