IWY - ETF AI Analysis
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iShares Russell Top 200 Growth ETF (IWY)
Rating:75Outperform
Price Target:―
Positive Factors
Strong Growth Leaders in Top Holdings
Several of the largest positions, including major technology and internet companies, have shown strong recent performance that supports the fund’s returns.
Focused Exposure to High-Growth Sectors
The ETF is heavily tilted toward technology and communication services, giving investors concentrated exposure to areas of the market that have driven much of the recent growth in U.S. stocks.
Moderate Expense Ratio for a Specialized Fund
The fund’s expense ratio is relatively modest for a targeted growth strategy, helping investors keep more of their potential gains over time.
Negative Factors
High Concentration in a Few Mega-Cap Stocks
A small number of large technology names make up a big share of the portfolio, which increases the impact that any one company’s weakness can have on the fund.
Heavy Dependence on the Technology Sector
With more than half of assets in technology, the ETF is very sensitive to downturns or volatility in that single sector.
Limited Geographic Diversification
Almost all of the fund’s holdings are in U.S. companies, offering little protection if the U.S. market struggles compared with other regions.
IWY vs. SPDR S&P 500 ETF (SPY)
AUM16.56B
RegionNorth America
Expense Ratio0.20%
Beta1.23
IssueriShares
Inception DateSep 22, 2009
Dividend Yield0.34%
Asset ClassEquity
Index TrackedRussell Top 200 Growth
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume474,830
30 Day Avg. Volume550,143
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
343.41Price 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) tracks the Russell Top 200 Growth Index, which focuses on large U.S. companies expected to grow faster than the overall market. It holds many well-known names such as Apple and Microsoft, along with other big technology and consumer brands. Someone might invest in IWY to seek long-term growth and to get instant diversification across many leading U.S. growth companies in a single fund. A key risk is that it is heavily tilted toward technology and growth stocks, so its price can rise and fall sharply with that part of the market.
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 a powerful Big Tech and AI wave, with Nvidia and Broadcom acting as the main engines thanks to their surging chip and data-center businesses. Apple and Amazon are also pulling their weight, staying firmly in the “rising” camp and reinforcing the fund’s tech-heavy tilt. Microsoft, by contrast, has been more mixed lately, and Tesla plus Eli Lilly are losing steam and quietly tugging on returns. With all of its top names based in the U.S. and over half the fund in technology, IWY is a concentrated bet on American growth giants.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 16.09% | $2.67B | $5.06T | 99.22% | 76 Outperform | |
| Apple | 12.27% | $2.04B | $3.98T | 27.35% | 79 Outperform | |
| Microsoft | 10.08% | $1.67B | $3.15T | 8.60% | 79 Outperform | |
| Broadcom | 5.16% | $856.84M | $2.00T | 117.28% | 76 Outperform | |
| Amazon | 4.95% | $822.11M | $2.84T | 39.12% | 71 Outperform | |
| Alphabet Class A | 4.25% | $704.91M | $4.15T | 118.13% | 85 Outperform | |
| Meta Platforms | 3.59% | $596.68M | $1.71T | 23.44% | 76 Outperform | |
| Alphabet Class C | 3.44% | $570.98M | $4.15T | 114.58% | 82 Outperform | |
| Tesla | 3.18% | $527.77M | $1.41T | 32.46% | 73 Outperform | |
| Eli Lilly & Co | 2.41% | $400.06M | $835.18B | -1.03% | 72 Outperform |
IWY Technical Analysis
Positive
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Price Trends
262.83
Positive
267.95
Positive
267.90
Positive
Market Momentum
5.96
Negative
67.32
Neutral
71.13
Neutral
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 271.50, equal to the 50-day MA of 262.83, and equal to the 200-day MA of 267.90, indicating a bullish trend. The MACD of 5.96 indicates Negative momentum. The RSI at 67.32 is Neutral, neither overbought nor oversold. The STOCH value of 71.13 is Neutral, 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
280.32
64.68
29.99%
VUG
Vanguard Growth ETF
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IWF
iShares Russell 1000 Growth ETF
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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.
DisclaimerThis 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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