IVW
+6.29 · +5.40%
$122.88 · NYSE ARCA

iShares S&P 500 Growth ETF (IVW) ETF Analysis | Large Growth

iShares · United States
AUM:$65.5B
#– of – in Large Growth ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 21.2% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.18% — competitive for the exposure provided.

What is IVW?

The index measures the performance of the large-capitalization growth sector of the U. The fund generally will invest at least 80% of its assets in the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
IVW delivered 21.2% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.18% — reasonable for the index exposure provided.
Concentrated Holdings
Top 10 holdings account for 60.6% of the ETF — significant weight in a small number of names.
ETF Information
AUM$65.5B
Expense Ratio0.18%
Dividend Yield0.40%
Holdings139
Inception DateMay 2000
DomicileUnited States
DistributionNA
Index–
ProvideriShares
Beta1.10
CategoryLarge Growth
CurrencyUSD
Portfolio Impact

How would IVW affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+17.2%
1Y
+20.8%
3Y
+98.0%
5Y
+85.6%
OpenBook InsightIf you had invested £10,000 in IVW 5 years ago, it would have grown to £18,561 — a gain of £8,561.

Annual Returns

Calendar year performance

IVW delivered positive returns in 4 of the last 5 calendar years.
YearIVW
2026 YTD+13.6%
2025+22.0%
2024+38.0%
2023+31.5%
2022-30.1%
CAGR 4yr+11.5%
4/5 positive yearsAvg return: +15.0%Worst year: -30.1% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
18.4%
Low
Momentum
+4.0%
30-day change
Support Level
137.88
Key floor
Key Insights
  • Monitor key support and resistance levels as part of broader risk assessment.