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IWFG - AI Analysis
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IQ Winslow Focused Large Cap Growth ETF (IWFG)
Rating:75Outperform
Price Target:
$61.00
Positive Factors
Strong Top Holdings
Several key positions, including Nvidia, Broadcom, and Netflix, have delivered strong year-to-date performance, driving the ETF's returns.
Technology Sector Leadership
With over half of its exposure in the technology sector, the ETF benefits from the strong growth trends in this industry.
Reasonable Expense Ratio
The ETF's expense ratio is competitive compared to actively managed funds, helping investors keep more of their returns.
Negative Factors
High Sector Concentration
The ETF is heavily weighted toward technology, which increases risk if the sector experiences a downturn.
Limited Geographic Diversification
With nearly all holdings based in the U.S., the ETF lacks exposure to international markets, reducing global diversification.
Mixed Short-Term Performance
Recent one-month and three-month returns have been weak, suggesting potential volatility in the near term.
IWFG vs. SPDR S&P 500 ETF (SPY)
AUM61.79M
RegionNorth America
Expense Ratio0.46%
Beta1.26
IssuerNew York Life Investments
Inception DateJun 23, 2022
Dividend Yield4.62%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume864
30 Day Avg. Volume14,103
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
63.87Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering28
IWFG Summary
The IQ Winslow Focused Large Cap Growth ETF (IWFG) is an investment fund that focuses on large, well-established companies in the U.S. with strong growth potential. It includes major players like Nvidia and Microsoft, which are leaders in technology and innovation. This ETF is heavily weighted toward the tech sector, making it a good choice for investors looking to benefit from the growth of cutting-edge industries. However, because it focuses on growth stocks, its value can rise and fall significantly with market trends, especially in the technology sector.
How much will it cost me?The IQ Winslow Focused Large Cap Growth ETF (IWFG) has an expense ratio of 0.46%, which means you’ll pay $4.60 per year for every $1,000 invested. This is slightly higher than average because it is actively managed, focusing on selecting specific large-cap growth companies rather than tracking a broad index. Active management typically involves more research and decision-making, which can lead to higher costs.
What would affect this ETF?The IWFG ETF, with its strong focus on U.S. large-cap growth stocks, particularly in technology and communication services, could benefit from continued innovation and demand in these sectors, as well as favorable economic conditions like low interest rates that support growth-oriented companies. However, it may face challenges from rising interest rates, regulatory scrutiny on major tech firms, or economic slowdowns that impact consumer spending and corporate earnings. Its concentrated exposure to a few sectors and top holdings like Nvidia and Microsoft also makes it more sensitive to sector-specific risks.
IWFG Top 10 Holdings
The IWFG ETF leans heavily into technology, with Nvidia and Microsoft leading the charge thanks to their strong performance in AI and cloud services. Broadcom is also rising steadily, benefiting from its focus on AI semiconductors. However, Amazon and Meta are holding the fund back, with Amazon facing mixed signals from AWS challenges and Meta grappling with regulatory hurdles despite growth in user engagement. With nearly 60% of the fund concentrated in tech and a U.S.-centric portfolio, this ETF is riding the wave of innovation but remains vulnerable to sector-specific headwinds.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 14.77% | $9.13M | $5.03T | 48.59% | 85 Outperform | |
| Microsoft | 12.44% | $7.69M | $4.03T | 25.20% | 82 Outperform | |
| Amazon | 6.84% | $4.23M | $2.46T | 19.49% | 77 Outperform | |
| Broadcom | 6.82% | $4.22M | $1.82T | 118.51% | 76 Outperform | |
| Meta Platforms | 6.12% | $3.78M | $1.89T | 27.01% | 79 Outperform | |
| Apple | 4.53% | $2.80M | $4.00T | 17.21% | 78 Outperform | |
| Eli Lilly & Co | 3.64% | $2.25M | $769.97B | -3.93% | 70 Outperform | |
| Intuitive Surgical | 3.52% | $2.18M | $190.57B | 4.64% | 78 Outperform | |
| Alphabet Class C | 2.89% | $1.79M | $3.32T | 56.22% | 80 Outperform | |
| Mastercard | 2.80% | $1.73M | $501.35B | 7.96% | 80 Outperform |
IWFG Technical Analysis
Positive
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Price Trends
53.47
Positive
52.56
Positive
49.13
Positive
Market Momentum
0.56
Negative
58.47
Neutral
84.32
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IWFG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 54.08, equal to the 50-day MA of 53.47, and equal to the 200-day MA of 49.13, indicating a bullish trend. The MACD of 0.56 indicates Negative momentum. The RSI at 58.47 is Neutral, neither overbought nor oversold. The STOCH value of 84.32 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IWFG.
IWFG Peer Comparison
Comparison Results
Performance Comparison
IWFG
IQ Winslow Focused Large Cap Growth ETF
55.13
11.29
25.75%
MMLG
First Trust Multi-Manager Large Growth ETF
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LCLG
Logan Capital Broad Innovative Growth ETF
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PGRO
Putnam Focused Large Cap Growth ETF
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PRXG
Praxis Impact Large Cap Growth ETF
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CGGG
Capital Group U.S. Large 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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