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IWY - ETF AI Analysis
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iShares Russell Top 200 Growth ETF (IWY)
Rating:75Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several key holdings, including Nvidia, Broadcom, and Alphabet, have delivered strong year-to-date performance, driving the ETF's returns.
Sector Focus on Technology
The ETF's heavy allocation to the technology sector, which has performed well recently, positions it to benefit from growth in innovative industries.
Low Expense Ratio
With a competitive expense ratio of 0.2%, this ETF allows investors to keep more of their returns compared to higher-cost funds.
Negative Factors
High Concentration in Top Holdings
The top three stocks—Nvidia, Microsoft, and Apple—make up a significant portion of the portfolio, increasing risk if these companies face challenges.
Limited Geographic Diversification
The ETF is overwhelmingly focused on U.S. companies, offering minimal exposure to international markets.
Underperformance of Key Holdings
Some holdings, like Apple and Amazon, have shown weaker year-to-date performance compared to others, potentially dragging on overall returns.
IWY vs. SPDR S&P 500 ETF (SPY)
AUM16.82B
RegionNorth America
Expense Ratio0.20%
Beta1.23
IssueriShares
Inception DateSep 22, 2009
Dividend Yield0.35%
Asset ClassEquity
Index TrackedRussell Top 200 Growth
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume232,286
30 Day Avg. Volume288,794
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
332.94Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering110
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IWY Summary
The iShares Russell Top 200 Growth ETF (IWY) is an investment fund that focuses on the largest 200 U.S. companies with strong growth potential. It includes well-known companies like Microsoft and Nvidia, which are leaders in technology and innovation. This ETF is a great option for investors looking to benefit from the growth of established, successful companies, especially in sectors like technology and consumer goods. However, since it is heavily invested in tech stocks, its performance can be affected by changes in the technology sector or broader market trends.
How much will it cost me?The iShares Russell Top 200 Growth ETF (IWY) has an expense ratio of 0.2%, meaning you’ll pay $2 per year for every $1,000 invested. This is lower than average for actively managed funds but slightly higher than many passively managed ETFs, as it focuses on a specific growth-oriented index.
What would affect this ETF?The iShares Russell Top 200 Growth ETF (IWY) is heavily focused on U.S. large-cap growth companies, particularly in the technology sector, which makes it well-positioned to benefit from innovation and advancements in areas like artificial intelligence and cloud computing. However, its reliance on tech giants like Nvidia, Microsoft, and Apple means it could be negatively impacted by regulatory scrutiny, slowing consumer demand, or rising interest rates that often pressure growth stocks. Broader economic conditions, such as a strong U.S. economy, could support its performance, while a recession or geopolitical tensions might pose risks.
IWY Top 10 Holdings
The iShares Russell Top 200 Growth ETF leans heavily into the technology sector, with names like Nvidia, Apple, and Microsoft leading the charge. Nvidia has been a steady performer year-to-date, thanks to its AI-driven growth story, though recent momentum has cooled. Apple, on the other hand, has been rising steadily, buoyed by strong earnings and a focus on services. Microsoft has faced mixed results recently, with cloud and AI strengths offset by valuation concerns. Meanwhile, Alphabet’s strong gains in AI and cloud services have been a bright spot, while Tesla’s recent struggles have weighed on the fund. With over half its weight in tech and a U.S.-centric portfolio, this ETF is riding the wave of innovation but remains vulnerable to sector-specific volatility.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 14.12% | $2.38B | $4.43T | 28.06% | 76 Outperform | |
| Apple | 13.45% | $2.27B | $4.12T | 14.80% | 79 Outperform | |
| Microsoft | 11.86% | $2.00B | $3.59T | 8.92% | 80 Outperform | |
| Broadcom | 5.98% | $1.01B | $1.84T | 117.37% | 76 Outperform | |
| Amazon | 4.20% | $707.69M | $2.45T | 1.10% | 71 Outperform | |
| Tesla | 4.03% | $678.88M | $1.51T | 16.90% | 73 Outperform | |
| Meta Platforms | 3.36% | $566.50M | $1.70T | 7.96% | 80 Outperform | |
| Alphabet Class A | 3.15% | $531.35M | $3.88T | 83.89% | 81 Outperform | |
| Eli Lilly & Co | 2.96% | $498.85M | $955.13B | 22.21% | 73 Outperform | |
| Alphabet Class C | 2.57% | $433.75M | $3.88T | 82.50% | 82 Outperform |
IWY Technical Analysis
Positive
―
Price Trends
276.60
Positive
268.32
Positive
246.28
Positive
Market Momentum
0.61
Negative
55.93
Neutral
89.67
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IWY, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 276.04, equal to the 50-day MA of 276.60, and equal to the 200-day MA of 246.28, indicating a bullish trend. The MACD of 0.61 indicates Negative momentum. The RSI at 55.93 is Neutral, neither overbought nor oversold. The STOCH value of 89.67 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IWY.
IWY Peer Comparison
Comparison Results
Performance Comparison
IWY
iShares Russell Top 200 Growth ETF
279.83
42.56
17.94%
VUG
Vanguard Growth ETF
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―
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IWF
iShares Russell 1000 Growth ETF
―
―
―
IVW
iShares S&P 500 Growth ETF
―
―
―
SCHG
Schwab U.S. Large-Cap Growth ETF
―
―
―
SPYG
SPDR Portfolio 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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