IVW S&P 500 Growth ETF

Seeks to track, before fees and expenses, the S&P 500 Growth Index. S&P classifies every stock in the S&P 500 Index into one of three buckets: growth (33%), value (33%), and blend (34%). S&P calculates a value score for every stock using three factors: book value to price ratio, earnings to price ratio, and sales to price ratio. S&P calculates a growth score for every stock using three-year change in EPS over price per share, three-year sales per share growth, and 12 month price momentum. Every stock is then grouped into the three buckets (growth, value, blend) based on the combination of the growth and value scores. The blend bucket includes those stocks that do not have strong growth or value characteristics. The S&P 500 Growth Index includes all stocks in the growth and blend buckets, or about 325 stocks. The selected stocks are weighted using market capitalization. The S&P U.S. Style Indices are rebalanced once a year in December.

$77.23  +0.71 (0.93%)
As of 09/23/2021 16:00:00 EST     IEX book   CBOE book


ETF Information
Sponsor:     iShares
Category1:  US Equity
Category2:  Broad market
Category3:  Large cap
Morningstar category:  Large Growth
Leverage factor:  1.00
Inception date:  05/22/2000
Index tracking method: Passive replication
Current yield:  0.60%
Historical average yield:  1.42%
Market cap:  $36,063,844,000
Average volume:  1,694,989
Fees:     0.1800%

Index Information
S&P 500 Growth Index
Index symbol:  SP500G
Provider:   S&P Dow Jones
Total return index symbol:  SPXGTR
Index weighting:   Market capitalization
Index inception date:  05/30/1992
Backtesting data exists:   No
Number of holdings:  325
Strategy:  Growth investing
Rebalanced:  Annually
Reconstituted:  Annually
Factors used to select securities:

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