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IVW Ishares S&P 500 Growth ETF (3is8)

Over the last 15 years (2011-062026-07), $10,000 invested in IVW with dividends reinvested grew to $94,69415.98% a year — with a worst peak-to-trough fall of -30.45%. Past performance doesn't predict future results.

Growth of $10,000 · 2011-062026-07 · dividends reinvested

CAGR (annualized return)
15.98%
Volatility (annualized)
15.78%
Worst drawdown
-30.45%
Sharpe ratio
0.92

About IVW

iShares S&P 500 Growth ETF is an exchange-traded fund that seeks to track the performance of the S&P 500 Growth Index, composed of large-capitalization U.S. equities exhibiting strong growth characteristics. The index selects companies from the S&P 500 based on three key growth factors: sales growth, earnings growth, and momentum, providing targeted exposure to firms expected to expand at above-average rates relative to the broader market. Managed passively by BlackRock Fund Advisors, the ETF holds a diversified portfolio typically comprising around 139 to 220 holdings, with modest sector tilts and a slight bias toward mid-cap stocks within the large-cap growth universe. It distributes qualified dividends quarterly and maintains a low expense ratio, making it a cost-effective option for investors seeking balanced access to U.S. large-cap growth stocks. iShares S&P 500 Growth ETF plays a significant role in the equity ETF market, offering a benchmark-aligned vehicle for growth-oriented strategies within domestic large-cap segments.

Put IVW to the test

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Educational use only — not investment advice. Results are hypothetical.Read full disclaimer

This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.

IVW — Ishares S&P 500 Growth ETF (3is8): returns, risk & backtest · Informed Portfolio