IVWiShares S&P 500 Growth ETF

Grow my money26y track recordRanked #69 of 2,960 in this goal

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

By iShares · Launched 2000

Annual Cost

0.18%

#884 of 5,562 · low cost

Fund Size

$76.1B

#41 of 5,562 · large

Return (1Y)Goal

+31.4%

Track Record

26 years

#78 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,919+29.2%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Index tracking

Factor

Growth

Index tracked

S&P 500 Growth Index

What it actually holds

By weight

Concentration

Top 10 holdings = 62.1% of fundconcentrated

NVIDIA Corp

14.5%

Microsoft Corp

11.5%

Apple Inc

6.4%

Alphabet Inc

5.8%

Broadcom Inc

5.2%

Alphabet Inc

4.7%

Meta Platforms Inc

4.6%

Amazon.com Inc

3.8%

Berkshire Hathaway Inc

2.9%

Eli Lilly & Co

2.7%

Asset allocation

Stocks

99.9%

Cash

0.1%

By sector

Technology

52.5%

Communication

16.7%

Consumer Cyclical

8.9%

Financial Services

8.3%

Healthcare

5.7%

Industrials

5.7%

Consumer Defensive

1.0%

Real Estate

0.5%

Other

0.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

16.9%Moderate

Year-on-year price swings

Max drawdown

-32.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.14Strong risk-adjusted returns

Sortino (3Y)

1.67Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit growth characteristics.
Strategy: Tracks the S&P 500 Growth Index, which measures large-cap growth stocks in the U.S. equity market. Uses a representative sampling strategy to invest primarily in securities that exhibit strong growth characteristics, aiming to replicate the index's performance before fees and expenses.
Inception date: May 22, 2000
Fund family: iShares