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Upturn AI SWOT - About
iShares S&P 500 Growth ETF (IVW)
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Upturn Advisory Summary
08/15/2025: IVW (4-star) is a STRONG-BUY. BUY since 68 days. Profits (19.08%). 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 59.81% | Avg. Invested days 78 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/15/2025 |
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 (IVW) seeks to track the investment results of the S&P 500 Growth Index, a subset of the S&P 500 that includes companies exhibiting growth characteristics. It focuses on large-cap US growth stocks and employs a passive management strategy.
Reputation and Reliability
BlackRock, the issuer, is one of the world's largest asset managers, known for its extensive ETF offerings and strong reputation.
Management Expertise
BlackRock has a dedicated team of experienced portfolio managers and analysts overseeing its ETF products.
Investment Objective
Goal
To track the investment results of the S&P 500 Growth Index.
Investment Approach and Strategy
Strategy: Tracks the S&P 500 Growth Index, which measures the performance of the growth style stocks in the S&P 500 Index.
Composition Primarily invests in stocks of large-cap US companies with strong growth characteristics.
Market Position
Market Share: IVW holds a significant market share within the large-cap growth ETF category, though it's not the sole dominator.
Total Net Assets (AUM): 43610000000
Competitors
Key Competitors
- Vanguard Growth ETF (VUG)
- Schwab U.S. Large-Cap Growth ETF (SCHG)
- Invesco QQQ Trust (QQQ)
Competitive Landscape
The large-cap growth ETF market is highly competitive with several major players. IVW's expense ratio is slightly higher than some competitors like VUG and SCHG which may affect its appeal to cost-conscious investors. VUG with a much higher market share has a longer history and a lower expense ratio. While QQQ has a different index, it provides exposure to the tech sector which growth investors often seek.
Financial Performance
Historical Performance: Historical performance data would need to be dynamically retrieved from financial data providers. This JSON object focuses on structure.
Benchmark Comparison: Performance generally tracks the S&P 500 Growth Index, with slight deviations due to expense ratio and tracking error.
Expense Ratio: 0.18
Liquidity
Average Trading Volume
IVW exhibits high liquidity with a consistently high average trading volume, making it easy to buy and sell shares.
Bid-Ask Spread
The bid-ask spread for IVW is typically very tight, indicating efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and technological advancements influence the performance of the growth stocks held by IVW.
Growth Trajectory
The ETF's growth trajectory is closely tied to the performance of the S&P 500 Growth Index, which can vary based on market cycles and sector leadership. IVW strategy remained consistent.
Moat and Competitive Advantages
Competitive Edge
IVW benefits from BlackRock's brand recognition and established ETF platform. Its primary advantage is the relatively pure exposure to S&P 500 growth stocks. Its simple indexing approach lowers risks compared to active management. However, it faces competition from lower-cost alternatives. Furthermore, the S&P 500 growth screen could miss certain high growth companies not fitting the screens.
Risk Analysis
Volatility
IVW can exhibit higher volatility than the broader S&P 500 due to its focus on growth stocks, which tend to be more sensitive to market fluctuations.
Market Risk
The ETF is subject to market risk, meaning its value can decline due to broad market downturns or negative sentiment towards growth stocks.
Investor Profile
Ideal Investor Profile
IVW is suitable for investors seeking exposure to large-cap US growth stocks and who are comfortable with moderate to high risk.
Market Risk
IVW is best suited for long-term investors seeking capital appreciation through growth stocks. It's suitable for passive index followers.
Summary
The iShares S&P 500 Growth ETF (IVW) is a passively managed ETF that tracks the S&P 500 Growth Index. It provides exposure to large-cap US companies with strong growth characteristics. While IVW provides a solid opportunity for growth investors, its expense ratio is slightly higher than competitors like VUG and SCHG. Its performance will be dependent on the broad market conditions and sector leadership. Therefore, it is suitable for long-term investors with a moderate to high risk tolerance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- BlackRock.com
- Morningstar.com
- ETFdb.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market data is subject to change.
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.
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