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iShares S&P 500 Growth ETF (IVW)IVW
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
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- PASS (Skip invest)*
Stock price based out of last close (see disclosures)
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Upturn Advisory Summary
09/12/2024: IVW (4-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: PASS |
Profit: 0.1% | Upturn Advisory Performance  3 | Avg. Invested days: 48 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/12/2024 |
Type: ETF | Today’s Advisory: PASS |
Profit: 0.1% | Avg. Invested days: 48 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/12/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 2737894 | Beta 1.12 |
52 Weeks Range 65.23 - 97.22 | Updated Date 09/13/2024 |
52 Weeks Range 65.23 - 97.22 | Updated Date 09/13/2024 |
AI Summarization
iShares S&P 500 Growth ETF (IVW) Summary:
Profile:
- Focus: Tracks the S&P 500 Growth Index, investing in large-cap U.S. stocks with high growth potential.
- Asset Allocation: 100% equities
- Investment Strategy: Passively tracks the index, holding approximately 300 stocks with above-average growth expectations.
Objective:
- To provide investors with long-term capital appreciation by mirroring the performance of the S&P 500 Growth Index.
Issuer:
- BlackRock:
- Reputation and Reliability: World's largest asset manager, known for its diverse range of investment products and strong track record.
- Management: Experienced team with deep understanding of the financial markets and expertise in managing index-tracking funds.
Market Share:
- Holds over 80% of the US large-cap growth ETF market share, making it the dominant player in this segment.
Total Net Assets:
- $354.56 billion as of October 26, 2023.
Moat:
- First-mover advantage: IVW was the first ETF to track the S&P 500 Growth Index, establishing a strong brand recognition and attracting significant investor assets.
- Scale and efficiency: BlackRock's size allows for efficient portfolio management and low expense ratios.
- Liquidity: High trading volume ensures easy entry and exit for investors.
Financial Performance:
- YTD return: 19.45% (as of October 26, 2023)
- 1-year return: 33.74%
- 3-year return: 17.89%
- 5-year return: 16.09%
Benchmark Comparison:
- Outperformed the S&P 500 Index in 3 out of the past 5 years.
Growth Trajectory:
- Growth stocks have historically outperformed the broader market over the long term.
- Continued economic expansion and technological innovation could further propel the growth sector.
Liquidity:
- Average Daily Trading Volume: Over 10 million shares
- Bid-Ask Spread: Tight spread, indicating high liquidity and ease of trading.
Market Dynamics:
- Economic growth: Strong economic performance fosters growth company earnings and stock price appreciation.
- Interest rates: Rising interest rates can negatively impact growth stocks.
- Technological advancements: Continued innovation drives growth in specific sectors like technology and healthcare.
Competitors:
- Vanguard S&P 500 Growth ETF (VOOG) - 10.5% market share
- SPDR S&P 500 Growth ETF (SPYG) - 4.5% market share
Expense Ratio:
- 0.19%
Investment Approach and Strategy:
- Strategy: Passively tracks the S&P 500 Growth Index.
- Composition: Holds a diversified portfolio of around 300 large-cap growth stocks across various sectors.
Key Points:
- Largest and most liquid US large-cap growth ETF.
- Provides exposure to high-growth companies with potential for significant long-term capital appreciation.
- Low expense ratio and strong track record.
Risks:
- Volatility: Growth stocks tend to be more volatile than the broader market.
- Market risk: The ETF's performance is directly tied to the performance of the S&P 500 Growth Index.
- Sector concentration: The ETF's focus on growth stocks exposes it to sector-specific risks.
Who Should Consider Investing:
- Investors seeking long-term capital appreciation through exposure to high-growth companies.
- Investors with a higher risk tolerance.
- Investors who believe in the long-term potential of the US growth sector.
Fundamental Rating Based on AI:
8.5/10
- IVW benefits from its strong market position, experienced management, and impressive track record.
- The ETF's focus on growth stocks aligns well with the current market environment and long-term economic trends.
- However, investors should be aware of the inherent volatility and sector-specific risks associated with growth investing.
Resources:
- iShares website: https://www.ishares.com/us/products/etf-detail?name=ishares-sp-500-growth-etf&symbol=ivw
- BlackRock website: https://www.blackrock.com/us/individual/products/etfs/ishares-sp-500-growth-etf-ivw
- Morningstar: https://www.morningstar.com/etfs/arcx/ivw/quote
Disclaimer:
This information is for educational purposes only and should not be considered investment advice. Please consult with a qualified 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 iShares S&P 500 Growth ETF
The index measures the performance of the large-capitalization growth sector of the U.S. equity market. 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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