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iShares Core S&P U.S. Growth ETF

IUSG tracks an index of US large- and mid-cap growth stocks. The index selects from stocks ranked 1-3000 by market cap based on fundamental growth factors.

The iShares Core S&P U.S. Growth ETF (IUSG) made its debut on 07/24/2000, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - All Cap Growth category of the market.

Is iShares Core S&P U.S. Growth ETF (IUSG) a Strong ETF Right Now?

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iShares Core S&P U.S. Growth ETF (IUSG) implements S&P Growth Index methodology in the S&P 900. IUSG has a very concentrated portfolio, with 47.6% of assets in technology and 58.7% in its top 10 holdings. IUSG has outperformed a large and mid-cap benchmark since 2010, but it has been lagging a number of popular growth funds.

IUSG: Growth ETF Underperforming Its Peers

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iShares Core S&P U.S. Growth ETF seeks to replicate the S&P 900 Growth Index, with 483 constituents and $18.6 billion in assets. IUSG has a low expense ratio and bid/ask spread, but has underperformed the S&P 500 recently. Nevertheless, and possibly by coincidence, the fund's current portfolio construction suggests a strong IRR potential of over 12%.

IUSG: A Growth ETF With An Impressive 12% IRR Potential

The iShares Core S&P US Growth ETF has a high exposure to technology stocks and has outperformed the broader market. IUSG's exposure to technology stocks has increased significantly, making up nearly half of its portfolio. However, IUSG's performance has lagged behind other large-cap growth funds, likely due to its inclusion of mid-cap stocks.

IUSG: Pick Other Large-Cap Growth Funds Instead

iShares Core S&P U.S. Growth ETF implements a systematic strategy based on six valuation and growth metrics. Like most large-cap growth funds, the IUSG ETF is overweight in technology and in its top holdings. Quality metrics are attractive, yet IUSG has underperformed popular growth funds over the last 10 years.

IUSG: Large-Cap Growth ETF Lagging The Competition

For investors seeking momentum, iShares Core S&P U.S. Growth ETF IUSG is probably on the radar. The fund just hit a 52-week high and is up 39% from its 52-week low of $81.93 per share.

Large-Cap Growth ETF (IUSG) Hits New 52-Week High

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Many ETFs in the growth space are hitting new highs. This is because growth funds generally tend to outperform during an uptrend.

Here's Why Growth ETFs are Scaling New Highs

iShares Core S&P U.S. Growth ETF is a growth-focused ETF holding close to 500 growth stocks, including big tech companies. The fund's performance this year has been driven by multiple expansion rather than earnings growth, raising concerns about valuations. Apple and Microsoft, the top holdings of IUSG, have seen significant stock performance from P/E expansion rather than earnings growth.

IUSG: Strong Sentiment But Stretched Valuations

iShares Core S&P U.S. Growth ETF may be vulnerable in the short term and past its cycle prime. The IUSG ETF offers low-cost exposure to a broad range of U.S. growth stocks and has outperformed the S&P 500 Index over the past decade. However, the fund's portfolio is heavily concentrated at the top and has significant exposure to the technology sector, which could amplify potential gains and losses.

IUSG: Past Its Prime

iShares Core S&P US Value ETF

iShares Core S&P U.S. Value ETF and iShares Core S&P U.S. Growth ETF are supposed to represent different areas of the market but overlap on some unexpected names. The ETFs may not accurately reflect what is expected, with some growth names included in the value-oriented portfolio and vice versa, potentially distorting the picture of what should be represented. The ETFs offer diversified portfolios with low expense ratios of 0.04% and may still produce strong results over the long term.

IUSV And IUSG: Value And Growth ETFs Showing Overlap

The iShares Core S&P U.S. Growth ETF has a strong growth profile and high exposure to the information technology sector, which should benefit from various secular growth trends. Despite a poor 2022, the fund has regained some ground and has outperformed the S&P 500 index in the past 10 years. Although IUSG's valuation is slightly overvalued, its growth prospects make it a good long-term investment, especially on any fund price weaknesses.

IUSG: You Should Accumulate On Any Share Price Weaknesses

IUSG is an ETF that tracks the S&P 900 Growth Index. This fund uses a representative sampling technique to own about half the stocks in that index.

IUSG: Goes Beyond The S&P 500, But That's A Double-Edged Sword

The declines in the IUSG were in our opinion more modest than deserved. With discount rates rising driven by risk free rates and not the equity risk premium, but also inflation and recessionary pressures pushing against demand, these stocks are dangerous.

IUSG Probably Deserved Worse Than It Got

Earnings season has not been unkind to big tech so far, with decent results given the macroeconomic backdrop indicating that for now, the hammer hasn't fallen. However, we still worry about the state of the economy and think that upside is limited in big tech while those concerns linger.

IUSG Is A Big Tech Bet

For IUSG, a top-heavy bet on the U.S. growth bellwethers, April 2022 had appeared to be the toughest since inception as higher interest rates were denting growth premia. 1Q22 earnings of tech behemoths failed to prop up investor sentiment.

IUSG: Beware Of Risks As Higher Rates Dent Growth Premia

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I had rated the iShares Core U.S. Growth ETF as bullish in November 2020, a recommendation that has paid off with the ETF's price has gained 36% since then.

IUSG: Good For The Long-Term; Vulnerable In The Short

IUSG is trading at high price/book and price/earnings ratios. The implied cost of equity is quite low; lower than you would expect from the average U.S. equity.

IUSG: Upward March Likely To Continue As Tech And Consumer Stocks Continue To Perform

IUSG is trading at close to fair value, albeit with some further upside potential. While IUSG has not outperformed funds like QQQ, it has outperformed SPY historically (post dot-com boom).

IUSG: Growth Stocks Are Still Well Positioned

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News for iShares Core S&P U.S. Growth ETF ETF (IUSG)