IShares Core S&P Growth ETF IUSG constructs a market-cap-weighted portfolio of fast-growing U.S. large-cap stocks with a minuscule fee that should translate into sound category-relative performance. It earns a Morningstar Medalist Rating of Silver. 

The fund replicates the S&P 900 Growth Index, which selects faster-growing large- and mid-cap stocks and weights them by market cap. Its holdings tend to trade at higher multiples than the market, a reflection of their lofty long-term outlooks that’s also a source of risk. These firms may not live up to the expectations embedded in their higher valuations, which could hurt performance. 

U.S. large-cap stocks attract widespread attention and are easy to trade. Their prices quickly reflect new information, so market-cap weighting is sensible for this segment of the market. It harnesses the market’s collective wisdom of each stock’s relative value and should prove tough to beat.

The fund accurately mimics the contours of its average peer. Its sector allocations approximate the Morningstar Category average, except for a slightly larger stake in technology stocks. Its growth tilt aligns with that of its average peer, and it has consistently landed in the large-growth corner of the Morningstar Style Box.

The fund’s low fee, broad representation of the available opportunity set, and low cash drag have provided it with a competitive edge over its peers. The fund outperformed the category average by 1.47 percentage points since adopting its current benchmark at the end of January 2017 through April 2023.

Analyst Rating

Well-diversified exposure to large-growth stocks.

Associate Analyst

Mo'ath Almahasneh

Apple

Microsoft

NVIDIA

Alphabet

Tesla

Amazon

UnitedHealth Group

Exxon Mobil

Eli Lilly

This market-cap weighted portfolio accurately represents the large-growth opportunity set, earning an Above Average Process Pillar rating.

Above Average

Process

BlackRock's industry-leading technology, global footprint, and extensive supporting cast earn an Above Average People Pillar rating. The team employs BlackRock's Aladdin platform to fulfill much of its portfolio management tasks, and global trading desks allow traders to conduct foreign transactions in a cost-effective way.

The iShares index equity team has endured some internal turnover at the top over the past few years. But index-tracking performance should remain tight, thanks to heavily automated processes, a large team of seasoned professionals, and several long-tenured managers who remain at the helm. Amy Whitelaw left the team in February 2023 for another role within the organization. Paul Whitehead replaced Alan Mason as a manager in January 2022, when Mason left to focus on the firm's customized institutional indexing capabilities. The broader index equity group, co-headed by Jennifer Hsui and Paul Whitehead, will continue to oversee iShares equity ETFs.

These managers interact with a wider team of traders and managers around the globe to execute the fund's day-to-day operations. The larger number of managers also limits the impact of personnel turnover when it does occur.

People

BlackRock offers compelling options across asset classes and vehicles. It earns an Above Average rating for Parent. 
The firm’s approximately USD 8 trillion in assets under management, as of Sept. 30, 2022, gives it unparalleled scale and influence. It is a market-leading index fund provider globally, and its iShares exchange-traded fund franchise offers a low-cost lineup of core funds that investors can use to build a well-diversified portfolio for dirt cheap. The firm can be more adventurous in its ETF launches than some peers, so not everything it launches is appropriate for the masses. As a result, it is likely to have more ETF closures than peers that stick to the basic building blocks.  
The firm’s active fixed-income and multi-asset efforts also stand out as some of the best in the industry. Those benefit from BlackRock’s commitment to building a first-class risk management system via its Aladdin analytics software. The software is also available for sale to other firms and has proved to be a popular option for competitors, a testament to its usefulness. 
More recently, the firm has shifted its focus to ESG offerings and incorporating ESG across its investment lineup, leading to a political backlash in the United States.
BlackRock isn’t the best at everything it tries to do, but retail investors, financial advisors, and large institutions could all build robust portfolios using BlackRock’s products.

Parent

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.

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

Making its debut on 07/24/2000, smart beta exchange traded fund iShares Core S&P U.S. Growth ETF (IUSG) provides investors 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?

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

iShares S&P 500 Growth ETF

Invesco S&P 500 Pure Growth ETF

SPDR Portfolio S&P 500 Growth ETF

Vanguard S&P 500 Growth ETF

The S&P 500 notched its 66th all-time high of 2021 and is poised for the second-biggest number of annual records ever - only behind 1995.

5 Growth ETFs to Tap on an Incredible S&P 500 Rally

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

iShares MSCI USA Momentum Factor ETF

Invesco DWA Momentum ETF

Schwab U.S. Small-Cap ETF

Schwab U.S. Large-Cap Growth ETF

SPDR S&P 600 Small Cap ETF

USAA MSCI USA Value Momentum Blend Index ETF

Vanguard S&P Small-Cap 600 ETF

Vanguard Growth ETF

Invesco S&P MidCap Momentum ETF

Here we discuss certain ETF strategies to help investors gain from optimism surrounding the recovering U.S. economy from the pandemic-led slump despite surging delta variant cases.

Tap the Current Market Momentum With These ETF Strategies

Chevron

Enbridge

EOG Resources

Morgan Stanley

Prudential Financial

Regions Financial

SPDR S&P 500 ETF Trust

Suncor Energy

Energy Select Sector SPDR Fund

Financial Select Sector SPDR Fund

The Delta variant has caused outcomes which are very unequal between different communities and countries. The reopening trade faded as concerns of the variant's impact escalated.

Delta Variant: The Market's Got It All Wrong

Fidelity MSCI Materials Index ETF

Industrial Select Sector SPDR Fund

Here we discuss certain ETF strategies to help investors gain from optimism surrounding the Fed's dovish stance amid recovering U.S. economy from the pandemic-led slump.

ETF Strategies to Cheer the Dovish Fed Minutes

This large-cap growth ETF hits a new 52-week high. Are more gains in store for this ETF?

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

Here we discuss certain ETF strategies to help investors gain from the optimism surrounding the expectations of a strong Wall Street run in the second half of 2021.

Try These ETF Strategies to Play the Market Optimism for 2H21

iShares Russell 2000 Growth ETF

Invesco S&P SmallCap 600 Pure Growth ETF

Vanguard Russell 1000 Growth ETF

Q.ai's deep learning algorithms have identified several of the top US Growth Smart Beta ETFs based on fund flows over the last 90-days, 30-days, and 7-days.

Invesco S&P 500 Pure Growth ETF Among Today's US Growth Smart Beta ETFs

Here we discuss some ETF strategies that investors can play amid the upbeat outlook for the U.S. market.

ETF Strategies to Play the Drop in New US COVID-19 Cases

Fidelity Stocks for Inflation ETF

Invesco S&P 500 Momentum ETF

Best And Worst Q1 2021: Large Cap Growth ETFs And Mutual Funds

Global X Artificial Intelligence & Technology ETF

Global X Robotics & Artificial Intelligence ETF

Global X Cybersecurity ETF

Consider these five high-growth ETFs if you want to maximize growth in your 401(k) for retirement.

5 ETFs Perfect to Grow Your 401(k)

JPMorgan BetaBuilders Japan ETF

iShares Core Dividend Growth ETF

iShares Russell 1000 Growth ETF

iShares Morningstar Large-Cap Growth ETF

iShares Morningstar Large Cap Value ETF

WisdomTree Fundamental U.S. Short-Term High Yield Corporate Bond Fund

A new deal between Morningstar and iShares could shake up the growth space.

Preparing For Next ETF Fee War Battle

Growth names have been at the forefront of this new COVID world, and have kept society not only afloat, but growing and transitioning to this new normal. One of the best ways to gain broad exposure to growth stocks without asset-specific risks is through investing in growth ETFs.

Top Growth ETFs For December

iShares Core S&P 500 ETF

Schwab U.S. Large-Cap ETF

Vanguard S&P 500 ETF

Let's look at some ETF strategies to help investors gain from the optimism surrounding the coronavirus vaccine development as the outbreak continues to aggravate.

ETF Strategies to Gain From US Market Optimism

The fund has outperformed the S&P 500 by a significant margin. Investments in technology heavyweights have been paying off.

iShares Core U.S. Growth ETF: Technology Is The Reigning King

Let's look at some ETF strategies to help investors gain from the upbeat U.S. economic data amid the coronavirus crisis.

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