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Upturn AI SWOT - About
BlackRock Large Cap Growth ETF (BGRO)
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Upturn Advisory Summary
10/24/2025: BGRO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 26.22% | Avg. Invested days 108 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 26.60 - 36.41 | Updated Date 06/28/2025 |
52 Weeks Range 26.60 - 36.41 | Updated Date 06/28/2025 |
Upturn AI SWOT
BlackRock Large Cap Growth ETF
ETF Overview
Overview
The BlackRock Large Cap Growth ETF (IVW) seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit growth characteristics. It focuses on the growth sector and employs a representative sampling strategy.
Reputation and Reliability
BlackRock is one of the world's largest asset managers, known for its reliability and extensive track record.
Management Expertise
BlackRock has a highly experienced and well-regarded management team specializing in ETF and index fund management.
Investment Objective
Goal
To track the investment results of an index composed of large-capitalization U.S. equities that exhibit growth characteristics.
Investment Approach and Strategy
Strategy: IVW aims to replicate the investment results of the Russell 1000 Growth Index using a representative sampling strategy.
Composition The ETF primarily holds stocks of large-cap U.S. companies with high growth potential. Asset allocation is almost entirely in equities.
Market Position
Market Share: IVW's market share within the large-cap growth ETF segment is substantial, reflecting BlackRock's strong brand and distribution network.
Total Net Assets (AUM): 37500000000
Competitors
Key Competitors
- Vanguard Growth ETF (VUG)
- Schwab U.S. Large-Cap Growth ETF (SCHG)
- SPDR Portfolio S&P 500 Growth ETF (SPYG)
Competitive Landscape
The large-cap growth ETF market is highly competitive. IVW benefits from BlackRock's brand recognition and extensive resources. However, competitors like VUG and SCHG often offer lower expense ratios, which can be a key advantage.
Financial Performance
Historical Performance: Historical performance data should be reviewed to understand IVWu2019s track record. Example: 1-year return [28.5], 3-year return [15.2], 5-year return [14.8], 10-year return [15.0]. (Values are illustrative)
Benchmark Comparison: The ETF's performance should be compared against the Russell 1000 Growth Index to assess tracking accuracy.
Expense Ratio: 0.18
Liquidity
Average Trading Volume
IVW generally has high average trading volume, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread for IVW is typically tight, reflecting its high trading volume and efficient market making.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards growth stocks significantly influence IVWu2019s performance.
Growth Trajectory
IVW's growth trajectory depends on the performance of the large-cap growth sector, driven by technological innovation and economic expansion.
Moat and Competitive Advantages
Competitive Edge
IVW benefits from BlackRocku2019s extensive distribution network and strong brand recognition, attracting a significant amount of assets. The ETF's large size contributes to its liquidity, making it attractive to institutional investors. Its representative sampling strategy allows it to closely track the Russell 1000 Growth Index. BlackRock's expertise in index fund management ensures efficient portfolio management and low tracking error.
Risk Analysis
Volatility
IVW's volatility is relatively high due to its focus on growth stocks, which tend to be more sensitive to market fluctuations.
Market Risk
IVW is subject to market risk, including the risk of declines in the overall stock market and sector-specific risks affecting growth companies.
Investor Profile
Ideal Investor Profile
IVW is suited for investors seeking long-term capital appreciation through exposure to large-cap growth stocks.
Market Risk
IVW is best for long-term investors who are comfortable with higher levels of volatility.
Summary
BlackRock's IVW offers exposure to the large-cap growth segment of the U.S. equity market, tracking the Russell 1000 Growth Index. It benefits from BlackRocku2019s strong brand and efficient management, but faces competition from lower-cost alternatives. The ETF is suitable for long-term investors seeking growth potential, but its growth stock focus results in heightened volatility. Investor's need to assess the suitability of the BlackRock ETF within their portfolio asset allocation strategy, considering the market and volatility risk. IVW provides good liquidity and is well diversified within the growth sector.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BlackRock Official Website
- Morningstar
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor. Market share data is estimated and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About BlackRock Large Cap Growth ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund seeks to invest at least 80% of its net assets plus the amount of any borrowings for investment purposes in large cap equity securities and derivatives that have similar economic characteristics to such securities. For purposes of the fund"s 80% policy, large cap equity securities are equity securities that at the time of purchase have a market capitalization within the range of companies included in the Russell 1000® Growth Index. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.