iShares S&P 500 Growth ETF (IVW)
IVW is a passive ETF by iShares tracking the investment results of the S&P 500/Citigroup Growth Index. IVW launched on May 22, 2000 and has a 0.18% expense ratio.
ETF Info
ISIN | US4642873099 |
---|---|
CUSIP | 464287309 |
Issuer | iShares |
Inception Date | May 22, 2000 |
Region | North America (U.S.) |
Category | Large Cap Growth Equities |
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 |
Expense Ratio
The iShares S&P 500 Growth ETF features an expense ratio of 0.18%, falling within the medium range.
Share Price Chart
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Performance
The chart shows the growth of an initial investment of $10,000 in iShares S&P 500 Growth ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Compare to other instruments
Popular comparisons: IVW vs. IVV, IVW vs. VOO, IVW vs. IVE, IVW vs. VOOG, IVW vs. SPY, IVW vs. IUSG, IVW vs. SPYG, IVW vs. QQQ, IVW vs. VUG, IVW vs. IWF
Return
iShares S&P 500 Growth ETF had a return of 25.57% year-to-date (YTD) and 15.83% in the last 12 months. Over the past 10 years, iShares S&P 500 Growth ETF had an annualized return of 13.17%, outperforming the S&P 500 benchmark which had an annualized return of 9.87%.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 25.57% | 19.67% |
1 month | 7.83% | 8.42% |
6 months | 7.71% | 7.29% |
1 year | 15.83% | 12.71% |
5 years (annualized) | 13.23% | 10.75% |
10 years (annualized) | 13.17% | 9.87% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | 2.53% | 6.25% | 3.09% | -0.66% | -4.90% | -2.41% | 8.70% |
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Growth ETF (IVW) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
---|---|---|---|---|---|
IVW iShares S&P 500 Growth ETF | 1.10 | ||||
^GSPC S&P 500 | 0.91 |
Dividend History
iShares S&P 500 Growth ETF granted a 0.96% dividend yield in the last twelve months. The annual payout for that period amounted to $0.70 per share.
Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $0.70 | $0.52 | $0.39 | $0.52 | $0.79 | $0.48 | $0.50 | $0.46 | $0.44 | $0.38 | $0.36 | $0.34 |
Dividend yield | 0.96% | 0.89% | 0.46% | 0.82% | 1.62% | 1.27% | 1.30% | 1.51% | 1.51% | 1.36% | 1.44% | 1.81% |
Monthly Dividends
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.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | |
2022 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.14 |
2021 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.09 |
2020 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.14 |
2019 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.30 |
2018 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.13 |
2017 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.13 |
2016 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.13 |
2015 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.12 |
2014 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.11 |
2013 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.10 |
2012 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.11 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
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 57.35%, occurring on Mar 9, 2009. Recovery took 988 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-57.35% | Jul 18, 2000 | 2172 | Mar 9, 2009 | 988 | Feb 8, 2013 | 3160 |
-32.72% | Dec 28, 2021 | 202 | Oct 14, 2022 | — | — | — |
-31.35% | Feb 20, 2020 | 23 | Mar 23, 2020 | 55 | Jun 10, 2020 | 78 |
-20.64% | Oct 2, 2018 | 58 | Dec 24, 2018 | 81 | Apr 23, 2019 | 139 |
-13.3% | Nov 4, 2015 | 68 | Feb 11, 2016 | 102 | Jul 8, 2016 | 170 |
Volatility Chart
The current iShares S&P 500 Growth ETF volatility is 2.73%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Alternatives
Symbol | Inception | Expense Ratio | YTD Ret. | 10Y Ann. Ret. | Div. Yield | Max. Drawdown | Sharpe Ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index |
---|---|---|---|---|---|---|---|---|---|---|---|
IVV | May 15, 2000 | 0.04% | 21.5% | 11.9% | 1.5% | -55.3% | 1.1 | ||||
SPY | Jan 22, 1993 | 0.09% | 21.4% | 11.9% | 1.4% | -55.2% | 1.0 | ||||
SPYG | Sep 25, 2000 | 0.04% | 25.8% | 13.3% | 1.1% | -67.8% | 1.1 | ||||
VOO | Sep 7, 2010 | 0.03% | 21.5% | 11.9% | 1.5% | -34.0% | 1.1 | ||||
VOOG | Sep 7, 2010 | 0.10% | 25.7% | 13.2% | 1.0% | -32.7% | 1.1 | ||||
VUG | Jan 26, 2004 | 0.04% | 41.3% | 14.0% | 0.6% | -50.7% | 1.6 |