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IUSG - ETF AI Analysis
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iShares Core S&P U.S. Growth ETF (IUSG)
Rating:75Outperform
Price Target:―
Positive Factors
Ultra-Low Expense Ratio
The fund charges a very low fee, which helps investors keep more of their returns over time.
Large, Established Asset Base
With a very high level of assets under management, the ETF is likely to be liquid and easier to trade for most investors.
Exposure to Leading Growth Companies
The top holdings include many of the largest and most influential U.S. growth companies, giving investors broad access to major market leaders.
Negative Factors
Heavy Concentration in Technology
Nearly half of the portfolio is in technology stocks, which can make the fund more sensitive to swings in that sector.
U.S.-Only Market Exposure
Almost all of the fund’s holdings are in U.S. companies, offering little diversification across different countries and regions.
Recent Weak Performance in Several Top Holdings
Many of the largest positions have shown weak year-to-date performance, which has weighed on the ETF’s overall returns so far this year.
IUSG vs. SPDR S&P 500 ETF (SPY)
AUM27.22B
RegionNorth America
Expense Ratio0.04%
Beta1.22
IssueriShares
Inception DateJul 24, 2000
Dividend Yield0.55%
Asset ClassEquity
Index TrackedS&P 900 Growth
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume971,983
30 Day Avg. Volume765,671
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
213.75Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering379
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, which focuses 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 Microsoft and Apple, along with other major tech names. Someone might invest in IUSG to seek long-term growth and broad diversification across many growing U.S. companies. A key risk is that it is heavily tilted toward growth and tech stocks, so its price can rise and fall sharply with that part of the 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 the U.S. growth wave on the back of a heavy Big Tech and AI tilt, with Nvidia in the driver’s seat as its rising share price and AI momentum do much of the heavy lifting. Apple has been steadier, helping offset some bumps, while Alphabet and Meta are contributing with generally positive, if sometimes choppy, performance. On the flip side, Microsoft and Amazon have been lagging lately, acting as a bit of a headwind. Overall, this is a U.S.-only, tech-centric story with a clear concentration in a handful of mega-cap names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 14.03% | $3.82B | $4.52T | 60.73% | 76 Outperform | |
| Microsoft | 9.34% | $2.54B | $3.01T | 5.64% | 79 Outperform | |
| Apple | 5.98% | $1.63B | $3.83T | 20.20% | 79 Outperform | |
| Alphabet Class A | 5.57% | $1.52B | $3.73T | 84.73% | 85 Outperform | |
| Broadcom | 5.01% | $1.36B | $1.62T | 75.86% | 76 Outperform | |
| Alphabet Class C | 4.45% | $1.21B | $3.73T | 82.50% | 82 Outperform | |
| Meta Platforms | 4.43% | $1.20B | $1.66T | 5.70% | 76 Outperform | |
| Amazon | 3.40% | $926.32M | $2.28T | 6.92% | 71 Outperform | |
| Berkshire Hathaway B | 2.81% | $764.68M | $1.06T | -0.48% | 66 Neutral | |
| Eli Lilly & Co | 2.46% | $670.81M | $943.21B | 21.66% | 72 Outperform |
IUSG Technical Analysis
Neutral
―
Price Trends
166.91
Negative
166.90
Negative
160.61
Positive
Market Momentum
-0.85
Negative
47.47
Neutral
64.94
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IUSG, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 164.41, equal to the 50-day MA of 166.91, and equal to the 200-day MA of 160.61, indicating a neutral trend. The MACD of -0.85 indicates Negative momentum. The RSI at 47.47 is Neutral, neither overbought nor oversold. The STOCH value of 64.94 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for IUSG.
IUSG Peer Comparison
Comparison Results
Performance Comparison
IUSG
iShares Core S&P U.S. Growth ETF
161.35
35.24
27.94%
VTI
Vanguard Total Stock Market ETF
―
―
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VIG
Vanguard Dividend Appreciation ETF
―
―
―
ITOT
iShares Core S&P Total U.S. Stock Market ETF
―
―
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QUAL
iShares MSCI USA Quality Factor ETF
―
―
―
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.
Disclaimer
This 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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