- ISIN
- US9219328690
- CUSIP
- 921932869
- Issuer
- Vanguard
- Inception Date
- Sep 7, 2010
- Region
- North America (U.S.)
- Category
- Small Cap Growth Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- S&P MidCap 400 Growth Index
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Growth
- Assets Under Management
- $2B
Share Price Chart
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Performance
IVOG Performance Chart
Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) is up 20.7% since the beginning of the year. IVOG is currently trading at $145 per share. Investors who bought $1,000 worth of IVOG shares 5 years ago would now be looking at an investment worth $1,527.
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Returns By Period
Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) has returned 20.66% so far this year and 32.69% over the past 12 months. Over the last ten years, IVOG has returned 12.09% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Vanguard S&P Mid-Cap 400 Growth ETF
- 1D
- 0.63%
- 1M
- 4.20%
- YTD
- 20.66%
- 6M
- 17.87%
- 1Y
- 32.69%
- 3Y*
- 18.41%
- 5Y*
- 8.84%
- 10Y*
- 12.09%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
IVOG Monthly Returns History
Based on dividend-adjusted daily data since Sep 9, 2010, IVOG's average daily return is +0.05%, while the average monthly return is +1.11%. At this rate, an investment would double in approximately 5.2 years.
Historically, 65% of months were positive and 35% were negative. The best month was Apr 2020 with a return of +14.4%, while the worst month was Mar 2020 at -16.9%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.
On a daily basis, IVOG closed higher 54% of trading days. The best single day was Mar 24, 2020 with a return of +10.8%, while the worst single day was Mar 12, 2020 at -10.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.15% | 5.78% | -5.58% | 7.91% | 4.98% | 2.40% | 20.66% | ||||||
| 2025 | 3.95% | -5.80% | -6.51% | -0.25% | 6.70% | 2.93% | 2.27% | 2.31% | 1.03% | 0.52% | 1.00% | -0.27% | 7.34% |
| 2024 | -0.33% | 9.67% | 5.65% | -5.92% | 4.18% | -1.49% | 4.40% | -0.81% | 1.06% | -1.32% | 8.93% | -7.83% | 15.62% |
| 2023 | 6.94% | -0.54% | -1.33% | -0.56% | -2.97% | 9.06% | 3.54% | -1.89% | -4.93% | -4.83% | 7.62% | 7.43% | 17.36% |
| 2022 | -10.45% | 0.92% | 0.66% | -7.84% | -0.62% | -10.28% | 13.06% | -3.32% | -8.92% | 9.45% | 5.53% | -5.85% | -19.08% |
| 2021 | 1.93% | 4.19% | 2.38% | 4.03% | -1.82% | 1.09% | 0.86% | 1.48% | -4.15% | 7.52% | -3.56% | 4.07% | 18.85% |
Benchmark Metrics
Vanguard S&P Mid-Cap 400 Growth ETF has an annualized alpha of -0.19%, beta of 1.03, and R2 of 0.80 versus S&P 500 Index. Calculated based on daily prices since September 09, 2010.
- With beta of 1.03 and R2 of 0.80, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -0.19%
- Beta
- 1.03
- R²
- 0.80
- Upside Capture
- 100.38%
- Downside Capture
- 102.13%
Expense Ratio
IVOG has an expense ratio of 0.15%, which is considered low.
Return for Risk
Risk / Return Rank
IVOG ranks 62 for risk / return — better than 62% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IVOG | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.16 | ||
| Sortino ratioReturn per unit of downside risk | -0.10 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.37 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.39 | 2.78 | +0.61 |
| Martin ratioReturn relative to average drawdown | 13.20 | 12.44 | +0.77 |
Dividends
Dividend History
Vanguard S&P Mid-Cap 400 Growth ETF provided a 0.53% dividend yield over the last twelve months, with an annual payout of $0.77 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.77 | $0.77 | $0.89 | $1.13 | $0.89 | $0.50 | $0.66 | $0.86 | $0.60 | $0.62 | $0.62 | $0.52 |
Dividend yield | 0.53% | 0.64% | 0.79% | 1.15% | 1.05% | 0.47% | 0.74% | 1.17% | 1.01% | 0.93% | 1.11% | 1.04% |
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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.77 | $0.77 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.89 | $0.89 |
| 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 | $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 | $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 | $0.50 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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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.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -39.32%Mar 2020 | 1mo 1d | 4mo 22d | 5mo 23dFeb 2020 - Aug 2020 |
Bear market2022 | -29.31%Jun 2022 | 7mo 1d | 1y 8mo | 2y 3moNov 2021 - Feb 2024 |
2011 bear market2011 | -25.89%Oct 2011 | 2mo 28d | 11mo 15d | 1y 2moJul 2011 - Sep 2012 |
2025 selloff2025 | -25.61%Apr 2025 | 4mo 13d | 8mo 6d | 1y 14dNov 2024 - Dec 2025 |
Rate-hike selloffLate 2018 | -23.78%Dec 2018 | 3mo 8d | 11mo 8d | 1y 2moSep 2018 - Nov 2019 |
Drawdown Indicators
| IVOG | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.32% | -56.78% | +17.46% |
Max Drawdown (1Y)Largest decline over 1 year | -9.69% | -9.10% | -0.59% |
Max Drawdown (3Y)Largest decline over 3 years | -25.61% | -18.90% | -6.71% |
Max Drawdown (5Y)Largest decline over 5 years | -29.31% | -25.43% | -3.88% |
Max Drawdown (10Y)Largest decline over 10 years | -39.32% | -33.92% | -5.40% |
Current DrawdownCurrent decline from peak | 0.00% | -1.80% | +1.80% |
Average DrawdownAverage peak-to-trough decline | -5.87% | -10.71% | +4.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.48% | 2.03% | +0.45% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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