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Upturn AI SWOT - About
BlackRock Large Cap Growth ETF (BGRO)
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Upturn Advisory Summary
08/14/2025: 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 21.85% | Avg. Invested days 83 | 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 08/14/2025 |
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 growth stocks within the large-cap segment, aiming for capital appreciation through investments in companies with high growth potential.
Reputation and Reliability
BlackRock is one of the world's largest asset managers, known for its extensive ETF offerings and generally reliable fund management.
Management Expertise
BlackRock possesses significant expertise in managing ETFs, with a large team of experienced portfolio managers and analysts.
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: The ETF aims to track the Russell 1000 Growth Index, using a representative sampling indexing strategy.
Composition The ETF primarily holds stocks of large-cap U.S. companies with high growth potential, typically in sectors like technology, consumer discretionary, and healthcare.
Market Position
Market Share: Data unavailable regarding IVW's specific market share in the large-cap growth ETF segment.
Total Net Assets (AUM): 40850000000
Competitors
Key Competitors
- Vanguard Growth ETF (VUG)
- iShares Core S&P U.S. Growth ETF (IUSG)
- Schwab U.S. Large-Cap Growth ETF (SCHG)
Competitive Landscape
The large-cap growth ETF market is highly competitive. IVW competes with other established ETFs like VUG and IUSG, each with its own tracking index and expense ratio. IVW's strengths lie in BlackRock's brand recognition and deep market access, while its competitors may offer slightly lower expense ratios or different index methodologies.
Financial Performance
Historical Performance: Historical performance data is widely available from financial websites and BlackRock's own fund literature. Past performance does not guarantee future results.
Benchmark Comparison: The ETF's performance should be compared to the Russell 1000 Growth Index to assess its tracking accuracy. Generally, deviations will be due to fees and the representative sampling strategy.
Expense Ratio: 0.18
Liquidity
Average Trading Volume
The ETF typically has a high average trading volume, indicating good liquidity for investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the high liquidity of the ETF.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and sector-specific trends (e.g., technology growth) influence the ETF's performance.
Growth Trajectory
The ETF's growth trajectory mirrors the performance of its underlying holdings, particularly large-cap growth stocks. Changes in investment strategy or holdings are disclosed in fund prospectuses.
Moat and Competitive Advantages
Competitive Edge
IVW benefits from BlackRock's strong brand and distribution network. Its primary advantage lies in providing investors with diversified exposure to large-cap U.S. growth stocks, offering a convenient and cost-effective way to participate in the growth potential of these companies. The ETF's high liquidity and low expense ratio (relative to actively managed funds) further enhance its appeal. However, other ETFs offering similar exposure may have slightly lower expense ratios.
Risk Analysis
Volatility
The ETF's volatility is expected to be higher than the broader market due to its focus on growth stocks, which tend to be more sensitive to market fluctuations.
Market Risk
The primary risk is market risk associated with investing in equities. Additionally, sector concentration (e.g., technology) can introduce specific sector risks.
Investor Profile
Ideal Investor Profile
Investors seeking long-term capital appreciation through exposure to large-cap U.S. growth stocks. Ideal investors have a moderate to high risk tolerance and a long-term investment horizon.
Market Risk
Suitable for long-term investors seeking growth exposure as part of a diversified portfolio. May be less suitable for risk-averse investors or those with short-term investment goals.
Summary
BlackRock Large Cap Growth ETF (IVW) offers diversified exposure to large-cap U.S. growth stocks, tracking the Russell 1000 Growth Index. It benefits from BlackRock's strong brand and liquidity. However, its performance is subject to market risk and sector concentration. It's suitable for long-term investors seeking capital appreciation but with a moderate to high-risk tolerance. Investors should compare its expense ratio and tracking accuracy with competing ETFs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BlackRock official website
- Morningstar
- Yahoo Finance
- Russell Investments
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share data may be incomplete or based on estimates. Past performance is not indicative of future results. Investors should consult with a financial advisor before making any investment decisions.
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.