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IVW - ETF AI Analysis
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iShares S&P 500 Growth ETF (IVW)
Rating:75Outperform
Price Target:
$132.00
Positive Factors
Strong Top Holdings
Several key holdings, including Nvidia, Broadcom, and Alphabet, have delivered strong year-to-date performance, driving the ETF's growth.
Sector Leadership in Technology
With nearly half of its portfolio in technology, the ETF benefits from exposure to a sector that has shown strong momentum.
Low Expense Ratio
The ETF charges a competitive expense ratio, making it cost-effective for investors compared to similar funds.
Negative Factors
High Concentration in Top Holdings
The top 10 holdings make up a significant portion of the portfolio, increasing risk if any of these stocks underperform.
Limited Geographic Diversification
The ETF is almost entirely focused on U.S. companies, leaving investors exposed to domestic market risks.
Weak Short-Term Performance
Recent one-month performance has been slightly negative, suggesting short-term volatility that investors should monitor.
IVW vs. SPDR S&P 500 ETF (SPY)
AUM63.58B
RegionNorth America
Expense Ratio0.18%
Beta1.25
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. Volume4,401,995
30 Day Avg. Volume2,504,686
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
145.08Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering217
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IVW Summary
The iShares S&P 500 Growth ETF (IVW) is an investment fund that focuses on large U.S. companies with strong growth potential. It tracks the S&P 500 Growth Index, which includes industry leaders like Nvidia and Microsoft. This ETF is heavily weighted toward technology and communication services, making it a good choice for investors looking to benefit from innovation and long-term growth. However, because it focuses on growth stocks, its value can fluctuate significantly with market conditions, so new investors should be prepared for ups and downs.
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
The iShares S&P 500 Growth ETF leans heavily into technology, with Nvidia leading the charge thanks to its AI-driven momentum, though recent mixed performance suggests some cooling. Alphabet’s dual share classes are rising stars, fueled by strong growth in AI and cloud services, while Apple’s steady climb reflects its resilience in a challenging market. On the flip side, Microsoft and Meta are lagging, with bearish trends and valuation concerns weighing on their outlook. With a clear tech focus and U.S. concentration, this fund is riding the innovation wave but faces volatility from its concentrated bets.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 14.27% | $9.13B | $4.35T | 26.02% | 76 Outperform | |
| Apple | 6.06% | $3.88B | $4.01T | 18.10% | 80 Outperform | |
| Microsoft | 5.97% | $3.82B | $3.51T | 13.22% | 73 Outperform | |
| Alphabet Class A | 5.70% | $3.64B | $3.62T | 81.88% | 80 Outperform | |
| Broadcom | 5.23% | $3.35B | $1.61T | 107.15% | 76 Outperform | |
| Alphabet Class C | 4.57% | $2.93B | $3.62T | 79.89% | 86 Outperform | |
| Meta Platforms | 4.21% | $2.69B | $1.50T | 6.28% | 71 Outperform | |
| Amazon | 4.06% | $2.60B | $2.36T | 11.96% | 71 Outperform | |
| Tesla | 3.59% | $2.29B | $1.30T | 10.93% | 73 Outperform | |
| Eli Lilly & Co | 2.75% | $1.76B | $1.00T | 41.67% | 76 Outperform |
IVW Technical Analysis
Neutral
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Price Trends
121.36
Negative
117.62
Positive
108.27
Positive
Market Momentum
-0.73
Positive
40.68
Neutral
18.75
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IVW, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 122.48, equal to the 50-day MA of 121.36, and equal to the 200-day MA of 108.27, indicating a neutral trend. The MACD of -0.73 indicates Positive momentum. The RSI at 40.68 is Neutral, neither overbought nor oversold. The STOCH value of 18.75 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for IVW.
IVW Peer Comparison
Comparison Results
Performance Comparison
IVW
iShares S&P 500 Growth ETF
118.49
19.27
19.42%
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.
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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