IVOOVanguard S&P Mid-Cap 400 Index Fund ETF Shares
Seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization stocks in the United States.
By Vanguard · Launched 2010
Annual Cost
0.07%
#354 of 5,562 · low cost
Fund Size
$5.6B
#414 of 5,562 · large
Return (1Y)Goal
+27.4%
Track Record
15 years
#811 of 5,562 · established
Performance
Total-return NAV · USDGrowth of $10,000
$12,345+23.4%
Total-return NAV, USD. Net of fund fees, before tax.
Classification
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 7.7% of fund✓ well diversified
Comfort Systems USA Inc
1.1%
Ciena Corp
0.9%
Pure Storage Inc
0.9%
Coherent Corp
0.8%
Lumentum Holdings Inc
0.7%
Flex Ltd
0.7%
United Therapeutics Corp
0.7%
Curtiss-Wright Corp
0.7%
Casey's General Stores Inc
0.7%
Illumina Inc
0.6%
Asset allocation
Stocks
99.5%
Cash
0.4%
Other
0.1%
By sector
Industrials
24.7%
Technology
17.8%
Financial Services
13.7%
Consumer Cyclical
10.6%
Healthcare
9.0%
Real Estate
7.3%
Energy
4.9%
Basic Materials
4.8%
Other
7.2%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
15.8%Moderate
Year-on-year price swings
Max drawdown
-42.3%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.68Decent risk-adjusted returns
Sortino (3Y)
1.01Good downside protection
Where to buy
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization stocks in the United States.
- Strategy
- Invests primarily in stocks of mid-size companies in the U.S. by replicating the S&P MidCap 400 Index. Holds each stock in approximately the same proportion as its weighting in the Target Index.
- Inception date
- September 7, 2010
- Fund family
- Vanguard
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Data updated on 2026-06-19