(IUSG) Core S&P U.S. Growth - NASDAQ

ETF Category: Large Growth | Exchange: NASDAQ (USA) | Market Cap: 31.277m USD | Total Return: 28.1% in 12m

Growth Stocks, Equities, Derivatives, Cash Equivalents
Total Rating 53
Safety 24
Buy Signal -0.10
Large Growth
Category Rotation: -14.0
TER: 0.04%
AUM: 31.3B
Avg Turnover: 106M
Risk 3d forecast
Volatility25.2%
VaR 5th Pctl4.74%
VaR vs Median4.57%
Reward TTM
Sharpe Ratio1.35
Rel. Str. IBD64.6
Rel. Str. Peer Group65.9
Character TTM
Beta1.285
Beta Downside1.238
Hurst Exponent0.530
Drawdowns 3y
Max DD22.28%
CAGR/Max DD1.14
CAGR/Mean DD9.20

Warnings

No concerns identified

Tailwinds

Shakeout

Description: IUSG Core S&P U.S. Growth

The iShares Core S&P U.S. Growth ETF (IUSG) is a large-cap growth fund designed to track the performance of U.S. equities exhibiting strong growth characteristics. The fund maintains a mandate to invest at least 80% of its assets in the component securities of its underlying index, while retaining the flexibility to allocate up to 20% in derivatives, such as futures and options, or cash equivalents.

The ETF operates within the Large Growth category, a segment typically dominated by technology and consumer discretionary sectors where companies reinvest earnings into expansion rather than dividends. Because the fund is classified as non-diversified, it can hold larger concentrated positions in a smaller number of issuers compared to diversified funds, potentially increasing sensitivity to the performance of top-tier growth stocks.

Investors can further examine individual holding metrics and historical performance trends by using the tools available on ValueRay. This fund provides low-cost access to domestic companies with above-average earnings growth potential.

Headlines to Watch Out For
  • Federal Reserve interest rate pivots impact high-duration growth equity valuations
  • Information technology sector earnings growth dictates overall fund performance trends
  • Domestic consumer spending levels drive revenue for top retail holdings
  • Antitrust litigation against mega-cap tech components creates significant concentration risk
  • Corporate capital expenditure on artificial intelligence infrastructure fuels underlying asset appreciation
What is the price of IUSG shares?

As of June 11, 2026, the stock is trading at USD 184.08 with a total of 730,148 shares traded.
Over the past week, the price has changed by -4.67%, over one month by -1.12%, over three months by +12.31% and over the past year by +28.06%.

Is IUSG a buy, sell or hold?

Core S&P U.S. Growth has no consensus analysts rating.