- ISIN
- US4642873099
- CUSIP
- 464287309
- Issuer
- iShares
- Inception Date
- May 22, 2000
- Region
- North America (U.S.)
- Category
- Large Cap Growth Equities, S&P 500
- Leveraged
- 1x (No leverage)
- Index Tracked
- S&P 500 Growth Index
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
- Assets Under Management
- $75B
Share Price Chart
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Performance
IVW Performance Chart
iShares S&P 500 Growth ETF (IVW) is up 8.7% since the beginning of the year. IVW is currently trading at $134 per share. Investors who bought $1,000 worth of IVW shares 5 years ago would now be looking at an investment worth $1,923.
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Returns By Period
iShares S&P 500 Growth ETF (IVW) has returned 8.67% so far this year and 26.74% over the past 12 months. Looking at the last ten years, IVW has achieved an annualized return of 17.93%, outperforming the S&P 500 Index benchmark, which averaged 13.71% per year.
iShares S&P 500 Growth ETF
- 1D
- -2.32%
- 1M
- -2.04%
- YTD
- 8.67%
- 6M
- 7.44%
- 1Y
- 26.74%
- 3Y*
- 25.36%
- 5Y*
- 13.97%
- 10Y*
- 17.93%
Benchmark (S&P 500 Index)
- 1D
- -1.44%
- 1M
- -1.45%
- YTD
- 7.60%
- 6M
- 6.59%
- 1Y
- 22.24%
- 3Y*
- 19.20%
- 5Y*
- 11.54%
- 10Y*
- 13.71%
IVW Monthly Returns History
Based on dividend-adjusted daily data since May 26, 2000, IVW's average daily return is +0.04%, while the average monthly return is +0.81%. At this rate, an investment would double in approximately 7.2 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.51% | -3.50% | -5.31% | 14.77% | 8.12% | -4.65% | 8.67% | ||||||
| 2025 | 2.62% | -2.90% | -8.14% | 1.96% | 9.43% | 6.41% | 3.45% | 0.88% | 5.19% | 3.37% | -0.95% | -0.18% | 21.95% |
| 2024 | 2.85% | 7.21% | 2.07% | -3.79% | 6.60% | 6.95% | -1.35% | 2.16% | 2.83% | -0.67% | 6.15% | 0.69% | 35.82% |
| 2023 | 5.61% | -1.97% | 5.82% | 1.49% | 2.53% | 6.25% | 3.09% | -0.66% | -4.90% | -2.41% | 8.70% | 3.76% | 29.83% |
| 2022 | -8.40% | -4.42% | 4.45% | -12.57% | -1.32% | -8.28% | 12.79% | -5.41% | -9.93% | 4.43% | 5.07% | -7.60% | -29.50% |
| 2021 | -0.49% | -0.09% | 2.77% | 6.83% | -0.89% | 5.63% | 3.78% | 4.12% | -5.82% | 9.11% | 1.34% | 2.50% | 31.80% |
Benchmark Metrics
iShares S&P 500 Growth ETF has an annualized alpha of 2.18%, beta of 1.00, and R2 of 0.93 versus S&P 500 Index. Calculated based on daily prices since May 26, 2000.
- This ETF captured 108.79% of S&P 500 Index gains but only 98.58% of its losses - a favorable profile for investors.
- This ETF generated an annualized alpha of 2.18% 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.
- Alpha
- 2.18%
- Beta
- 1.00
- R²
- 0.93
- Upside Capture
- 108.79%
- Downside Capture
- 98.58%
Expense Ratio
IVW has an expense ratio of 0.18%, which is considered low.
Return for Risk
Risk / Return Rank
IVW ranks 45 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares S&P 500 Growth ETF (IVW) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IVW | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.20 | ||
| Sortino ratioReturn per unit of downside risk | -0.28 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.32 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.95 | 2.46 | -0.50 |
| Martin ratioReturn relative to average drawdown | 7.75 | 10.92 | -3.17 |
Dividends
Dividend History
iShares S&P 500 Growth ETF provided a 0.37% dividend yield over the last twelve months, with an annual payout of $0.50 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.50 | $0.49 | $0.44 | $0.77 | $0.54 | $0.39 | $0.52 | $0.79 | $0.48 | $0.50 | $0.46 | $0.44 |
Dividend yield | 0.37% | 0.40% | 0.43% | 1.03% | 0.92% | 0.46% | 0.82% | 1.63% | 1.28% | 1.30% | 1.51% | 1.51% |
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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.13 | $0.23 | ||||||
| 2025 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.13 | $0.49 |
| 2024 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.13 | $0.44 |
| 2023 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.21 | $0.77 |
| 2022 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.54 |
| 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 | $0.39 |
Drawdowns
Drawdowns Chart
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.
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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 57.33%, occurring on Mar 9, 2009. Recovery took 988 trading sessions.
The current iShares S&P 500 Growth ETF drawdown is 5.48%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -57.33%Mar 2009 | 8y 7mo | 3y 11mo | 12y 6moJul 2000 - Feb 2013 |
Bear market2022 | -32.72%Nov 2022 | 10mo 10d | 1y 3mo | 2y 2moDec 2021 - Mar 2024 |
COVID crash2020 | -31.35%Mar 2020 | 1mo 2d | 2mo 19d | 3mo 21dFeb 2020 - Jun 2020 |
2025 selloff2025 | -22.15%Apr 2025 | 1mo 17d | 2mo 17d | 4mo 4dFeb 2025 - Jun 2025 |
Rate-hike selloffLate 2018 | -20.64%Dec 2018 | 2mo 23d | 4mo | 6mo 23dOct 2018 - Apr 2019 |
Drawdown Indicators
| IVW | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.33% | -56.78% | -0.55% |
Max Drawdown (1Y)Largest decline over 1 year | -13.75% | -9.10% | -4.65% |
Max Drawdown (3Y)Largest decline over 3 years | -22.15% | -18.90% | -3.25% |
Max Drawdown (5Y)Largest decline over 5 years | -32.72% | -25.43% | -7.29% |
Max Drawdown (10Y)Largest decline over 10 years | -32.72% | -33.92% | +1.20% |
Current DrawdownCurrent decline from peak | -5.48% | -3.21% | -2.27% |
Average DrawdownAverage peak-to-trough decline | -17.59% | -10.71% | -6.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.46% | 2.04% | +1.42% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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