IVW: iShares S&P 500 Growth ETF

iShares S&P 500 Growth ETF (IVW) seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit growth characteristics.

IVW ETF Review

Manager
Ticker	IVW
Inception	2000-05-22
MER	0.18%
AUM	$38,186,669,302
Holdings	225
Beta	1.12
P/E	27.74
Yield	0.93%
Distributions	Quarterly

• Exposure to large U.S. companies whose earnings are expected to grow at an above-average rate relative to the market
• Use as a complement to a portfolio’s core holdings
• Low cost and tax efficient

Top 10 IVW Holdings

Popular IVW Comparisons

• IVW vs IVE
• IVW vs IVV
• IVW vs IWF
• IVW vs QQQ
• IVW vs SCHG
• IVW vs SPY
• IVW vs SPYG
• IVW vs VOO
• IVW vs VOOG
• IVW vs VUG

Manager	ETF	Inception	MER	AUM	P/E	Yield	Distributions	1Y	3Y	5Y	10Y	15Y
	SPDV	2017-11-28	0.29%	$62,489,748	12.94	3.95%	Monthly	5.61%	6.50%	6.77%	N/A	N/A
	LRGC	2023-09-19	N/A	$73,520,000	N/A	N/A	Annually	N/A	N/A	N/A	N/A	N/A
	QGRO	2018-09-10	0.29%	$879,726,671	32.59	0.39%	Quarterly	26.43%	8.59%	16.45%	N/A	N/A
	AVUS	2019-09-24	0.15%	$6,094,210,827	17.04	1.40%	Quarterly	14.35%	10.52%	N/A	N/A	N/A
	IVW	2000-05-22	0.18%	$38,186,669,302	27.74	0.93%	Quarterly	38.34%	10.18%	15.71%	14.04%	16.91%
	CGGR	2022-02-22	0.39%	$4,642,000,000	28.64	0.40%	Semi-Annually	30.39%	N/A	N/A	N/A	N/A
	SCHX	2009-11-03	0.03%	$38,141,469,714	25.06	1.37%	Quarterly	20.80%	9.87%	14.06%	12.39%	N/A
	ESGS	2016-06-13	0.35%	$6,514,616	18.95	2.32%	Quarterly	15.75%	13.00%	12.26%	N/A	N/A
	JEPY	2023-09-18	0.99%	$129,540,000	N/A	N/A	Monthly	N/A	N/A	N/A	N/A	N/A
	DFAC	2021-06-14	0.17%	$26,400,000,000	19.18	1.14%	Quarterly	22.79%	9.87%	13.03%	10.72%	15.58%
	FVAL	2016-09-12	0.15%	$698,290,000	14.82	1.69%	Quarterly	15.75%	11.26%	12.39%	N/A	N/A
	FTA	2007-05-08	0.60%	$1,143,008,298	13.89	2.12%	Quarterly	0.29%	10.25%	8.95%	8.30%	13.07%
	ESG	2016-07-13	0.32%	$199,340,000	24.12	1.09%	Quarterly	21.31%	10.29%	14.54%	N/A	N/A
	LRGE	2017-05-22	0.59%	$206,650,000	46.59	N/A	N/A	37.95%	9.27%	16.00%	N/A	N/A
	AUSF	2018-08-24	0.27%	$222,150,000	20.96	1.80%	Semi-Annually	33.28%	15.92%	13.31%	N/A	N/A
	JUST	2018-06-07	0.20%	$331,530,000	24.68	1.34%	Quarterly	20.12%	10.33%	14.08%	N/A	N/A
	QQQ	1999-03-10	0.20%	$250,660,000,000	36.18	0.58%	Quarterly	50.74%	12.49%	21.31%	18.14%	21.36%
	JEPI	2020-05-20	0.35%	$33,000,000,000	24.98	7.85%	Monthly	15.02%	10.62%	N/A	N/A	N/A
	OUSA	2015-07-14	0.48%	$736,478,089	24.16	1.78%	Quarterly	13.26%	10.03%	10.50%	N/A	N/A
	COWZ	2016-12-16	0.49%	$19,893,341,895	8.47	1.93%	Quarterly	15.72%	16.62%	15.42%	N/A	N/A
	NOBL	2013-10-09	0.35%	$11,760,000,000	N/A	2.05%	Quarterly	9.55%	8.72%	10.14%	10.50%	N/A
	SPY	1993-01-22	0.0945%	$491,705,680,000	25.27	1.37%	Quarterly	20.61%	10.91%	14.20%	12.51%	14.64%
	STXG	2022-11-09	0.18%	$52,710,000	35.79	0.54%	Quarterly	29.22%	N/A	N/A	N/A	N/A
	TEQI	2020-08-04	0.54%	$144,600,000	N/A	2.12%	Quarterly	4.15%	10.37%	N/A	N/A	N/A
	MOAT	2012-04-24	0.46%	$12,040,000,000	27.48	0.87%	Annually	15.75%	11.80%	14.46%	12.98%	N/A
	MGK	2007-12-17	0.07%	$13,700,000,000	42.03	0.49%	Quarterly	40.43%	10.27%	18.76%	15.43%	17.02%
	DGRW	2013-05-22	0.28%	$11,953,527,700	24.49	1.72%	Monthly	16.21%	12.52%	14.21%	12.72%	N/A
	JOET	2020-11-17	0.29%	$89,927,599	19.32	1.30%	Quarterly	12.38%	7.97%	N/A	N/A	N/A
Manager	ETF	Inception	MER	AUM	P/E	Yield	Distributions	1Y	3Y	5Y	10Y	15Y

Advice	InvestCAN	InvestRESP	InvestUSA	RetireCAN	RetireMGN
$500.00 CAD $400.00 USD	$199.99 CAD $99.99 CAD	$49.99 CAD $12.99 CAD	$159.99 USD $79.99 USD	$199.99 CAD $99.99 CAD	$12.99 CAD $9.99 USD

 
 
 
 
 
 
 
  
 
 
 
  
 
 
 Rishi Vikram 
 
2024-06-03
 
 
  
Nic is client focused advisor .
Honest advice is rare in today’s world
But Nic gave good ,Simple and to the point information.
  
 
  
 
 
 
  
 
 
 Sunny 
 
2024-02-29
 
 
  
Nic's vast knowledge in financial investments is exceptional. Highly recommended.
  
 
  
 
 
 
  
 
 
 Peter Vigna 
 
2024-01-27
 
 
  
Nic is the best source for financial education on social media best etf recommendations.
  
 
  
 
 
 
  
 
 
 519 Painting 
 
2023-05-01
 
 
  
Nick was a tremendous help with our financial planning for our new company!
  
 
  
 
 
 
  
 
 
 Shiella A 
 
2022-06-30
 
 
  
Nic is professional, intuitive, personable and passionate about his role. We are so gald to have Nic as our financial advisor; our portfolios are well managed and we have been happy with the outcomes over the years. Nic always goes out of his way to help us.

We had a bad experience with our Canada life mortgage broker, his lack of support and responsiveness almost cost our family a great opportunity so we had to move on. We honestly wish Nic was able to handle our mortgage needs as well. This will ensure that all our service needs will be well managed.

Thank you Nic for everything you do!
  
 
  
 
 
 
  
 
 
 Jake Thuss 
 
2022-06-25
 
 
  
Nic is the best financial advisor I have come across in London, Ontario. He knowledgeably helped us with our investments, life insurance and a mortgage.  He is a great financial planner to deal with!
  
 
  
 
 
 
  
 
 
 John Vella 
 
2021-06-10
 
 
  
This was my first experience with a financial planner. Nic took the time to explain everything to me. He is very patient and thorough. We talked about my goals and plans for retirement. We also talked about my comfort level when it comes to the the ups and downs of investing.
I felt very comfortable with Nic. He is down to earth and very knowledgeable.
I would highly recommend Nic to anyone needing a financial planner.
I feel much more comfortable with my investment plan because of Nic and look forward to working with him for all my investment needs.
  
 
  
 
 
 
  
 
 
 Jimal Isovski 
 
2021-05-11
 
 
  
My experience dealing with Nic was flawless. He was extremely informative, supportive and organized when dealing with all my questions and investments. He truly looks out for his clients and does whatever it takes to go above and beyond for their success.
  
 
  
 
 
 
  
 
 
 Karen Campbell 
 
2021-05-10
 
 
  
Nic always has your best interest in mind. Very knowledgeable, respectful of your time and very keen. Trust-worthy too.