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Beacon

IVWiShares S&P 500 Growth ETF

Grow my money26y track recordRanked #69 of 3,055 in this goal

Tracks the investment results of the S&P 500 Growth Index.

By iShares · Launched 2000

Annual Cost

0.18%

#794 of 6,040 · low cost

Fund Size

$76.6B

#43 of 6,040 · large

Return (1Y)

+16.8%

Track Record

26 years

#79 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,370+13.7%

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

What's inside

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

Holdings

By weight

Concentration

Top 10 holdings = 59.6% of fundmoderately concentrated

NVIDIA Corp.
14.6%
Microsoft Corp.
9.5%
Apple Inc.
6.4%
Alphabet Inc.
5.8%
Broadcom Inc
5.1%
Alphabet Inc.
4.6%
Meta Platforms Inc
4.3%
Amazon.com, Inc.
3.7%
Berkshire Hathaway Inc.
3.0%
Eli Lilly & Co.
2.5%

Asset allocation

Stocks
99.9%
Cash
0.1%

By sector

Technology
53.5%
Communication
14.8%
Financial Services
9.1%
Consumer Cyclical
8.5%
Healthcare
6.2%
Industrials
5.5%
Consumer Defensive
1.0%
Real Estate
0.6%
Other
0.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
18.1%Moderate

Year-on-year price swings

Max drawdown
-32.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)
1.08Strong risk-adjusted returns
Sortino (3Y)
1.58Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the investment results of the S&P 500 Growth Index.
Strategy
Invests primarily in large-capitalization U.S. equities exhibiting growth characteristics, focusing on the technology sector. Uses a representative sampling indexing strategy to achieve investment results that correspond to the S&P 500 Growth Index.
Inception date
May 22, 2000
Fund family
iShares

Next steps

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Data updated on 2026-09-18