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iShares Core S&P U.S. Growth ETF (IUSG)
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Upturn Advisory Summary
11/05/2025: IUSG (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 65.88% | Avg. Invested days 95 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.08 | 52 Weeks Range 108.75 - 149.96 | Updated Date 06/29/2025 |
52 Weeks Range 108.75 - 149.96 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Core S&P U.S. Growth ETF
ETF Overview
Overview
The iShares Core S&P U.S. Growth ETF (IUSG) seeks to track the investment results of a broad-market index composed of U.S. equities exhibiting growth characteristics. It primarily focuses on large and mid-cap growth stocks within the U.S. equity market. The ETF employs a representative sampling strategy.
Reputation and Reliability
BlackRock is one of the world's largest asset managers, known for its extensive experience and reliable ETF offerings.
Management Expertise
BlackRock has a highly experienced management team with significant expertise in index tracking and ETF management.
Investment Objective
Goal
To track the investment results of a broad-market index composed of U.S. equities exhibiting growth characteristics.
Investment Approach and Strategy
Strategy: The ETF tracks the S&P U.S. Growth Index, a benchmark of U.S. growth stocks.
Composition The ETF primarily holds stocks of large and mid-cap U.S. companies with growth characteristics.
Market Position
Market Share: Insufficient data to provide the precise market share in a rapidly changing market.
Total Net Assets (AUM): 45540000000
Competitors
Key Competitors
- Vanguard Growth ETF (VUG)
- Schwab U.S. Large-Cap Growth ETF (SCHG)
- Invesco QQQ Trust (QQQ)
Competitive Landscape
The growth ETF market is highly competitive, with multiple providers offering similar strategies. IUSG benefits from BlackRock's brand and scale, potentially leading to lower expense ratios. VUG and SCHG are popular alternatives due to their low costs and broad market exposure. QQQ offers exposure to growth stocks, but is concentrated in the technology sector.
Financial Performance
Historical Performance: Historical performance data is readily available from financial data providers and BlackRock's official website. The ETF's past performance is not indicative of future results.
Benchmark Comparison: The ETF's performance closely tracks the S&P U.S. Growth Index. Tracking error can occur due to expenses and sampling techniques.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
The ETF has a high average trading volume, generally indicating good liquidity.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the ETF's high liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment towards growth stocks influence the ETF's performance.
Growth Trajectory
The ETF's growth trajectory depends on the performance of the U.S. growth stock market. Changes in the underlying index or investment strategy can also impact its growth.
Moat and Competitive Advantages
Competitive Edge
IUSG benefits from BlackRock's brand recognition and its low expense ratio for a growth-focused ETF. Its broad market exposure to U.S. growth stocks provides diversification. The ETF's liquid trading volume and tight bid-ask spreads make it an attractive option for investors. These attributes, combined with the fund's well-established presence, give it a competitive advantage. Its association with the S&P index also provides credibility.
Risk Analysis
Volatility
The ETF's historical volatility is consistent with that of growth stocks, which tend to be more volatile than value stocks.
Market Risk
The ETF is exposed to market risk, sector concentration risk (particularly technology), and the risk that growth stocks underperform value stocks.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking long-term capital appreciation through exposure to U.S. growth stocks and is comfortable with moderate to high volatility.
Market Risk
The ETF is suitable for long-term investors and passive index followers seeking growth stock exposure. Active traders may also use it for tactical allocations.
Summary
The iShares Core S&P U.S. Growth ETF (IUSG) offers a cost-effective way to gain exposure to a broad portfolio of U.S. growth stocks. It tracks the S&P U.S. Growth Index and is managed by BlackRock, a reputable issuer. The ETF is suitable for investors seeking long-term capital appreciation and comfortable with the higher volatility associated with growth stocks. Its low expense ratio and high liquidity make it a compelling option for both passive and active investors. However, investors should be aware of market risk and sector concentration risk.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares website
- Morningstar
- Yahoo Finance
- Bloomberg
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data may vary depending on the source and methodology.
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 iShares Core S&P U.S. Growth ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its assets in the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. It is non-diversified.
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