What is the  IVOO ETF ?
4 min read
By Ron Koren, ETF Insider

What is the IVOO ETF ?

When it comes to investing in financial instruments, Exchange-Traded Funds (ETFs) have gained immense popularity in recent years. One such ETF that has caught the attention of investors is the IVOO ETF. In this article, we will delve into the various aspects of the IVOO ETF, its underlying and exposure, benefits, and considerations before investing, providing you with valuable insights to make informed decisions.

IVO0 ETF: Overview

The IVOO ETF is an index-based investment vehicle that aims to track the performance of the S&;P MidCap 400® Index. This index comprises mid-size companies in the United States, making it an attractive choice for investors looking to diversify their portfolios beyond large-cap stocks. The Fund utilizes an indexing investment approach, meaning it attempts to replicate the target index by investing primarily in the stocks that constitute the S&;P MidCap 400® Index. By doing so, it aims to mirror the index's performance, offering investors a passive investment strategy with the potential for long-term growth.

IVO0 ETF: Underlying and Exposure

The IVOO ETF's primary objective is to provide investors with exposure to mid-size companies in the U.S. market. To achieve this, the Fund allocates a significant portion, if not all, of its assets to the individual stocks that make up the S&;P MidCap 400® Index. The selection of these stocks is based on the weighting of each company in the index. By investing in these stocks proportionately, the Fund aims to replicate the index's performance, capturing the ups and downs of the mid-cap segment of the market.

IVOO overlap What is the  IVOO ETF ?IVOO overlap What is the IVOO ETF ?

IVO0 ETF: Benefits of Investing

There are several compelling reasons to consider investing in the IVOO ETF. Firstly, mid-cap companies often offer higher growth potential compared to established large-cap companies. As these mid-size firms grow and mature, they may outperform their larger counterparts, leading to higher returns for investors. Additionally, the IVOO ETF provides diversification benefits by exposing investors to a broad range of mid-cap stocks, reducing the impact of individual stock fluctuations on the overall portfolio. Furthermore, the ETF's low expense ratio and passively managed nature make it a cost-effective option for long-term investors seeking consistent market exposure.

IVO0 ETF: Considerations Before Investing

While the IVOO ETF offers attractive features, it is essential for investors to consider certain factors before making a decision. Like any investment, the ETF carries inherent risks, and past performance does not guarantee future results. Investors should analyze the fund's historical performance, understand the underlying index's composition, and assess their risk tolerance and investment objectives. Additionally, factors such as management fees, liquidity, and overall market conditions should be taken into account.


The IVOO ETF presents a compelling investment opportunity for those seeking exposure to mid-cap companies in the U.S. market. With its indexing approach and diverse underlying portfolio, the Fund aims to replicate the performance of the S&P MidCap 400® Index. However, investors should conduct thorough research and due diligence before investing to align the ETF with their financial goals and risk tolerance.

Disclaimer: This article is for informational purposes only and does not constitute investment advice. Always consult with a qualified financial advisor before making investment decisions.

IVOO ETF issuer
IVOO ETF official page

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  • What is the IVOO ETF?

    The IVOO ETF, also known as the iShares Global Tech ETF, is an exchange-traded fund designed to track the performance of companies that utilize disruptive technologies across ten thematic areas, including Healthcare Innovation, Internet of Things, Clean Energy and Smart Grid, Cloud Computing, Data and Analytics, FinTech, Robotics and Artificial Intelligence, Cybersecurity, 3D Printing, and Mobile Payments.

  • What is the underlying index that the IVOO ETF aims to track?

    The IVOO ETF aims to track the performance of the Underlying Index developed by Indxx, LLC. The index includes companies from various geographic regions, including the United States and non-U.S. companies, including those from foreign and emerging markets.

  • How are companies selected for inclusion in the IVOO ETF?

    To be eligible for inclusion in the Underlying Index's Index Universe, a company must meet certain criteria, such as having a minimum market capitalization of at least $500 million, a six-month minimum average daily trading volume of $2 million, and deriving a minimum of 50% of its revenue from a single Theme. The eligible stocks are then equally weighted in the Index's portfolio.

  • What is the reconstitution and rebalancing process of the IVOO ETF?

    The Underlying Index is reconstituted annually on the third Friday of September and rebalanced quarterly. During the reconstitution, ten stocks are selected in each Theme based on proprietary quantitative and qualitative factors.

  • What are the benefits of investing in the IVOO ETF?

    Investing in the IVOO ETF offers exposure to companies that are utilizing disruptive technologies across various thematic areas, providing potential growth opportunities in the tech sector. The ETF also offers diversification across different geographic regions, including the U.S. and emerging markets.