IVOO vs. USMF ETF Comparison
Comparison of Vanguard S&P Mid-Cap 400 ETF (IVOO) to WisdomTree U.S. Multifactor Fund (USMF)
IVOO
Vanguard S&P Mid-Cap 400 ETF
IVOO Description
The investment seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization stocks in the United States. The fund employs an indexing investment approach designed to track the performance of the S&P MidCap 400® Index. The index measures the performance of mid-capitalization stocks. It attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
Grade (RS Rating)
Last Trade
$113.17
Average Daily Volume
61,743
Number of Holdings
*
392
* may have additional holdings in another (foreign) market
USMF
WisdomTree U.S. Multifactor Fund
USMF Description
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. Multifactor Index. Under normal circumstances, at least 80% of the fund's total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is generally comprised of 200 U.S. companies with the highest composite scores based on two fundamental factors (value and quality measures) and two technical factors (momentum and correlation). The fund is non-diversified.Grade (RS Rating)
Last Trade
$52.37
Average Daily Volume
25,306
Number of Holdings
*
199
* may have additional holdings in another (foreign) market
Performance
| Period | IVOO | USMF |
|---|---|---|
| 30 Days | 7.18% | 6.39% |
| 60 Days | 7.23% | 7.88% |
| 90 Days | 8.27% | 8.72% |
| 12 Months | 33.00% | 32.34% |
52 Overlapping Holdings
| Symbol | Grade | Weight in IVOO | Weight in USMF | Overlap | |
|---|---|---|---|---|---|
| ANF | C | 0.23% | 0.39% | 0.23% | |
| ARMK | B | 0.34% | 0.69% | 0.34% | |
| BERY | B | 0.28% | 0.34% | 0.28% | |
| BMRN | D | 0.43% | 0.2% | 0.2% | |
| CACI | D | 0.42% | 0.43% | 0.42% | |
| CBSH | A | 0.25% | 0.31% | 0.25% | |
| CCK | C | 0.38% | 0.37% | 0.37% | |
| CHE | D | 0.28% | 0.37% | 0.28% | |
| CRUS | D | 0.2% | 0.5% | 0.2% | |
| CVLT | B | 0.24% | 1.01% | 0.24% | |
| DBX | B | 0.21% | 1.02% | 0.21% | |
| DINO | D | 0.22% | 0.25% | 0.22% | |
| DOCU | A | 0.49% | 1.02% | 0.49% | |
| DT | C | 0.55% | 0.92% | 0.55% | |
| EHC | B | 0.34% | 0.44% | 0.34% | |
| ELS | C | 0.45% | 0.32% | 0.32% | |
| EME | C | 0.72% | 0.34% | 0.34% | |
| EWBC | A | 0.47% | 0.32% | 0.32% | |
| EXEL | B | 0.33% | 0.43% | 0.33% | |
| FCN | D | 0.24% | 0.24% | 0.24% | |
| GAP | C | 0.16% | 0.35% | 0.16% | |
| GLPI | C | 0.47% | 0.32% | 0.32% | |
| GPK | C | 0.29% | 0.38% | 0.29% | |
| HALO | F | 0.22% | 0.23% | 0.22% | |
| HRB | D | 0.29% | 0.6% | 0.29% | |
| IBKR | A | 0.57% | 0.4% | 0.4% | |
| INGR | B | 0.3% | 0.4% | 0.3% | |
| LNTH | D | 0.26% | 0.13% | 0.13% | |
| LPX | B | 0.21% | 0.29% | 0.21% | |
| MSA | D | 0.23% | 0.34% | 0.23% | |
| MTG | C | 0.22% | 0.29% | 0.22% | |
| MUSA | A | 0.31% | 0.74% | 0.31% | |
| NBIX | C | 0.42% | 0.25% | 0.25% | |
| NNN | D | 0.27% | 0.31% | 0.27% | |
| NYT | C | 0.31% | 0.88% | 0.31% | |
| OGE | B | 0.28% | 0.34% | 0.28% | |
| ORI | A | 0.29% | 0.35% | 0.29% | |
| POST | C | 0.18% | 0.3% | 0.18% | |
| PPC | C | 0.07% | 0.37% | 0.07% | |
| PRI | A | 0.32% | 0.35% | 0.32% | |
| RGA | A | 0.48% | 0.34% | 0.34% | |
| RLI | B | 0.22% | 0.36% | 0.22% | |
| RYAN | B | 0.23% | 0.29% | 0.23% | |
| SAIC | F | 0.25% | 0.3% | 0.25% | |
| SFM | A | 0.44% | 0.29% | 0.29% | |
| SNX | C | 0.3% | 1.17% | 0.3% | |
| THC | D | 0.51% | 0.28% | 0.28% | |
| TXRH | C | 0.44% | 0.81% | 0.44% | |
| UNM | A | 0.38% | 0.38% | 0.38% | |
| UTHR | C | 0.57% | 0.41% | 0.41% | |
| VOYA | B | 0.27% | 0.35% | 0.27% | |
| WPC | D | 0.42% | 0.27% | 0.27% |
IVOO Overweight 340 Positions Relative to USMF
| Symbol | Grade | Weight | |
|---|---|---|---|
| ILMN | D | 0.79% | |
| TPL | A | 0.76% | |
| LII | A | 0.67% | |
| CSL | C | 0.67% | |
| WSM | B | 0.59% | |
| WSO | A | 0.57% | |
| MANH | D | 0.56% | |
| RPM | A | 0.56% | |
| RBA | A | 0.54% | |
| FNF | B | 0.54% | |
| BURL | A | 0.54% | |
| RS | B | 0.54% | |
| OC | A | 0.53% | |
| PSTG | D | 0.53% | |
| TOL | B | 0.52% | |
| USFD | A | 0.52% | |
| XPO | B | 0.52% | |
| AVTR | F | 0.52% | |
| EQH | B | 0.5% | |
| CASY | A | 0.5% | |
| COHR | B | 0.49% | |
| ACM | A | 0.49% | |
| FIX | A | 0.48% | |
| RNR | C | 0.47% | |
| GGG | B | 0.47% | |
| SAIA | B | 0.45% | |
| TTEK | F | 0.45% | |
| CW | B | 0.45% | |
| PFGC | B | 0.44% | |
| JLL | D | 0.44% | |
| NVT | B | 0.43% | |
| SCI | B | 0.41% | |
| SRPT | D | 0.41% | |
| LAMR | D | 0.4% | |
| CLH | B | 0.4% | |
| BJ | A | 0.39% | |
| DKS | C | 0.39% | |
| ITT | A | 0.39% | |
| LECO | B | 0.38% | |
| OHI | C | 0.38% | |
| DUOL | A | 0.38% | |
| FND | C | 0.38% | |
| RRX | B | 0.38% | |
| AMH | D | 0.38% | |
| BWXT | B | 0.38% | |
| ATR | B | 0.38% | |
| SF | B | 0.37% | |
| CUBE | D | 0.37% | |
| FBIN | D | 0.36% | |
| OVV | B | 0.36% | |
| AA | B | 0.36% | |
| JEF | A | 0.36% | |
| CG | A | 0.36% | |
| WMS | D | 0.36% | |
| BLD | D | 0.36% | |
| CHDN | B | 0.35% | |
| WWD | B | 0.34% | |
| ONTO | D | 0.34% | |
| CNH | C | 0.34% | |
| KNSL | B | 0.33% | |
| EXP | A | 0.33% | |
| RGLD | C | 0.33% | |
| ALLY | C | 0.33% | |
| WTRG | B | 0.33% | |
| HLI | B | 0.32% | |
| FHN | A | 0.32% | |
| AYI | B | 0.32% | |
| AFG | A | 0.32% | |
| REXR | F | 0.32% | |
| EVR | B | 0.32% | |
| MORN | B | 0.31% | |
| AIT | A | 0.31% | |
| WBS | A | 0.31% | |
| LAD | A | 0.31% | |
| PEN | B | 0.31% | |
| KBR | F | 0.31% | |
| FLR | B | 0.31% | |
| WAL | B | 0.31% | |
| CIEN | B | 0.31% | |
| WCC | B | 0.3% | |
| GME | C | 0.3% | |
| PR | B | 0.3% | |
| X | C | 0.3% | |
| FN | D | 0.3% | |
| DTM | B | 0.3% | |
| ENSG | D | 0.3% | |
| DCI | B | 0.3% | |
| AAL | B | 0.3% | |
| GMED | A | 0.29% | |
| AXTA | A | 0.29% | |
| LNW | D | 0.29% | |
| TPX | B | 0.29% | |
| EGP | F | 0.29% | |
| TTC | D | 0.29% | |
| WING | D | 0.29% | |
| KNX | B | 0.29% | |
| BRBR | A | 0.29% | |
| CNM | D | 0.29% | |
| PCTY | B | 0.28% | |
| PNFP | B | 0.28% | |
| BRX | A | 0.28% | |
| RBC | A | 0.28% | |
| SKX | D | 0.28% | |
| CFR | B | 0.28% | |
| WTFC | A | 0.27% | |
| TREX | C | 0.27% | |
| CHRD | D | 0.27% | |
| TKO | B | 0.27% | |
| FYBR | D | 0.27% | |
| OLED | D | 0.27% | |
| MEDP | D | 0.27% | |
| HQY | B | 0.26% | |
| SSB | B | 0.26% | |
| UFPI | B | 0.26% | |
| ADC | B | 0.26% | |
| MTZ | B | 0.26% | |
| AR | B | 0.26% | |
| SSD | D | 0.26% | |
| CR | A | 0.26% | |
| AAON | B | 0.26% | |
| ZION | B | 0.26% | |
| TMHC | B | 0.25% | |
| GXO | B | 0.25% | |
| SNV | B | 0.25% | |
| RRC | B | 0.25% | |
| HLNE | B | 0.25% | |
| SEIC | B | 0.25% | |
| VNO | B | 0.24% | |
| BIO | D | 0.24% | |
| CGNX | C | 0.24% | |
| FLS | B | 0.24% | |
| MAT | D | 0.24% | |
| FR | C | 0.24% | |
| PB | A | 0.24% | |
| MIDD | C | 0.24% | |
| WH | B | 0.24% | |
| GNTX | C | 0.24% | |
| LSCC | D | 0.24% | |
| RGEN | D | 0.24% | |
| ESAB | B | 0.24% | |
| WEX | D | 0.24% | |
| H | B | 0.23% | |
| FAF | A | 0.23% | |
| COKE | C | 0.23% | |
| PLNT | A | 0.23% | |
| KEX | C | 0.23% | |
| OSK | B | 0.23% | |
| MKSI | C | 0.23% | |
| EXLS | B | 0.23% | |
| JAZZ | B | 0.23% | |
| ALV | C | 0.23% | |
| STAG | F | 0.23% | |
| BRKR | D | 0.22% | |
| G | B | 0.22% | |
| STWD | C | 0.22% | |
| ARW | D | 0.22% | |
| VMI | B | 0.22% | |
| MASI | A | 0.22% | |
| R | B | 0.22% | |
| ESNT | D | 0.22% | |
| CROX | D | 0.22% | |
| MTSI | B | 0.22% | |
| COLB | A | 0.21% | |
| CYTK | F | 0.21% | |
| CLF | F | 0.21% | |
| MTDR | B | 0.21% | |
| LFUS | F | 0.21% | |
| CADE | B | 0.21% | |
| NOV | C | 0.21% | |
| NOVT | D | 0.21% | |
| ONB | B | 0.21% | |
| DAR | C | 0.21% | |
| CMC | B | 0.21% | |
| AGCO | D | 0.21% | |
| ALTR | B | 0.21% | |
| MTN | C | 0.21% | |
| LSTR | D | 0.21% | |
| KBH | D | 0.2% | |
| WHR | B | 0.2% | |
| SRCL | C | 0.2% | |
| VNT | B | 0.2% | |
| WFRD | D | 0.2% | |
| AMG | B | 0.2% | |
| GBCI | B | 0.2% | |
| CBT | C | 0.2% | |
| ELF | C | 0.2% | |
| CHX | C | 0.19% | |
| IDA | A | 0.19% | |
| PVH | C | 0.19% | |
| KNF | A | 0.19% | |
| THO | B | 0.19% | |
| NFG | A | 0.19% | |
| SIGI | C | 0.19% | |
| OLLI | D | 0.19% | |
| KRG | B | 0.19% | |
| GTLS | B | 0.18% | |
| UBSI | B | 0.18% | |
| RMBS | C | 0.18% | |
| UGI | A | 0.18% | |
| CNX | A | 0.18% | |
| SON | D | 0.18% | |
| FIVE | F | 0.18% | |
| ST | F | 0.18% | |
| VVV | F | 0.18% | |
| MMS | F | 0.18% | |
| FNB | A | 0.18% | |
| WTS | B | 0.18% | |
| DOCS | C | 0.18% | |
| JHG | A | 0.18% | |
| BC | C | 0.18% | |
| KD | B | 0.18% | |
| TKR | D | 0.18% | |
| THG | A | 0.18% | |
| NXST | C | 0.18% | |
| LEA | D | 0.18% | |
| EXPO | D | 0.17% | |
| SLM | A | 0.17% | |
| HXL | D | 0.17% | |
| OLN | D | 0.17% | |
| AM | A | 0.17% | |
| UMBF | B | 0.17% | |
| POR | C | 0.17% | |
| GATX | A | 0.17% | |
| ROIV | C | 0.17% | |
| PSN | D | 0.17% | |
| HOMB | A | 0.17% | |
| HWC | B | 0.16% | |
| WMG | C | 0.16% | |
| BCO | D | 0.16% | |
| SBRA | C | 0.16% | |
| NJR | A | 0.16% | |
| OZK | B | 0.16% | |
| FFIN | B | 0.16% | |
| BDC | B | 0.16% | |
| XRAY | F | 0.16% | |
| CUZ | B | 0.16% | |
| CELH | F | 0.16% | |
| RH | B | 0.16% | |
| AVT | C | 0.16% | |
| BYD | C | 0.16% | |
| APPF | B | 0.16% | |
| KRC | C | 0.15% | |
| M | D | 0.15% | |
| AVNT | B | 0.15% | |
| ORA | B | 0.15% | |
| LITE | B | 0.15% | |
| DLB | B | 0.15% | |
| FLO | D | 0.15% | |
| CIVI | D | 0.15% | |
| QLYS | C | 0.15% | |
| IRT | A | 0.15% | |
| SWX | B | 0.15% | |
| WLK | D | 0.15% | |
| MUR | D | 0.15% | |
| PNM | F | 0.14% | |
| OPCH | D | 0.14% | |
| ACHC | F | 0.14% | |
| LOPE | B | 0.14% | |
| OGS | A | 0.14% | |
| NEU | C | 0.14% | |
| VLY | B | 0.14% | |
| AN | C | 0.14% | |
| ASGN | F | 0.14% | |
| EEFT | B | 0.14% | |
| BKH | A | 0.14% | |
| ASH | D | 0.14% | |
| RYN | D | 0.14% | |
| SLGN | A | 0.14% | |
| PII | D | 0.13% | |
| CNO | A | 0.13% | |
| WU | D | 0.13% | |
| HAE | C | 0.13% | |
| ALE | A | 0.13% | |
| SR | A | 0.13% | |
| SMG | D | 0.13% | |
| KMPR | B | 0.13% | |
| HOG | D | 0.13% | |
| ENS | D | 0.13% | |
| TNL | A | 0.12% | |
| LANC | C | 0.12% | |
| SLAB | D | 0.12% | |
| VAL | D | 0.12% | |
| POWI | D | 0.12% | |
| IRDM | D | 0.12% | |
| EPR | D | 0.12% | |
| TEX | D | 0.12% | |
| PRGO | B | 0.12% | |
| ASB | B | 0.12% | |
| TCBI | B | 0.12% | |
| MSM | C | 0.12% | |
| NVST | B | 0.12% | |
| CDP | C | 0.12% | |
| AMED | F | 0.11% | |
| TDC | D | 0.11% | |
| FHI | A | 0.11% | |
| CHH | A | 0.11% | |
| ZI | D | 0.11% | |
| ALGM | D | 0.11% | |
| WEN | D | 0.11% | |
| IBOC | A | 0.11% | |
| NWE | B | 0.11% | |
| LIVN | F | 0.1% | |
| NSP | D | 0.1% | |
| PBF | D | 0.1% | |
| PAG | B | 0.1% | |
| NEOG | F | 0.1% | |
| PK | B | 0.1% | |
| BHF | B | 0.1% | |
| AMKR | D | 0.1% | |
| GHC | C | 0.1% | |
| NSA | D | 0.1% | |
| YETI | C | 0.1% | |
| MAN | D | 0.1% | |
| PCH | D | 0.1% | |
| BLKB | B | 0.1% | |
| VC | D | 0.09% | |
| SAM | C | 0.09% | |
| COLM | B | 0.09% | |
| CXT | B | 0.09% | |
| SYNA | C | 0.09% | |
| CC | C | 0.09% | |
| COTY | F | 0.09% | |
| JWN | C | 0.08% | |
| RCM | F | 0.08% | |
| IPGP | D | 0.08% | |
| GT | C | 0.08% | |
| ENOV | C | 0.08% | |
| CPRI | F | 0.08% | |
| HGV | B | 0.08% | |
| ARWR | F | 0.08% | |
| SHC | F | 0.08% | |
| VAC | B | 0.08% | |
| VSH | D | 0.07% | |
| CRI | D | 0.07% | |
| AZTA | D | 0.07% | |
| CNXC | F | 0.07% | |
| GEF | A | 0.06% | |
| UAA | C | 0.06% | |
| CAR | C | 0.05% | |
| UA | C | 0.04% |
IVOO Underweight 147 Positions Relative to USMF
| Symbol | Grade | Weight | |
|---|---|---|---|
| APP | B | -1.61% | |
| MSI | B | -1.52% | |
| GDDY | A | -1.49% | |
| VRSN | F | -1.43% | |
| CTSH | B | -1.38% | |
| ROP | B | -1.35% | |
| TDY | B | -1.34% | |
| IBM | C | -1.32% | |
| FFIV | B | -1.31% | |
| TMUS | B | -1.29% | |
| TYL | B | -1.12% | |
| EA | A | -1.11% | |
| FOXA | B | -1.09% | |
| FICO | B | -1.08% | |
| ZM | B | -1.07% | |
| T | A | -1.05% | |
| GEN | B | -1.03% | |
| JNPR | F | -1.0% | |
| CRM | B | -0.99% | |
| AKAM | D | -0.96% | |
| CMCSA | B | -0.93% | |
| HPQ | B | -0.93% | |
| FTNT | C | -0.88% | |
| VZ | C | -0.87% | |
| TJX | A | -0.85% | |
| DIS | B | -0.82% | |
| ORLY | B | -0.82% | |
| WDAY | B | -0.81% | |
| DRI | B | -0.79% | |
| NTAP | C | -0.79% | |
| EPAM | C | -0.76% | |
| IPG | D | -0.75% | |
| AZO | C | -0.73% | |
| LVS | C | -0.7% | |
| EBAY | D | -0.68% | |
| INFA | D | -0.66% | |
| NTNX | A | -0.64% | |
| GM | B | -0.63% | |
| EXPE | B | -0.53% | |
| LDOS | C | -0.52% | |
| COR | B | -0.49% | |
| FSLR | F | -0.48% | |
| MCK | B | -0.46% | |
| ECL | D | -0.45% | |
| CAH | B | -0.44% | |
| AMP | A | -0.43% | |
| XOM | B | -0.43% | |
| GILD | C | -0.43% | |
| HOLX | D | -0.42% | |
| EOG | A | -0.42% | |
| WM | A | -0.42% | |
| BSX | B | -0.42% | |
| FI | A | -0.42% | |
| JNJ | D | -0.42% | |
| ADP | B | -0.41% | |
| DGX | A | -0.41% | |
| ETR | B | -0.4% | |
| RSG | A | -0.4% | |
| ABT | B | -0.4% | |
| RJF | A | -0.4% | |
| COP | C | -0.4% | |
| LMT | D | -0.4% | |
| ADTN | A | -0.4% | |
| BR | A | -0.39% | |
| JPM | A | -0.39% | |
| L | A | -0.39% | |
| DOV | A | -0.39% | |
| HIG | B | -0.39% | |
| WFC | A | -0.39% | |
| LH | C | -0.38% | |
| VRSK | A | -0.38% | |
| ZBH | C | -0.38% | |
| CME | A | -0.37% | |
| BRK.A | B | -0.37% | |
| ABBV | D | -0.37% | |
| PCAR | B | -0.37% | |
| ALSN | B | -0.37% | |
| TRV | B | -0.37% | |
| ALL | A | -0.36% | |
| BRO | B | -0.36% | |
| AIZ | A | -0.36% | |
| LHX | C | -0.36% | |
| ACI | C | -0.36% | |
| SSNC | B | -0.36% | |
| CINF | A | -0.36% | |
| BMY | B | -0.36% | |
| MRO | B | -0.35% | |
| AFL | B | -0.35% | |
| WMT | A | -0.35% | |
| CNA | B | -0.35% | |
| PGR | A | -0.35% | |
| J | F | -0.34% | |
| MO | A | -0.34% | |
| AIG | B | -0.34% | |
| AXP | A | -0.34% | |
| KR | B | -0.34% | |
| MRK | F | -0.34% | |
| MLI | C | -0.34% | |
| WRB | A | -0.33% | |
| CBOE | B | -0.33% | |
| NTRS | A | -0.33% | |
| MKL | A | -0.33% | |
| HAL | C | -0.33% | |
| SYF | B | -0.32% | |
| PG | A | -0.32% | |
| MTB | A | -0.32% | |
| VTRS | A | -0.32% | |
| TAP | C | -0.32% | |
| VLO | C | -0.32% | |
| PCG | A | -0.31% | |
| SYY | B | -0.31% | |
| DE | A | -0.31% | |
| KMB | D | -0.31% | |
| HCA | F | -0.31% | |
| DVN | F | -0.31% | |
| UHS | D | -0.31% | |
| VICI | C | -0.31% | |
| TMO | F | -0.31% | |
| BAH | F | -0.31% | |
| ELV | F | -0.3% | |
| FRT | B | -0.3% | |
| REYN | D | -0.3% | |
| PNW | B | -0.3% | |
| DUK | C | -0.3% | |
| MPC | D | -0.29% | |
| CRS | A | -0.29% | |
| CL | D | -0.29% | |
| FCNCA | A | -0.28% | |
| CI | F | -0.28% | |
| MAS | D | -0.28% | |
| REGN | F | -0.28% | |
| EIX | B | -0.28% | |
| AEP | D | -0.27% | |
| GIS | D | -0.27% | |
| DVA | B | -0.27% | |
| CAG | D | -0.26% | |
| FDX | B | -0.26% | |
| KHC | F | -0.26% | |
| CNC | D | -0.25% | |
| PYPL | B | -0.23% | |
| PAYC | B | -0.23% | |
| HII | D | -0.23% | |
| AMT | D | -0.22% | |
| APA | D | -0.22% | |
| MMM | D | -0.21% | |
| FMC | D | -0.18% | |
| GL | B | -0.14% |
IVOO: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Diversified Industrials
Biotechnology
Software - Application
Business Services
Oil & Gas E&P
Specialty Chemicals
Asset Management
Packaging & Containers
Semiconductors
Building Materials
Diagnostics & Research
Engineering & Construction
Specialty Retail
Apparel Manufacturing
Medical Care
Packaged Foods
REIT - Diversified
REIT - Industrial
Scientific & Technical Instruments
USMF: Top Represented Industries & Keywords
Industries:
Software - Application
Insurance - Property & Casualty
Business Services
Biotechnology
Information Technology Services
Medical Care
Packaged Foods
Software - Infrastructure
Utilities - Regulated Electric
Drug Manufacturers - Major
Insurance - Diversified
Oil & Gas E&P
Telecom Services
Communication Equipment
Diagnostics & Research
Insurance - Life
Packaging & Containers
Specialty Retail
Apparel Stores
Asset Management
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