VUG - IVW: Growth ETF Lagging Its Peers

2024-04-09 16:48:31 ET

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.

IVW strategy

iShares S&P 500 Growth ETF ( 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 are paid quarterly. It is a direct competitor to SPDR Portfolio S&P 500 Growth ETF ( SPYG ) and Vanguard S&P 500 Growth ETF ( VOOG ), which track the same index....

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