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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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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 $42,318 for a total return of roughly 323.18%. 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

PeriodReturnBenchmark
YTD-8.05%-3.97%
1M-3.97%-0.94%
6M1.40%7.48%
1Y3.88%21.47%
5Y12.32%15.05%
10Y12.82%13.33%

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 0.16. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

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 0.51% dividend yield in the last twelve months, as of Jan 19, 2022. The annual payout for that period amounted to $1.00 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$1.00$1.00$1.32$1.72$1.19$1.24$1.16$1.03$0.79$0.61$0.49$0.33$0.10

Dividend yield

0.51%0.47%0.74%1.19%1.04%0.96%1.08%1.10%0.86%0.71%0.75%0.60%0.18%

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, 2011237Sep 13, 2012299
-23.78%Sep 17, 201869Dec 24, 2018234Nov 27, 2019303
-18.23%Aug 18, 2015123Feb 11, 2016102Jul 8, 2016225
-11%Jul 2, 201472Oct 13, 201422Nov 12, 201494
-10.57%Nov 17, 202142Jan 18, 2022
-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

IVOGVolatility Chart

Current Vanguard S&P Mid-Cap 400 Growth ETF volatility is 18.99%. 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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