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 can help with trading liquidity and stability for investors.
Strong Growth-Oriented Top Holdings
Several major positions like Nvidia, Alphabet, Broadcom, Amazon, and Meta have shown strong recent performance, supporting the fund’s overall returns.
Growth-Focused Tech and Communication Exposure
Heavy exposure to technology and communication services gives investors access to companies that have recently driven much of the market’s growth.
Negative Factors
High Concentration in a Few Stocks
A small group of large holdings makes up a big share of the portfolio, which increases the impact if any of those companies struggle.
Mixed Performance Among Top Holdings
Some key positions like Microsoft, Apple, Berkshire Hathaway, and Eli Lilly have shown weak recent performance, which can drag on the fund’s results.
Heavy U.S. and Tech Dependence
The fund is almost entirely invested in U.S. stocks and is heavily tilted toward technology, making it sensitive to downturns in the U.S. market and tech sector.
IVW vs. SPDR S&P 500 ETF (SPY)
AUM74.28B
RegionNorth America
Expense Ratio0.18%
Beta1.25
IssueriShares
Inception DateMay 22, 2000
Dividend Yield0.36%
Asset ClassEquity
Index TrackedS&P 500 Growth
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,417,598
30 Day Avg. Volume4,221,408
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
163.83Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering145
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IVW Summary
The iShares S&P 500 Growth ETF (IVW) is a fund that 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 major technology and consumer brands. Investors might choose IVW if they want simple, broad exposure to leading growth companies in one investment, aiming for long-term growth rather than income. A key risk is that it is heavily tilted toward technology and other growth stocks, so its price can rise and fall more than the overall stock market.
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 a powerful tech wave, with Nvidia, Micron, and the twin Alphabet share classes doing most of the heavy lifting as AI and cloud demand keep those names rising. Apple has also found a second wind, adding steady strength to the mix. On the flip side, Microsoft looks a bit mixed lately, while Meta is losing steam and acting as a mild drag. With more than half the fund in U.S. technology and communication giants, and virtually all exposure in the U.S., this ETF is very much a bet on American Big Tech growth.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 15.41% | $11.37B | $5.21T | 64.01% | 76 Outperform | |
| Microsoft | 8.70% | $6.42B | $3.11T | -7.02% | 79 Outperform | |
| Alphabet Class A | 6.48% | $4.78B | $4.62T | 127.32% | 85 Outperform | |
| Apple | 6.22% | $4.59B | $4.54T | 58.15% | 79 Outperform | |
| Broadcom | 5.71% | $4.21B | $1.96T | 81.07% | 76 Outperform | |
| Alphabet Class C | 5.16% | $3.80B | $4.62T | 123.70% | 82 Outperform | |
| Amazon | 3.95% | $2.92B | $2.86T | 32.50% | 71 Outperform | |
| Meta Platforms | 3.79% | $2.80B | $1.55T | -2.68% | 76 Outperform | |
| Berkshire Hathaway B | 2.56% | $1.88B | $1.05T | -3.39% | 66 Neutral | |
| Micron | 2.48% | $1.83B | $846.93B | 704.33% | 79 Outperform |
IVW Technical Analysis
Positive
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Price Trends
125.16
Positive
123.47
Positive
121.77
Positive
Market Momentum
3.11
Positive
65.44
Neutral
51.22
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IVW, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 133.98, equal to the 50-day MA of 125.16, and equal to the 200-day MA of 121.77, indicating a bullish trend. The MACD of 3.11 indicates Positive momentum. The RSI at 65.44 is Neutral, neither overbought nor oversold. The STOCH value of 51.22 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IVW.
IVW Peer Comparison
Comparison Results
Performance Comparison
IVW
iShares S&P 500 Growth ETF
136.62
33.25
32.17%
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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SPYG
SPDR Portfolio S&P 500 Growth ETF
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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.
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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