Vanguard S&P Mid-Cap 400 ETF (IVOO) belongs to the Small Cap Growth Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with IVOO. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IVOO
IVOO charges 0.10% annually. There are 5 ETFs in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Schwab U.S. Small-Cap ETF | 0.04% | 22.78B | Nov 2009 | IVOO vs SCHA | |
| BNY Mellon US Small Cap Core Equity ETF | 0.04% | 82.78M | Apr 2020 | IVOO vs BKSE | |
| iShares Morningstar Small-Cap Growth ETF | 0.06% | 965.03M | Jun 2004 | IVOO vs ISCG | |
| Vanguard Small-Cap Growth ETF | 0.07% | 42.80B | Jan 2004 | IVOO vs VBK | |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 0.07% | 2.10B | Apr 2020 | IVOO vs BBMC |
Best Risk-Adjusted Alternatives to IVOO
IVOO has a PortfoliosLab risk / return rank of 54. There are 21 ETFs in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco WilderHill Clean Energy ETF | 91 | 610.23M | Mar 2005 | IVOO vs PBW | |
| First Trust Small Cap Growth AlphaDEX Fund | 82 | 1.14B | Apr 2011 | IVOO vs FYC | |
| Schwab U.S. Small-Cap ETF | 76 | 22.78B | Nov 2009 | IVOO vs SCHA | |
| iShares Russell 2500 ETF | 71 | 3.39B | Jul 2017 | IVOO vs SMMD | |
| JPMorgan Diversified Return U.S. Small Cap Equity ... | 70 | 572.77M | Nov 2016 | IVOO vs JPSE |
Top Performing IVOO Alternatives (YTD)
IVOO is at 14.15% YTD. There are 25 ETFs in the Small Cap Growth Equities category with higher YTD returns, going as high as 54.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco WilderHill Clean Energy ETF | 54.02% | 610.23M | Mar 2005 | IVOO vs PBW | |
| Pacer US Small Cap Cash Cows Growth Leaders ETF | 26.26% | 24.37M | May 2023 | IVOO vs CAFG | |
| Invesco S&P SmallCap Momentum ETF | 22.64% | 2.89B | Mar 2005 | IVOO vs XSMO | |
| Invesco S&P MidCap 400® Pure Growth ETF | 21.39% | 354.44M | Mar 2006 | IVOO vs RFG | |
| First Trust Small Cap Growth AlphaDEX Fund | 21.11% | 1.14B | Apr 2011 | IVOO vs FYC |
Lowest Volatility Alternatives to IVOO
IVOO has 15.56% 1-year volatility. There are 5 ETFs in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 9.73%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Small-Cap Min Vol Factor ETF | 9.73% | 279.24M | Sep 2016 | IVOO vs SMMV | |
| Franklin LibertyQ U.S. Small Cap Equity ETF | 15.20% | 50.22M | Apr 2017 | IVOO vs FLQS | |
| First Trust SMID Growth Strength ETF | 15.23% | 29.37M | Jun 2017 | IVOO vs FSGS | |
| Fidelity Small-Mid Multifactor ETF | 15.26% | 2.37B | Feb 2019 | IVOO vs FSMD | |
| SPDR S&P MidCap 400 ETF | 15.48% | 26.46B | May 1995 | IVOO vs MDY |
Lowest Drawdown Alternatives to IVOO
IVOO has a 1-year max drawdown of -8.81%. There are 5 ETFs in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.02%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Small-Cap Min Vol Factor ETF | -7.02% | 279.24M | Sep 2016 | IVOO vs SMMV | |
| JPMorgan Diversified Return U.S. Small Cap Equity ... | -8.00% | 572.77M | Nov 2016 | IVOO vs JPSE | |
| Pacer US Small Cap Cash Cows Growth Leaders ETF | -8.13% | 24.37M | May 2023 | IVOO vs CAFG | |
| Fidelity Small-Mid Multifactor ETF | -8.44% | 2.37B | Feb 2019 | IVOO vs FSMD | |
| Invesco S&P SmallCap 600® Pure Growth ETF | -8.63% | 121.61M | Mar 2006 | IVOO vs RZG |
Other ETFs from Vanguard
The 10 most viewed Vanguard ETFs shown here include VOO, VTI, VGT and span 8 categories. AUM among these funds goes as high as $2T.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 75 | 11.69% | 1.60T | Sep 2010 | IVOO vs VOO | |
| Vanguard Total Stock Market ETF | Large Cap Blend Equities | 74 | 12.01% | 2.20T | May 2001 | IVOO vs VTI | |
| Vanguard Information Technology ETF | Technology Equities | 81 | 33.62% | 144.20B | Mar 2004 | IVOO vs VGT | |
| Vanguard Total International Stock ETF | Global Equities | 63 | 15.39% | 629.30B | Jan 2011 | IVOO vs VXUS | |
| Vanguard Growth ETF | Large Cap Growth Equities | 49 | 10.86% | 365.00B | Jan 2004 | IVOO vs VUG | |
| Vanguard Total World Stock ETF | Global Equities | 72 | 13.23% | 90.20B | Jun 2008 | IVOO vs VT | |
| Vanguard High Dividend Yield ETF | Dividend | 82 | 12.96% | 94.60B | Nov 2006 | IVOO vs VYM | |
| Vanguard Total Bond Market ETF | Total Bond Market | 38 | 0.46% | 389.80B | Apr 2007 | IVOO vs BND | |
| Vanguard Dividend Appreciation ETF | Dividend | 60 | 7.77% | 124.70B | Apr 2006 | IVOO vs VIG | |
| Vanguard Value ETF | Large Cap Value Equities | 81 | 12.28% | 238.00B | Jan 2004 | IVOO vs VTV |
Often Compared With IVOO
Investors most often compare IVOO with VO, IJH, VOOG. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare IVOO with Any Fund or Stock
Compare IVOO with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IVOO with funds that move differently
Vanguard S&P Mid-Cap 400 ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IVOO.
Explore IVOO Diversifiers