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IVOG: Vanguard S&P Mid-Cap 400 Growth ETF (ETF)
Basic Info 139.96 3.8(2.64%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (26%) |
| Start Date: | 09/09/2010 |
| Last Dividend Date: | 12/22/2025 |
| 12-Mo. Yield | 0.70% |
| Expenses | 0.15% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 09/09/2010 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.2 | 16.4 | 27.3 | 17.1 | 8.1 | 11.4 | 10.9 | 12.4 | 7.3 | 15.6 | 17.4 | -19.1 | 18.9 | 22.6 | 26.1 | -10.6 | 19.9 | 14.3 | 1.8 | 7.5 | 32.6 | 16.8 | -1.0 | 21.7 |
| Sharpe Ratio | NA | 2.36 | 1.59 | 0.81 | 0.28 | 0.48 | NA | 0.58 | 0.2 | 0.73 | 0.85 | -0.73 | 1.07 | 0.62 | 1.82 | -0.71 | 2.07 | 0.93 | 0.12 | 0.53 | 2.42 | 1.11 | -0.04 | 6.91 |
| Draw Down(%) | NA | 9.7 | 9.7 | 25.6 | 29.3 | 39.3 | NA | 39.3 | 23.6 | 9.3 | 12.7 | 27.3 | 8.1 | 39.3 | 7.0 | 23.8 | 5.0 | 12.1 | 10.9 | 11.0 | 8.2 | 10.6 | 25.9 | 3.0 |
| Standard Deviation(%) | NA | 19.9 | 17.1 | 18.8 | 20.6 | 20.6 | NA | 19.7 | 22.1 | 16.5 | 16.3 | 28.3 | 17.7 | 36.0 | 13.6 | 16.9 | 9.4 | 15.2 | 14.9 | 14.1 | 13.4 | 15.3 | 29.0 | 12.6 |
| Treynor Ratio | NA | 0.5 | 0.29 | 0.16 | 0.06 | 0.11 | NA | 0.13 | 0.05 | 0.12 | 0.16 | -0.24 | 0.22 | 0.25 | 0.27 | -0.13 | 0.19 | 0.15 | 0.02 | 0.08 | 0.34 | 0.19 | -0.01 | 1.31 |
| Alpha | NA | 0.1 | 0.06 | 0.01 | 0.01 | 0.0 | NA | 0.0 | -0.01 | 0.0 | -0.01 | 0.03 | 0.01 | -0.02 | -0.01 | -0.02 | -0.01 | 0.03 | 0.01 | -0.02 | 0.01 | 0.01 | 0.01 | 0.08 |
| Beta | NA | 0.94 | 0.95 | 0.97 | 0.89 | 0.89 | NA | 0.9 | 0.98 | 0.99 | 0.86 | 0.84 | 0.85 | 0.89 | 0.92 | 0.89 | 1.03 | 0.92 | 0.91 | 0.99 | 0.97 | 0.89 | 0.94 | 0.67 |
| RSquared | NA | 0.79 | 0.76 | 0.84 | 0.86 | 0.83 | NA | 0.84 | 0.89 | 0.82 | 0.79 | 0.92 | 0.76 | 0.77 | 0.88 | 0.92 | 0.81 | 0.93 | 0.92 | 0.92 | 0.92 | 0.89 | 0.84 | 0.53 |
| Yield(%) | N/A | 0.0 | 0.7 | 1.1 | 0.6 | 1.2 | 1.6 | N/A | 0.7 | 0.9 | 0.7 | 0.8 | 0.6 | 0.9 | 1.5 | 0.9 | 1.1 | 1.2 | 1.1 | 0.9 | 0.8 | 0.8 | 0.5 | 0.2 |
| Dividend Growth(%) | N/A | -100.0 | -12.7 | -31.9 | -16.1 | N/A | N/A | N/A | -12.7 | -21.3 | -36.5 | 77.6 | -24.2 | -23.3 | 44.1 | -3.3 | 6.7 | 12.0 | 30.6 | 30.5 | 24.4 | 47.4 | 231.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/09/2010
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See Mid-Cap Growth Asset Class Trend Rankings |
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- VOT (Vanguard Mid-Cap Growth ETF) 3.46% (97%)
- IVOG (Vanguard S&P Mid-Cap 400 Growth ETF) 2.64% (26%)
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Best Closed End Funds
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