iShares Core S&P U.S. Growth ETF: Performance and Costs Reviewed

The iShares Core S&P U.S. Growth ETF shows a 1.74% YTD gain and a strong 28.62% increase over the last year. With a low expense ratio of 0.04%, this ETF is appealing for growth investors. Performance metrics indicate it could positively impact stock prices of its holdings.

Date: 25-02-2025

AI Rating: 7

Performance Overview: The iShares Core S&P U.S. Growth ETF (IUSG) has performed well, recording a year-to-date gain of approximately 1.74% and a significant increase of 28.62% over the last 12 months, as of February 24, 2025. This positive performance can attract more investors, potentially driving up stock prices for the underlying assets.

Expense Ratios: The ETF has an operating expense of 0.04%, which is comparatively low within this sector. This cost efficiency can contribute to better long-term returns, enhancing the attractiveness of IUSG and its constituents, which include major tech firms known for robust performance.

Sector Allocation: With 37.70% of its portfolio allocated to Information Technology, IUSG's performance could be heavily influenced by the technology sector's overall market conditions. Key holdings such as Nvidia Corp (NVDA), Apple Inc (AAPL), and Microsoft Corp (MSFT) account for a significant portion of the ETF, meaning their performance directly impacts IUSG's attractiveness among investors.

Risk and Volatility: The fund has a beta of 1.07, indicating its volatility compared to the market is slightly above average. This level of risk might deter more risk-averse investors but can appeal to those looking for higher returns, possibly affecting stock prices of the underlying holdings positively if they outperform the broader market.

Overall, the iShares Core S&P U.S. Growth ETF has demonstrated strong performance metrics, low costs, and a significant allocation to the technology sector, factors that could positively influence stock prices of its major holdings.

Stocks: IUSG NVDA AAPL MSFT