SPYG - ETF AI Analysis
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SPDR Portfolio S&P 500 Growth ETF (SPYG)
SPYG’s rating reflects a portfolio led by very strong growth names like Nvidia, Microsoft, Apple, and Alphabet, whose solid financial performance and major investments in AI and cloud technology support the fund’s quality and long-term potential. The presence of weaker spots such as Berkshire Hathaway B, with bearish momentum and no dividend, and Amazon and Eli Lilly, which face valuation and cash flow concerns, slightly tempers the overall picture. A key risk is the fund’s heavy concentration in a handful of large tech and AI-focused companies, which can increase volatility if that sector faces a downturn.
SPYG vs. SPDR S&P 500 ETF (SPY)
- AUM
- 53.49B
- Region
- North America
- Expense Ratio
- 0.04%
- Beta
- 1.27
- Issuer
- SPDR
- Inception Date
- Sep 25, 2000
- Dividend Yield
- 0.50%
- Asset Class
- Equity
- Index Tracked
- S&P 500 Growth
SPYG Summary
SPYG is an exchange-traded fund that follows the S&P 500 Growth Index, focusing on large U.S. companies expected to grow faster than the overall market. It mainly holds technology and communication stocks, including well-known names like Nvidia, Microsoft, Apple, and Amazon, along with other major U.S. firms. Someone might invest in SPYG to seek long-term growth while still spreading their money across many companies instead of picking individual stocks. A key risk is that it is heavily tilted toward growth and tech-related companies, so its price can rise and fall sharply with changes in the stock market and investor sentiment toward growth stocks.
How much will it cost me?
SPYG has an expense ratio of 0.04%, which means you’ll pay about $0.40 per year for every $1,000 invested. This cost is lower than average because SPYG is a passively managed ETF that simply tracks the S&P 500 Growth Index instead of paying managers to pick individual stocks.
What would affect this ETF?
SPYG is heavily invested in U.S. large-cap growth stocks, especially big technology and internet companies like Nvidia, Microsoft, Apple, Alphabet, and Amazon, so it could benefit if innovation, artificial intelligence, and strong corporate earnings continue to drive investor demand for growth shares. On the other hand, higher interest rates, slower U.S. economic growth, tighter regulations on tech and social media, or a shift in market preference toward value or defensive sectors could weigh on the fund’s future performance.
SPYG Top 10 Holdings
SPYG is essentially riding the Big Tech and AI wave, with Nvidia and Microsoft sitting in the driver’s seat. Microsoft has been steadily rising on the back of cloud and AI strength, while Nvidia’s longer-term gains still support the fund despite some recent wobbling. Apple and Amazon add more tech-heavy fuel, staying generally firm and helping offset the drag from the two Alphabet share classes, which have been lagging lately. Micron’s surging chip momentum and Eli Lilly’s strong health-care run round out a U.S.-focused, growth-first story.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 14.33% | $7.76B | $4.98T | 0.72% | 76Outperform |
 MSFT | Microsoft | 11.09% | $6.00B | $3.87T | 8.06% | 79Outperform |
 AAPL | Apple | 6.94% | $3.76B | $4.84T | 29.43% | 79Outperform |
 GOOGL | Alphabet Class A | 4.71% | $2.55B | $3.41T | 4.10% | 85Outperform |
 AVGO | Broadcom | 4.53% | $2.45B | $1.59T | -7.52% | 76Outperform |
 META | Meta Platforms | 3.92% | $2.12B | $1.59T | 0.43% | 76Outperform |
 GOOG | Alphabet Class C | 3.79% | $2.05B | $3.41T | 3.32% | 82Outperform |
 AMZN | Amazon | 3.74% | $2.02B | $2.71T | 6.70% | 71Outperform |
 LLY | Eli Lilly & Co | 3.23% | $1.75B | $1.33T | 56.36% | 72Outperform |
 BRK.B | Berkshire Hathaway B | 2.97% | $1.61B | $1.19T | 18.75% | 66Neutral |
SPYG Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SPYG, the sentiment is Negative. The current price of 117.97 is below the 20-day moving average (MA) of 120.74, below the 50-day MA of 121.53, and above the 200-day MA of 114.17, indicating a neutral trend. The MACD of -1.49 indicates Positive momentum. The RSI at 42.59 is Neutral, neither overbought nor oversold. The STOCH value of 22.61 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SPYG.
SPYG Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| SPYG | $117.97 | $133.00(12.74% Upside) | $53.49B | 0.04% | 76Outperform |
 VUG | $86.14 | $113.74(32.04% Upside) | $220.28B | 0.03% | 75Outperform |
 IWF | $117.90 | $157.47(33.56% Upside) | $118.91B | 0.18% | 75Outperform |
 IVW | $136.25 | $177.87(30.54% Upside) | $74.43B | 0.18% | 75Outperform |
 SCHG | $34.72 | $44.95(29.47% Upside) | $61.72B | 0.04% | 75Outperform |
 VOOG | $81.88 | $108.44(32.44% Upside) | $26.59B | 0.07% | 76Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| SPYG | SPDR Portfolio S&P 500 Growth ETF | 117.97 | 13.09 | 12.48% | |
| VUG | Vanguard Growth ETF | 86.14 | 5.51 | 6.83% | |
| IWF | iShares Russell 1000 Growth ETF | 117.90 | 0.29 | 0.25% | |
| IVW | iShares S&P 500 Growth ETF | 136.25 | 14.94 | 12.32% | |
| SCHG | Schwab U.S. Large-Cap Growth ETF | 34.72 | 2.43 | 7.52% | |
| VOOG | Vanguard S&P 500 Growth ETF | 81.88 | 9.05 | 12.43% |
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.