VS

Correlation: 98.5%

What is IVOG?

IVOG was created on 2010-09-07 by Vanguard. The fund's investment portfolio concentrates primarily on mid cap equity. The ETF currently has 908.47m in AUM and 239 holdings. IVOG tracks a market-cap-weighted index of growth companies curated from the S&P 400.

What is SPMD?

SPMD was created on 2005-11-08 by SPDR. The fund's investment portfolio concentrates primarily on mid cap equity. The ETF currently has 10716.51m in AUM and 403 holdings. SPMD tracks a market cap-weighted index of mid-cap US companies selected by the S&P Committee.

Key Details

IVOG
SPMD
Website
investor.vanguard.com
us.spdrs.com
Inception Date

Sep 07, 2010

Nov 08, 2005

Asset Class

Equity

Equity

Investment Segment

Mid Cap

Mid Cap

AUM
$976.44M
$11.25B
Dividend Yield
0.90%
1.65%
Expense Ratio
0.15%
0.03%
Return 1Y
-6.73%
-2.74%

Holdings

Vanguard S&P Mid Cap 400 Growth ETF - IVOG is made up of 240 holdings. SPDR Portfolio S&P 400 Mid Cap ETF - SPMD is made up of 401 holdings.

Name
Weight
R
RBARB Global, Inc.

1.35%

I
IBKRInteractive Brokers Group, Inc.

1.32%

E
EMEEMCOR Group, Inc.

1.24%

D
DOCUDocuSign, Inc.

1.2%

E
EQHEquitable Holdings, Inc.

1.18%

G
GWREGuidewire Software, Inc.

1.14%

S
SFMSprouts Farmers Market, Inc.

1.11%

C
CSLCarlisle Cos., Inc.

1.11%

B
BURLBurlington Stores, Inc.

1.09%

D
DTDynatrace, Inc.

1.03%

U
UTHRUnited Therapeutics Corp.

1%

P
PSTGPure Storage, Inc.

1%

E
EWBCEast West Bancorp, Inc.

0.91%

O
OCOwens Corning

0.89%

C
CWCurtiss-Wright Corp.

0.87%

R
RNRRenaissanceRe Holdings Ltd.

0.86%

D
DUOLDuolingo, Inc.

0.86%

F
FIXComfort Systems USA, Inc.

0.83%

T
TXRHTexas Roadhouse, Inc.

0.81%

C
CASYCasey's General Stores, Inc.

0.81%

N
NBIXNeurocrine Biosciences, Inc.

0.81%

W
WSOWatsco, Inc.

0.8%

W
WWDWoodward, Inc.

0.79%

K
KNSLKinsale Capital Group, Inc.

0.79%

M
MANHManhattan Associates, Inc.

0.77%

T
TOLToll Brothers, Inc.

0.77%

E
EXELExelixis, Inc.

0.75%

C
COHRCoherent Corp.

0.73%

R
RBCRBC Bearings, Inc.

0.73%

C
CLHClean Harbors, Inc.

0.73%

Name
Weight
R
RBARB Global, Inc.

0.7%

W
WSOWatsco, Inc.

0.69%

E
EMEEMCOR Group, Inc.

0.68%

I
IBKRInteractive Brokers Group, Inc.

0.68%

C
CASYCasey's General Stores, Inc.

0.66%

F
FNFFidelity National Financial, Inc.

0.62%

S
SFMSprouts Farmers Market, Inc.

0.62%

G
GWREGuidewire Software, Inc.

0.62%

C
CSLCarlisle Cos., Inc.

0.61%

B
BJBJ's Wholesale Club Holdings, Inc.

0.61%

D
DOCUDocuSign, Inc.

0.59%

R
RSReliance, Inc.

0.58%

E
EQHEquitable Holdings, Inc.

0.56%

U
USFDUS Foods Holding Corp.

0.56%

B
BURLBurlington Stores, Inc.

0.55%

W
WPCW.P. Carey, Inc.

0.53%

G
GLPIGaming & Leisure Properties, Inc.

0.53%

G
GGGGraco, Inc.

0.52%

R
RPMRPM International, Inc.

0.52%

P
PSTGPure Storage, Inc.

0.5%

D
DTDynatrace, Inc.

0.5%

U
UTHRUnited Therapeutics Corp.

0.49%

A
ACMAECOM

0.49%

E
ELSEquity LifeStyle Properties, Inc.

0.49%

U
UNMUnum Group

0.48%

D
DUOLDuolingo, Inc.

0.48%

F
FIXComfort Systems USA, Inc.

0.48%

R
RGAReinsurance Group of America, Inc.

0.47%

R
RGLDRoyal Gold, Inc.

0.47%

F
FLEXFlex Ltd.

0.47%

Strategies that include

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Stock Correlation

The stocks that are correlated to IVOG - Vanguard S&P Mid Cap 400 Growth ETF are ITT, BN, FLS, PH, AIT

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
I
ITTITT, Inc.
88.06%$10.37B+2.37%1.02%
B
BNBrookfield Corp.
86.01%$74.48B+28.82%0.67%
F
FLSFlowserve Corp.
84.92%$5.49B-8.55%2.01%
P
PHParker-Hannifin Corp.
84.50%$72.24B+4.26%1.16%
A
AITApplied Industrial Technologies, Inc.
84.34%$8.51B+20.52%0.72%
B
BNTBrookfield Wealth Solutions Ltd.
84.02%$9.97B+29.04%0.00%
J
JHGJanus Henderson Group Plc
83.37%$4.84B+0.82%5.10%
A
AWIArmstrong World Industries, Inc.
82.45%$5.83B+17.73%0.87%
E
EVREvercore, Inc.
82.27%$7.09B-2.16%1.78%
D
DOVDover Corp.
82.20%$22.08B-4.47%1.27%
B
BXBlackstone, Inc.
82.13%$158.90B+8.37%3.03%
W
WCCWESCO International, Inc.
81.92%$7.38B-1.49%1.14%
A
AEISAdvanced Energy Industries, Inc.
81.79%$3.27B-4.43%0.47%
N
NPOEnpro, Inc.
81.57%$3.04B-3.34%0.84%
A
AVNTAvient Corp.
81.40%$2.86B-26.35%3.42%
F
FTVFortive Corp.
81.32%$22.27B-18.38%0.49%
K
KNKnowles Corp.
81.08%$1.27B-5.44%0.00%
H
HLNEHamilton Lane, Inc.
81.05%$5.97B+25.61%1.45%
S
SEICSEI Investments Co.
81.05%$9.01B+8.56%1.33%
J
JEFJefferies Financial Group, Inc.
80.93%$8.84B+3.18%3.27%

The stocks that are correlated to SPMD - SPDR Portfolio S&P 400 Mid Cap ETF are ITT, BN, AIT, AVNT, BNT

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
I
ITTITT, Inc.
87.50%$10.37B+2.37%1.02%
B
BNBrookfield Corp.
86.48%$74.48B+28.82%0.67%
A
AITApplied Industrial Technologies, Inc.
84.71%$8.51B+20.52%0.72%
A
AVNTAvient Corp.
84.57%$2.86B-26.35%3.42%
B
BNTBrookfield Wealth Solutions Ltd.
84.10%$9.97B+29.04%0.00%
F
FLSFlowserve Corp.
84.07%$5.49B-8.55%2.01%
P
PHParker-Hannifin Corp.
84.04%$72.24B+4.26%1.16%
E
EVREvercore, Inc.
83.53%$7.09B-2.16%1.78%
J
JHGJanus Henderson Group Plc
83.36%$4.84B+0.82%5.10%
A
AWIArmstrong World Industries, Inc.
83.17%$5.83B+17.73%0.87%
N
NPOEnpro, Inc.
82.70%$3.04B-3.34%0.84%
D
DOVDover Corp.
82.59%$22.08B-4.47%1.27%
F
FTVFortive Corp.
82.35%$22.27B-18.38%0.49%
J
JEFJefferies Financial Group, Inc.
82.30%$8.84B+3.18%3.27%
S
SFStifel Financial Corp.
82.29%$8.83B+13.69%2.04%
B
BXBlackstone, Inc.
82.11%$158.90B+8.37%3.03%
K
KNKnowles Corp.
82.09%$1.27B-5.44%0.00%
S
SEICSEI Investments Co.
82.09%$9.01B+8.56%1.33%
R
RRXRegal Rexnord Corp.
81.74%$6.53B-36.91%1.45%
W
WCCWESCO International, Inc.
81.72%$7.38B-1.49%1.14%

ETF Correlation

The ETFs that are correlated to IVOG - Vanguard S&P Mid Cap 400 Growth ETF are IJK, MDYG, IJH, MDY, SPMD

Name
Correlation
AUM
Expense Ratio
I
IJKiShares S&P Mid Cap 400 Growth ETF
99.66%$7.94B0.17%
M
MDYGSPDR S&P 400 Mid Cap Growth ETF
99.61%$2.02B0.15%
I
IJHiShares Core S&P Mid Cap ETF
98.60%$83.21B0.05%
M
MDYS&P MidCap 400 ETF
98.57%$20.45B0.24%
S
SPMDSPDR Portfolio S&P 400 Mid Cap ETF
98.51%$11.25B0.03%
I
IVOOVanguard S&P Mid Cap 400 ETF
98.50%$2.32B0.07%
S
SCHMSchwab U.S. Mid Cap ETF
98.42%$10.09B0.04%
V
VBVanguard Small Cap ETF
97.99%$54.61B0.05%
J
JMEETraded Fund Trust JPMorgan Small & Mid Cap Enhanced Equity ETF
97.84%$1.59B0.24%
X
XJHiShares ESG Select Screened S&P Mid Cap ETF
97.79%$240.55M0.12%
S
SMMDiShares Russell 2500 ETF
97.64%$1.20B0.15%
J
JHMMJohn Hancock Multifactor Mid Cap ETF
97.61%$3.59B0.42%
T
TMSLT. Rowe Price Small Mid Cap ETF
97.58%$631.59M0.55%
E
ESMLiShares ESG Aware MSCI USA Small Cap ETF
97.55%$1.61B0.17%
V
VXFVanguard Extended Market Index ETF
97.52%$18.66B0.05%
S
SMLFiShares U.S. Small Cap Equity Factor ETF
97.50%$1.54B0.15%
X
XMHQInvesco S&P MidCap Quality ETF
97.48%$4.55B0.25%
V
VBKVanguard Small Cap Growth ETF
97.38%$16.10B0.07%
X
XMMOInvesco S&P MidCap Momentum ETF
97.16%$3.24B0.34%
I
ISCGiShares Morningstar Small Cap Growth ETF
97.14%$571.14M0.06%

The ETFs that are correlated to SPMD - SPDR Portfolio S&P 400 Mid Cap ETF are IJH, MDY, IVOO, SCHM, JMEE

Name
Correlation
AUM
Expense Ratio
I
IJHiShares Core S&P Mid Cap ETF
99.91%$83.21B0.05%
M
MDYS&P MidCap 400 ETF
99.91%$20.45B0.24%
I
IVOOVanguard S&P Mid Cap 400 ETF
99.85%$2.32B0.07%
S
SCHMSchwab U.S. Mid Cap ETF
99.36%$10.09B0.04%
J
JMEETraded Fund Trust JPMorgan Small & Mid Cap Enhanced Equity ETF
99.31%$1.59B0.24%
V
VBVanguard Small Cap ETF
99.27%$54.61B0.05%
X
XJHiShares ESG Select Screened S&P Mid Cap ETF
99.24%$240.55M0.12%
E
ESMLiShares ESG Aware MSCI USA Small Cap ETF
99.01%$1.61B0.17%
S
SMMDiShares Russell 2500 ETF
98.97%$1.20B0.15%
J
JHMMJohn Hancock Multifactor Mid Cap ETF
98.83%$3.59B0.42%
F
FSMDFidelity Small Mid Multifactor ETF
98.70%$1.31B0.16%
I
IJKiShares S&P Mid Cap 400 Growth ETF
98.69%$7.94B0.17%
V
VBRVanguard Small Cap Value ETF
98.67%$26.02B0.07%
N
NUSCNuveen ESG Small Cap ETF
98.66%$1.00B0.31%
M
MDYGSPDR S&P 400 Mid Cap Growth ETF
98.65%$2.02B0.15%
T
TMSLT. Rowe Price Small Mid Cap ETF
98.52%$631.59M0.55%
I
IVOGVanguard S&P Mid Cap 400 Growth ETF
98.51%$976.44M0.15%
F
FNXTraded Fund III First Trust Mid Cap Core AlphaDEX Fund
98.50%$998.73M0.6%
M
MDYVSPDR S&P 400 Mid Cap Value ETF
98.37%$2.14B0.15%
I
IVOVVanguard S&P Mid Cap 400 Value ETF
98.32%$818.77M0.1%

Holding Overlap

IVOG - Vanguard S&P Mid Cap 400 Growth ETF and SPMD - SPDR Portfolio S&P 400 Mid Cap ETF have a 240 holding overlap. Which accounts for a 65.3% overlap.

Number of overlapping holdings

240

% of overlapping holdings

65.35%

Name
Weight in IVOG
Weight in SPMD
R
RBARB Global Inc
1.35%0.70%
I
IBKRInteractive Brokers Group Inc - Ordinary Shares - Class A
1.32%0.68%
E
EMEEmcor Group, Inc.
1.24%0.68%
D
DOCUDocuSign Inc
1.20%0.59%
E
EQHEquitable Holdings Inc
1.18%0.56%
G
GWREGuidewire Software Inc
1.14%0.62%
S
SFMSprouts Farmers Market Inc
1.11%0.62%
C
CSLCarlisle Companies Inc.
1.11%0.61%
B
BURLBurlington Stores Inc
1.09%0.55%
D
DTDynatrace Inc
1.03%0.50%

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