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Upturn AI SWOT - About
iShares Nasdaq Top 30 Stocks ETF (QTOP)
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Upturn Advisory Summary
08/14/2025: QTOP (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 12.68% | Avg. Invested days 59 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 20.30 - 28.14 | Updated Date 06/28/2025 |
52 Weeks Range 20.30 - 28.14 | Updated Date 06/28/2025 |
Upturn AI SWOT
iShares Nasdaq Top 30 Stocks ETF
ETF Overview
Overview
The iShares Nasdaq Top 30 Stocks ETF (IVV) seeks to track the investment results of an index composed of the largest 30 companies listed on the Nasdaq Stock Market. It primarily focuses on technology and growth-oriented sectors and utilizes a passively managed investment strategy.
Reputation and Reliability
iShares is a well-established and reputable ETF provider, known for offering a wide range of investment products.
Management Expertise
BlackRock, the parent company of iShares, possesses extensive expertise in asset management and indexing.
Investment Objective
Goal
To track the investment results of an index composed of the 30 largest companies listed on the Nasdaq Stock Market.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, aiming to hold all the stocks in the index in similar proportions.
Composition The ETF primarily holds stocks in the technology sector, with significant allocations to consumer discretionary and telecommunication services.
Market Position
Market Share: The ETF commands a significant market share among ETFs targeting the top Nasdaq companies, although specialized ETFs exist with smaller holdings.
Total Net Assets (AUM): 627322464
Competitors
Key Competitors
- ONEQ
- QQQM
- QQXT
Competitive Landscape
The competitive landscape includes other broad market ETFs, and ETFs targeting specific segments of the technology sector. IVV benefits from iShares' brand recognition, but faces competition from lower-cost options. Competitors may offer different weighting schemes or narrower sector focuses.
Financial Performance
Historical Performance: Past performance is not indicative of future results.
Benchmark Comparison: IVV aims to closely track its benchmark, with deviations primarily due to tracking error and expense ratios.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
The ETF has high liquidity, evidenced by its high average daily trading volume.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and technological advancements can significantly influence the performance of the technology companies held by IVV.
Growth Trajectory
The growth trajectory is tied to the performance of the largest companies listed on the Nasdaq, particularly those in the technology sector, with holdings adjustments to maintain composition rules.
Moat and Competitive Advantages
Competitive Edge
IVV benefits from the brand recognition and economies of scale of iShares, offering a cost-effective way to access the largest Nasdaq-listed companies. The ETF's high liquidity and low tracking error further enhance its appeal. However, its concentration in a relatively small number of companies may expose investors to idiosyncratic risk. Its passive strategy and low expense ratio are its core strengths.
Risk Analysis
Volatility
IVV's volatility is correlated with the volatility of the technology sector, which is generally higher than the overall market.
Market Risk
The ETF is susceptible to market risk, particularly from downturns in the technology sector or shifts in investor sentiment towards growth stocks.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking exposure to the top Nasdaq-listed companies and is comfortable with the inherent concentration risk associated with a focused portfolio.
Market Risk
IVV is suitable for long-term investors seeking growth potential through large-cap technology stocks, but not a suitable holding for risk-averse investors.
Summary
IVV provides focused exposure to the largest Nasdaq-listed companies, primarily within the technology sector. It's managed by iShares and seeks to replicate the performance of a specific index with a strong reputation and high degree of liquidity. Its holdings are concentrated, thus subject to sector-specific market risks. The ETF's low expense ratio is attractive, but investors should be aware of its concentration risk before investing in IVV.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. 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 iShares Nasdaq Top 30 Stocks ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index measures the performance of securities of the 30 largest domestic and international non-financial companies listed on Nasdaq based on market capitalization, as determined by Nasdaq, Inc. The fund generally will invest at least 80% of its assets in the component securities of its underlying index. The fund 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.