IVOO ETF Analysis

For informational purposes only. Not financial advice.

Quick Answer

Investors should note the fund's beta of 1.12, indicating higher volatility compared to the broader market. Past performance does not guarantee future results.

IVOO ETF — Price, Holdings & Analysis

IVOO is an ETF providing exposure to mid-capitalization U.S. equities. The fund's top holdings include Ciena Corp (CIEN) and Coherent Corp (COHR), reflecting a tilt towards specific sectors within the market. Investors should note the fund's beta of 1.12, indicating higher volatility compared to the broader market. Past performance does not guarantee future results.

ETF Overview

IVOO aims to track the performance of a specific segment of the U.S. equity market, focusing on mid-capitalization companies. This ETF provides investors with a way to gain exposure to companies that are generally smaller and potentially faster-growing than large-cap stocks, but more established than small-cap stocks. The fund's investment strategy involves holding a basket of stocks that represent the mid-cap market segment, with individual holdings weighted to reflect their relative market capitalization. The top holdings in IVOO include Ciena Corp (1.06%), Coherent Corp (1.00%), and Lumentum Holdings Inc (0.83%). This concentration in the top holdings means that the performance of these companies can significantly impact the overall performance of the ETF. Investors seeking diversified exposure to the U.S. equity market may find IVOO a suitable option for incorporating mid-cap stocks into their portfolios. Past performance does not guarantee future results.

Risk Metrics

Investing in IVOO involves several risks that investors may want to research. The fund's concentration in its top holdings, such as Ciena Corp and Coherent Corp, exposes it to company-specific risk. A significant decline in the value of these holdings could negatively impact the ETF's overall performance. The fund's beta of 1.12 indicates that it is more volatile than the broader market, meaning that it may experience larger price swings during periods of market turbulence. While IVOO provides exposure to a specific segment of the U.S. equity market, its focused approach may limit diversification compared to broader market ETFs. Investors should carefully consider their risk tolerance and investment objectives before investing in IVOO. Past performance does not guarantee future results.

What does IVOO hold?

Holding	Weight
Ciena Corp (CIEN)	1.06%
Coherent Corp (COHR)	1.00%
Lumentum Holdings Inc (LITE)	0.83%
Curtiss-Wright Corp (CW)	0.72%
Flex Ltd (FLEX)	0.70%
Casey's General Stores Inc (CASY)	0.67%
TechnipFMC PLC (FTI)	0.67%
Illumina Inc (ILMN)	0.66%
Pure Storage Inc Class A (PSTG)	0.65%
Royal Gold Inc (RGLD)	0.64%

Dividend Yield

0.00%

Risk Metrics

Beta: 1.12

Questions & Answers

What is IVOO and what does it track?

IVOO is an exchange-traded fund (ETF) designed to provide investment results that closely correspond to the performance of mid-capitalization stocks in the United States. It aims to track a specific index representing this market segment.

What are the top holdings in IVOO?

IVOO's top holdings reflect its focus on mid-capitalization companies within the U.S. equity market.

As of 2026-03-15, the top three holdings in IVOO are Ciena Corp (CIEN) at 1.06%, Coherent Corp (COHR) at 1.00%, and Lumentum Holdings Inc (LITE) at 0.83%.

Is IVOO a good long-term investment?

Whether IVOO is a suitable long-term investment depends on an individual investor's specific financial goals, risk tolerance, and investment horizon. IVOO offers exposure to mid-capitalization U.S. equities, which can provide a balance between growth potential and stability.

The fund's beta of 1.12 suggests it may be more volatile than the overall market.

How does IVOO compare to similar ETFs?

When comparing IVOO to similar ETFs that track mid-capitalization U.S. equities, several factors should be considered. These include the expense ratio, assets under management (AUM), and investment strategy. Some ETFs may have a lower expense ratio, making them more cost-effective.

Others may have a larger AUM, indicating greater investor confidence and liquidity.

Does IVOO pay dividends?

According to the provided data, IVOO has a dividend yield of 0.00%. This indicates that the fund does not currently distribute dividends to its shareholders.

Investors seeking income-generating investments may want to consider other ETFs that offer a higher dividend yield. However, it's important to note that dividend yields can fluctuate over time and are not guaranteed.

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

Data provided for informational purposes only.

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