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iShares Core S&P U.S. Growth ETF (IUSG)IUSG
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
- Loss
- PASS (Skip invest)*
Stock price based out of last close (see disclosures)
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Upturn Advisory Summary
09/18/2024: IUSG (2-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: PASS |
Profit: 2.88% | Upturn Advisory Performance  3 | Avg. Invested days: 47 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: PASS |
Profit: 2.88% | Avg. Invested days: 47 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 366263 | Beta 1.12 |
52 Weeks Range 90.19 - 133.65 | Updated Date 09/19/2024 |
52 Weeks Range 90.19 - 133.65 | Updated Date 09/19/2024 |
AI Summarization
iShares Core S&P U.S. Growth ETF (IVW) Overview
Profile:
- Primary Focus: Large-cap growth stocks in the U.S.
- Asset allocation: 100% equities
- Investment strategy: Tracks the S&P 500 Growth Index, investing in companies with high growth potential.
Objective:
- To provide long-term capital appreciation by tracking the performance of the S&P 500 Growth Index.
Issuer:
- BlackRock:
- Reputation and Reliability: Largest asset manager globally, known for strong track record and robust infrastructure.
- Management: Experienced team with expertise in passive investing and index tracking.
Market Share:
- As of November 2023, IVW holds approximately 5% of the U.S. large-cap growth ETF market share.
Total Net Assets:
- Approximately $70 billion as of November 2023.
Moat:
- Low expense ratio: 0.04%, making it one of the most affordable options in its category.
- Liquidity: High trading volume, ensuring easy entry and exit.
- Brand recognition: Backed by BlackRock's reputation and size.
Financial Performance:
- Historical Performance: IVW has outperformed the S&P 500 Index in recent years, delivering strong returns.
- Benchmark Comparison: IVW closely tracks the S&P 500 Growth Index, with minimal tracking error.
Growth Trajectory:
- The U.S. growth sector is expected to continue performing well in the long term, driven by innovation and technological advancements.
Liquidity:
- Average Trading Volume: High, facilitating smooth buying and selling.
- Bid-Ask Spread: Tight, resulting in minimal transaction costs.
Market Dynamics:
- Economic indicators: Strong economic growth would benefit growth stocks.
- Sector growth prospects: Continued technological innovation and demand for growth stocks would support its performance.
- Market conditions: Volatile markets can impact growth stocks more significantly.
Competitors:
- Vanguard S&P 500 Growth ETF (VOOG): Market share ~10%, expense ratio 0.10%
- iShares Russell 1000 Growth ETF (IWB): Market share ~4%, expense ratio 0.24%
Expense Ratio:
- 0.04%, one of the lowest in its category.
Investment approach and strategy:
- Strategy: Passively tracks the S&P 500 Growth Index.
- Composition: Holds large-cap growth stocks from various sectors, including technology, healthcare, and consumer discretionary.
Key Points:
- Low-cost access to large-cap growth stocks.
- Provides diversification across various growth sectors.
- Strong track record and robust issuer.
- High liquidity and tight bid-ask spread.
Risks:
- Volatility: Growth stocks can be more volatile than the broader market.
- Market Risk: Performance is tied to the performance of growth stocks, which can be impacted by various factors.
Who Should Consider Investing:
- Investors seeking long-term capital appreciation through exposure to U.S. large-cap growth stocks.
- Investors with a higher risk tolerance.
- Investors who want a low-cost, diversified approach to growth investing.
Fundamental Rating Based on AI:
7.5/10
- Strengths: Low expense ratio, strong track record, reputable issuer, high liquidity.
- Weaknesses: Higher volatility than the broader market, limited diversification within the growth sector.
Resources and Disclaimers:
- iShares IVW website: https://www.ishares.com/us/products/239601/ishares-core-sp-us-growth-etf
- Morningstar IVW profile: https://www.morningstar.com/etfs/arcx/ivw/quote
- BlackRock website: https://www.blackrock.com/us/individual/products/ishares-core-sp-us-growth-etf
Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult with a financial professional before making any investment decisions.
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 Core S&P U.S. Growth ETF
The fund generally will invest at least 80% of its assets in the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. It is non-diversified.
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