IVOO
US Mid CapVanguard S&P Mid-Cap 400 Index Fund ETF Shares
Vanguard · Tracks S&P MidCap 400 Index · Inception Mar 28, 2011
Composite score
Based on a 0.070% expense ratio.
Based on $5.86B in net assets.
Top-10 holdings represent 8.3% of net assets.
US Mid Cap base · ETF wrapper · 1.18% TTM yield.
Tracking error vs. the largest catalog peer tracking the same index. Not yet part of the composite — see methodology.
The composite is a weighted average of the four core sub-scores above (cost, tax efficiency, liquidity, concentration). Missing sub-scores fall back to the per-category median when the category has at least 50% data coverage, so funds without (e.g.) parsed N-PORT holdings aren't accidentally boosted by renormalization. Tracking quality is shown where computable but isn't currently part of the composite weighting. See methodology for formulas, the tracking-quality partial-coverage rationale, and the dimensions we deliberately don't score (methodology v0.5.1).
Use IVOO in our tools
Tool · Cost
Compare IVOO's fee against another fund
Compounds the 0.070% expense ratio against a peer over decades.
Tool · Overlap
Compare IVOO's holdings with peers
Pairwise holdings heatmap, pre-loaded with similar US Mid Cap funds.
Tool · TLH
Find a tax-loss harvesting partner for IVOO
Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
Where should this fund live across your accounts?
Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | Lumentum Holdings Inc | 1.44% |
| 2 | Coherent Corp | 1.18% |
| 3 | TechnipFMC PLC | 0.78% |
| 4 | Curtiss-Wright Corp | 0.75% |
| 5 | Casey's General Stores Inc | 0.74% |
| 6 | XPO Inc | 0.72% |
| 7 | Royal Gold Inc | 0.70% |
| 8 | Flex Ltd | 0.68% |
| 9 | Woodward Inc | 0.67% |
| 10 | ATI Inc | 0.64% |
Compare IVOO with another fund
Or skim the closest-overlap funds below.
Similar ETFs by holdings overlap
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