IWF iShares Russell 1000 Growth ETF Overview

Current performance may be lower or higher than the performance quoted, and numbers may reflect small variances due to rounding. Standardized performance and performance data current to the most recent month end may be obtained by clicking the “Returns” tab above. The Hypothetical Growth of $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. Fund expenses, including management fees and other expenses were deducted. USMV now offers the same earnings growth as SPY but for a 3.29-point discount on forward earnings, all while featuring a 0.70 five-year beta that only a handful of sector ETFs can match. It beat SPY by approximately 6% in the 2018 and 2022 drawdowns and saved investors 10% and 20% through the Great Financial Crisis and Dot Com Bubble crashes.

They total 76% of the portfolio, and this view touches on several critical factors, including USMV’s lower beta, a slight lean towards dividend-paying stocks, and solid profitability and earnings revision scores. ETF Database analysts have a combined 50 years in the ETF and Financial markets, covering every asset class and investment style. The team monitors new filings, new launches and new issuers to make sure we place each new ETF in the appropriate context so Financial Advisors can construct high quality portfolios.

USMV launched in October 2011 after the Great Financial Crisis, so its history is limited. However, the drawdown tables below highlight how it outperforms SPY in bear markets. From January to September 2022, USMV declined by 17.35% compared to 23.93% for SPY, a 6.58% beat. Except for the COVID-19 decline, which matched SPY, USMV experienced no other significant losses. Information is provided ‘as is’ and solely for informational purposes, not for trading purposes or advice, and is delayed. To see all exchange delays and terms of use, please see disclaimer.

WASHINGTON TRUST BANK Buys 3, Sells 2 in 4th Quarter

https://1investing.in/ Involvement metrics are only displayed if at least 1% of the fund’s gross weight includes securities covered by MSCI ESG Research. The iShares Russell 1000 Growth ETF seeks to track the investment results of an index composed of large- and mid-capitalization U.S. equities that exhibit growth characteristics. This month, you’ve likely seen dozens of articles on what stocks offer the most recession protection. Chances are all make compelling cases, but only some will prove correct. You might choose the ones that make the best arguments, but this approach ignores the critical objective of purchasing portfolio insurance.

As a result, BlackRock publishes MSCI’s ITR metric for its funds in temperature range bands. The bands help to underscore the underlying uncertainty in the calculations and the variability of the metric. Equity ETFs and aim to provide you with the most comprehensive ETF coverage on Seeking Alpha.

Value Beats Growth—at Least for One Day

IShares Russell 1000 Growth ETF IWF is a sensible, low-cost fund that accurately represents the investment opportunity set in U.S. large-cap growth stocks. Although its fee is competitive, there are cheaper large-growth options available. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat’s editorial team prior to publication. The Sunday Investor has teamed up with Hoya Capital to launch the premier income-focused investing service on Seeking Alpha. Other institutional investors also recently added to or reduced their stakes in the company.

The adjacent table gives investors an individual Realtime Rating for IWF on several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. The “A+ Metric Rated ETF” field, available to ETF Database Pro members, shows the ETF in the Large Cap Growth Equities with the highest Metric Realtime Rating for each individual field. To view all of this data, sign up for a free 14-day trial for ETF Database Pro.

The Growth-Stock Forecast Is Getting Even Worse

I/we have a beneficial long position in the shares of SPY, BRK.B either through stock ownership, options, or other derivatives. The Index page provides additional performance information, noting how it launched on June 2, 2008. There were two other significant drawdowns not included in the table above since SPY’s 1993 launch. The first was between September 2000 and September 2002, when SPY declined by 44.71%. The Index fell 25.16% during this period, a 19.56% fee-adjusted outperformance. The second was SPY’s 50.80% decline between November 2007 and February 2009.

Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive. Real-time analyst ratings, insider transactions, earnings data, and more. Business Involvement metrics are designed only to identify companies where MSCI has conducted research and identified as having involvement in the covered activity. As a result, it is possible there is additional involvement in these covered activities where MSCI does not have coverage. This information should not be used to produce comprehensive lists of companies without involvement.

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To market value vs appraised value information on how the ETF Database Realtime Ratings work, click here. IShares Russell 1000 Growth ETF , formerly iShares Russell 1000 Growth Index Fund, is an exchange-traded fund . The Fund seeks investment returns that correspond generally to the price and yield performance of the Russell 1000 Growth Index . The Index measures the performance of equity securities of Russell 1000 index issuers with relatively higher price-to-book ratios and higher forecasted growth. The Fund seeks investment returns that correspond generally to the price and yield performance, before fees and expenses, of the Index. The Index measures the performance of the large-capitalization growth sector of the US equity market.

Currencies for the valuation price will be generally determined as of the close of business on the New York Stock Exchange, whereas for the vendor price will be generally determined as of 4 p.m. The calculated values may have been different if the valuation price were to have been used to calculate such values. The vendor price is as of the most recent date for which a price is available and may not necessarily be as of the date shown above. For more information regarding a fund’s investment strategy, please see the fund’s prospectus.

The following charts reflect the geographic spread of IWF’s underlying holdings. In the case of QQQJ, smaller, relatively speaking, could be better because some experts see underappreciated opportunity in the mid-cap arena. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index quotes are real-time. To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Expenses Ratio Analysis

Investment Strategy The investment seeks to track the investment results of the Russell 1000® Growth Index, which measures the performance of large- and mid-capitalization growth sectors of the U.S. equity market. The investment seeks to track the investment results of the Russell 1000® Growth Index, which measures the performance of large- and mid-capitalization growth sectors of the U.S. equity market. The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body.

• Costco trades at 34.51x forward earnings and is 8.70% of the portfolio.
• The calculated values may have been different if the valuation price were to have been used to calculate such values.
• It can help you to assess how the fund has been managed in the past and compare it to its benchmark.
• I have no business relationship with any company whose stock is mentioned in this article.

Sign Up NowGet this delivered to your inbox, and more info about our products and services. ETF Database’s Financial Advisor Reports are designed as an easy handout for clients to explain the key information on a fund. View charts that break down the influence that fund flows and price had on overall assets. The $728.7 million QQQJ, which turns three years old in October, was among several mid-cap ETFs highlighted by Chronert.

Exposure Breakdowns

Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. The iShares Russell 1000 Growth ETF is designated as “diversified” and the fund intends to be diversified in approximately the same proportion as its underlying index. It may become non-diversified, as defined in the Investment Company Act of 1940, solely as a result of a change in relative market capitalization or index weighting of one or more constituents of its underlying index.

It’s well-diversified at the sector, industry, and company level and optimized to favor low-beta, low-volatile companies with low idiosyncratic risk. Constituents grew sales by 10.49% over the last five years, but analysts estimate just 4.65% sales growth over the next year, with 5.47% EPS growth. The best part is that nearly the entire fund has a perfect “A+” Seeking Alpha Profitability Grade. Quality matters in a recession, but I want to remind readers that Health Care is USMV’s largest sector exposure area. XLP has a low 0.59 five-year beta but offers less earnings growth (6.08%) than USMV and trades at a higher 24.28x forward earnings. Costco trades at 34.51x forward earnings and is 8.70% of the portfolio.

All data is from MSCI ESG Fund Ratings as of 07-Mar-2023, based on holdings as of 28-Feb-2023. As such, the fund’s sustainable characteristics may differ from MSCI ESG Fund Ratings from time to time. This forward-looking metric is calculated based on a model, which is dependent upon multiple assumptions. The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than the original cost.

It’s passively managed and rebalances only twice yearly, consistently targeting the two factors OMFL’s managers rely on based on decades of research. In short, USMV’s advantage is that you know what factors it favors at all times, allowing you to set your portfolio up for success ahead of time. The average market value of QQQJ’s 105 components is $18.5 billion. While iShares Core S&P U.S. Growth ETF currently has a “hold” rating among analysts, top-rated analysts believe these five stocks are better buys. MarketBeat keeps track of Wall Street’s top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on…

The People Pillar is our evaluation of the IWF management team’s experience and ability. Get our overall rating based on a fundamental assessment of the pillars below. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. Detailed Holdings and Analytics contains detailed portfolio holdings information and select analytics. Where data is not available, and / or if data changes, the estimation methods vary, particularly those related to a company’s future emissions.

This fund does not seek to follow a sustainable, impact or ESG investment strategy. The metrics do not change the fund’s investment objective or constrain the fund’s investable universe, and there is no indication that a sustainable, impact or ESG investment strategy will be adopted by the fund. For more information regarding the fund’s investment strategy, please see the fund’s prospectus. USMV’s 7.85% estimated earnings growth rate aligns with SPY’s 7.90%.