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iShares S&P 500 Growth ETF (IVW)

ETF · Currency in USD
ISIN
US4642873099
CUSIP
464287309
Issuer
iShares
Inception Date
May 22, 2000
Region
North America (U.S.)
Category
Large Cap Growth Equities
Expense Ratio
0.18%
Index Tracked
S&P 500/Citigroup Growth Index
ETF Home Page
www.ishares.com
Asset Class
Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

IVWPrice Chart


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IVWPerformance

The chart shows the growth of $10,000 invested in iShares S&P 500 Growth ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $59,318 for a total return of roughly 493.18%. All prices are adjusted for splits and dividends.


IVW (iShares S&P 500 Growth ETF)
Benchmark (S&P 500)

IVWReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD-11.90%-7.73%
1M-9.81%-5.40%
6M-1.83%0.70%
1Y13.60%14.18%
5Y20.18%14.13%
10Y17.10%12.84%

IVWMonthly Returns Heatmap


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IVWSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current iShares S&P 500 Growth ETF Sharpe ratio is 0.77. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


IVW (iShares S&P 500 Growth ETF)
Benchmark (S&P 500)

IVWDividends

iShares S&P 500 Growth ETF granted a 0.53% dividend yield in the last twelve months, as of Jan 22, 2022. The annual payout for that period amounted to $0.39 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$0.39$0.39$0.52$0.79$0.48$0.50$0.46$0.44$0.38$0.36$0.34$0.27$0.23

Dividend yield

0.53%0.46%0.82%1.65%1.32%1.36%1.60%1.63%1.49%1.60%2.05%1.85%1.60%

IVWDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


IVW (iShares S&P 500 Growth ETF)
Benchmark (S&P 500)

IVWWorst Drawdowns

The table below shows the maximum drawdowns of the iShares S&P 500 Growth ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the iShares S&P 500 Growth ETF is 31.35%, recorded on Mar 23, 2020. It took 55 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-31.35%Feb 20, 202023Mar 23, 202055Jun 10, 202078
-20.64%Oct 2, 201858Dec 24, 201881Apr 23, 2019139
-16.46%Jul 8, 201161Oct 3, 201185Feb 3, 2012146
-15.14%Apr 26, 201049Jul 2, 201073Oct 15, 2010122
-13.3%Nov 4, 201568Feb 11, 2016102Jul 8, 2016170
-13.09%Dec 28, 202118Jan 21, 2022
-11.46%Jul 21, 201526Aug 25, 201546Oct 29, 201572
-11.1%Sep 3, 202014Sep 23, 202051Dec 4, 202065
-9.87%Jan 29, 20189Feb 8, 201879Jun 4, 201888
-8.65%Feb 16, 202115Mar 8, 202119Apr 5, 202134

IVWVolatility Chart

Current iShares S&P 500 Growth ETF volatility is 22.50%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


IVW (iShares S&P 500 Growth ETF)
Benchmark (S&P 500)

IVWAlternatives


SymbolInceptionExpense RatioYTD Ret.10Y Ann. Ret.Div. Yield
IVVMay 15, 20000.04%-7.76%15.02%1.30%Compare IVW and IVV
SPYJan 22, 19930.09%-3.89%15.44%1.25%Compare IVW and SPY
SPYGSep 25, 20000.04%-11.84%17.16%0.70%Compare IVW and SPYG
VOOSep 9, 20100.03%-3.86%15.57%1.30%Compare IVW and VOO
VOOGSep 9, 20100.10%-11.86%17.17%0.61%Compare IVW and VOOG
VUGJan 26, 20040.04%-12.88%17.09%0.55%Compare IVW and VUG

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