While the broader market is feeling the heat from geopolitical tensions, some high-growth ETFs are now trading below their fair value. Using TipRanks’ ETF Comparison Tool, we looked at three BlackRock (BLK) iShares ETFs — iShares S&P 500 Growth ETF (IVW), iShares U.S. Technology ETF (IYW), and iShares Semiconductor ETF (SOXX) — all of which offer strong upside potential heading into 2026.
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Among the three ETFs, IVW has the lowest expense ratio at 0.18%, followed by SOXX at 0.34% and IYW at 0.38%. In terms of upside potential, IYW leads with about 34% upside, followed by IVW at nearly 32% and SOXX at around 26%. Let’s break it down.
iShares S&P 500 Growth ETF (IVW)
The iShares S&P 500 Growth ETF (IVW) invests in large U.S. growth stocks, with strong exposure to tech and consumer sectors. It focuses on companies driving earnings growth while still offering more balance than pure tech ETFs. Its top holdings include Microsoft (MSFT), Apple (AAPL), and Nvidia (NVDA). With a growth focus, IVW can deliver strong gains in rallies, but may see sharper moves during market swings.
According to TipRanks’ unique ETF analyst consensus, determined based on a weighted average of analyst ratings on its holdings, IVW is a Strong Buy. The Street’s average price target of $154.03 implies an upside of 31.81%.
The recent pullback in growth stocks is being seen as a buying opportunity, especially as AI and earnings growth trends remain intact.
iShares U.S. Technology ETF (IYW)
The IYW ETF tracks the Russell 1000 Technology RIC 22.5/45 Capped Index and offers exposure to U.S. electronics, computer software and hardware, and information technology companies. Currently, the top three holdings of the IYW ETF are Nvidia , Apple , and Microsoft.
IYW has seen some pressure due to inflation concerns and rate uncertainty, but analysts view this as temporary. According to TipRanks’ unique ETF analyst consensus, determined based on a weighted average of analyst ratings on its holdings, IYW scores a Strong Buy rating. The average price target of $253.07 for the IYW ETF implies about 34% upside potential.
iShares Semiconductor ETF (SOXX)
The iShares Semiconductor ETF (SOXX) invests in U.S. chip companies that power AI, data centers, and modern tech systems. It focuses on key players like Nvidia (NVDA), Broadcom (AVGO), and Micron (MU), making it more concentrated than broader tech ETFs. This allows it to benefit directly from strong demand in the chip space.
According to TipRanks’ ETF analyst consensus, based on the weighted average of analyst ratings on its underlying holdings, SOXX is rated a Strong Buy. The Street’s average SOXX price target of $424.63 implies about 25.52% upside from current levels.
Analysts continue to expect strong growth driven by multi-year investments in AI and semiconductor capacity.
