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Upturn AI SWOT - About
iShares Morningstar Growth ETF (JKE)
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Upturn Advisory Summary
08/29/2025: JKE (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 48.85% | Avg. Invested days 66 | Today’s Advisory Consider higher Upturn Star rating |
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 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 |
Upturn AI SWOT
iShares Morningstar Growth ETF
ETF Overview
Overview
The iShares Morningstar Growth ETF (IVW) seeks to track the investment results of the Morningstar Growth Index, a market-cap-weighted index that represents the performance of growth stocks in the United States. The ETF focuses on companies with high growth potential, typically in sectors like technology and consumer discretionary. It provides exposure to large- and mid-cap U.S. companies exhibiting growth characteristics.
Reputation and Reliability
BlackRock, the issuer of iShares ETFs, is one of the world's largest asset managers and has a strong reputation for reliability and innovation in the ETF market.
Management Expertise
BlackRock has a highly experienced management team with extensive expertise in managing index-tracking funds and ETFs.
Investment Objective
Goal
The primary investment goal of IVW is to track the investment results of an index composed of U.S. growth stocks.
Investment Approach and Strategy
Strategy: IVW aims to track the Morningstar Growth Index, which selects companies based on their growth characteristics.
Composition IVW primarily holds stocks of large- and mid-cap U.S. companies identified as growth stocks.
Market Position
Market Share: IVW holds a significant market share within the U.S. growth ETF category.
Total Net Assets (AUM): 36300000000
Competitors
Key Competitors
- Vanguard Growth ETF (VUG)
- Schwab U.S. Large-Cap Growth ETF (SCHG)
- Invesco QQQ Trust (QQQ)
Competitive Landscape
The growth ETF market is competitive, with several large players. IVW's competitive edge lies in its Morningstar Growth Index tracking, which aims to capture growth stocks identified by Morningstar's methodology. IVW's advantage is BlackRock's brand and distribution network, while its disadvantages may include a slightly higher expense ratio compared to some competitors like SCHG. However, QQQ has a different sector focus.
Financial Performance
Historical Performance: Historical performance data can be found on the iShares website and financial data providers.
Benchmark Comparison: IVW's performance is compared to the Morningstar Growth Index to assess tracking efficiency.
Expense Ratio: 0.17
Liquidity
Average Trading Volume
IVW generally exhibits good liquidity due to its size and popularity, reflected in a healthy average trading volume.
Bid-Ask Spread
The bid-ask spread for IVW is typically tight, reflecting its high liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards growth stocks can significantly affect IVW's performance. Sector-specific trends, especially in technology and consumer discretionary, also play a crucial role.
Growth Trajectory
IVW's growth trajectory depends on the performance of U.S. growth stocks, influenced by factors like earnings growth, innovation, and macroeconomic conditions. There are infrequent changes to its holdings.
Moat and Competitive Advantages
Competitive Edge
IVW benefits from BlackRock's well-established brand and distribution network, providing it with a strong market presence. Its reliance on the Morningstar Growth Index methodology offers a differentiated approach to identifying growth stocks. The ETF's focus on a specific growth style allows investors to target this factor in their portfolio, while its size provides sufficient liquidity for most investors. Overall, these create a competitive edge.
Risk Analysis
Volatility
IVW, focusing on growth stocks, tends to exhibit higher volatility compared to broader market ETFs or value-oriented ETFs.
Market Risk
IVW is subject to market risk associated with equity investments, particularly growth stocks. Changes in economic conditions or investor sentiment towards growth stocks can significantly impact its performance.
Investor Profile
Ideal Investor Profile
The ideal investor for IVW is someone seeking exposure to U.S. growth stocks and willing to accept higher volatility for potentially higher returns.
Market Risk
IVW is best suited for long-term investors with a higher risk tolerance and a desire to incorporate a growth factor into their portfolio.
Summary
The iShares Morningstar Growth ETF (IVW) offers investors exposure to U.S. growth stocks, tracking the Morningstar Growth Index. IVW is suitable for long-term investors seeking to capture growth potential, it exhibits higher volatility compared to broader market ETFs. It is backed by BlackRock's robust platform, however, competition is fierce in this space. While the expense ratio is moderate, investors should consider factors like economic conditions and growth stock sentiment before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Official Website
- Morningstar
- Bloomberg
- SEC Filings
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Market data and analysis are subject to change without notice. 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 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.
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.