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IUSG - ETF AI Analysis
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iShares Core S&P U.S. Growth ETF (IUSG)
Rating:77Outperform
Price Target:
$187.00
Positive Factors
Strong Top Holdings
Several key positions, such as Nvidia, Broadcom, and Alphabet, have delivered strong year-to-date performance, driving the fund's returns.
Low Expense Ratio
With an expense ratio of just 0.04%, this ETF is cost-effective compared to similar funds, maximizing investor returns.
Sector Diversification
The ETF spreads its investments across multiple sectors, including technology, communication services, and consumer cyclical, reducing reliance on any single industry.
Negative Factors
High Technology Concentration
Over 42% of the portfolio is allocated to the technology sector, making the fund vulnerable to downturns in tech stocks.
Limited Geographic Exposure
The ETF is almost entirely focused on U.S. companies, offering little diversification across international markets.
Mixed Short-Term Performance
While year-to-date returns are strong, the fund has seen slight declines over the past month, indicating potential volatility.
IUSG vs. SPDR S&P 500 ETF (SPY)
AUM25.97B
RegionNorth America
Expense Ratio0.04%
Beta1.23
IssueriShares
Inception DateJul 24, 2000
Dividend Yield0.54%
Asset ClassEquity
Index TrackedS&P 900 Growth
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume346,480
30 Day Avg. Volume382,002
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
194.51Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering463
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IUSG Summary
The iShares Core S&P U.S. Growth ETF (IUSG) is an investment fund that focuses on U.S. companies with strong growth potential, tracking the S&P U.S. Growth Index. It includes a mix of large, mid, and small-cap stocks, with a heavy emphasis on technology companies like Nvidia and Microsoft. This ETF is ideal for investors looking to grow their money over time and gain exposure to innovative and fast-growing businesses. However, because it focuses on growth stocks, its value can fluctuate significantly with market conditions, especially if tech stocks experience downturns.
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
The iShares Core S&P U.S. Growth ETF leans heavily into technology, with Nvidia leading the charge thanks to its dominance in AI infrastructure and strong revenue growth. Microsoft and Alphabet are steady contributors, benefiting from cloud and AI advancements, while Apple shows mixed momentum despite its global expansion efforts. Broadcom’s focus on AI semiconductors adds further tech-driven strength. However, Meta and Amazon are holding the fund back slightly, with Meta facing regulatory hurdles and Amazon grappling with AWS margin pressures. Overall, the ETF’s tech-heavy tilt underscores its reliance on innovation to drive performance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 14.18% | $3.68B | $4.83T | 31.12% | 85 Outperform | |
| Microsoft | 5.84% | $1.52B | $3.82T | 19.21% | 82 Outperform | |
| Apple | 5.49% | $1.43B | $3.99T | 18.75% | 80 Outperform | |
| Broadcom | 5.03% | $1.30B | $1.66T | 95.30% | 76 Outperform | |
| Alphabet Class A | 4.92% | $1.28B | $3.35T | 57.54% | 80 Outperform | |
| Amazon | 4.19% | $1.09B | $2.67T | 19.11% | 76 Outperform | |
| Meta Platforms | 4.11% | $1.07B | $1.58T | 7.48% | 71 Outperform | |
| Alphabet Class C | 3.96% | $1.03B | $3.35T | 56.22% | 86 Outperform | |
| Tesla | 3.86% | $1.00B | $1.48T | 55.63% | 73 Outperform | |
| Eli Lilly & Co | 2.19% | $568.74M | $857.33B | 17.55% | 76 Outperform |
IUSG Technical Analysis
Positive
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Price Trends
164.13
Positive
158.49
Positive
146.75
Positive
Market Momentum
1.36
Positive
48.33
Neutral
26.00
Neutral
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 166.65, equal to the 50-day MA of 164.13, and equal to the 200-day MA of 146.75, indicating a neutral trend. The MACD of 1.36 indicates Positive momentum. The RSI at 48.33 is Neutral, neither overbought nor oversold. The STOCH value of 26.00 is Neutral, 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
165.86
27.91
20.23%
VTI
Vanguard Total Stock Market ETF
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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.
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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