VO vs. IVOO

This is a comparison between VO and IVOO. The table below summarizes the key parameters for these two funds across several dimensions: return, expense ratio, net assets, segment and tax-cost ratio.

IVOO VO
Segment Equity: U.S. - Mid Cap Equity: U.S. - Mid Cap
Net Assets $848.46M $22.46B
Expense Ratio 0.15% 0.06%
Management Style passive (index-based) passive (index-based)
Underlying Index S&P MidCap 400 Index CRSP US Mid Cap Index
YTD Return 3.40% 2.55%
1-Year Return 13.49% 12.22%
3-Year Return 10.75% 9.18%
5-Year Return 12.59% 12.30%
10-Year Return 0.00% 10.10%
1-Year Tax Cost Ratio 0.36% 0.38%
VO description

The Fund seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization stocks. The Fund employs a "passive management" approach designed to track the performance of the CRSP US Mid Cap Index, a broadly diversified index of stocks of medium-size U.S. companies.

VO returns
YTD Return 2.55%
1-Month Return 0.95%
3-Month Return 2.58%
1-Year Return 12.22%
3-Year Return 9.18%
5-Year Return 12.30%
10-Year Return 10.10%
VO expense ratio is 0.06%
VO holdings

Top 10 Holdings (6.87% of Total Assets)

Name Symbol % Assets
Lam Research Corp LRCX 0.82%
Fiserv Inc FISV 0.74%
Amphenol Corp Class A APH 0.71%
Western Digital Corp WDC 0.69%
Autodesk Inc ADSK 0.68%
Roper Technologies Inc ROP 0.68%
Digital Realty Trust Inc DLR 0.66%
C.R. Bard Inc BCR 0.64%
Edwards Lifesciences Corp EW 0.63%
Moody's Corporation MCO 0.62%
IVOO description

The Fund seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization stocks in the United States. The Index, S&P MidCap 400 Index, is broadly diversified and measures the performance of stocks of medium-size U.S. companies.

IVOO returns
YTD Return 3.40%
1-Month Return 0.45%
3-Month Return 4.17%
1-Year Return 13.49%
3-Year Return 10.75%
5-Year Return 12.59%
10-Year Return 0.00%
IVOO expense ratio is 0.15%
IVOO holdings

Top 10 Holdings (5.91% of Total Assets)

Name Symbol % Assets
Teleflex Inc TFX 0.64%
Take-Two Interactive Software Inc TTWO 0.64%
MSCI Inc MSCI 0.62%
Huntington Ingalls Industries Inc HII 0.6%
Trimble Inc TRMB 0.58%
SVB Financial Group SIVB 0.58%
NVR Inc NVR 0.58%
Domino's Pizza Inc DPZ 0.56%
Cognex Corp CGNX 0.56%
Broadridge Financial Solutions Inc BR 0.55%
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