IVOV
Vanguard S&P Mid-Cap 400 Value ETF
📎 Investment Objective
The Vanguard S&P Mid-Cap 400 Value ETF seeks to track the performance of the S&P Mid-Cap 400 Value Index, which measures the performance of mid-capitalization U.S. value stocks.
Overview
ETF tracking Vanguard S&P Mid-Cap 400 Value ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Vanguard S&P Mid-Cap 400 Value ETF seeks to track the performance of the S&P Mid-Cap 400 Value Index, which measures the performance of mid-capitalization U.S. value stocks.
🎯 Investment Strategy
The ETF employs a passively managed, full-replication approach, attempting to replicate the target index by holding all the securities in the index in the same proportion. The fund invests in a broadly diversified portfolio of mid-cap value stocks.
✨ Key Features
- Provides exposure to a diversified portfolio of mid-cap U.S. value stocks
- Seeks to track the performance of the S&P Mid-Cap 400 Value Index
- Employs a low-cost, passively managed investment approach
- Diversified across multiple sectors and industries
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may decline due to general market conditions
- Sector concentration risk: The fund may be more susceptible to economic, political, or regulatory events affecting a particular sector
- Mid-cap stock risk: Stocks of mid-size companies may be more volatile and less liquid than large-cap stocks
- Value investing risk: Value stocks may underperform the overall stock market for periods of time
👤 Best For
The Vanguard S&P Mid-Cap 400 Value ETF may be suitable for investors seeking broad exposure to mid-cap U.S. value stocks as part of a diversified portfolio. It may be appropriate for investors with a medium to long-term investment horizon and a moderate risk tolerance.