NVIDIA

Apple

Microsoft

Amazon

Alphabet

Tesla

Broadcom

Eli Lilly

iShares S&P 500 Growth ETF

IVW tracks an index of large-cap US stocks. The index selects stocks with growth characteristics from the S&P 500 Index, based on three growth factors.

IVW, with ~$56 billion AUM and a 0.18% expense ratio, offers exposure to large-cap U.S. growth stocks. The ETF has a 50.94% tech sector concentration, with significant holdings in NVIDIA, Apple, and Microsoft. Risks related to uncertainty in AI implementation success and potential overvaluation make growth funds such as this unattractive.

IVW: Why I Don't Like Growth Right Now

WisdomTree International Hedged Quality Dividend Growth Fund

iShares S&P 500 Value ETF

Global X Lithium & Battery Tech ETF

Invesco QQQ

SPDR S&P 600 Small Cap Growth ETF

Vanguard Growth ETF

The best growth ETFs offer exposure to higher-risk, higher-reward stocks while limiting the risk of a single stock torpedoing your returns.

6 Best Growth ETFs to Buy Now

ProShares Bitcoin Strategy ETF

iShares Core Dividend Growth ETF

First Trust Water ETF

iShares Core S&P 500 ETF

YieldMax MSFT Option Income Strategy ETF

YieldMax NVDA Option Income Strategy ETF

Roundhill Innovation-100 0DTE Covered Call Strategy ETF

Hoya Capital High Dividend Yield ETF

Schwab US Dividend Equity ETF

YieldMax Magnificent 7 Fund of Option Income ETF

YieldMax Universe Fund of Option Income ETFs

My investment strategy focuses on generating income from dividends and distributions, supplemented by writing covered calls and cash-secured puts. More broadly, I hold a mix of high-yield and dividend-growth investments, with the approach of both receiving high cash flow and seeing it grow over time as well. With my ETF approach, there are funds that fit both of these categories, some really "boring" names and then those that get more interesting in the "reaching-for-yield" category.

A Look At My 10 ETF Holdings

iShares Russell 1000 Growth ETF

With the increased possibility of market volatility due to the upcoming U.S. Presidential elections and the tendency of the market to overreact to uncertainties, resulting in significant sell-offs, investing in defensive ETFs is a smart play.

Bull Run at Risk? Shield Your Portfolio With These ETFs

Designed to provide broad exposure to the Large Cap Growth segment of the US equity market, the iShares S&P 500 Growth ETF (IVW) is a passively managed exchange traded fund launched on 05/22/2000.

Should iShares S&P 500 Growth ETF (IVW) Be on Your Investing Radar?

TCW ARTIFICIAL INTELLIGENCE ETF

Avantis U.S. Small Cap Value ETF

WisdomTree Japan Hedged Equity Fund

Eaton Vance Floating-Rate ETF

American Century Focused Dynamic Growth ETF

iShares Russell 2000 Growth ETF

Parametric Equity Premium Income ETF

Global X U.S. Infrastructure Development ETF

I know many people have not looked at their portfolios or portfolio statements since the beginning of the summer (or perhaps longer). Upon review they might see the iShares S&P 500 Growth (IVW) was up approximately 25% for the year as of mid-September.

Positioning Equity Portfolios for Q4

Schwab U.S. Large-Cap Growth ETF

Inflation in the United States increases at the slowest pace in three years in August. Investors seeking to capitalize on this trend could invest in growth ETFs.

5 Growth ETFs to Buy as Inflation Drops to a 3-Year Low

Blackrock Flexible Income ETF

Blackrock US Equity Factor Rotation ETF

iShares MSCI EAFE Growth ETF

iShares MSCI EAFE Value ETF

Heading into a seasonally weak period can be cause for reviewing ETF exposures. Indeed, last week, the BlackRock Target Allocation Team, which runs model portfolios followed by many advisors, did just that.

Why BlackRock Now Likes International Value

The best growth ETFs offer exposure to higher-risk, higher-reward stocks while lessening the risk of a single stock torpedoing your returns.

6 Best Growth ETFs To Buy Now

iShares S&P 500 Growth ETF invests in large U.S. companies with above-average earnings growth. The portfolio consists of 231 holdings, with a focus on technology and communication services. A valuation of IVW suggests a potential IRR of just under 10% per year, making IVW somewhat attractive, but ultimately likely in the region of "fair value".

IVW: A Fairly Valued Growth Fund With 9% IRR Potential

iShares U.S. Home Construction ETF

iShares Russell 2000 ETF

JPMorgan Active Small Cap Value ETF

SPDR S&P Regional Banking ETF

Amplify Junior Silver Miners ETF

ProShares Russell 2000 Dividend Growers ETF

SPDR SSGA US Small Cap Low Volatility Index ETF

SPDR S&P 500 ETF Trust

iShares US Small Cap Value Factor ETF

Vanguard Value ETF

Consumer Staples Select Sector SPDR Fund

Friday's disappointing jobs report has put a huge damper on economic sentiment for the moment. Goldman Sachs has bumped up the odds of a recession from 10% to 25% over the next 12 months.

The Great Rotation: Just Getting Started?

Genesis Energy

Turkcell Iletisim Hizmetleri A.S.

Finding undervalued growth stocks in the middle of a bull market is no easy task. By definition, they are investments rising in value over time.

3 Undervalued Gems Poised for 100% Gains in 18 Months

iShares Core U.S. Aggregate Bond ETF

Invesco Senior Loan ETF

Vanguard Total Bond Market ETF

Alpha Architect 1-3 Month Box ETF

Fidelity Total Bond ETF

Fidelity Wise Origin Bitcoin Fund

iShares Bitcoin Trust

Janus Henderson AAA CLO ETF

JPMorgan Ultra-Short Income ETF

PIMCO Enhanced Short Maturity Active ETF

iShares 0-3 Month Treasury Bond ETF

VanEck Vectors Semiconductor ETF

iShares PHLX Semiconductor ETF

SPDR Portfolio S&P 500 ETF

 SPDR Blackstone Senior Loan ETF

iShares 20+ Year Treasury Bond ETF

Global X Uranium ETF

iShares Broad USD High Yield Corporate Bond ETF

Vanguard S&P 500 ETF

Utilities Select Sector SPDR Fund

Markets steadily march on to record highs, as Q2 2024 wraps up. Many patterns that emerged earlier in the year once again prevailed through the fog of geopolitical and rate uncertainty.

The ETF Flowdown: Q2 2024

Johnson & Johnson

In a challenging market, I recommend a defensive strategy focused on quality stocks at deep-value prices. High S&P 500 valuations suggest subdued returns, emphasizing cautious investing. The AI-driven rally has skewed expectations, benefiting a few stocks. Despite early underperformance, I believe in the long-term potential of value investing based on historical trends. Focus on companies with strong fundamentals, consistent dividends, and growth potential. This approach offers stability and outperformance in a demanding investment landscape.

Buying Value The Smart Way - 3 Fantastic Dividend Stocks To Buy Now

iShares iBoxx $ Investment Grade Corporate Bond ETF

During LSEG Lipper's fund-flows week that ended June 12, 2024, investors were overall net purchasers of fund assets (including both conventional funds and ETFs) for the seventh week in eight, adding a net $6.3 billion. Equity funds (-$19.8 billion), mixed-assets funds (-$352 million), and commodities funds (-$60 million) reported outflows. General domestic taxable fixed income funds (+$119 million), alternative bond funds (+$62 million), and high yield funds (+$30 million) were the only taxable fixed income subgroups to observe inflows over the week.

U.S. Weekly FundFlows Insight Report: S&P 500 Index Funds See Largest Weekly Outflow On Record

iShares Russell Top 200 Growth ETF

SPDR Portfolio S&P 500 Growth ETF

Vanguard S&P 500 Growth ETF

While the rally has been broad-based, growth stocks are the clear winners. Growth funds generally tend to outperform during an uptrend, pushing many ETFs to new all-time highs.

Spread of Growth ETFs at New All-Time Highs

iShares MSCI EAFE ETF

iShares Core MSCI Emerging Markets ETF

iShares Investment Grade Bond Factor ETF

The BlackRock Target Allocation Team, which runs model portfolios followed by many advisors, turned even more bullish this week. Indeed, the current allocation to stocks is the highest it has been since 2021.

BlackRock Favoring Growth Heading Into Second Half

Grayscale Bitcoin Trust

SPDR Gold Trust

iShares MSCI USA Quality Factor ETF

Vanguard Information Technology ETF

We have highlighted five ETFs that are beating the S&P 500 Index in the year-to-date time frame and are popular with large AUMs, say more than $20 billion.

5 Multi-Billion Dollar ETFs Beating the S&P 500 YTD

ConocoPhillips

Energy Select Sector SPDR Fund

You don't need to gamble on tiny ETFs with scant assets to beat the S&P 500. Turns out you can do it just fine with massive ones.

Eight Massive ETFs With Billions In Assets Are Beating The S&P 500

Inflation in the United States cooled down for the first time in six months, sparking new bets on Fed rate cuts as soon as September. Investors seeking to capitalize on this trend could invest in growth ETFs.

Growth ETFs to Buy as Easing Inflation Fuels Rate Cut Bets

Antero Midstream Partners

CME Group

Canadian Natural Resources

Franco-Nevada C

Prologis

Texas Pacific Land Trust

In this article, I start by highlighting the importance of being aware of the impact of inflation on long-term returns in portfolios. The chart comparing the performance of growth and value stocks shows a steady downtrend since 2007, however, I believe this trend may be reversing. I recommend focusing on undervalued companies with strong fundamentals, inflation-resistant business models, and prioritizing dividends in order to position for potential long-term outperformance.

That One Important Chart Dividend Investors Need To Watch

Caterpillar

Cboe Global Markets

Danaher

Intercontinental Exchange

Rexford Industrial Realty

Republic Services

Union Pacific

Vici Properties

Waste Management

Zoetis

Short-term bonds currently yield more than stocks, indicating a shift in the investment environment. Investors should focus on companies with healthy balance sheets, pricing power, and that are trading below their fair value. We suggest several favorite wide-moat dividend businesses.

Suddenly, There's An Alternative - The Important Case For Wide Moat Dividend Stocks

iShares S&P 500 Growth ETF selects and weights S&P 500 stocks based on value and growth metrics. The IVW ETF is very concentrated in information technology and in its top holdings. Not only growth rates, but also quality metrics look attractive.

IVW: Growth ETF Lagging Its Peers

Since October, Wall Street has been on a winning streak, defying concerns about various economic factors. However, although stocks wavered to start Q2, the Fed affirmed that the U.S. central bank will cut rates this year.

Should You Buy S&P 500 ETFs Now & Hold?

Fidelity Investments is planning to charge investors a $100 servicing fee when placing buy orders on exchange-traded funds issued by nine firms.

Fidelity to charge $100 servicing fee on some ETFs

News for iShares S&P 500 Growth ETF ETF (IVW)