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Upturn AI SWOT - About
IQ Winslow Large Cap Growth ETF (IWLG)
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Upturn Advisory Summary
08/29/2025: IWLG (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 44.48% | Avg. Invested days 68 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 36.71 - 51.45 | Updated Date 06/29/2025 |
52 Weeks Range 36.71 - 51.45 | Updated Date 06/29/2025 |
Upturn AI SWOT
IQ Winslow Large Cap Growth ETF
ETF Overview
Overview
The IQ Winslow Large Cap Growth ETF (IWFG) seeks long-term capital appreciation by investing in a portfolio of U.S. large-cap growth stocks. It employs a proprietary, fundamentally driven stock selection process.
Reputation and Reliability
IndexIQ is known for its alternative ETF strategies. Their reputation is built on innovative and differentiated investment approaches.
Management Expertise
IndexIQ has a team with extensive experience in alternative investments and quantitative strategies. They work with Winslow Capital Management.
Investment Objective
Goal
To achieve long-term capital appreciation by investing in U.S. large-cap growth stocks.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index. It is actively managed using a bottom-up, fundamental research-driven approach.
Composition Primarily invests in U.S. large-cap growth stocks, focusing on companies with strong growth potential.
Market Position
Market Share: IWFG's market share is relatively small compared to larger, established growth ETFs.
Total Net Assets (AUM): 106492938
Competitors
Key Competitors
- VUG
- IVW
- SCHG
- QQQ
Competitive Landscape
The large-cap growth ETF market is highly competitive. IWFG differentiates itself with active management and a fundamental research approach. Advantages include potential for outperformance, while disadvantages include higher expense ratio compared to passively managed competitors.
Financial Performance
Historical Performance: Historical performance data should be retrieved from financial data providers.
Benchmark Comparison: Benchmark comparison requires historical performance data against a relevant index like the Russell 1000 Growth Index.
Expense Ratio: 0.59
Liquidity
Average Trading Volume
IWFG's average trading volume is moderately low, which may affect the ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread can vary but is generally wider compared to more liquid ETFs, potentially increasing trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and sector-specific trends in technology and consumer discretionary can significantly affect IWFG's performance.
Growth Trajectory
IWFG's growth trajectory depends on the success of its stock selection process and the overall performance of the large-cap growth segment. Changes in strategy and holdings can impact future performance.
Moat and Competitive Advantages
Competitive Edge
IWFG's active management approach, focused on fundamental research and stock selection, offers a potential advantage in identifying undervalued growth opportunities. The fund leverages the expertise of Winslow Capital Management, potentially leading to superior stock picking. Its concentrated portfolio may lead to higher returns, but also increased risk. The active management may also offer some downside protection during market downturns.
Risk Analysis
Volatility
IWFG's volatility is expected to be similar to other large-cap growth ETFs, reflecting the inherent risk of investing in growth stocks.
Market Risk
IWFG is exposed to market risk, particularly related to economic downturns and sector-specific challenges affecting the technology and consumer discretionary sectors.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term capital appreciation and willing to accept higher risk for potentially higher returns. Investors comfortable with active management and a concentrated portfolio would be suitable.
Market Risk
IWFG is best suited for long-term investors with a growth-oriented investment strategy and a tolerance for moderate to high volatility.
Summary
IQ Winslow Large Cap Growth ETF offers actively managed exposure to U.S. large-cap growth stocks. It aims to outperform passive benchmarks through fundamental research and stock selection. The ETF has a higher expense ratio than passive alternatives, but it offers the potential for superior returns. IWFG is suitable for long-term investors seeking growth with a moderate to high risk tolerance. Its performance depends on the fund manageru2019s stock-picking abilities and overall market conditions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Fact Sheet
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a 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 IQ Winslow Large Cap Growth ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund invests at least 80% of its net assets in large capitalization companies, which are companies having a market capitalization in excess of" $4 billion at the time of purchase. Typically, the Subadvisor invests substantially all of the fund"s investable assets in domestic securities. However, the fund is permitted to invest up to 20% of its net assets in depositary receipts issued by a trust (including ADRs) of foreign securities and in common stocks listed on a foreign exchange that trade on such exchange contemporaneously with the Shares. 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.