BGRO - ETF AI Analysis
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BlackRock Large Cap Growth ETF (BGRO)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown positive returns so far this year and over the last month, indicating solid recent momentum.
Leading Growth Companies in Top Holdings
Many of the largest positions, including major technology and internet names, have delivered strong gains, helping drive the fund’s results.
Focused Growth Exposure
With a heavy tilt toward technology and other growth-oriented sectors, the ETF is positioned to benefit when large-cap growth stocks are performing well.
Negative Factors
High Concentration in a Few Stocks
A small number of companies make up a large share of the portfolio, which increases the impact if any of these holdings perform poorly.
Mixed Performance Among Top Holdings
Several major positions, including some large technology names, have recently shown weak or negative performance, which can drag on overall returns.
Higher Expense Ratio for a Passive ETF
The fund’s expense ratio is on the higher side for an ETF, meaning more of the return is eaten up by fees compared with lower-cost alternatives.
BGRO vs. SPDR S&P 500 ETF (SPY)
AUM9.04M
RegionNorth America
Expense Ratio0.55%
Beta1.37
IssueriShares
Inception DateJun 04, 2024
Dividend Yield0.03%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume313
30 Day Avg. Volume903
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
52.50Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering32
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BGRO Summary
The BlackRock Large Cap Growth ETF (BGRO) is an actively managed fund that focuses on fast-growing, large U.S. companies, especially in technology. It doesn’t track a specific index, but instead selects stocks that BlackRock believes have strong growth potential. Big names like Nvidia, Amazon, Microsoft, and Apple are among its top holdings. Someone might invest in BGRO to seek long-term growth and get instant diversification across many leading growth companies. However, the fund is heavily tilted toward tech and other growth stocks, so its price can swing a lot and may fall sharply if growth or tech stocks go out of favor.
How much will it cost me?The BlackRock Large Cap Growth ETF (BGRO) has an expense ratio of 0.55%, meaning you’ll pay $5.50 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed, which involves more research and decision-making compared to passively managed funds that track an index.
What would affect this ETF?The BlackRock Large Cap Growth ETF (BGRO) could benefit from continued innovation and strong performance in the technology sector, which makes up over half of its portfolio and includes top holdings like Nvidia and Microsoft. However, rising interest rates or economic slowdowns could negatively impact growth-focused companies, particularly in consumer cyclical and communication services sectors, which are also significant parts of the ETF. Regulatory changes affecting major tech firms or shifts in market sentiment toward value stocks could further influence its future performance.
BGRO Top 10 Holdings
BGRO is leaning heavily on U.S. tech and AI powerhouses, with Nvidia and Broadcom doing much of the heavy lifting as their AI stories keep investors excited, even if the ride has been a bit bumpy lately. Alphabet and Apple are also pulling their weight, staying generally upbeat and helping anchor the fund’s growth tilt. On the flip side, Microsoft and Meta have been more of a headwind, losing some steam and tempering overall returns. Outside tech, industrial giant Caterpillar has been a surprising bright spot, adding some balance to this very U.S.-centric, growth-heavy lineup.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 12.68% | $1.15M | $4.71T | 22.22% | 76 Outperform | |
| Amazon | 7.79% | $704.23K | $2.61T | 12.14% | 71 Outperform | |
| Apple | 6.13% | $554.30K | $4.53T | 47.93% | 79 Outperform | |
| Microsoft | 5.34% | $482.65K | $2.90T | -22.12% | 79 Outperform | |
| Alphabet Class A | 5.29% | $477.96K | $4.34T | 110.50% | 85 Outperform | |
| Broadcom | 4.43% | $400.10K | $1.71T | 36.42% | 76 Outperform | |
| Snowflake | 4.18% | $377.74K | $90.17B | 17.27% | 54 Neutral | |
| Meta Platforms | 3.78% | $341.58K | $1.48T | -14.58% | 76 Outperform | |
| Datadog | 3.52% | $318.68K | $92.68B | 74.98% | 69 Neutral | |
| Palo Alto Networks | 3.48% | $314.30K | $283.67B | 65.22% | 73 Outperform |
BGRO Technical Analysis
Positive
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Price Trends
41.89
Positive
39.26
Positive
38.86
Positive
Market Momentum
0.10
Positive
49.83
Neutral
55.40
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BGRO, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 41.96, equal to the 50-day MA of 41.89, and equal to the 200-day MA of 38.86, indicating a bullish trend. The MACD of 0.10 indicates Positive momentum. The RSI at 49.83 is Neutral, neither overbought nor oversold. The STOCH value of 55.40 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BGRO.
BGRO Peer Comparison
Comparison Results
Performance Comparison
BGRO
BlackRock Large Cap Growth ETF
41.99
5.60
15.39%
AFGR
First Trust Active Factor Large Cap Growth ETF
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PRXG
Praxis Impact Large Cap Growth ETF
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CGGG
Capital Group U.S. Large Growth ETF
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AQLG
Highland Capital Large Capital Growth ETF
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IWFG
IQ Winslow Focused Large Cap Growth ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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