Vanguard S&P Mid-Cap 400 Growth ETF (IVOG)
IVOG is a passive ETF by Vanguard tracking the investment results of the S&P MidCap 400 Growth Index. IVOG launched on Sep 7, 2010 and has a 0.15% expense ratio.
ETF Info
| ISIN | US9219328690 |
|---|---|
| CUSIP | 921932869 |
| Issuer | Vanguard |
| Inception Date | Sep 7, 2010 |
| Region | North America (U.S.) |
| Category | Small Cap Growth Equities |
| Index Tracked | S&P MidCap 400 Growth Index |
| Home Page | advisors.vanguard.com |
| Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Growth |
Expense Ratio
The Vanguard S&P Mid-Cap 400 Growth ETF features an expense ratio of 0.15%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Vanguard S&P Mid-Cap 400 Growth ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Vanguard S&P Mid-Cap 400 Growth ETF had a return of 8.26% year-to-date (YTD) and 21.02% in the last 12 months. Over the past 10 years, Vanguard S&P Mid-Cap 400 Growth ETF had an annualized return of 9.93%, which was very close to the S&P 500 benchmark's annualized return of 10.42%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 8.26% | 5.05% |
| 1 month | -5.08% | -4.27% |
| 6 months | 24.80% | 18.82% |
| 1 year | 21.02% | 21.22% |
| 5 years (annualized) | 9.68% | 11.38% |
| 10 years (annualized) | 9.93% | 10.42% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.33% | 9.67% | 5.65% | |||||||||
| 2023 | -4.93% | -4.83% | 7.62% | 7.43% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
Vanguard S&P Mid-Cap 400 Growth ETF(IVOG)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Vanguard S&P Mid-Cap 400 Growth ETF granted a 1.06% dividend yield in the last twelve months. The annual payout for that period amounted to $1.13 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.13 | $1.13 | $0.89 | $0.50 | $0.66 | $0.86 | $0.60 | $0.62 | $0.58 | $0.52 | $0.40 | $0.30 |
Dividend yield | 1.06% | 1.15% | 1.05% | 0.47% | 0.74% | 1.17% | 1.01% | 0.93% | 1.03% | 1.04% | 0.81% | 0.66% |
Monthly Dividends
The table displays the monthly dividend distributions for Vanguard S&P Mid-Cap 400 Growth ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | |||||||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.13 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.89 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.50 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.66 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.86 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.60 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.62 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.58 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.52 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.40 |
| 2013 | $0.30 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Vanguard S&P Mid-Cap 400 Growth ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Vanguard S&P Mid-Cap 400 Growth ETF was 39.32%, occurring on Mar 23, 2020. Recovery took 99 trading sessions.
The current Vanguard S&P Mid-Cap 400 Growth ETF drawdown is 6.27%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -39.32% | Feb 21, 2020 | 22 | Mar 23, 2020 | 99 | Aug 12, 2020 | 121 |
| -29.31% | Nov 17, 2021 | 146 | Jun 16, 2022 | 427 | Feb 29, 2024 | 573 |
| -25.89% | Jul 8, 2011 | 62 | Oct 4, 2011 | 237 | Sep 13, 2012 | 299 |
| -23.78% | Sep 17, 2018 | 69 | Dec 24, 2018 | 234 | Nov 27, 2019 | 303 |
| -18.23% | Aug 18, 2015 | 123 | Feb 11, 2016 | 102 | Jul 8, 2016 | 225 |
Volatility
Volatility Chart
The current Vanguard S&P Mid-Cap 400 Growth ETF volatility is 3.66%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.