ETF overview
IWY is a solid mega-cap ETF, holding a portfolio of growth stocks chosen from the 200 largest US companies in the Russell Top 200 Index. Stocks are selected and weighted based on two main growth factors: medium-term growth forecasts and historical sales per share growth. The index follows Russell's style methodology, which causes IWY to tilt heavier in technology, while comparatively reducing its financials exposure. These sector tilts make IWY somewhat less volatile and thus, appealing to investors looking for a more stable mega-cap growth fund. Notably, instead of replicating the index, the fund uses a representative sampling indexing strategy. The index is reconstituted and rebalanced on an annual basis.
Fund facts
- Expense ratio
- 0.20%
- Fund assets
- 15.83B USD (all share classes)
- Issuer
- iShares
- Inception date
- Sep 22, 2009
- Number of holdings
- 101
Breakdown
Holdings (101)
| Name | Ticker | Weight |
|---|---|---|
| NVIDIA | NVDA | 14.84% |
| APPLE | AAPL | 8.19% |
| MICROSOFT | MSFT | 6.33% |
| ALPHABET CLASS A | GOOGL | 6.08% |
| BROADCOM INC | AVGO | 5.16% |
| ALPHABET CLASS C | GOOG | 4.90% |
| META PLATFORMS CLASS A | META | 4.48% |
| TESLA INC | TSLA | 3.68% |
| MICRON TECHNOLOGY | MU | 3.59% |
| ELI LILLY | LLY | 3.54% |
| and 88 more | ||
Similar ETFs
- iShares Russell 1000 Growth ETFIWF · Overlap 90% · Expense ratio 0.18%
- North Square Growth Opportunities ETFNSIG · Overlap 89% · Expense ratio 0.38%
- Vanguard Russell 1000 Growth ETFVONG · Overlap 89% · Expense ratio 0.06%
- Goldman Sachs MarketBeta Russell 1000 Growth Equity ETFGGUS · Overlap 88% · Expense ratio 0.12%
- Fidelity Enhanced Large Cap Growth ETFFELG · Overlap 80% · Expense ratio 0.18%
- iShares Russell 1000 Growth UCITS ETFR1GR.L · Overlap 90% · Expense ratio 0.18%
- T. Rowe Price Growth Stock ETFTGRW · Overlap 78% · Expense ratio 0.52%
- Vanguard Morningstar Mega Cap Growth ETFMGK · Overlap 77% · Expense ratio 0.05%
Overlap is the share of assets the two funds hold in common.
Historical returns do not guarantee future returns. This is not investment advice.
- Expense ratio
- 0.20%
- Fund assets
- 15.83B USD (all share classes)
- Issuer
- iShares
- Inception date
- Sep 22, 2009
- Number of holdings
- 101
| Name | Ticker | Weight |
|---|---|---|
| NVIDIA | NVDA | 14.84% |
| APPLE | AAPL | 8.19% |
| MICROSOFT | MSFT | 6.33% |
| ALPHABET CLASS A | GOOGL | 6.08% |
| BROADCOM INC | AVGO | 5.16% |
| ALPHABET CLASS C | GOOG | 4.90% |
| META PLATFORMS CLASS A | META | 4.48% |
| TESLA INC | TSLA | 3.68% |
| MICRON TECHNOLOGY | MU | 3.59% |
| ELI LILLY | LLY | 3.54% |
| and 88 more | ||
IWY is a solid mega-cap ETF, holding a portfolio of growth stocks chosen from the 200 largest US companies in the Russell Top 200 Index. Stocks are selected and weighted based on two main growth factors: medium-term growth forecasts and historical sales per share growth. The index follows Russell's style methodology, which causes IWY to tilt heavier in technology, while comparatively reducing its financials exposure. These sector tilts make IWY somewhat less volatile and thus, appealing to investors looking for a more stable mega-cap growth fund. Notably, instead of replicating the index, the fund uses a representative sampling indexing strategy. The index is reconstituted and rebalanced on an annual basis.
- iShares Russell 1000 Growth ETFIWF · Overlap 90% · Expense ratio 0.18%
- North Square Growth Opportunities ETFNSIG · Overlap 89% · Expense ratio 0.38%
- Vanguard Russell 1000 Growth ETFVONG · Overlap 89% · Expense ratio 0.06%
- Goldman Sachs MarketBeta Russell 1000 Growth Equity ETFGGUS · Overlap 88% · Expense ratio 0.12%
- Fidelity Enhanced Large Cap Growth ETFFELG · Overlap 80% · Expense ratio 0.18%
- iShares Russell 1000 Growth UCITS ETFR1GR.L · Overlap 90% · Expense ratio 0.18%
- T. Rowe Price Growth Stock ETFTGRW · Overlap 78% · Expense ratio 0.52%
- Vanguard Morningstar Mega Cap Growth ETFMGK · Overlap 77% · Expense ratio 0.05%
Overlap is the share of assets the two funds hold in common.
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