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
US4642873099
464287309
May 22, 2000
North America (U.S.)
1x
S&P 500/Citigroup Growth Index
Large-Cap
Growth
Share Price Chart
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Performance
Performance Chart
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.
Returns By Period
iShares S&P 500 Growth ETF had a return of 31.37% year-to-date (YTD) and 37.39% in the last 12 months. Over the past 10 years, iShares S&P 500 Growth ETF had an annualized return of 14.76%, outperforming the S&P 500 benchmark which had an annualized return of 11.11%.
IVW
31.37%
1.52%
14.22%
37.39%
17.09%
14.76%
^GSPC (Benchmark)
23.08%
0.10%
10.70%
30.05%
13.52%
11.11%
Monthly Returns
The table below presents the monthly returns of IVW, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.85% | 7.21% | 2.07% | -3.79% | 6.60% | 6.95% | -1.35% | 2.16% | 2.83% | -0.67% | 31.37% | ||
| 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% | -7.63% | -29.52% |
| 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% |
| 2020 | 2.26% | -6.80% | -10.29% | 14.25% | 5.96% | 4.09% | 7.13% | 9.44% | -4.78% | -2.77% | 9.51% | 4.00% | 33.19% |
| 2019 | 7.40% | 4.10% | 2.67% | 3.95% | -5.26% | 6.05% | 1.19% | -0.77% | 0.37% | 1.72% | 3.42% | 2.89% | 30.77% |
| 2018 | 7.13% | -2.06% | -2.98% | 0.24% | 4.32% | 0.57% | 3.43% | 4.80% | 0.78% | -8.07% | 1.39% | -8.47% | -0.21% |
| 2017 | 2.92% | 4.07% | 1.16% | 1.97% | 2.82% | -0.40% | 2.61% | 1.43% | 1.08% | 3.29% | 2.75% | 0.71% | 27.21% |
| 2016 | -5.17% | -0.74% | 6.72% | -1.18% | 2.55% | -0.31% | 4.61% | -0.34% | 0.43% | -2.10% | 1.21% | 1.45% | 6.81% |
| 2015 | -1.66% | 5.98% | -1.70% | 0.49% | 1.77% | -1.97% | 3.69% | -6.14% | -2.31% | 9.45% | 0.17% | -1.60% | 5.36% |
| 2014 | -2.94% | 5.22% | -0.68% | 0.16% | 3.28% | 2.21% | -1.26% | 4.25% | -1.00% | 2.78% | 3.11% | -1.02% | 14.64% |
| 2013 | 3.95% | 1.18% | 3.83% | 2.03% | 2.31% | -1.92% | 5.29% | -2.35% | 3.87% | 4.72% | 2.70% | 3.18% | 32.50% |
Expense Ratio
IVW has an expense ratio of 0.18%, which is considered low compared to other funds.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IVW is 70, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares S&P 500 Growth ETF (IVW) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares S&P 500 Growth ETF provided a 0.52% dividend yield over the last twelve months, with an annual payout of $0.52 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.52 | $0.77 | $0.52 | $0.39 | $0.52 | $0.79 | $0.48 | $0.50 | $0.46 | $0.44 | $0.38 | $0.36 |
Dividend yield | 0.52% | 1.03% | 0.89% | 0.46% | 0.82% | 1.63% | 1.28% | 1.30% | 1.51% | 1.51% | 1.37% | 1.45% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.30 | |
| 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 | $0.14 | $0.52 |
| 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 |
| 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 | $0.52 |
| 2019 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.30 | $0.79 |
| 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 | $0.48 |
| 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 | $0.50 |
| 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 | $0.46 |
| 2015 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.13 | $0.44 |
| 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 | $0.38 |
| 2013 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.10 | $0.36 |
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.
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.
The current iShares S&P 500 Growth ETF drawdown is 2.78%.
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 | 216 | Nov 3, 2022 | 331 | Mar 1, 2024 | 547 |
| -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
Volatility Chart
The current iShares S&P 500 Growth ETF volatility is 5.50%, 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.