IVW - ETF AI Analysis
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iShares S&P 500 Growth ETF (IVW)
Rating:76Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and over the past few months, showing positive momentum.
Leading Growth Companies at the Top
Many of the largest holdings, including major technology and healthcare names, have shown strong or steady performance, helping drive the fund’s returns.
Large, Established Fund with Moderate Fees
The ETF manages a very large asset base and charges a relatively modest expense ratio, which can provide stability and keep ongoing costs reasonable for investors.
Negative Factors
Heavy Concentration in Technology
With about half of the portfolio in technology stocks, the fund is highly sensitive to swings in that single sector.
High Weight in a Few Mega-Cap Stocks
A small number of big companies make up a large share of the fund, increasing the impact if any one of them runs into trouble.
Almost Entirely U.S.-Focused
The ETF invests almost exclusively in U.S. companies, offering little geographic diversification if other regions perform differently.
IVW vs. SPDR S&P 500 ETF (SPY)
AUM75.53B
RegionNorth America
Expense Ratio0.18%
Beta1.25
IssueriShares
Inception DateMay 22, 2000
Dividend Yield0.35%
Asset ClassEquity
Index TrackedS&P 500 Growth
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,234,866
30 Day Avg. Volume1,549,245
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
174.92Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering148
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IVW Summary
The iShares S&P 500 Growth ETF (IVW) is a fund that follows the S&P 500 Growth Index, focusing on large U.S. companies expected to grow faster than the overall market. It holds many well-known names, including Microsoft and Apple, along with other big technology and communication firms. Someone might invest in IVW to seek long-term growth and to get instant diversification across many leading U.S. growth stocks in one investment. A key risk is that it is heavily tilted toward technology and other growth companies, so its price can rise and fall more sharply than the broader market.
How much will it cost me?The iShares S&P 500 Growth ETF (IVW) has an expense ratio of 0.18%, meaning you’ll pay $1.80 per year for every $1,000 invested. This is lower than average because it’s passively managed, tracking the S&P 500 Growth Index rather than relying on active stock picking.
What would affect this ETF?The iShares S&P 500 Growth ETF (IVW) could benefit from continued innovation and strong performance in the technology sector, which makes up a significant portion of its holdings, as well as favorable economic conditions that support growth stocks. However, rising interest rates or economic slowdowns may negatively impact growth-focused companies, and regulatory changes in sectors like technology or healthcare could pose risks to its top holdings. Overall, the ETF's exposure to influential U.S. companies positions it well for long-term growth but also makes it sensitive to market volatility and sector-specific challenges.
IVW Top 10 Holdings
IVW is essentially a U.S. Big Tech and chip story, with Nvidia, Microsoft, and Apple steering the ship. Nvidia and Micron have been rising on AI enthusiasm, giving the fund a powerful semiconductor engine. Microsoft looks steady to strong, thanks to its cloud and AI push, while Apple has lost a bit of steam recently but still supports longer-term gains. Alphabet and Meta are more mixed, with recent choppiness in communication services acting as a mild drag. Overall, the ETF is heavily tilted toward U.S. technology growth names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 14.62% | $11.05B | $5.15T | 24.46% | 76 Outperform | |
| Microsoft | 10.28% | $7.77B | $3.64T | -2.10% | 79 Outperform | |
| Apple | 6.89% | $5.21B | $4.85T | 41.67% | 79 Outperform | |
| Alphabet Class A | 5.67% | $4.29B | $4.17T | 37.81% | 85 Outperform | |
| Broadcom | 4.54% | $3.43B | $1.62T | 0.56% | 76 Outperform | |
| Alphabet Class C | 4.53% | $3.42B | $4.17T | 34.49% | 82 Outperform | |
| Meta Platforms | 4.17% | $3.15B | $1.72T | -12.55% | 76 Outperform | |
| Amazon | 3.60% | $2.72B | $2.65T | 6.19% | 71 Outperform | |
| Micron | 2.95% | $2.23B | $1.05T | 478.78% | 79 Outperform | |
| Berkshire Hathaway B | 2.69% | $2.03B | $1.00T | 3.81% | 66 Neutral |
IVW Technical Analysis
Positive
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Price Trends
138.06
Positive
136.72
Positive
128.91
Positive
Market Momentum
-0.04
Positive
52.39
Neutral
29.14
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IVW, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 138.91, equal to the 50-day MA of 138.06, and equal to the 200-day MA of 128.91, indicating a bullish trend. The MACD of -0.04 indicates Positive momentum. The RSI at 52.39 is Neutral, neither overbought nor oversold. The STOCH value of 29.14 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IVW.
IVW Peer Comparison
Comparison Results
Performance Comparison
IVW
iShares S&P 500 Growth ETF
140.13
19.81
16.46%
VUG
Vanguard Growth ETF
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IWF
iShares Russell 1000 Growth ETF
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SCHG
Schwab U.S. Large-Cap Growth ETF
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SPYG
SPDR Portfolio S&P 500 Growth ETF
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VOOG
Vanguard S&P 500 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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