IUSG ETF Analysis: Core S&P U.S. Growth | NASDAQ

Large Growth | NASDAQ, USA | Market Cap: 31.401m USD | 12M Return: 18% | Charts, Fundamentals & Technical Analysis

Growth Stocks, Large Cap, US Equities, Index Tracking
Total Rating 56
Safety 39
Buy Signal -0.26
Large Growth
Category Rotation: -11.4
TER: 0.04%
AUM: 31.4B
Avg Turnover: 82.1M
Risk 3d forecast
Volatility20.6%
VaR 5th Pctl3.89%
VaR vs Median4.74%
Reward TTM
Sharpe Ratio0.80
Rel. Str. IBD48.3
Rel. Str. Peer Group63.3
Character TTM
Beta1.296
Beta Downside1.252
Hurst Exponent0.475
Drawdowns 3y
Max DD22.28%
CAGR/Max DD1.03
CAGR/Mean DD7.90

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.1% 13
Feb -3.7% 32
Mar -0.7% 24
Apr +0.6% 24
May +2.0% 29
Jun +1.9% 16
Jul +0.9% 34
Aug -0.7% 23
Sep -1.1% 29
Oct +0.1% 8
Nov +1.2% 30
Dec -1.6% 26

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

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

The iShares Core S&P U.S. Growth ETF (IUSG) is a passively managed large-cap growth fund that seeks to track the performance of its underlying S&P U.S. Growth index. The fund invests at least 80% of its assets in the component securities of that index and may allocate up to 20% to futures, options, swap contracts, and cash or cash equivalents. As a non-diversified fund, it concentrates its holdings in a narrower set of securities than diversified funds, reflecting the targeted growth-oriented strategy.

The ETF belongs to the Large Growth category, which focuses on U.S. companies with above-average earnings or revenue growth expectations relative to the broader market. Its business model follows a passive index-tracking approach, distinguishing it from actively managed growth funds by aiming to replicate index returns rather than outperform them through security selection.

Headlines to Watch Out For
  • Fed rate cuts boost valuations of growth stock holdings
  • Persistent inflows into low-cost core ETFs expand AUM and fee revenue
  • Heavy tech and mega-cap concentration drives index correlation and volatility
What is the price of IUSG shares?

As of July 26, 2026, the stock is trading at USD 181.70 with a total of 1,543,291 shares traded. Over the past week, the price has changed by -1.11%, over one month by -0.45%, over three months by +2.47% and over the past year by +18.04%.

Current recommended Stop Loss: 177.50 (which is 2.3% or 1.4 ATR below the current price).

Is IUSG a buy, sell or hold?

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