Dilok Klaisataporn
ETF Overview
iShares S&P 500 Growth ETF (NYSEARCA:IVW) has a portfolio of U.S. large-cap growth stocks. The fund basically tracks growth stocks in the S&P 500 index. This fund has proven to outperform the S&P 500 index in the long
IVW: Downside Risk Ahead, But Buy On Pullback
Summary
- iShares S&P 500 Growth ETF invests in large-cap growth stocks in the US and has outperformed the S&P 500 index in the long run.
- IVW has a slightly higher expense ratio compared to its peer fund, resulting in slightly inferior performance.
- IVW has a high exposure to the information technology sector and has shown strong growth characteristics. However, its valuation is currently elevated.
I am a value focused investor. Stocks rise and fall for many different reasons that we often cannot predict. Eventually, it is those companies with a wide moat and the ability to generate cash flow that prevail. Therefore, my investment focus is to find value stocks that are able to generate cash flow, with sustainable dividends and provide growth over time. I focus my attention on analyzing large-capped dividend growth stocks, REITs and ETFs. I aim at providing a quarterly update and insights on stocks I follow. Please feel free to browse the articles that I wrote and provide any comments.
Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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