IVW
iShares S&P 500 Growth ETFIVW Fund Description
IVW 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
iShares S&P 500 Growth ETF has an MSCI ESG Fund Rating of A based on a score of 5.90 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
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. iShares S&P 500 Growth ETF ranks in the 63th percentile within its peer group and in the 76th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IVW MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
IVW CHARTS AND PERFORMANCE
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IVW Summary Data
IVW Portfolio Data
IVW Portfolio Management
IVW Tax Exposures
IVW Fund Structure
IVW Factset Analytics Block Liquidity
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
IVW Sector/Industry Breakdown
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IVW TOP 10 HOLDINGS[View All]
IVW Countries
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IVW Regions
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IVW Economic Development
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IVW Performance Statistics
IVW MSCI ESG Ratings
IVW BENCHMARK COMPARISON SUMMARY
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IVW BENCHMARK COMPARISON MARKET CAP SIZE
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.