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IWLG
+0.79 · +1.50%
$53.17 · NYSE ARCA
AUM:$644.0M
#– 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 7.8% over the past year, showing positive momentum.Cost Efficiency
Ongoing charge of 0.60% — moderate cost. Consider how fees compound over long holding periods.What is IWLG?
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
IWLG returned 7.8% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.60%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 60.4% of the ETF — significant weight in a small number of names.
ETF Information
AUM$644.0M
Expense Ratio0.60%
Dividend Yield0.00%
Holdings39
Inception DateJun 2022
Domicile–
Distribution–
Index–
ProviderNew York Life Investment Management LLC
Beta1.22
CategoryLarge Growth
CurrencyUSD
Portfolio Impact
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6168
+7 points · better diversified