(IVW) SP500 Growth - NYSE ARCA

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

Growth Stocks, 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 remaining 20% allocated to derivatives or cash equivalents to manage liquidity and tracking error.

The large-cap growth sector typically concentrates on companies with high price-to-earnings ratios that reinvest profits into research and development rather than issuing dividends. This business model prioritizes capital appreciation and market share expansion over immediate income distribution. Investors may find it useful to compare these growth metrics against historical benchmarks on ValueRay.

Classified as a non-diversified fund, IVW may hold larger positions in a smaller number of issuers compared to broad market indices. This structure increases exposure to specific high-growth industries, particularly the technology and consumer discretionary sectors, which often drive the indexs performance volatility.

Headlines to Watch Out For
  • Tech sector earnings performance dictates overall fund price action and momentum
  • Federal Reserve interest rate shifts impact high-multiple growth stock valuations
  • Consumer discretionary spending levels drive revenue for top index constituents
  • Regulatory scrutiny of big-tech monopolies creates volatility for core holdings
  • AI infrastructure investment cycles influence capital expenditure and hardware demand
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.