IUSG - ETF AI Analysis
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iShares Core S&P U.S. Growth ETF (IUSG)
Rating:75Outperform
Price Target:―
Positive Factors
Strong Growth Leaders in Top Holdings
Several major positions like Nvidia, Alphabet, Broadcom, Amazon, and Meta have shown strong recent performance, helping support the ETF’s overall returns.
Low Expense Ratio
The fund’s very low fee means less of your money goes to costs and more of your returns stay in your pocket over time.
Large Asset Base
With a very high level of assets under management, the ETF is well-established and likely to offer good trading liquidity for investors.
Negative Factors
Heavy Concentration in a Few Tech Giants
A large share of the fund is tied up in a small number of big technology names, which increases the impact if any of these companies stumble.
Weakness in Some Key Holdings
Important positions such as Microsoft, Apple, Berkshire Hathaway, and Eli Lilly have shown weaker recent performance, which can drag on the fund’s results.
Limited Geographic Diversification
Almost all of the ETF’s investments are in U.S. companies, so it offers little protection if the U.S. market faces a downturn.
IUSG vs. SPDR S&P 500 ETF (SPY)
AUM32.41B
RegionNorth America
Expense Ratio0.04%
Beta1.24
IssueriShares
Inception DateJul 24, 2000
Dividend Yield0.47%
Asset ClassEquity
Index TrackedS&P 900 Growth
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume500,405
30 Day Avg. Volume902,629
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
226.12Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering387
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IUSG Summary
The iShares Core S&P U.S. Growth ETF (IUSG) follows the S&P U.S. Growth Index, focusing on U.S. companies expected to grow faster than the overall market. It holds a wide mix of large, mid, and small companies, with a big tilt toward technology and communication services. Well-known holdings include Nvidia and Microsoft. Someone might invest in this ETF to seek long-term growth and easy diversification across many leading U.S. growth stocks in a single fund. A key risk is that it is heavily tilted toward tech and growth companies, so its price can swing more than the broader market.
How much will it cost me?The iShares Core S&P U.S. Growth ETF (IUSG) has an expense ratio of 0.04%, meaning you’ll pay $0.40 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that tracks an index, which typically costs less than actively managed funds.
What would affect this ETF?The iShares Core S&P U.S. Growth ETF (IUSG) could benefit from continued innovation and expansion in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from top companies like Nvidia and Microsoft. However, it may face challenges if interest rates rise, which can negatively impact growth stocks, or if economic conditions weaken, reducing consumer spending and corporate earnings. Regulatory changes affecting major tech firms could also pose risks to the ETF's performance.
IUSG Top 10 Holdings
IUSG is riding a powerful U.S. tech wave, with Nvidia and Micron acting like twin turbochargers thanks to surging demand for AI chips. Alphabet and Apple are also pulling their weight, keeping the fund’s growth engine humming, while Amazon adds steady support from e-commerce and cloud. On the flip side, Microsoft looks a bit mixed lately and Meta is losing steam, slightly dampening returns. Overall, this ETF is heavily tilted toward U.S. technology and communication services, so investors are largely betting on Big Tech and AI staying in the driver’s seat.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 14.65% | $4.62B | $5.18T | 56.25% | 76 Outperform | |
| Microsoft | 8.27% | $2.61B | $3.17T | -2.20% | 79 Outperform | |
| Alphabet Class A | 6.16% | $1.94B | $4.70T | 121.46% | 85 Outperform | |
| Apple | 5.91% | $1.86B | $4.59T | 55.37% | 79 Outperform | |
| Broadcom | 5.43% | $1.71B | $2.02T | 84.56% | 76 Outperform | |
| Alphabet Class C | 4.90% | $1.54B | $4.70T | 117.78% | 82 Outperform | |
| Amazon | 3.76% | $1.18B | $2.95T | 32.01% | 71 Outperform | |
| Meta Platforms | 3.60% | $1.13B | $1.61T | -2.31% | 76 Outperform | |
| Berkshire Hathaway B | 2.43% | $765.17M | $1.03T | -5.85% | 66 Neutral | |
| Micron | 2.36% | $742.38M | $1.04T | 927.95% | 79 Outperform |
IUSG Technical Analysis
Positive
―
Price Trends
173.64
Positive
169.80
Positive
166.95
Positive
Market Momentum
4.23
Positive
72.74
Negative
92.06
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IUSG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 185.68, equal to the 50-day MA of 173.64, and equal to the 200-day MA of 166.95, indicating a bullish trend. The MACD of 4.23 indicates Positive momentum. The RSI at 72.74 is Negative, neither overbought nor oversold. The STOCH value of 92.06 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IUSG.
IUSG Peer Comparison
Comparison Results
Performance Comparison
IUSG
iShares Core S&P U.S. Growth ETF
191.62
49.66
34.98%
VTI
Vanguard Total Stock Market ETF
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―
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VIG
Vanguard Dividend Appreciation ETF
―
―
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ITOT
iShares Core S&P Total U.S. Stock Market ETF
―
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QUAL
iShares MSCI USA Quality Factor ETF
―
―
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CGGR
Capital Group Growth ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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