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Vanguard S&P Mid-Cap 400 Growth ETF

IVOG
ETF · Currency in USD
ISIN
US9219328690
CUSIP
921932869
Issuer
Vanguard
Inception Date
Sep 9, 2010
Region
North America (U.S.)
Category
Small Cap Growth Equities
Expense Ratio
0.15%
Index Tracked
S&P MidCap 400 Growth Index
ETF Home Page
investor.vanguard.com
Asset Class
Equity
Asset Class Size
Small-Cap
Asset Class Style
Growth

IVOGPrice Chart


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S&P 500

IVOGPerformance

The chart shows the growth of $10,000 invested in Vanguard S&P Mid-Cap 400 Growth ETF on Sep 10, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $43,739 for a total return of roughly 337.39%. All prices are adjusted for splits and dividends.


IVOG (Vanguard S&P Mid-Cap 400 Growth ETF)
Benchmark (S&P 500)

IVOGReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M2.01%
YTD12.96%
6M25.21%
1Y56.79%
5Y15.90%
10Y12.38%

IVOGMonthly Returns Heatmap


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IVOGSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Vanguard S&P Mid-Cap 400 Growth ETF Sharpe ratio is 2.83. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


IVOG (Vanguard S&P Mid-Cap 400 Growth ETF)
Benchmark (S&P 500)

IVOGDividends

Vanguard S&P Mid-Cap 400 Growth ETF granted a 0.65% dividend yield in the last twelve months, as of May 9, 2021. The annual payout for that period amounted to $1.32 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$1.32$1.32$1.72$1.20$1.24$1.16$1.03$0.79$0.61$0.49$0.33$0.10
Dividend yield
0.65%0.74%1.17%1.01%0.93%1.03%1.04%0.81%0.66%0.70%0.55%0.16%

IVOGDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


IVOG (Vanguard S&P Mid-Cap 400 Growth ETF)
Benchmark (S&P 500)

IVOGWorst Drawdowns

The table below shows the maximum drawdowns of the Vanguard S&P Mid-Cap 400 Growth ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Vanguard S&P Mid-Cap 400 Growth ETF is 39.32%, recorded on Mar 23, 2020. It took 99 trading sessions for the portfolio to recover.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-39.32%Feb 21, 202022Mar 23, 202099Aug 12, 2020121
-25.89%Jul 8, 201162Oct 4, 2011238Sep 13, 2012300
-23.78%Sep 17, 201869Dec 24, 2018234Nov 27, 2019303
-18.24%Aug 18, 2015123Feb 11, 2016102Jul 8, 2016225
-11%Jul 2, 201472Oct 13, 201422Nov 12, 201494
-9.73%Jan 29, 20189Feb 8, 201881Jun 6, 201890
-8.4%May 2, 201133Jun 16, 201114Jul 7, 201147
-8.23%Sep 3, 202015Sep 24, 20209Oct 7, 202024
-8.17%May 22, 201323Jun 24, 201317Jul 18, 201340
-8.02%Feb 16, 202113Mar 4, 20217Mar 15, 202120

IVOGVolatility Chart

Current Vanguard S&P Mid-Cap 400 Growth ETF volatility is 11.61%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


IVOG (Vanguard S&P Mid-Cap 400 Growth ETF)
Benchmark (S&P 500)

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