Vanguard Sp Mid Cap Etf Profile

IVOG Etf  USD 113.45  0.32  0.28%   

Performance

19 of 100

 
Low
 
High
Solid

Odds Of Distress

Less than 9

 
100  
 
Zero
Low
Vanguard is trading at 113.45 as of the 29th of March 2024. This is a 0.28 percent up since the beginning of the trading day. The etf's lowest day price was 113.36. Vanguard has less than a 9 % chance of experiencing financial distress in the next few years and had a solid performance during the last 90 days. Equity ratings for Vanguard SP Mid Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of February 2024 and ending today, the 29th of March 2024. Click here to learn more.
The fund employs an indexing investment approach designed to track the performance of the SP MidCap 400 Growth Index, which represents the growth companies, as determined by the index sponsor, of the SP MidCap 400 Index. SP Midcap is traded on NYSEARCA Exchange in the United States.. More on Vanguard SP Mid Cap

Moving together with Vanguard Etf

  0.99VOT Vanguard Mid-Cap GrowthPairCorr
  0.98IWP IShares Russell Mid-CapPairCorr
  1.0IJK IShares SP Mid-CapPairCorr
  0.75KOMP SPDR Kensho NewPairCorr
  1.0MDYG SPDR SP 400PairCorr
  0.98IMCG IShares MorningstarPairCorr

Vanguard Etf Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Vanguard's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Vanguard or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Thematic Ideas
(View all Themes)
Business ConcentrationSize And Style ETFs, Mid Cap ETFs, Mid-Cap Growth, Vanguard (View all Sectors)
IssuerVanguard
Inception Date2010-09-07
BenchmarkS&P MidCap 400 Growth Index
Entity TypeRegulated Investment Company
Asset Under Management1.01 Billion
Average Trading Valume32,874.7
Asset TypeEquity
CategorySize and Style
FocusMid Cap
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorThe Vanguard Group, Inc.
AdvisorThe Vanguard Group, Inc.
CustodianJPMorgan Chase Bank, N.A.
DistributorVanguard Marketing Corporation
Portfolio ManagerKenny Narzikul, Awais Khan
Transfer AgentThe Vanguard Group, Inc.
Fiscal Year End31-Aug
ExchangeNYSE Arca, Inc.
Number of Constituents247
Market MakerVirtu Financial
Total Expense0.15
Management Fee0.13
Country NameUSA
Returns Y T D15.17
NameVanguard SP Mid-Cap 400 Growth Index Fund ETF Shares
Currency CodeUSD
Open FigiBBG0015VYSH6
In Threey Volatility20.35
1y Volatility18.74
200 Day M A95.8098
50 Day M A104.68
CodeIVOG
Updated At28th of March 2024
Currency NameUS Dollar
Vanguard SP Mid Cap [IVOG] is traded in USA and was established 2010-09-07. The fund is listed under Mid-Cap Growth category and is part of Vanguard family. The entity is thematically classified as Size And Style ETFs. Vanguard SP Mid-Cap currently have 777.8 M in assets under management (AUM). , while the total return for the last 3 years was 6.1%.
Check Vanguard Probability Of Bankruptcy

Geographic Allocation (%)

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Vanguard Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vanguard Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vanguard SP Mid Cap Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Vanguard SP Mid Cap Etf Constituents

ZBRAZebra TechnologiesStockInformation Technology
FDSFactSet Research SystemsStockFinancials
PKGPackaging CorpStockMaterials
SIVBSVB Financial GroupStockFinancials
LYVLive Nation EntertainmentStockCommunication Services
LIILennox InternationalStockIndustrials
PTCPTC IncStockInformation Technology
More Details

Vanguard Target Price Odds Analysis

In reference to a normal probability distribution, the odds of Vanguard jumping above the current price in 90 days from now is under 4%. The Vanguard SP Mid Cap probability density function shows the probability of Vanguard etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days the etf has a beta coefficient of 1.412. This usually indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Vanguard will likely underperform. Additionally, vanguard SP Mid Cap has an alpha of 0.0319, implying that it can generate a 0.0319 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 113.45HorizonTargetOdds Above 113.45
96.54%90 days
 113.45 
3.41%
Based on a normal probability distribution, the odds of Vanguard to move above the current price in 90 days from now is under 4 (This Vanguard SP Mid Cap probability density function shows the probability of Vanguard Etf to fall within a particular range of prices over 90 days) .

Vanguard Top Holders

WIZMerlynAI CorpEtfModerate Allocation
NAVAXNavigator Equity HedgedMutual FundLong-Short Equity
NAVCXNavigator Equity HedgedMutual FundLong-Short Equity
NAVIXNavigator Equity HedgedMutual FundLong-Short Equity
More Details

Vanguard SP Mid-Cap Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Vanguard market risk premium is the additional return an investor will receive from holding Vanguard long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Vanguard. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Vanguard's alpha and beta are two of the key measurements used to evaluate Vanguard's performance over the market, the standard measures of volatility play an important role as well.

Vanguard Against Markets

Picking the right benchmark for Vanguard etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Vanguard etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Vanguard is critical whether you are bullish or bearish towards Vanguard SP Mid Cap at a given time. Please also check how Vanguard's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Vanguard without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Portfolio Anywhere Now

   

Portfolio Anywhere

Track or share privately all of your investments from the convenience of any device
All  Next Launch Module

How to buy Vanguard Etf?

Before investing in Vanguard, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Vanguard. To buy Vanguard etf, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Vanguard. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Vanguard etf. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Vanguard SP Mid Cap etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Vanguard SP Mid Cap etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as Vanguard SP Mid Cap, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Vanguard Etf please use our How to Invest in Vanguard guide.

Already Invested in Vanguard SP Mid Cap?

The danger of trading Vanguard SP Mid Cap is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Vanguard is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Vanguard. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Vanguard SP Mid-Cap is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Vanguard SP Mid-Cap is a strong investment it is important to analyze Vanguard's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Vanguard's future performance. For an informed investment choice regarding Vanguard Etf, refer to the following important reports:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Vanguard SP Mid Cap. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in persons.
You can also try the Global Correlations module to find global opportunities by holding instruments from different markets.

Complementary Tools for Vanguard Etf analysis

When running Vanguard's price analysis, check to measure Vanguard's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Vanguard is operating at the current time. Most of Vanguard's value examination focuses on studying past and present price action to predict the probability of Vanguard's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Vanguard's price. Additionally, you may evaluate how the addition of Vanguard to your portfolios can decrease your overall portfolio volatility.
Economic Indicators
Top statistical indicators that provide insights into how an economy is performing
Bond Analysis
Evaluate and analyze corporate bonds as a potential investment for your portfolios.
Commodity Channel
Use Commodity Channel Index to analyze current equity momentum
Investing Opportunities
Build portfolios using our predefined set of ideas and optimize them against your investing preferences
Idea Optimizer
Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital
Portfolio Center
All portfolio management and optimization tools to improve performance of your portfolios
Portfolio Backtesting
Avoid under-diversification and over-optimization by backtesting your portfolios
AI Investment Finder
Use AI to screen and filter profitable investment opportunities
The market value of Vanguard SP Mid-Cap is measured differently than its book value, which is the value of Vanguard that is recorded on the company's balance sheet. Investors also form their own opinion of Vanguard's value that differs from its market value or its book value, called intrinsic value, which is Vanguard's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Vanguard's market value can be influenced by many factors that don't directly affect Vanguard's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Vanguard's value and its price as these two are different measures arrived at by different means. Investors typically determine if Vanguard is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vanguard's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.