IUSG - ETF AI Analysis
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iShares Core S&P U.S. Growth ETF (IUSG)
Rating:75Outperform
Price Target:―
Positive Factors
Strong Overall Performance
The ETF has delivered solid gains so far this year, showing that its growth-focused strategy has recently worked well for investors.
Leading Growth Stocks in Top Holdings
Several of the largest positions, including major technology and healthcare names, have shown strong or steady performance, helping drive the fund’s returns.
Low Expense Ratio
The fund’s very low fee means more of the investment gains can stay in investors’ pockets over time.
Negative Factors
Heavy Tilt Toward Technology
Nearly half of the portfolio is in technology stocks, which can make the fund more sensitive to swings in that single sector.
High Concentration in a Few Mega-Cap Stocks
A small number of large companies make up a big share of the fund, increasing the impact that any one stock’s moves can have on overall performance.
Limited International Diversification
Almost all of the ETF’s holdings are in U.S. companies, so investors get little exposure to growth opportunities in other regions.
IUSG vs. SPDR S&P 500 ETF (SPY)
AUM33.68B
RegionNorth America
Expense Ratio0.04%
Beta1.24
IssueriShares
Inception DateJul 24, 2000
Dividend Yield0.5%
Asset ClassEquity
Index TrackedS&P 900 Growth
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume578,409
30 Day Avg. Volume539,168
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
226.48Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering392
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IUSG Summary
IUSG is the iShares Core S&P U.S. Growth ETF, which follows the S&P U.S. Growth Index. It focuses on U.S. companies that are growing quickly, mainly in technology and communication services. Well-known holdings include Nvidia and Microsoft, along with other large, fast-growing firms. Investors might choose this ETF to seek long-term growth and to get broad exposure to many U.S. growth stocks in a single investment. However, because it leans heavily toward tech and other growth companies, its price can be quite volatile and may rise or fall sharply with the stock 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 leaning heavily on U.S. Big Tech and chipmakers, with Nvidia and Micron acting as the main engines of recent gains thanks to their AI-fueled momentum, even if Nvidia’s ride has been a bit bumpy lately. Apple has been steadily pulling its weight, while Microsoft and Alphabet feel more mixed, losing some altitude in the short term despite solid long‑term stories in cloud and AI. Broadcom adds another semiconductor pillar, reinforcing the tech and communication tilt, so performance is largely tied to how this U.S. growth-and-AI cluster behaves.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 13.35% | $4.38B | $4.86T | 14.80% | 76 Outperform | |
| Microsoft | 9.66% | $3.17B | $3.45T | -8.96% | 79 Outperform | |
| Apple | 5.94% | $1.95B | $4.54T | 49.21% | 79 Outperform | |
| Alphabet Class A | 5.84% | $1.92B | $4.36T | 91.50% | 85 Outperform | |
| Broadcom | 4.95% | $1.63B | $1.85T | 31.74% | 76 Outperform | |
| Alphabet Class C | 4.69% | $1.54B | $4.36T | 90.28% | 82 Outperform | |
| Amazon | 3.93% | $1.29B | $2.92T | 34.19% | 71 Outperform | |
| Meta Platforms | 3.46% | $1.13B | $1.42T | -23.97% | 76 Outperform | |
| Berkshire Hathaway B | 2.51% | $823.31M | $992.60B | 11.77% | 66 Neutral | |
| Micron | 2.49% | $818.67M | $929.52B | 669.69% | 79 Outperform |
IUSG Technical Analysis
Positive
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Price Trends
186.22
Positive
178.40
Positive
172.45
Positive
Market Momentum
0.20
Negative
63.08
Neutral
90.36
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 185.35, equal to the 50-day MA of 186.22, and equal to the 200-day MA of 172.45, indicating a bullish trend. The MACD of 0.20 indicates Negative momentum. The RSI at 63.08 is Neutral, neither overbought nor oversold. The STOCH value of 90.36 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
192.93
37.75
24.33%
VTI
Vanguard Total Stock Market ETF
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VIG
Vanguard Dividend Appreciation ETF
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―
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ITOT
iShares Core S&P Total U.S. Stock Market ETF
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DFAC
Dimensional U.S. Core Equity 2 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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