IVW

iShares S&P 500 Growth ETF
A

89
  • Overview
  • Efficiency
  • Tradability
  • Fit

IVW Fund Description

The iShares S&P 500 Growth Fund tracks an index of large-cap US stocks. The index selects stocks with growth characteristics from the S&P 500 Index, based on three growth factors.

IVW Factset Analytics Insight

IVW is one of the most established and popular growth-focused ETFs, holding firms with growth characteristics from the S&P 500 Index. S&P's style methodology selects companies based on three growth factors: sales growth, earnings growth, and momentum. IVW was one of the first growth-focused ETFs launched, and today it hosts a large and stable asset base. The fund is extremely liquid: Investors of all sizes can trade with ease. IVW shows only modest sector tilts compared to our large-cap-growth benchmark, with a small but persistent bias toward midcaps. VOOG and SPYG track the same index with similarly low holdings costs, but they can’t match IVW’s liquidity. Overall, the fund is inexpensive, cheap to trade, and provides balanced exposure to large-cap-growth firms.

IVW MSCI ESG Analytics Insight

The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of January 11, 2018 the iShares S&P 500 Growth ETF MSCI ESG Fund Quality Score is 5.58 out of 10.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. IVW ranks in the 91st percentile within its peer group and in the 54th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
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IVW Top 10 Countries

IVW Top 10 Sectors

IVW Top 10 Holdings View All

IVW Summary Data

BlackRock
iShares
05/22/00
Open-Ended Fund
0.18%
$20.38B
$97.85M
0.01%

IVW Portfolio Data

$233.91B
26.92
5.61
1.25%
03/22/18
327

IVW Index Data

S&P 500 Growth Index
Market Cap
Fundamental
MSCI USA Large Growth

Related ETFs to IVW

VOOG, SPYG, RPG, PXLG, IWF
Total Return
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max

IVW Portfolio Management

0.18%
-0.21%
-0.16%
-0.24%

IVW Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

IVW Fund Structure

Open-Ended Fund
No
Yes
72% / 29%
N/A
N/A
Low
Daily
Bats Book Viewer
TOP OF BOOK
SHARES/SIZEPRICE
ASKS----
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2,700161.94
BIDS----
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LAST 10 TRADES
TIMEPRICESHARES
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Bats BZX Real-time Quote - 08:15:05
Daily Spread
Premium/Discount
Volume

IVW Factset Analytics Block Liquidity

As of 01/12/18
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of IVW. IVW is rated a 5 out of 5.

IVW Tradability

640,769
$97.85M
487,790
$73.44M
0.01%
$0.02
0.00%
0.09% / -0.06%
None
100.00%
50,000
9.76
0.01%
0.01%
5,598
$158.78
5

IVW Sector/Industry BreakdownView All

IVWSegment Benchmark
38.36% 37.26%
20.62% 16.05%
13.72% 15.49%
11.57% 11.80%
8.91% 7.88%
1.41% 1.99%
1.94% 1.97%
-- 0.80%

IVW Geographic Exposure

IVWSegment Benchmark
100.00% 100.17%

IVWSegment Benchmark
100.00% 100.17%
0.00% / 0.00% 0.00% / 0.00%

IVW Performance Statistics

0.98
0.94
0.96
0.97
0.08%
MSCI USA Large Growth

IVW MSCI ESG Ratings

5.58 / 10
90.82
54.37
11.49%
8.00%
96.25

IVW BENCHMARK COMPARISON

    IVW
    327 Holdings
    Segment Benchmark
    160 Constituents
    Shared Holdings
    141 (Count)
     
    69.17% (Weight)
IVWSegment Benchmark
261.64 B 233.91 B
99.94% 95.68%
0.06% 4.32%
0.00% 0.00%
0.00% 0.00%
1.04% 1.49%