IUSGiShares Core S&P U.S. Growth ETF

Grow my money25y track recordRanked #45 of 2,960 in this goal

Seeks to track the investment results of an index composed of large- and mid-capitalization U.S. equities that exhibit growth characteristics.

By iShares · Launched 2000

Annual Cost

0.04%

#240 of 5,562 · low cost

Fund Size

$32.6B

#102 of 5,562 · large

Return (1Y)Goal

+31.7%

Track Record

25 years

#102 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,996+30.0%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Index tracking

Factor

Growth

Index tracked

S&P 900 Growth Index

What it actually holds

By weight

Concentration

Top 10 holdings = 59.1% of fundmoderately concentrated

NVIDIA Corp

13.8%

Microsoft Corp

10.9%

Apple Inc

6.1%

Alphabet Inc

5.5%

Broadcom Inc

5.0%

Alphabet Inc

4.4%

Meta Platforms Inc

4.4%

Amazon.com Inc

3.6%

Berkshire Hathaway Inc

2.8%

Eli Lilly & Co

2.6%

Asset allocation

Stocks

99.8%

Cash

0.1%

By sector

Technology

51.2%

Communication

15.9%

Consumer Cyclical

8.9%

Financial Services

8.2%

Industrials

6.9%

Healthcare

6.1%

Consumer Defensive

1.0%

Real Estate

0.8%

Other

1.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

16.7%Moderate

Year-on-year price swings

Max drawdown

-32.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.14Strong risk-adjusted returns

Sortino (3Y)

1.67Good downside protection

Where to buy

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks to track the investment results of an index composed of large- and mid-capitalization U.S. equities that exhibit growth characteristics.
Strategy: Tracks the S&P 900 Growth Index, which measures large- and mid-cap U.S. equities exhibiting growth characteristics.
Inception date: July 24, 2000
Fund family: iShares