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IWFG
+0.15 · +0.28%
$52.18 · NYSE ARCA
AUM:$54.9M
#– 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 5.8% over the past year, showing positive momentum.Cost Efficiency
Ongoing charge of 0.65% — moderate cost. Consider how fees compound over long holding periods.What is IWFG?
Under normal circumstances, the fund invests at least 80% of its assets (net assets plus the amount of any borrowings for investment purposes) in large capitalization companies, which are companies having a market capitalization in excess of $4 billion at the time of purchase.
Performance Highlights
Returns (%)
Top Sectors (%)
Investment Breakdown
Positive 1-Year Return
IWFG returned 5.8% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.65%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 65.9% of the ETF — significant weight in a small number of names.
ETF Information
AUM$54.9M
Expense Ratio0.65%
Dividend Yield0.00%
Holdings26
Inception DateJun 2022
Domicile–
Distribution–
Index–
ProviderNew York Life Investment Management LLC
Beta1.13
CategoryLarge Growth
CurrencyUSD
Portfolio Impact
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6168
+7 points · better diversified