iShares S&P 500 Growth ETF (IVW)

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iShares S&P 500 Growth ETF (IVW) is up 13.7% since the beginning of the year. IVW is currently trading at $140 per share. Investors who bought $1,000 worth of IVW shares 5 years ago would now be looking at an investment worth $2,094.

iShares S&P 500 Growth ETF (IVW) has returned 13.68% so far this year and 33.77% over the past 12 months. Looking at the last ten years, IVW has achieved an annualized return of 18.07%, outperforming the S&P 500 Index benchmark, which averaged 13.66% per year.

Based on dividend-adjusted daily data since May 26, 2000, IVW's average daily return is +0.04%, while the average monthly return is +0.83%. At this rate, an investment would double in approximately 7.0 years.

Historically, 61% of months were positive and 39% were negative. The best month was Apr 2026 with a return of +14.8%, while the worst month was Oct 2008 at -16.5%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.

On a daily basis, IVW closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +11.3%, while the worst single day was Mar 16, 2020 at -11.9%.

iShares S&P 500 Growth ETF has an annualized alpha of 2.26%, beta of 1.00, and R2 of 0.93 versus S&P 500 Index. Calculated based on daily prices since May 30, 2000.

• This ETF captured 108.75% of S&P 500 Index gains but only 98.22% of its losses - a favorable profile for investors.
• This ETF generated an annualized alpha of 2.26% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
• With beta of 1.00 and R2 of 0.93, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

IVW has an expense ratio of 0.18%, which is considered low.

IVW ranks 59 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for iShares S&P 500 Growth ETF (IVW) and compare them to S&P 500 Index.

iShares S&P 500 Growth ETF provided a 0.35% dividend yield over the last twelve months, with an annual payout of $0.49 per share.

The table displays the monthly dividend distributions for iShares S&P 500 Growth ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the iShares S&P 500 Growth ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the iShares S&P 500 Growth ETF was 57.33%, occurring on Mar 9, 2009. Recovery took 988 trading sessions.

The current iShares S&P 500 Growth ETF drawdown is 1.12%.

The chart below shows the rolling one-month volatility.