Andrew Burton
Thesis
iShares S&P 500 Growth ETF (NYSEARCA:IVW) is a passively managed ETF offering exposure to S&P 500 growth stocks. So far, it seems very efficient at tracking its benchmark and it has beaten the market in the last 10
IVW: An Abundance Of Alternatives
Summary
- IVW is efficient at tracking its benchmark but there are superior alternatives in terms of fees and past performance.
- The ETF may not be suitable for buy/hold investors due to its higher volatility compared to SPY, but can be used for controlling a growth stock allocation in a portfolio.
- In this post, I will present you with some other options out there with similar or lower expense ratios that have performed better in the past.
I've been a self-taught investor since I was 19 years old and am currently developing a systematic macro strategy.
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