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Upturn AI SWOT - About
iShares Core S&P U.S. Growth ETF (IUSG)
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Upturn Advisory Summary
07/01/2025: 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.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type ETF | Historic Profit 46.64% | Avg. Invested days 77 | 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 07/01/2025 |
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 an index composed of U.S. equities that exhibit growth characteristics. It focuses on large and mid-cap companies within the S&P 500 exhibiting growth characteristics. The fund provides broad exposure to the U.S. growth stock market, offering a cost-effective way to invest in companies with high growth potential. It aims for long-term capital appreciation.
Reputation and Reliability
BlackRock is a globally recognized and reputable asset management firm with a long track record of successfully managing ETFs.
Management Expertise
BlackRock possesses extensive experience and expertise in managing a wide range of investment products, including ETFs, with a large team of experienced portfolio managers and analysts.
Investment Objective
Goal
To track the investment results of an index composed of U.S. equities that exhibit growth characteristics.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, aiming to replicate the performance of the S&P U.S. Growth Index.
Composition The ETF holds a diversified portfolio of U.S. growth stocks across various sectors, primarily focusing on large and mid-cap companies. Stocks are selected based on growth factors such as earnings and sales growth.
Market Position
Market Share: IUSG holds a significant market share within the U.S. growth ETF segment.
Total Net Assets (AUM): 32460000000
Competitors
Key Competitors
- Vanguard Growth ETF (VUG)
- Schwab U.S. Large-Cap Growth ETF (SCHG)
- Invesco QQQ Trust (QQQ)
Competitive Landscape
The U.S. growth ETF market is highly competitive, with multiple large players. IUSG benefits from BlackRock's established brand and low expense ratio. VUG has slightly higher AUM, but SCHG offers a lower expense ratio. QQQ is heavily weighted towards technology stocks, differing in sector allocation.
Financial Performance
Historical Performance: Historical performance data should be sourced from financial data providers.
Benchmark Comparison: The ETF's performance closely tracks the S&P U.S. Growth Index.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
The ETF exhibits high liquidity, indicated by its average trading volume.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting its high trading volume.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, technological innovation, and investor sentiment towards growth stocks can influence the ETF's performance.
Growth Trajectory
The ETF's growth trajectory is tied to the performance of the underlying growth stocks. Periodic rebalancing ensures that the ETF continues to reflect the composition of the S&P U.S. Growth Index.
Moat and Competitive Advantages
Competitive Edge
IUSG's primary advantage is its low expense ratio, making it an attractive option for cost-conscious investors seeking exposure to U.S. growth stocks. The ETF's large AUM ensures high liquidity and tight bid-ask spreads. Backed by the strength of BlackRock, IUSG provides a well-diversified investment approach through the tracking of the S&P U.S. Growth Index. Its efficiency and wide market coverage provide investors with a comprehensive U.S. growth strategy.
Risk Analysis
Volatility
Growth stocks tend to be more volatile than value stocks or the overall market.
Market Risk
The ETF is subject to market risk, which is the risk that the overall market declines, impacting the value of the ETF's holdings. Sector concentration can also amplify risk.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term capital appreciation, comfortable with moderate to high volatility, and interested in gaining exposure to U.S. growth stocks.
Market Risk
This ETF is best suited for long-term investors who are looking to passively track the performance of the U.S. growth stock market.
Summary
The iShares Core S&P U.S. Growth ETF (IUSG) provides investors with a low-cost and efficient way to access the U.S. growth stock market. It tracks the S&P U.S. Growth Index and offers a diversified portfolio of growth-oriented companies. While growth stocks inherently carry higher volatility, IUSG offers a streamlined investment tool for long-term capital appreciation. With its low expense ratio and high liquidity, IUSG stands out as a compelling choice for those seeking exposure to U.S. growth potential.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Website
- Morningstar
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be based on individual financial circumstances and risk tolerance.
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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