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IVW - ETF AI Analysis
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iShares S&P 500 Growth ETF (IVW)
Rating:76Outperform
Price Target:―
Positive Factors
Large, Established Fund
The ETF manages a very large pool of assets, which suggests strong investor interest and good trading liquidity.
Focused Growth Exposure
The fund concentrates on well-known growth companies like Nvidia, Microsoft, Alphabet, and Apple, giving investors targeted exposure to major growth leaders.
Reasonable Expense Ratio
The fund’s expense ratio is relatively low for a specialized growth ETF, helping investors keep more of their returns over time.
Negative Factors
Heavy Tech and Communication Tilt
Nearly two-thirds of the portfolio is in technology and communication services, which can make the fund more sensitive to swings in those sectors.
Top Holdings Under Recent Pressure
Several of the largest positions, including Microsoft, Apple, Nvidia, and Meta, have shown weak year-to-date performance, which has weighed on the fund’s recent returns.
Limited Geographic Diversification
With almost all assets invested in U.S. companies, the ETF offers little protection if the U.S. market struggles compared with other regions.
IVW vs. SPDR S&P 500 ETF (SPY)
AUM63.99B
RegionNorth America
Expense Ratio0.18%
Beta1.24
IssueriShares
Inception DateMay 22, 2000
Dividend Yield0.42%
Asset ClassEquity
Index TrackedS&P 500 Growth
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume4,909,270
30 Day Avg. Volume3,351,417
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
151.70Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering140
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IVW Summary
The iShares S&P 500 Growth ETF (IVW) follows the S&P 500 Growth Index, focusing on large U.S. companies expected to grow faster than the overall market. It holds many well-known names, including Microsoft and Apple, along with other big technology and consumer brands. Someone might invest in IVW to seek long-term growth while still spreading money across many companies instead of picking individual stocks. A key risk is that it is heavily tilted toward technology and other growth stocks, so its price can swing more and may fall sharply if growth companies go out of favor.
How much will it cost me?The iShares S&P 500 Growth ETF (IVW) has an expense ratio of 0.18%, meaning you’ll pay $1.80 per year for every $1,000 invested. This is lower than average because it’s passively managed, tracking the S&P 500 Growth Index rather than relying on active stock picking.
What would affect this ETF?The iShares S&P 500 Growth ETF (IVW) could benefit from continued innovation and strong performance in the technology sector, which makes up a significant portion of its holdings, as well as favorable economic conditions that support growth stocks. However, rising interest rates or economic slowdowns may negatively impact growth-focused companies, and regulatory changes in sectors like technology or healthcare could pose risks to its top holdings. Overall, the ETF's exposure to influential U.S. companies positions it well for long-term growth but also makes it sensitive to market volatility and sector-specific challenges.
IVW Top 10 Holdings
IVW is riding on the shoulders of U.S. mega-cap tech, with Nvidia and Microsoft setting the tone. Lately, Nvidia has been more steady than soaring, while Microsoft and Meta have lost some altitude, weighing on returns. Alphabet, in both share classes, has been a bright spot, helping to offset some of that tech fatigue, and Amazon has been quietly constructive. With nearly all exposure in U.S. names and a heavy tilt toward technology and communication services, this fund lives and dies by Big Tech’s mood swings.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 14.68% | $9.35B | $4.44T | 31.66% | 76 Outperform | |
| Microsoft | 9.86% | $6.28B | $2.98T | -1.74% | 79 Outperform | |
| Apple | 6.25% | $3.98B | $3.76T | 4.57% | 79 Outperform | |
| Alphabet Class A | 5.88% | $3.74B | $3.70T | 65.05% | 85 Outperform | |
| Broadcom | 5.07% | $3.23B | $1.54T | 39.53% | 76 Outperform | |
| Alphabet Class C | 4.70% | $3.00B | $3.70T | 63.76% | 82 Outperform | |
| Meta Platforms | 4.60% | $2.93B | $1.62T | -13.15% | 76 Outperform | |
| Amazon | 3.39% | $2.16B | $2.13T | -13.07% | 71 Outperform | |
| Berkshire Hathaway B | 3.02% | $1.92B | $1.08T | 3.74% | 66 Neutral | |
| Eli Lilly & Co | 2.73% | $1.74B | $981.09B | 23.18% | 72 Outperform |
IVW Technical Analysis
Negative
―
Price Trends
123.17
Negative
122.36
Negative
115.94
Positive
Market Momentum
-0.91
Positive
38.56
Neutral
33.81
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IVW, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 122.42, equal to the 50-day MA of 123.17, and equal to the 200-day MA of 115.94, indicating a neutral trend. The MACD of -0.91 indicates Positive momentum. The RSI at 38.56 is Neutral, neither overbought nor oversold. The STOCH value of 33.81 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IVW.
IVW Peer Comparison
Comparison Results
Performance Comparison
IVW
iShares S&P 500 Growth ETF
119.01
12.83
12.08%
VUG
Vanguard Growth ETF
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IWF
iShares Russell 1000 Growth ETF
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SCHG
Schwab U.S. Large-Cap Growth ETF
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―
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SPYG
SPDR Portfolio S&P 500 Growth ETF
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―
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VOOG
Vanguard S&P 500 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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