Vanguard S&P Mid-Cap 400 Growth ETF

Vanguard S&P Mid-Cap 400 Growth ETF

About

Vanguard S&P Mid-Cap 400 Growth ETF (US9219328690) is a US-listed equity ETF tracking the S&P MidCap 400 Growth Index. With a expense ratio of 0.1%, it ranks among the lowest-cost options in its category, paying distributions. The fund holds 243 positions across 2 regions with 1.6B in assets, with heavy concentration — 98% in United States, 32% in Industrials.

Score Breakdown

Scores are scaled 1–10 on a logarithmic curve relative to all ETFs in the database.
Component Score Details
Overall 7.5 Diversification (45%) · Cost (30%) · Liquidity (25%)
Cost (30%) 8.9 Tracking Difference: 9.3 · TD Consistency: — · Expense Ratio: 8.1
Diversification (45%) 5.9 Holding Count: 5.1 · Country Concentration: 5.0 · Sector Concentration: 8.7
Liquidity (25%) 8.6 Assets Under Management

Data sources: provider factsheets, exchange data, and NAV history. Information for educational purposes only — not investment advice.

Ticker IVOG
ISIN
Fund Size $1.6B
Issuer Vanguard
Distribution Pays Distributions
Replication Physical
Inception Sep 2010
Base Currency USD
Index S&P MidCap 400 Growth Index
Asset Class Equities
Category US Equity

Costs

8.9
This fund has low total costs, with competitive tracking and expense ratios.

Cost Metrics Explained

What expense ratio, tracking difference, and TD consistency measure

Expense ratio (Total Expense Ratio) is the annual fee the fund charges, deducted from assets. It’s the headline cost, but not the full picture.

Tracking Difference measures how much the fund actually lags (or leads) its benchmark index per year. This is the single best measure of true cost — it captures the expense ratio plus all other drags like sampling error and tax withholding. A lower (or negative) value is better.

TD Consistency measures how stable the tracking difference is from year to year. A low value means predictable, reliable costs; a high value means costs can vary significantly.

Expense Ratio0.00%
 
Metric Value
Expense Ratio 0.10%

Cumulative Returns

Performance across different time periods.
1 Month+0.00%
3 Months+0.00%
Year to Date+0.00%
1 Year+0.00%
3 Years+0.00%
5 Years+0.00%
Inception+0.00%
 
Period Cumulative Return
1 Month +0.02%
3 Months +0.15%
6 Months +0.20%
1 Year +0.27%
3 Years +0.54%
5 Years -0.28%
10 Years +0.38%
YTD +0.15%
Since Inception +0.38%

Holdings

5.1
This fund holds 243 individual investments, offering moderate diversification compared to other ETFs.
#1
Flex Ltd
3.03%
#2
Twilio Inc
1.58%
#3
Curtiss-Wright Corp
1.51%
#4
TechnipFMC PLC
1.51%
#5
nVent Electric PLC
1.47%
#6
Sterling Infrastructure Inc
1.45%
#7
XPO Inc
1.37%
#8
Everpure Inc
1.36%
#9
United Therapeutics Corp
1.31%
#10
ATI Inc
1.30%
View all holdings (50)
# Holding Ticker Weight
1 Flex Ltd FLEX 303.00%
2 Twilio Inc TWLO 158.00%
3 Curtiss-Wright Corp CW 151.00%
4 TechnipFMC PLC FTI 151.00%
5 nVent Electric PLC NVT 147.00%
6 Sterling Infrastructure Inc STRL 145.00%
7 XPO Inc XPO 137.00%
8 Everpure Inc P 136.00%
9 United Therapeutics Corp UTHR 131.00%
10 ATI Inc ATI 130.00%
11 MACOM Technology Solutions Holdings Inc MTSI 129.00%
12 Fabrinet FN 128.00%
13 MasTec Inc MTZ 127.00%
14 Woodward Inc WWD 114.00%
15 Okta Inc OKTA 114.00%
16 RB Global Inc RBA 108.00%
17 Carpenter Technology Corp CRS 102.00%
18 Royal Gold Inc RGLD 99.00%
19 RBC Bearings Inc RBC 99.00%
20 BWX Technologies Inc BWXT 98.00%
21 TTM Technologies Inc TTMI 98.00%
22 Talen Energy Corp TLN 97.00%
23 ITT Inc ITT 92.00%
24 Neurocrine Biosciences Inc NBIX 87.00%
25 API Group Corp APG 86.00%
26 Rambus Inc RMBS 86.00%
27 SiTime Corp SITM 86.00%
28 MKS Instruments Inc MKSI 85.00%
29 Dycom Industries Inc DY 84.00%
30 Tenet Healthcare Corp THC 84.00%
31 Nextpower Inc NXT 83.00%
32 Tempur Sealy International Inc SGI 81.00%
33 Jazz Pharmaceuticals PLC JAZZ 79.00%
34 Illumina Inc ILMN 74.00%
35 Exelixis Inc EXEL 72.00%
36 Guidewire Software Inc GWRE 71.00%
37 Five Below Inc FIVE 69.00%
38 Dynatrace Inc DT 69.00%
39 Penumbra Inc PEN 68.00%
40 DigitalOcean Holdings Inc DOCN 68.00%
41 Burlington Stores Inc BURL 67.00%
42 New York Times Co/The NYT 66.00%
43 Texas Roadhouse Inc TXRH 65.00%
44 Hecla Mining Co HL 65.00%
45 Kratos Defense & Security Solutions Inc KTOS 65.00%
46 Elanco Animal Health Inc ELAN 65.00%
47 Lattice Semiconductor Corp LSCC 65.00%
48 TopBuild Corp BLD 64.00%
49 Advanced Energy Industries Inc AEIS 62.00%
50 CACI International Inc CACI 62.00%

Sectors

8.7
This fund is well-diversified across 12 sectors, with no single sector dominating.
 
Sector Weight
Industrials 3171.00%
Technology 2240.00%
Health Care 1368.00%
Consumer Discretionary 889.00%
Financials 662.00%
Real Estate 523.00%
Materials 323.00%
Energy 295.00%
Utilities 224.00%
Communication Services 125.00%
Consumer Staples 121.00%
Unknown 72.00%

Regions

5.0
This fund is concentrated in just 3 countries, with significant geographic concentration.
 
Country Weight
United States 9846.00%
Canada 108.00%
UNKNOWN 46.00%

Nerd Stuff

Advanced risk and return metrics (2023-06-30 — 2026-06-18).
66.1%
Volatility
-16.1%
Max Drawdown
14.68
Sharpe Ratio
24.15
Sortino Ratio
60.19
Calmar Ratio
0.90
Beta
-3.07%
Alpha (Jensen's)
0.649
Benchmark-relative metrics (Beta, Alpha, R²) are calculated against the iShares Core S&P 500 ETF (IE00B5BMR087).
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