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iShares S&P 500 Growth ETF (IVW)

ETF · Currency in USD · Last updated Dec 2, 2023

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.

Summary

ETF Info

ISINUS4642873099
CUSIP464287309
IssueriShares
Inception DateMay 22, 2000
RegionNorth America (U.S.)
CategoryLarge Cap Growth Equities
Index TrackedS&P 500/Citigroup Growth Index
ETF Home Pagewww.ishares.com
Asset ClassEquity

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.


0.18%
0.00%2.15%

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.


200.00%250.00%300.00%350.00%400.00%JulyAugustSeptemberOctoberNovemberDecember
386.32%
234.52%
IVW (iShares S&P 500 Growth ETF)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with IVW

iShares S&P 500 Growth ETF

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%.


PeriodReturnBenchmark
Year-To-Date25.57%19.67%
1 month7.83%8.42%
6 months7.71%7.29%
1 year15.83%12.71%
5 years (annualized)13.23%10.75%
10 years (annualized)13.17%9.87%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20232.53%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 ratioSortino ratioOmega ratioCalmar ratioUlcer Index
IVW
iShares S&P 500 Growth ETF
1.10
^GSPC
S&P 500
0.91

Sharpe Ratio

The current iShares S&P 500 Growth ETF Sharpe ratio is 1.10. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio0.000.501.001.50JulyAugustSeptemberOctoberNovemberDecember
1.10
0.91
IVW (iShares S&P 500 Growth ETF)
Benchmark (^GSPC)

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.


PeriodTTM20222021202020192018201720162015201420132012
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.


JanFebMarAprMayJunJulAugSepOctNovDec
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.


-20.00%-15.00%-10.00%-5.00%JulyAugustSeptemberOctoberNovemberDecember
-12.68%
-4.21%
IVW (iShares S&P 500 Growth ETF)
Benchmark (^GSPC)

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, 20002172Mar 9, 2009988Feb 8, 20133160
-32.72%Dec 28, 2021202Oct 14, 2022
-31.35%Feb 20, 202023Mar 23, 202055Jun 10, 202078
-20.64%Oct 2, 201858Dec 24, 201881Apr 23, 2019139
-13.3%Nov 4, 201568Feb 11, 2016102Jul 8, 2016170

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.


2.50%3.00%3.50%4.00%4.50%5.00%JulyAugustSeptemberOctoberNovemberDecember
2.73%
2.79%
IVW (iShares S&P 500 Growth ETF)
Benchmark (^GSPC)

Alternatives


SymbolInceptionExpense RatioYTD Ret.10Y Ann. Ret.Div. YieldMax. DrawdownSharpe RatioSortino ratioOmega ratioCalmar ratioUlcer Index
IVVMay 15, 20000.04%21.5%11.9%1.5%-55.3%1.1
SPYJan 22, 19930.09%21.4%11.9%1.4%-55.2%1.0
SPYGSep 25, 20000.04%25.8%13.3%1.1%-67.8%1.1
VOOSep 7, 20100.03%21.5%11.9%1.5%-34.0%1.1
VOOGSep 7, 20100.10%25.7%13.2%1.0%-32.7%1.1
VUGJan 26, 20040.04%41.3%14.0%0.6%-50.7%1.6