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IVOO
+6.87 · +6.25%
$116.80 · NYSE ARCA

Vanguard S&P Mid-Cap 400 Index Fund ETF Shares (IVOO) ETF Analysis | Mid-Cap Blend

Vanguard · United States
AUM:$3.3B
#– of – in Mid-Cap Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 17.6% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.10% — among the lowest available for this category.

What is IVOO?

The fund employs an indexing investment approach designed to track the performance of the index. The index measures the performance of mid-size companies in the United States.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
IVOO delivered 17.6% over the past year. Historical returns only — past performance is not indicative of future results.
Ultra-Low Expense Ratio
Expense ratio of 0.10% — among the lowest available. Low costs compound favourably over long holding periods.
Broadly Diversified
Top 10 holdings represent just 7.6% of the ETF — exposure spread across many positions.
ETF Information
AUM$3.3B
Expense Ratio0.10%
Dividend Yield1.30%
Holdings400
Inception DateSept 2010
DomicileUnited States
DistributionNA
Index–
ProviderVanguard
Beta1.14
CategoryMid-Cap Blend
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+6.2%
1Y
+16.9%
3Y
+49.4%
5Y
+46.9%
OpenBook InsightIf you had invested £10,000 in IVOO 5 years ago, it would have grown to £14,687 — a gain of £4,687.

Annual Returns

Calendar year performance

IVOO delivered positive returns in 4 of the last 5 calendar years.
YearIVOO
2026 YTD+13.5%
2025+7.6%
2024+14.4%
2023+16.9%
2022-13.4%
CAGR 4yr+5.7%
4/5 positive yearsAvg return: +7.8%Worst year: -13.4% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
12.7%
Low
Momentum
+1.1%
30-day change
Support Level
128.21
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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