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Upturn AI SWOT - About
iShares Russell Top 200 Growth ETF (IWY)
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Upturn Advisory Summary
04/01/2025: IWY (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration 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 23.91% | Avg. Invested days 65 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 596637 | Beta 1.11 | 52 Weeks Range 182.17 - 244.55 | Updated Date 04/2/2025 |
52 Weeks Range 182.17 - 244.55 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares Russell Top 200 Growth ETF
ETF Overview
Overview
The iShares Russell Top 200 Growth ETF (IWY) seeks to track the investment results of an index composed of large-capitalization U.S. equities exhibiting growth characteristics. It focuses on companies with high growth potential within the Russell Top 200 Index.
Reputation and Reliability
BlackRock, the issuer, is one of the world's largest asset managers with a strong reputation for reliability and a long track record of managing ETFs.
Management Expertise
BlackRock possesses extensive management expertise in index tracking and ETF management, leveraging a team of experienced portfolio managers and analysts.
Investment Objective
Goal
To track the investment results of the Russell Top 200 Growth Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the Russell Top 200 Growth Index by holding its constituent stocks in similar proportions.
Composition The ETF primarily holds stocks of large-cap U.S. companies with high growth characteristics.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 4900000000
Competitors
Key Competitors
- VUG
- SCHG
- MGK
Competitive Landscape
The large-cap growth ETF market is competitive, with several well-established players. IWY offers targeted exposure to growth stocks within the Russell Top 200 Index, which is a specific subset, giving it a slightly different risk/return profile than broader growth ETFs like VUG. IWY's expense ratio is somewhat higher than SCHG, a disadvantage, while VUG and MGK have slightly less growth focus.
Financial Performance
Historical Performance: Historical performance data not provided due to its dynamic nature; refer to financial data providers.
Benchmark Comparison: Performance should be compared to the Russell Top 200 Growth Index.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
The average trading volume is generally adequate, providing sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's good liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and investor sentiment towards growth stocks significantly influence the ETF's performance.
Growth Trajectory
The ETF's growth trajectory is linked to the performance of its underlying growth stocks, which are subject to market fluctuations and sector-specific trends.
Moat and Competitive Advantages
Competitive Edge
IWY's competitive advantage lies in its specific focus on the Russell Top 200 Growth Index, offering targeted exposure to a specific segment of the large-cap growth market. BlackRock's brand recognition and distribution network also contribute to its appeal. However, other growth ETFs provide broader market coverage with potentially lower expense ratios. This specific focus may be beneficial for investors seeking a specific Russell index strategy.
Risk Analysis
Volatility
Historical volatility can be assessed by examining the ETF's price fluctuations over various time periods.
Market Risk
The ETF is exposed to market risk, particularly the risk associated with growth stocks, which can be more volatile than value stocks during market downturns.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking exposure to large-cap U.S. growth stocks and is comfortable with the associated volatility. Investors looking to outperform the broader market through high growth stocks.
Market Risk
The ETF is suitable for long-term investors with a moderate to high risk tolerance seeking growth-oriented investments.
Summary
The iShares Russell Top 200 Growth ETF (IWY) provides targeted exposure to large-cap U.S. growth stocks within the Russell Top 200 Index. Its expense ratio of 0.20% is a consideration. The ETF's performance is closely tied to the performance of its underlying growth stocks, making it suitable for investors with a moderate to high risk tolerance seeking long-term growth. BlackRock's reputation as a reliable issuer adds to its appeal.
Similar Companies
IWF
iShares Russell 1000 Growth ETF
IWF
iShares Russell 1000 Growth ETF
MGK
Vanguard Mega Cap Growth Index Fund ETF Shares
MGK
Vanguard Mega Cap Growth Index Fund ETF Shares
QQQ
Invesco QQQ Trust
QQQ
Invesco QQQ Trust
SCHG
Schwab U.S. Large-Cap Growth ETF
SCHG
Schwab U.S. Large-Cap Growth ETF
VONG
Vanguard Russell 1000 Growth Index Fund ETF Shares
VONG
Vanguard Russell 1000 Growth Index Fund ETF Shares
VUG
Vanguard Growth Index Fund ETF Shares
VUG
Vanguard Growth Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor.
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 Russell Top 200 Growth ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents,. The fund is non-diversified.
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