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Upturn AI SWOT - About
iShares Morningstar Growth ETF (ILCG)
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Upturn Advisory Summary
04/01/2025: ILCG (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 13.27% | Avg. Invested days 53 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 85597 | Beta 1.16 | 52 Weeks Range 70.11 - 94.50 | Updated Date 04/2/2025 |
52 Weeks Range 70.11 - 94.50 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares Morningstar Growth ETF
ETF Overview
Overview
The iShares Morningstar Growth ETF (IVW) seeks to track the investment results of an index composed of U.S. equities with growth characteristics. The ETF is designed to provide exposure to large- and mid-capitalization U.S. companies exhibiting growth factors, aligning with the Morningstar US Growth Index.
Reputation and Reliability
iShares, managed by BlackRock, is one of the largest and most reputable ETF providers globally, known for its extensive range of ETFs and consistent tracking performance.
Management Expertise
BlackRock has a highly experienced management team with extensive expertise in portfolio management and ETF operations, leveraging its global resources and research capabilities.
Investment Objective
Goal
To track the investment results of an index composed of U.S. equities with growth characteristics.
Investment Approach and Strategy
Strategy: The ETF tracks the Morningstar US Growth Index, which is composed of U.S. companies that exhibit strong growth characteristics based on Morningstar's proprietary methodology.
Composition The ETF predominantly holds stocks, specifically large- and mid-cap U.S. equities identified as having strong growth potential.
Market Position
Market Share: Insufficient data to provide precise market share.
Total Net Assets (AUM): 39462500000
Competitors
Key Competitors
- Vanguard Growth ETF (VUG)
- Schwab U.S. Large-Cap Growth ETF (SCHG)
- Invesco QQQ Trust (QQQ)
Competitive Landscape
The growth ETF market is competitive, with several large providers offering similar exposures. IVW benefits from the iShares brand and established index-tracking methodology. Competitors may offer slightly different screening criteria or lower expense ratios, presenting both advantages and disadvantages.
Financial Performance
Historical Performance: Historical performance data unavailable.
Benchmark Comparison: Benchmark comparison data unavailable.
Expense Ratio: 0.17
Liquidity
Average Trading Volume
IVW exhibits a high average trading volume, indicating good liquidity for investors.
Bid-Ask Spread
The bid-ask spread for IVW is generally tight, reflecting the ETF's high liquidity and efficient trading.
Market Dynamics
Market Environment Factors
IVW's performance is influenced by economic growth, interest rates, and investor sentiment towards growth stocks. Sector growth prospects, particularly in technology and consumer discretionary, also play a crucial role.
Growth Trajectory
IVW's growth trajectory mirrors the overall growth stock market. Changes in its strategy and holdings are generally aligned with updates to the underlying Morningstar US Growth Index, reflecting evolving growth characteristics of US equities.
Moat and Competitive Advantages
Competitive Edge
IVW's advantages include its robust index-tracking methodology, affiliation with BlackRock's iShares brand, and low expense ratio compared to some competitors. The ETF provides diversified exposure to U.S. growth stocks based on Morningstar's proprietary growth factor assessment. This blend of established methodology, brand recognition, and cost-effectiveness offers a competitive edge in attracting investors seeking growth exposure. Its scale and liquidity provide trading efficiency.
Risk Analysis
Volatility
IVW's volatility is generally higher than the broader market due to its focus on growth stocks, which tend to be more sensitive to market fluctuations.
Market Risk
IVW is subject to market risk, including fluctuations in equity prices, interest rate changes, and economic downturns, impacting the performance of its underlying holdings.
Investor Profile
Ideal Investor Profile
The ideal investor for IVW is one seeking long-term capital appreciation through exposure to U.S. growth stocks and is comfortable with potentially higher volatility.
Market Risk
IVW is suitable for long-term investors looking for growth exposure within a diversified portfolio.
Summary
The iShares Morningstar Growth ETF (IVW) provides exposure to U.S. growth stocks through tracking the Morningstar US Growth Index. As a product of BlackRock's iShares, IVW benefits from a robust methodology, low expense ratio and brand recognition. Its focus on growth stocks makes it more volatile than the broader market, suitable for long-term investors seeking capital appreciation. Investors need to be aware of the specific risks associated with growth-oriented investments.
Similar Companies
IWF
iShares Russell 1000 Growth ETF
IWF
iShares Russell 1000 Growth ETF
RPG
Invesco S&P 500® Pure Growth ETF
RPG
Invesco S&P 500® Pure Growth ETF
SCHG
Schwab U.S. Large-Cap Growth ETF
SCHG
Schwab U.S. Large-Cap Growth ETF
VUG
Vanguard Growth Index Fund ETF Shares
VUG
Vanguard Growth Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- iShares website
- Morningstar
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions and fund performance may change over time.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Morningstar Growth ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The underlying index measures the performance of U.S. stocks issued by large-mid capitalization companies that have exhibited above-average "growth" characteristics. It is non-diversified.
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