IVW: Growth ETF Lagging Its Peers

Summary

  • iShares S&P 500 Growth ETF selects and weights S&P 500 stocks based on value and growth metrics.
  • The IVW ETF is very concentrated in information technology and in its top holdings.
  • Not only growth rates, but also quality metrics look attractive.
  • However, IVW has lagged most large cap growth ETFs since 2009.
  • Quantitative Risk & Value members get exclusive access to our real-world portfolio. See all our investments here »

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IVW strategy

iShares S&P 500 Growth ETF (NYSEARCA:IVW) started investing operations on 05/22/2000 and tracks the S&P 500 Growth Index. It has 228 holdings, an expense ratio of 0.18% and a 12-month trailing yield of 0.93%. Distributions

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This article was written by

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Fred Piard, PhD. is a quantitative analyst and IT professional with over 30 years of experience working in technology. He is the author of three books and has been investing in data-driven systematic strategies since 2010.

Fred runs the investing group Quantitative Risk & Value where he shares a portfolio invested in quality dividend stocks, and companies at the forefront of tech innovation. Fred also supplies market risk indicators, a real estate strategy, a bond strategy, and an income strategy in closed-end funds. Learn more.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of GOOGL, META either through stock ownership, options, or other derivatives. 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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About IVW ETF

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