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Upturn AI SWOT - About
iShares S&P 500 Growth ETF (IVW)
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Upturn Advisory Summary
10/13/2025: IVW (4-star) is a STRONG-BUY. BUY since 108 days. Simulated Profits (24.67%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 67.32% | Avg. Invested days 86 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/13/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.07 | 52 Weeks Range 79.22 - 109.75 | Updated Date 06/29/2025 |
52 Weeks Range 79.22 - 109.75 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares S&P 500 Growth ETF
ETF Overview
Overview
The iShares S&P 500 Growth ETF (IVV) seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit growth characteristics. It focuses on companies exhibiting strong growth metrics and belongs to the large-cap growth category. It aims for capital appreciation through exposure to growth stocks.
Reputation and Reliability
BlackRock, the issuer of iShares ETFs, is one of the world's largest asset managers with a strong reputation and extensive track record.
Management Expertise
BlackRock possesses significant expertise in ETF management, employing a large team of 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: Tracks the S&P 500 Growth Index, a subset of the S&P 500 focusing on growth stocks.
Composition Primarily holds stocks of large-cap U.S. companies exhibiting growth characteristics. Top sectors include Information Technology, Consumer Discretionary, and Healthcare.
Market Position
Market Share: IVV holds a significant market share within the large-cap growth ETF segment.
Total Net Assets (AUM): 56780000000
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 segment is competitive. IVV offers similar exposure to VUG and SCHG, but differs slightly in weighting and expense ratio. IVV's large AUM provides liquidity. VUG generally has a slightly lower expense ratio. SPYG's offering is smaller in size.
Financial Performance
Historical Performance: Historical performance data is available from various financial data providers. Check performance during various market conditions, including bull and bear markets.
Benchmark Comparison: Compare IVV's performance to the S&P 500 Growth Index to assess tracking effectiveness.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
IVV has very high trading volume, indicating strong liquidity.
Bid-Ask Spread
IVV's bid-ask spread is typically very tight, reflecting its high liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards growth stocks influence IVV's performance. Sector trends, particularly within technology, also play a crucial role.
Growth Trajectory
IVV's growth trajectory mirrors the performance of its underlying growth stocks. Changes to the S&P 500 Growth Index composition or weighting will impact the ETF.
Moat and Competitive Advantages
Competitive Edge
IVV benefits from BlackRock's brand recognition and distribution network. It is a low-cost option offering broad exposure to large-cap U.S. growth stocks. Its adherence to a well-known index provides transparency. IVV is a very liquid ETF which reduces transaction costs. Its large AUM establishes it as a major player.
Risk Analysis
Volatility
IVV may exhibit higher volatility than the broader S&P 500 due to its focus on growth stocks, which can be more sensitive to market fluctuations.
Market Risk
IVV is subject to market risk, as its value can decline due to broad market downturns or sector-specific weaknesses. Growth stocks can be especially vulnerable during economic slowdowns.
Investor Profile
Ideal Investor Profile
Investors seeking capital appreciation through exposure to large-cap U.S. growth stocks are ideal candidates for IVV.
Market Risk
IVV is suitable for long-term investors with a moderate to high risk tolerance seeking growth potential. It can also be used by active traders looking for liquid exposure to growth stocks.
Summary
The iShares S&P 500 Growth ETF (IVV) offers a cost-effective and liquid way to gain exposure to large-cap U.S. growth stocks by tracking the S&P 500 Growth Index. It benefits from BlackRock's strong reputation and large AUM. IVV is more volatile than the broader market but offers higher growth potential. It is suitable for long-term investors with a moderate to high-risk tolerance seeking growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar.com
- Bloomberg.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results. 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
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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.
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.