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IVOOVanguard S&P Mid-Cap 400 Index Fund ETF Shares

Grow my money#169 of 2944 for Grow my money

Seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization stocks in the United States.

Vanguard · Since 2010 (15 years)

Annual Cost

0.07%

#207 out of 5,332 ETFs

Fund Size

$5.0B

#393 out of 5,332 ETFs

Dividend Yield

1.33%

Track Record

15 years

#825 out of 5,332 ETFs

Performance

1 Year

+29.6%

3 Years

+16.2%

5 Years

+7.3%

What's inside

Asset class
Strategy
index tracking
Cap
mid

Asset allocation

Stocks
99.4%
Cash
0.5%
Other
0.1%

Sector breakdown

Industrials
24.4%
Financial Services
14.3%
Technology
14.2%
Consumer Cyclical
11.7%
Healthcare
9.2%
Real Estate
7.5%
Energy
5.7%
Basic Materials
4.9%
Other
8.2%

Top holdings

TechnipFMC PLCFTI0.9%
Casey's General Stores IncCASY0.8%
United Therapeutics CorpUTHR0.8%
Curtiss-Wright CorpCW0.8%
Flex LtdFLEX0.8%
XPO IncXPO0.7%
Woodward IncWWD0.7%
Royal Gold IncRGLD0.6%
US Foods Holding CorpUSFD0.6%
Burlington Stores IncBURL0.6%

Risk profile

Volatility (1Y)

16.1%

Moderate

Max drawdown

-42.3%

Worst peak-to-trough loss

Sharpe (3Y)

0.73

Decent risk-adjusted returns

Sortino (3Y)

1.08

Good downside protection

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Data updated on 2026-05-05