(IVW) SP500 Growth - NYSE

ETF Category: Large Growth | Exchange: NYSE (USA) | Market Cap: 76.801m USD | Total Return: 28% in 12m

Growth Stocks, Equity Index, Derivatives, Cash Equivalents
Total Rating 55
Safety 25
Buy Signal -0.09
Large Growth
Category Rotation: -14.0
TER: 0.18%
AUM: 76.8B
Avg Turnover: 333M
Risk 3d forecast
Volatility25.9%
VaR 5th Pctl4.87%
VaR vs Median4.36%
Reward TTM
Sharpe Ratio1.34
Rel. Str. IBD64.4
Rel. Str. Peer Group58
Character TTM
Beta1.290
Beta Downside1.235
Hurst Exponent0.532
Drawdowns 3y
Max DD22.15%
CAGR/Max DD1.16
CAGR/Mean DD9.17

Warnings

No concerns identified

Tailwinds

Shakeout

Description: IVW SP500 Growth

The iShares S&P 500 Growth ETF (IVW) tracks the performance of large-capitalization U.S. equities exhibiting growth characteristics, such as sales growth and earnings momentum. The fund maintains a mandate to invest at least 80% of its assets in the underlying index components, with the flexibility to allocate up to 20% to derivatives and liquid assets for cash management and tracking efficiency.

Growth-oriented funds typically feature high exposure to the Technology and Consumer Discretionary sectors, where companies prioritize reinvesting earnings into research and development rather than issuing dividends. This business model relies on capital appreciation driven by long-term expansion in market share and profit margins.

Investors can further analyze these growth metrics and valuation trends on ValueRay. As a non-diversified fund, IVW may hold more concentrated positions in top-tier market leaders compared to broader market indices.

Headlines to Watch Out For
  • Concentrated technology sector earnings growth drives underlying index valuation
  • Federal Reserve monetary policy shifts impact high-duration growth stock multiples
  • Magnificent Seven capital expenditures and AI monetization influence fund performance
  • Domestic consumer spending resilience supports large-cap growth constituent revenue margins
What is the price of IVW shares?

As of June 11, 2026, the stock is trading at USD 134.59 with a total of 3,947,378 shares traded.
Over the past week, the price has changed by -4.80%, over one month by -1.20%, over three months by +12.46% and over the past year by +28.01%.

Is IVW a buy, sell or hold?

SP500 Growth has no consensus analysts rating.