IWFG - ETF AI Analysis
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IQ Winslow Focused Large Cap Growth ETF (IWFG)
IWFG, the IQ Winslow Focused Large Cap Growth ETF, earns a solid overall rating thanks to its heavy exposure to high-quality tech and growth leaders like Alphabet, Microsoft, and ASML, which all show strong financial performance and promising long-term prospects in AI, cloud, and semiconductor equipment. The rating is held back somewhat by weaker names like Seagate Technology, where high leverage and valuation concerns add risk. The main risk factor for IWFG is its concentrated focus in large-cap growth and technology-related companies, which can increase volatility if that sector faces a downturn.
IWFG vs. SPDR S&P 500 ETF (SPY)
- AUM
- 35.42M
- Region
- North America
- Expense Ratio
- 0.46%
- Beta
- 1.27
- Issuer
- NYLIM
- Inception Date
- Jun 23, 2022
- Dividend Yield
- 4.91%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
IWFG Summary
IQ Winslow Focused Large Cap Growth ETF (IWFG) is an actively managed fund that focuses on large, fast-growing companies, mainly in the U.S. It leans heavily toward technology and communication services and follows a growth theme rather than a specific index. The fund holds well-known names like Nvidia, Alphabet (Google), Microsoft, Amazon, and Apple, giving investors exposure to leading innovators in the market. Someone might invest in IWFG for potential long-term growth and diversification across major growth companies. A key risk is that it is heavily tilted toward tech and growth stocks, so its value can rise and fall sharply with market swings.
How much will it cost me?
This ETF has an expense ratio of 0.46%, which means you’ll pay about $4.60 per year for every $1,000 you invest. That’s higher than the average index ETF because this fund is actively managed and focuses on a more specialized group of large-cap growth stocks.
What would affect this ETF?
IWFG is heavily invested in large U.S. technology and internet companies like Nvidia, Alphabet, Microsoft, Amazon, and Apple, so it could benefit if innovation, artificial intelligence, and strong consumer spending continue to drive growth in these sectors. On the other hand, higher interest rates, tighter regulations on big tech, or an economic slowdown that hurts advertising and online shopping could weigh on these holdings and make the ETF more volatile.
IWFG Top 10 Holdings
IWFG is leaning heavily on U.S. Big Tech and chip names, with Nvidia and Alphabet acting as the main swing factors: Nvidia’s longer-term gains are helping, but its recent wobble has taken some shine off, while Alphabet has been noticeably lagging. Microsoft and Amazon are steadier engines of growth, quietly supporting returns, and Apple has been a standout, still finding extra gears despite signs of fatigue. On the semiconductor side, ASML and Analog Devices add a powerful but volatile growth punch. Overall, this is a U.S.-centric, tech-driven story with performance tied closely to a handful of heavyweight innovators.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 14.70% | $5.04M | $4.93T | 0.86% | 76Outperform |
 GOOG | Alphabet Class C | 9.40% | $3.22M | $3.41T | -1.31% | 82Outperform |
 MSFT | Microsoft | 7.18% | $2.46M | $3.88T | -0.73% | 79Outperform |
 AMZN | Amazon | 6.23% | $2.14M | $2.59T | 7.85% | 71Outperform |
 AAPL | Apple | 5.80% | $1.99M | $5.03T | 26.98% | 79Outperform |
 ASML | ASML Holding | 4.11% | $1.41M | $604.74B | 45.60% | 81Outperform |
 META | Meta Platforms | 4.16% | $1.43M | $1.57T | -7.72% | 76Outperform |
 MA | Mastercard | 4.03% | $1.38M | $559.19B | 15.23% | 75Outperform |
 ADI | Analog Devices | 3.53% | $1.21M | $202.12B | 79.09% | 78Outperform |
 ANET | Arista Networks | 3.14% | $1.08M | $212.97B | 6.58% | 83Outperform |
IWFG Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IWFG, the sentiment is Negative. The current price of 51.90 is below the 20-day moving average (MA) of 54.81, below the 50-day MA of 54.72, and below the 200-day MA of 52.59, indicating a bearish trend. The MACD of -0.60 indicates Positive momentum. The RSI at 34.43 is Neutral, neither overbought nor oversold. The STOCH value of 36.26 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IWFG.
IWFG Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| IWFG | $51.90 | $60.00(15.60% Upside) | $35.42M | 0.46% | 72Outperform |
 PRXG | $38.63 | $50.07(29.60% Upside) | $90.39M | 0.36% | 75Outperform |
 AFGR | $35.66 | $46.56(30.55% Upside) | $88.02M | 0.65% | 75Outperform |
 AQLG | $25.97 | $30.96(19.20% Upside) | $77.59M | 0.65% | 68Neutral |
 CGGG | $27.01 | $38.17(41.33% Upside) | $73.03M | 0.39% | 72Outperform |
 EASY | $28.42 | $30.89(8.70% Upside) | $66.81M | 0.85% | 70Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| IWFG | IQ Winslow Focused Large Cap Growth ETF | 51.90 | -3.58 | -6.46% | |
| PRXG | Praxis Impact Large Cap Growth ETF | 38.63 | 1.19 | 3.19% | |
| AFGR | First Trust Active Factor Large Cap Growth ETF | 35.66 | -1.29 | -3.50% | |
| AQLG | Highland Capital Large Capital Growth ETF | 25.97 | 0.97 | 3.90% | |
| CGGG | Capital Group U.S. Large Growth ETF | 27.01 | -2.21 | -7.55% | |
| EASY | Liberty One Defensive Dividend Growth ETF | 28.41 | 3.57 | 14.38% |
This 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.