IWLG - ETF AI Analysis
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IQ Winslow Large Cap Growth ETF (IWLG)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Mega-Cap Growth Leaders
The ETF’s largest positions include several well-known growth companies that have shown strong or steady performance this year, helping support the fund’s results.
Focused Growth in Technology and Communication
Heavy exposure to technology and communication services gives investors targeted access to sectors that have been key drivers of market growth.
Healthy Fund Size
With several hundred million dollars in assets, the ETF is large enough to offer stability and efficient trading for most everyday investors.
Negative Factors
High Stock Concentration
A small group of big tech and internet names makes up a large share of the portfolio, increasing the impact if any of these companies stumble.
Mixed Performance Among Top Holdings
Some major positions have shown weak or negative performance this year, which has weighed on the ETF’s overall year-to-date results.
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.
IWLG vs. SPDR S&P 500 ETF (SPY)
AUM319.21M
RegionNorth America
Expense Ratio0.50%
Beta1.28
IssuerNew York Life Investments
Inception DateJun 23, 2022
Dividend Yield<0.01%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume12,173
30 Day Avg. Volume152,627
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
69.22Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering46
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IWLG Summary
The IQ Winslow Large Cap Growth ETF (IWLG) focuses on fast-growing, large U.S. companies, especially in technology and communication services. It doesn’t track a set index, but instead is actively managed to pick leading growth names. Well-known holdings include Nvidia, Apple, Microsoft, and Amazon. Someone might invest in IWLG to seek long-term growth by owning many innovative, established companies in one fund, instead of picking individual stocks. However, the fund is heavily tilted toward tech and 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 IQ Winslow Large Cap Growth ETF (IWLG) has an expense ratio of 0.50%, meaning you’ll pay $5 per year for every $1,000 invested. This is higher than average because the fund is actively managed, requiring more research and expertise to select stocks with strong growth potential.
What would affect this ETF?The IWLG ETF, heavily focused on U.S. large-cap growth stocks, could benefit from continued innovation and expansion in the technology sector, which makes up a significant portion of its holdings. However, it may face challenges from rising interest rates or economic slowdowns, which could negatively impact growth-oriented companies. Regulatory changes affecting major tech firms or shifts in consumer spending trends could also influence the ETF's performance.
IWLG Top 10 Holdings
IWLG is leaning heavily into U.S. Big Tech and AI, with Nvidia, Alphabet, and Broadcom acting as the main engines of growth thanks to their rising momentum over the past few months, even if they’ve hit a recent bump. Apple and Amazon are more in the “steady but not spectacular” camp, helping but not really turbocharging returns. Microsoft and Meta have been losing a bit of steam lately, quietly dragging on performance. Overall, this is a tech-centric, U.S.-focused story where AI-linked names set the tone for the fund.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Alphabet Class C | 11.58% | $37.00M | $4.34T | 105.51% | 82 Outperform | |
| Nvidia | 10.83% | $34.60M | $4.71T | 22.22% | 76 Outperform | |
| Broadcom | 5.92% | $18.93M | $1.71T | 36.42% | 76 Outperform | |
| Apple | 5.32% | $17.00M | $4.53T | 47.93% | 79 Outperform | |
| Amazon | 3.04% | $9.70M | $2.61T | 12.14% | 71 Outperform | |
| Eli Lilly & Co | 2.98% | $9.53M | $1.14T | 58.88% | 72 Outperform | |
| Microsoft | 2.98% | $9.53M | $2.90T | -22.12% | 79 Outperform | |
| Hilton Worldwide Holdings | 2.73% | $8.72M | $76.97B | 25.31% | 67 Neutral | |
| Meta Platforms | 2.72% | $8.70M | $1.48T | -14.58% | 76 Outperform | |
| Arista Networks | 2.57% | $8.22M | $201.46B | 67.60% | 83 Outperform |
IWLG Technical Analysis
Positive
―
Price Trends
55.65
Positive
53.00
Positive
53.53
Positive
Market Momentum
0.08
Positive
50.20
Neutral
61.44
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IWLG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 55.60, equal to the 50-day MA of 55.65, and equal to the 200-day MA of 53.53, indicating a bullish trend. The MACD of 0.08 indicates Positive momentum. The RSI at 50.20 is Neutral, neither overbought nor oversold. The STOCH value of 61.44 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IWLG.
IWLG Peer Comparison
Comparison Results
Performance Comparison
IWLG
IQ Winslow Large Cap Growth ETF
55.73
4.26
8.28%
QDVO
Amplify CWP Growth & Income ETF
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CNEQ
Alger Concentrated Equity ETF
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FLCG
Federated Hermes MDT Large Cap Growth ETF
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LRGE
ClearBridge Large Cap Growth ESG ETF
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CAML
Congress 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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