FNY - IVOG: Mid-Cap Growth ETF Outperforming Peers In 2024

2024-02-24 08:00:00 ET

Summary

• Vanguard S&P Mid-Cap 400 Growth Index Fund ETF Shares uses sales growth, earnings growth, and momentum to select stocks in the S&P Mid-Cap 400 Index.
• The VOG ETF overweights industrials and underweights financials compared to the parent index.
• Not only growth ratios, but also quality metrics are superior to the benchmark.
• IVOG's performance is average among peers over the past 5 years, but it has outperformed them in 2024.

IVOG strategy

Vanguard S&P Mid-Cap 400 Growth Index Fund ETF Shares (IVOG) started investing operations on 09/07/2010 and tracks the S&P Mid-Cap 400 Growth Index. It has 244 holdings, a dividend yield of 0.94%, and an expense ratio of 0.15%. The same portfolio is available as a mutual fund ( VMFGX ). It tracks the same index as iShares S&P Mid-Cap 400 Growth ETF ( IJK ) and SPDR S&P 400 Mid Cap Growth ETF ( MDYG )....

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