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IWLG - ETF AI Analysis
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IQ Winslow Large Cap Growth ETF (IWLG)
Rating:73Outperform
Price Target:―
Positive Factors
Focus on Leading Growth Companies
The ETF holds many well-known large U.S. growth companies, which can benefit if major technology and internet-related businesses continue to do well over time.
Sector Diversification Within Growth
While technology is the largest slice, the fund also spreads money across communication services, consumer cyclical, industrials, health care, and financials, which helps avoid relying on just one industry.
Meaningful Fund Size
With several hundred million dollars in assets, the ETF is large enough to offer better trading liquidity than very small niche funds.
Negative Factors
Recent Weak Performance
The ETF has shown weak returns over the past month, three months, and year to date, which may concern investors looking for near-term strength.
Heavy Concentration in Tech and a Few Stocks
Nearly half the fund is in technology and a small group of big names like Nvidia, Microsoft, and Apple, so setbacks in these companies or the tech sector could hit the ETF hard.
Higher Expense Ratio for a Passive ETF
The fund’s expense ratio is on the higher side compared with many broad large-cap index ETFs, which means more of the return is eaten up by fees.
IWLG vs. SPDR S&P 500 ETF (SPY)
AUM652.84M
RegionNorth America
Expense Ratio0.50%
Beta1.28
IssuerNew York Life Investments
Inception DateJun 23, 2022
Dividend Yield<0.01%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume48,279
30 Day Avg. Volume82,940
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
65.66Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering43
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IWLG Summary
IQ Winslow Large Cap Growth ETF (IWLG) is an actively managed fund that focuses on large U.S. companies with strong growth potential, rather than tracking a specific index. It mainly invests in technology and other innovative businesses, with top holdings like Nvidia and Microsoft, plus other well-known names such as Apple and Amazon. Someone might consider IWLG if they want long-term growth from leading, established companies instead of picking individual stocks. A key risk is that it is heavily tilted toward tech and growth stocks, so its price can rise and fall more sharply than the overall market.
How much will it cost me?The IQ Winslow Large Cap Growth ETF (IWLG) has an expense ratio of 0.50%, meaning you’ll pay $5 per year for every $1,000 invested. This is higher than average because the fund is actively managed, requiring more research and expertise to select stocks with strong growth potential.
What would affect this ETF?The IWLG ETF, heavily focused on U.S. large-cap growth stocks, could benefit from continued innovation and expansion in the technology sector, which makes up a significant portion of its holdings. However, it may face challenges from rising interest rates or economic slowdowns, which could negatively impact growth-oriented companies. Regulatory changes affecting major tech firms or shifts in consumer spending trends could also influence the ETF's performance.
IWLG Top 10 Holdings
IWLG is very much a U.S. big-tech story, with nearly half the fund riding on technology and a heavy tilt toward a handful of giants. Nvidia and Alphabet are the current engines, with AI and cloud momentum helping them pull the portfolio forward. Amazon is also adding a modest tailwind as its core businesses regain their stride. On the other side, Microsoft and Apple have been losing steam lately, and Tesla and Snowflake are dragging at the margins. Overall, performance hinges on a concentrated cluster of U.S. tech and communication leaders.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 12.91% | $83.74M | $4.64T | 59.18% | 76 Outperform | |
| Apple | 8.89% | $57.64M | $3.81T | 9.95% | 79 Outperform | |
| Microsoft | 8.74% | $56.65M | $3.20T | 3.67% | 79 Outperform | |
| Alphabet Class C | 8.17% | $53.01M | $4.08T | 64.65% | 82 Outperform | |
| Amazon | 6.11% | $39.65M | $2.56T | 0.68% | 71 Outperform | |
| Broadcom | 4.62% | $29.99M | $1.57T | 49.73% | 76 Outperform | |
| Meta Platforms | 3.27% | $21.19M | $1.81T | 3.96% | 76 Outperform | |
| Eli Lilly & Co | 2.69% | $17.44M | $980.50B | 27.87% | 72 Outperform | |
| Tesla | 2.66% | $17.23M | $1.62T | 6.38% | 73 Outperform | |
| Snowflake | 2.17% | $14.05M | $65.94B | 6.16% | 54 Neutral |
IWLG Technical Analysis
Negative
―
Price Trends
53.96
Negative
54.16
Negative
51.79
Positive
Market Momentum
-0.36
Positive
38.76
Neutral
53.72
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IWLG, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 53.60, equal to the 50-day MA of 53.96, and equal to the 200-day MA of 51.79, indicating a neutral trend. The MACD of -0.36 indicates Positive momentum. The RSI at 38.76 is Neutral, neither overbought nor oversold. The STOCH value of 53.72 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IWLG.
IWLG Peer Comparison
Comparison Results
Performance Comparison
IWLG
IQ Winslow Large Cap Growth ETF
52.54
4.09
8.44%
QDVO
Amplify CWP Growth & Income ETF
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LRGE
ClearBridge Large Cap Growth ESG ETF
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FLCG
Federated Hermes MDT Large Cap Growth ETF
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LRGG
Macquarie Focused Large Growth ETF
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CAML
Congress Large Cap 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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