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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
Large, Established Growth Companies
The ETF’s biggest positions are in well-known, mega-cap growth names, which tend to have strong business franchises and high market visibility.
Focused Growth Sector Exposure
Heavy weights in technology and communication services give investors targeted exposure to sectors that have historically driven much of the market’s long-term growth.
Moderate Expense Ratio for a Specialized Fund
The fund’s expense ratio is relatively modest for a growth-focused ETF, helping investors keep more of any future returns.
Negative Factors
High Concentration in a Few Stocks
A small number of companies make up a large share of the portfolio, so weakness in these names can strongly affect overall performance.
Recent Weak Performance
The ETF has shown weak returns over the past month, three months, and year to date, reflecting recent pressure on its growth holdings.
Very Heavy U.S. Exposure
Almost all assets are invested in U.S. companies, offering little geographic diversification if the U.S. market struggles.
IWY vs. SPDR S&P 500 ETF (SPY)
AUM15.44B
RegionNorth America
Expense Ratio0.20%
Beta1.23
IssueriShares
Inception DateSep 22, 2009
Dividend Yield0.38%
Asset ClassEquity
Index TrackedRussell Top 200 Growth
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume418,355
30 Day Avg. Volume403,982
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
340.05Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering110
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IWY Summary
IWY is the iShares Russell Top 200 Growth ETF, which tracks the Russell Top 200 Growth Index. It invests in large U.S. companies that are expected to grow faster than the overall market, with a heavy focus on technology and communication services. Well-known holdings include Apple, Microsoft, and Nvidia. Someone might invest in IWY to seek long-term growth and get instant diversification across many leading U.S. growth stocks in one fund. A key risk is that it is heavily tilted toward tech and other growth companies, so its price can rise and fall sharply with market swings.
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
IWY is riding on the shoulders of a few tech giants, with Nvidia, Apple, and Microsoft steering the fund’s fate. Lately, Apple and Microsoft have been losing steam, and Meta has also been a bit of a drag, tempering overall momentum. On the brighter side, Alphabet’s twin share classes and Eli Lilly have been rising and helping to offset some of that weakness, with Amazon adding a steadier note. The fund is heavily tilted toward U.S. mega-cap tech and communication names, making it a concentrated bet on America’s digital and AI leaders.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 14.78% | $2.30B | $4.49T | 35.01% | 76 Outperform | |
| Apple | 12.96% | $2.01B | $3.87T | 7.96% | 79 Outperform | |
| Microsoft | 10.00% | $1.55B | $2.95T | -3.66% | 79 Outperform | |
| Alphabet Class A | 3.89% | $604.81M | $3.66T | 63.72% | 85 Outperform | |
| Broadcom | 3.84% | $596.74M | $1.58T | 45.81% | 76 Outperform | |
| Amazon | 3.80% | $590.84M | $2.16T | -9.64% | 71 Outperform | |
| Meta Platforms | 3.59% | $556.97M | $1.62T | -8.60% | 76 Outperform | |
| Tesla | 3.45% | $536.21M | $1.54T | 14.08% | 73 Outperform | |
| Alphabet Class C | 3.18% | $493.45M | $3.66T | 62.42% | 82 Outperform | |
| Eli Lilly & Co | 3.14% | $488.06M | $977.37B | 17.70% | 72 Outperform |
IWY Technical Analysis
Negative
―
Price Trends
273.62
Negative
274.88
Negative
261.02
Positive
Market Momentum
-3.23
Positive
40.55
Neutral
27.09
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IWY, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 268.85, equal to the 50-day MA of 273.62, and equal to the 200-day MA of 261.02, indicating a neutral trend. The MACD of -3.23 indicates Positive momentum. The RSI at 40.55 is Neutral, neither overbought nor oversold. The STOCH value of 27.09 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IWY.
IWY Peer Comparison
Comparison Results
Performance Comparison
IWY
iShares Russell Top 200 Growth ETF
262.64
27.31
11.60%
VUG
Vanguard Growth ETF
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IWF
iShares Russell 1000 Growth ETF
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―
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IVW
iShares S&P 500 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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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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