IVW ETF Analysis: SP500 Growth | NYSE

Large Growth | NYSE, USA | Market Cap: 73.318m USD | 12M Return: 17.7% | Charts, Fundamentals & Technical Analysis

Growth Equities, Large Cap, US Stocks, Index Tracking
Total Rating 55
Safety 41
Buy Signal -0.25
Large Growth
Category Rotation: -11.4
TER: 0.18%
AUM: 73.3B
Avg Turnover: 219M
Risk 3d forecast
Volatility21.0%
VaR 5th Pctl3.95%
VaR vs Median4.55%
Reward TTM
Sharpe Ratio0.78
Rel. Str. IBD47.7
Rel. Str. Peer Group56.7
Character TTM
Beta1.301
Beta Downside1.250
Hurst Exponent0.478
Drawdowns 3y
Max DD22.15%
CAGR/Max DD1.05
CAGR/Mean DD7.87

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.2% 13
Feb -3.8% 32
Mar -0.9% 24
Apr +0.8% 12
May +2.2% 30
Jun +2.1% 17
Jul +1.0% 35
Aug -0.3% 22
Sep -1.0% 41
Oct +0.2% 8
Nov +1.2% 30
Dec -1.5% 38

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: IVW SP500 Growth

The iShares S&P 500 Growth ETF (IVW) is a passively managed exchange-traded fund that tracks the S&P 500 Growth Index, a benchmark composed of large-capitalization U.S. equities selected for their growth characteristics. As an index-tracking fund, it employs a passive investment strategy rather than active stock selection, aiming to replicate the performance of its underlying benchmark.

The fund invests at least 80% of its assets in the component securities of the S&P 500 Growth Index and may allocate up to 20% to futures, options, swap contracts, and cash equivalents for liquidity and tracking purposes. Growth-oriented ETFs like IVW typically hold companies expected to generate above-average revenue or earnings growth, often concentrated in sectors such as information technology, consumer discretionary, and health care. The fund is classified as non-diversified, meaning it may hold a more concentrated portfolio than diversified funds, though its holdings are constrained by the composition of the underlying index.

Headlines to Watch Out For
  • Fed rate cuts compress growth stock valuations
  • Mega-cap tech earnings dominate index weighting and returns
  • AI and cloud computing demand lifts growth sector premiums
What is the price of IVW shares?

As of July 26, 2026, the stock is trading at USD 132.83 with a total of 1,205,944 shares traded. Over the past week, the price has changed by -1.07%, over one month by -0.40%, over three months by +2.46% and over the past year by +17.72%.

Current recommended Stop Loss: 129.70 (which is 2.4% or 1.4 ATR below the current price).

Is IVW a buy, sell or hold?

SP500 Growth has no consensus analysts rating.