IVW - ETF AI Analysis
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iShares S&P 500 Growth ETF (IVW)
IVW, the iShares S&P 500 Growth ETF, earns a solid overall rating largely because its biggest positions—like Nvidia, Microsoft, and Alphabet—combine strong financial performance with promising long-term growth drivers in AI, cloud, and data centers. Some holdings such as Amazon and Eli Lilly add growth potential but come with concerns around high valuations, cash flow, and leverage, which slightly weigh on the fund’s rating. The main risk is that the ETF is heavily tilted toward a handful of large tech and AI-focused companies, so it is sensitive to volatility or setbacks in that sector.
IVW vs. SPDR S&P 500 ETF (SPY)
- AUM
- 73.58B
- Region
- North America
- Expense Ratio
- 0.18%
- Beta
- 1.27
- Issuer
- iShares
- Inception Date
- May 22, 2000
- Dividend Yield
- 0.36%
- Asset Class
- Equity
- Index Tracked
- S&P 500 Growth
IVW Summary
IVW is the iShares S&P 500 Growth ETF, which follows the S&P 500 Growth Index. It focuses on large, fast-growing U.S. companies, especially in technology, communication services, and consumer-related businesses. Well-known holdings include Microsoft, Apple, Nvidia, Amazon, and Alphabet (Google). Investors might consider IVW if they want simple, broad exposure to leading growth companies and believe these businesses can increase their earnings over time. A key risk is that growth stocks, especially tech-focused ones, can be more volatile and the ETF’s value can go up and down sharply with the stock market.
How much will it cost me?
IVW has an annual expense ratio of 0.18%, which means you’ll pay about $1.80 per year for every $1,000 invested. This cost is slightly higher than the cheapest broad-market index ETFs, but still reasonable for a passive fund that focuses specifically on large-cap growth stocks.
What would affect this ETF?
IVW could benefit if the U.S. economy stays strong, technology and communication services companies keep growing, and demand for innovations from giants like Nvidia, Microsoft, Apple, Alphabet, and Amazon remains high. On the other hand, rising interest rates, a slowdown in U.S. growth stocks, tighter tech regulation, or weak performance in major holdings could hurt returns, especially given its heavy focus on U.S. large-cap tech and related sectors.
IVW Top 10 Holdings
IVW is leaning heavily on U.S. Big Tech and AI, with Nvidia and Microsoft sitting in the driver’s seat; Nvidia has cooled off lately, but its AI story still anchors the fund, while Microsoft’s cloud and AI strength keeps it steadily rising. Apple has been a bright spot, adding some extra juice as its stock climbs. On the flip side, Alphabet and Broadcom have been lagging, acting like a bit of a headwind despite solid long-term narratives. Eli Lilly’s strong run adds a powerful healthcare counterweight, but overall this ETF is firmly a U.S. growth and tech-centric play.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 14.32% | $10.66B | $4.87T | -0.09% | 76Outperform |
 MSFT | Microsoft | 11.08% | $8.24B | $3.77T | 0.77% | 79Outperform |
 AAPL | Apple | 6.93% | $5.16B | $4.94T | 23.36% | 79Outperform |
 GOOGL | Alphabet Class A | 4.70% | $3.50B | $3.40T | -1.30% | 85Outperform |
 AVGO | Broadcom | 4.52% | $3.37B | $1.54T | -8.39% | 76Outperform |
 META | Meta Platforms | 3.92% | $2.92B | $1.55T | -2.62% | 76Outperform |
 GOOG | Alphabet Class C | 3.79% | $2.82B | $3.40T | -2.06% | 82Outperform |
 AMZN | Amazon | 3.73% | $2.78B | $2.66T | -1.30% | 71Outperform |
 LLY | Eli Lilly & Co | 3.23% | $2.40B | $1.33T | 57.20% | 72Outperform |
 BRK.B | Berkshire Hathaway B | 2.97% | $2.21B | $1.19T | 17.11% | 66Neutral |
IVW Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IVW, the sentiment is Negative. The current price of 134.54 is below the 20-day moving average (MA) of 139.96, below the 50-day MA of 140.45, and above the 200-day MA of 131.86, indicating a neutral trend. The MACD of -1.77 indicates Positive momentum. The RSI at 37.27 is Neutral, neither overbought nor oversold. The STOCH value of 12.92 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IVW.
IVW Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| IVW | $134.54 | $152.00(12.98% Upside) | $73.58B | 0.18% | 75Outperform |
 VUG | $84.83 | $111.33(31.24% Upside) | $218.12B | 0.03% | 75Outperform |
 IWF | $117.44 | $157.09(33.76% Upside) | $118.91B | 0.18% | 75Outperform |
 SCHG | $34.29 | $43.93(28.10% Upside) | $61.12B | 0.04% | 75Outperform |
 SPYG | $116.51 | $151.81(30.29% Upside) | $53.49B | 0.04% | 76Outperform |
 VOOG | $80.89 | $107.57(32.98% Upside) | $26.29B | 0.07% | 76Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| IVW | iShares S&P 500 Growth ETF | 134.54 | 13.23 | 10.91% | |
| VUG | Vanguard Growth ETF | 84.83 | 4.20 | 5.21% | |
| IWF | iShares Russell 1000 Growth ETF | 117.44 | -0.17 | -0.14% | |
| SCHG | Schwab U.S. Large-Cap Growth ETF | 34.29 | 2.00 | 6.19% | |
| SPYG | SPDR Portfolio S&P 500 Growth ETF | 116.51 | 11.63 | 11.08% | |
| VOOG | Vanguard S&P 500 Growth ETF | 80.89 | 8.06 | 11.07% |
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