See what your fund actually adds
Vanguard S&P Mid-Cap 400 Growth ETF IVOG
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | IVOG | Replication |
|---|---|---|
| Annualized growth | 7.4% | 7.5% |
| Annualized volatility | 19.0% | 18.5% |
| Sharpe ratio | 0.47 | 0.48 |
| Maximum drawdown | 28.2% | 27.2% |
| Replication fit (R²) | 0.98 · Tracking error 2.8% | |
Replication portfolio
The published portfolio below is the investable basket used to model IVOG’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| IJH | US Mid Cap | 62.5% |
| VBK | Small-Cap · Growth | 19.7% |
| MTUM | Factor · Momentum | 8.5% |
| VOT | Mid-Cap · Growth | 6.3% |
| XLI | Sector · Industrials | 3.0% |