JKE
JKE 2-star rating from Upturn Advisory

iShares Morningstar Growth ETF (JKE)

iShares Morningstar Growth ETF (JKE) 2-star rating from Upturn Advisory
$104.53
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Upturn Advisory Summary

12/04/2025: JKE (2-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Upturn 2 star rating for performance

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 50.39%
Avg. Invested days 75
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 5.0
ETF Returns Performance Upturn Returns Performance icon 5.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 12/04/2025

Key Highlights

Volume (30-day avg) -
Beta 1
52 Weeks Range 69.47 - 96.58
Updated Date 06/29/2025
52 Weeks Range 69.47 - 96.58
Updated Date 06/29/2025

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iShares Morningstar Growth ETF

iShares Morningstar Growth ETF(JKE) company logo displayed in Upturn AI summary

ETF Overview

overview logo Overview

The iShares Morningstar Growth ETF (IVF) seeks to track the investment results of an index composed of U.S. companies that exhibit growth characteristics. It aims to provide exposure to companies with high growth potential across various sectors, excluding those identified as value stocks.

Reputation and Reliability logo Reputation and Reliability

iShares is a well-established and reputable issuer of ETFs, known for its wide range of investment products and track record of reliable fund management.

Leadership icon representing strong management expertise and executive team Management Expertise

iShares benefits from BlackRock's extensive asset management experience and expertise in developing and managing ETFs.

Investment Objective

Icon representing investment goals and financial objectives Goal

The primary investment goal of IVF is to track the investment results of the Morningstar US Growth Index, providing exposure to growth stocks.

Investment Approach and Strategy

Strategy: IVF employs a passive management strategy, aiming to replicate the performance of the Morningstar US Growth Index by investing in a portfolio of growth stocks.

Composition The ETF holds stocks of companies identified as growth stocks based on Morningstar's proprietary methodology, excluding those classified as value stocks. It focuses on U.S. equities.

Market Position

Market Share: Due to ETF market share data being dynamic and proprietary, precise figures are unavailable. IVF is a notable player in the growth-focused ETF space.

Total Net Assets (AUM): 395700000

Competitors

Key Competitors logo Key Competitors

  • VUG
  • SCHG
  • MGK

Competitive Landscape

The growth ETF market is competitive, with several large players offering similar exposure. IVF competes based on its specific index tracking the Morningstar US Growth Index. The competitive advantage would include ETF provider market share, index tracking accuracy and low expense ratios. A disadvantage of IVF vs it's competitors is lower market share.

Financial Performance

Historical Performance: Historical performance data is available through financial data providers. [9.32, 21.57, 11.71, 13.79, 18.44] represents past 5 year average returns

Benchmark Comparison: Benchmark performance data is available through financial data providers and Morningstar. Performance compared to benchmarks like the S&P 500 growth component is crucial to asses tracking efficacy.

Expense Ratio: 0.17

Liquidity

Average Trading Volume

The average trading volume of IVF is moderate, reflecting adequate liquidity for most investors, with an average of 17000 shares traded daily.

Bid-Ask Spread

The bid-ask spread for IVF is typically tight, indicating relatively low trading costs for investors. Typically less than 0.05%.

Market Dynamics

Market Environment Factors

IVF's performance is influenced by economic growth, interest rates, and investor sentiment towards growth stocks. Sector-specific growth prospects within the U.S. equity market also play a significant role.

Growth Trajectory

IVF's growth trajectory depends on the overall performance of the U.S. growth stock market. Changes to the underlying index methodology and holdings can also impact its performance.

Moat and Competitive Advantages

Competitive Edge

IVF's competitive edge lies in its partnership with Morningstar and its use of the Morningstar US Growth Index, which provides a distinct methodology for identifying growth stocks. The ETF benefits from iShares' brand recognition and distribution network. It differentiates itself by excluding value stocks entirely, focusing purely on growth. iShares' experience in managing ETFs enhances its reliability.

Risk Analysis

Volatility

IVF's historical volatility is generally high due to its focus on growth stocks, which tend to be more volatile than value stocks.

Market Risk

Specific risks associated with IVF include market risk, sector concentration risk (depending on the composition of the growth index), and potential underperformance compared to broader market indices.

Investor Profile

Ideal Investor Profile

The ideal investor for IVF is someone seeking exposure to growth stocks and willing to accept higher volatility in exchange for potentially higher returns. Investors with a long-term investment horizon are particularly suitable.

Market Risk

IVF is best suited for long-term investors seeking capital appreciation through growth stocks. It may not be appropriate for risk-averse investors or those seeking stable income.

Summary

The iShares Morningstar Growth ETF (IVF) provides targeted exposure to U.S. growth stocks, tracking the Morningstar US Growth Index. It is managed by iShares, a reputable ETF provider, and offers a cost-effective way to access the growth segment of the market. IVF's performance is influenced by the overall market environment and investor sentiment towards growth stocks. While it offers potential for capital appreciation, investors should be aware of its higher volatility and associated risks.

Similar ETFs

Sources and Disclaimers

Data Sources:

  • iShares.com
  • Morningstar.com
  • ETFdb.com
  • etf.com

Disclaimers:

The data and analysis provided are for informational purposes only and do not constitute financial advice. Past performance is not indicative of future results. Investment decisions should be based on your individual circumstances and risk tolerance.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

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About iShares Morningstar Growth ETF

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The investment seeks to track the investment results of the Morningstar® US Large-Mid Cap Broad Growth IndexSM composed of large- and mid-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of stocks issued by large- mid capitalization companies that have exhibited above-average "growth" characteristics as determined by Morningstar, Inc."s ("Morningstar" or the "index provider") proprietary index methodology. It is non-diversified.