iShares Russell 1000 Growth ETF
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- Description
- Performance
- Comps
Fundamentals
Valuation
Rating
The iShares Russell 1000 Growth Index Fund seeks investment results that correspond to the price and yield performance of the large cap growth sector of the U.S. stock market, as represented by the Russell 1000 Growth Index. |
Category | US Equities |
Fund Sponsor | Barclays Global Investors |
Website | www.ishares.com |
Inception date | May 22, 2000 |
Assets (mns) | $65,441 |
Currency | USD |
Expense ratio | 19 bp |
Distributions | Quarterly |
Regulation | Open-Ended Fund |
Custodian | State Street Bank & Trust |
Weighting | Multi-Factor |
Index replication | Full |
Uses derivatives | No |
Options available | Yes |
No. of constituents | 454 |
Wgt avg mkt cap (mns) | $751,281 |
Large cap (>$10bn) | 97.0% |
Mid cap ($2-10bn) | 2.5% |
Small cap (<$2bn) | 0.0% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
APPLE INC | 11.9 % |
MICROSOFT CORP | 8.9 % |
AMAZON.COM INC | 7.4 % |
3.5 % | |
TESLA MOTORS INC | 3.4 % |
ALPHABET INC. CLASS A | 2.3 % |
ALPHABET INC. CLASS C | 2.3 % |
VISA INC-CLASS A SHARES | 1.8 % |
NVIDIA CORP | 1.7 % |
PAYPAL HOLDINGS INC | 1.6 % | Total | 44.7 % |
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UNITED STATES | 97.8 % |
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IRELAND | 1.0 % |
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BRITAIN | 0.6 % |
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LUXEMBOURG | 0.3 % |
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BRAZIL | 0.1 % |
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BERMUDA | 0.0 % |
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CHINA | 0.0 % |
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CAYMAN ISLANDS | 0.0 % |
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CANADA | 0.0 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
38.2% | 38.2% | 20.8% | 17.0% | 6.7% |
versus... | Beta | R-squared |
S&P500 | 1.03 | 95% |
MSCI EAFE | 0.91 | 75% |
MSCI Emg. Mkts. | 0.74 | 62% |
Recent close | $249.11 |
30d moving avg. | $240.57 |
Annualized volatility | 19.8% |
Short interest (ETF) | 1.1% |
Short interest (Underlying) | 2.8% |
Relative strength (RSI) | 67 |
Avg. volume (thou.) | 1,584 |
Turnover | 0.6% |
Bid/Ask (% of price) | 0.02% |
ADV underlying (mns) | $208,879 |
FINDING ALTERNATIVE FUNDS
Below is a list of 99 potential alternatives to the iShares Russell 1000 Growth ETF ETF based on the alternatives' overlap in portfolio holdings with IWF. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | IWF | Expense: | 19 bp | ALTAR Score™: | 3.4% |
Ticker | Fund Name |
Overlap1 vs IWF (%) |
Expense ratio (bp) |
Savings vs IWF (bp) |
ALTAR Score™ (%) |
ALTAR vs IWF (%) |
VONG | Vanguard Russell 1000 Growth Index Fund | 95.6 | 8 | 11 | 3.5 | +0.1 |
ESGV | Vanguard ESG U.S. Stock ETF | 85.7 | 12 | 7 | 4.5 | +1.1 |
IWY | iShares Russell Top 200 Growth ETF | 81.3 | 20 | -1 | 3.5 | +0.1 |
IUSG | iShares Core S&P US Growth ETF | 79.7 | 4 | 15 | 3.6 | +0.2 |
VOOG | Vanguard S&P 500 Growth ETF | 79.3 | 10 | 9 | 3.9 | +0.5 |
VUG | Vanguard Growth Index Fund | 79.2 | 4 | 15 | 3.5 | +0.1 |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 78.4 | 4 | 15 | 3.6 | +0.2 |
IVW | iShares S&P 500 Growth ETF | 78.4 | 18 | 1 | 3.5 | +0.1 |
SCHG | Schwab U.S. Large-Cap Growth ETF | 74.8 | 4 | 15 | 3.1 | -0.3 |
MGK | Vanguard Mega Cap Growth ETF | 70.5 | 7 | 12 | 3.6 | +0.2 |
XOUT | GraniteShares XOUT U.S. Large Cap ETF | 68.6 | 60 | -41 | 3.6 | +0.2 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 68.6 | 12 | 7 | 4.0 | +0.6 |
TMFC | Motley Fool 100 Index ETF | 66.5 | 50 | -31 | 3.0 | -0.4 |
IETC | iShares Evolved U.S. Technology ETF | 64.3 | 18 | 1 | 3.4 | 0.0 |
ONEQ | Fidelity Nasdaq Composite Index Tracking Stock | 64.2 | 21 | -2 | 2.8 | -0.6 |
BKLC | BNY Mellon US Large Cap Core Equity ETF | 62.6 | 0 | 19 | 4.4 | +1.0 |
OEF | iShares S&P 100 ETF | 62.0 | 20 | -1 | 4.2 | +0.8 |
SPXN | ProShares S&P 500 Ex-Financials ETF | 61.9 | 27 | -8 | 4.3 | +0.9 |
IWL | iShares Russell Top 200 ETF | 61.9 | 15 | 4 | 4.4 | +1.0 |
IQSU | IQ Candriam ESG US Equity ETF | 61.6 | 9 | 10 | 4.5 | +1.1 |
MGC | Vanguard Mega Cap Index Fund | 61.5 | 7 | 12 | 4.6 | +1.2 |
QYLD | Global X NASDAQ 100 Covered Call ETF | 61.2 | 60 | -41 | 3.1 | -0.3 |
QYLG | Global X Nasdaq 100 Covered Call & Growth ETF | 61.2 | 60 | -41 | 3.1 | -0.3 |
NUSI | Nationwide Risk-Managed Income ETF | 61.2 | 68 | -49 | 3.1 | -0.3 |
QQQM | Invesco NASDAQ 100 ETF | 61.2 | 15 | 4 | 3.5 | +0.1 |
QQQ | Invesco QQQ Trust | 61.2 | 20 | -1 | 3.4 | +0.0 |
SPUS | SP Funds S&P 500 Sharia Industry Exclusions ETF | 60.9 | 49 | -30 | 3.4 | -0.0 |
XLG | Invesco S&P 500 Top 50 ETF | 60.4 | 20 | -1 | 4.0 | +0.6 |
HIPR | Direxion High Growth ETF | 60.0 | 40 | -21 | 3.8 | +0.4 |
IGM | iShares Expanded Tech Sector ETF | 59.7 | 46 | -27 | 3.3 | -0.1 |
XVV | iShares ESG Screened S&P 500 ETF | 59.6 | 8 | 11 | 4.9 | +1.5 |
PBP | Invesco S&P 500 BuyWrite ETF | 59.2 | 49 | -30 | 4.3 | +0.9 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 59.1 | 7 | 12 | 4.5 | +1.1 |
PBUS | Invesco PureBeta MSCI USA ETF | 59.0 | 4 | 15 | 4.6 | +1.2 |
SCHX | Schwab U.S. Large-Cap ETF | 58.5 | 3 | 16 | 4.6 | +1.2 |
SPXE | ProShares S&P 500 Ex-Energy ETF | 58.4 | 27 | -8 | 4.6 | +1.2 |
EFIV | SPDR S&P 500 ESG ETF | 58.3 | 10 | 9 | 4.6 | +1.2 |
SNPE | Xtrackers S&P 500 ESG ETF | 58.3 | 10 | 9 | 4.6 | +1.2 |
IWB | iShares Russell 1000 ETF | 58.3 | 15 | 4 | 4.5 | +1.1 |
VV | Vanguard Large-Cap Index Fund | 58.2 | 4 | 15 | 4.6 | +1.2 |
XYLG | Global X S&P 500 Covered Call & Growth ETF | 58.0 | 60 | -41 | 4.4 | +1.0 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 58.0 | 2 | 17 | 4.6 | +1.2 |
JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 57.8 | 20 | -1 | 4.6 | +1.2 |
SPY | SPDR S&P 500 ETF Trust | 57.6 | 9 | 10 | 4.7 | +1.3 |
IVV | iShares Core S&P 500 ETF | 57.5 | 3 | 16 | 4.7 | +1.3 |
SPLG | SPDR Portfolio Large Cap ETF | 57.5 | 3 | 16 | 4.7 | +1.3 |
SCHK | Schwab 1000 Index ETF | 57.5 | 5 | 14 | 4.6 | +1.2 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 57.4 | 20 | -1 | 4.8 | +1.4 |
IYY | iShares Dow Jones U.S. ETF | 57.3 | 20 | -1 | 4.4 | +1.0 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 56.8 | 9 | 10 | 4.8 | +1.4 |
VTHR | Vanguard Russell 3000 Index Fund | 56.7 | 10 | 9 | 4.4 | +1.0 |
ESGU | iShares MSCI USA ESG Optimized ETF | 56.6 | 15 | 4 | 4.4 | +1.0 |
VOO | VANGUARD S&P 500 ETF | 56.5 | 3 | 16 | 4.8 | +1.4 |
SPXV | ProShares S&P 500 Ex-Health Care ETF | 56.0 | 27 | -8 | 4.3 | +0.9 |
IWV | iShares Russell 3000 ETF | 54.7 | 20 | -1 | 4.3 | +0.9 |
SPTM | SPDR Portfolio Total Stock Market ETF | 54.4 | 3 | 16 | 4.8 | +1.4 |
SCHB | Schwab U.S. Broad Market ETF | 54.4 | 3 | 16 | 4.5 | +1.1 |
SFY | SoFi Select 500 ETF | 54.2 | 0 | 19 | 4.6 | +1.2 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 54.1 | 3 | 16 | 4.4 | +1.0 |
VONE | Vanguard Russell 1000 ETF | 53.8 | 8 | 11 | 4.6 | +1.2 |
DSI | iShares MSCI KLD 400 Social ETF | 53.7 | 25 | -6 | 4.6 | +1.2 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 52.9 | 15 | 4 | 4.7 | +1.3 |
VTI | Vanguard Total Stock Market Index Fund | 52.7 | 3 | 16 | 4.4 | +1.0 |
STLG | iShares Factors US Growth Style ETF | 52.1 | 25 | -6 | 3.9 | +0.5 |
CATH | Global X S&P 500 Catholic Values Custom ETF | 51.9 | 29 | -10 | 4.6 | +1.2 |
ESG | FlexShares STOXX US ESG Impact Index Fund | 51.5 | 32 | -13 | 4.5 | +1.1 |
SPMO | Invesco S&P 500 Momentum ETF | 50.9 | 13 | 6 | 3.8 | +0.4 |
DFAU | Dimensional US Core Equity Market ETF | 50.9 | 12 | 7 | 4.7 | +1.3 |
VEGN | US Vegan Climate ETF | 49.9 | 60 | -41 | 4.0 | +0.6 |
JHML | John Hancock Multifactor Large Cap ETF | 47.6 | 29 | -10 | 4.9 | +1.5 |
JKE | iShares Morningstar Large-Cap Growth ETF | 46.6 | 25 | -6 | 2.2 | -1.2 |
SYG | SPDR MFS Systematic Growth Equity ETF | 46.5 | 60 | -41 | 3.4 | +0.0 |
SUSL | iShares ESG MSCI USA Leaders ETF | 46.2 | 10 | 9 | 4.8 | +1.4 |
USSG | Xtrackers MSCI USA ESG Leaders Equity ETF | 46.2 | 10 | 9 | 4.8 | +1.4 |
IYW | iShares U.S. Technology ETF | 46.1 | 43 | -24 | 3.3 | -0.1 |
RESP | WisdomTree US ESG Fund of Benef Interest | 46.1 | 28 | -9 | 5.0 | +1.6 |
RECS | Columbia Research Enhanced Core ETF | 45.9 | 15 | 4 | 5.1 | +1.7 |
PLC | Principal U.S. Large-Cap Multi-Factor Core Index ETF | 45.5 | 15 | 4 | 0.0 | -3.4 |
JMOM | JPMorgan U.S. Momentum Factor ETF | 45.5 | 12 | 7 | 3.0 | -0.4 |
DYNF | BlackRock U.S. Equity Factor Rotation ETF | 45.2 | 30 | -11 | 5.3 | +1.9 |
EPS | WisdomTree U.S. Earnings 500 Fund | 45.2 | 8 | 11 | 5.9 | +2.5 |
MTUM | iShares MSCI USA Momentum Factor ETF | 45.0 | 15 | 4 | 2.3 | -1.1 |
VGT | Vanguard Information Technology Index Fund | 44.6 | 10 | 9 | 3.9 | +0.5 |
FTEC | Fidelity MSCI Information Technology Index ETF | 44.6 | 8 | 11 | 3.9 | +0.5 |
FDMO | Fidelity Momentum Factor ETF | 44.6 | 29 | -10 | 2.4 | -1.0 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 43.6 | 9 | 10 | 5.0 | +1.6 |
WOMN | Impact Shares YWCA Women's Empowerment ETF | 43.5 | 75 | -56 | 3.5 | +0.1 |
QUS | SPDR MSCI USA StrategicFactors ETF | 43.5 | 15 | 4 | 5.3 | +1.9 |
TOK | iShares MSCI Kokusai ETF | 43.5 | 25 | -6 | 4.9 | +1.5 |
SUSA | iShares MSCI USA ESG Select ETF | 43.4 | 25 | -6 | 4.2 | +0.8 |
QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 42.9 | 19 | 0 | 5.3 | +1.9 |
SPXT | ProShares S&P 500 Ex-Technology ETF | 42.6 | 27 | -8 | 4.9 | +1.5 |
ADME | Aptus Drawdown Managed Equity ETF | 42.0 | 79 | -60 | 3.1 | -0.3 |
AVUS | Avantis U.S. Equity ETF | 41.9 | 15 | 4 | 4.8 | +1.4 |
NACP | Impact Shares NAACP Minority Empowerment ETF | 41.6 | 49 | -30 | 4.7 | +1.3 |
TILT | Flexshares Morningstar US Market Factors Tilt Index Fund | 41.3 | 25 | -6 | 4.9 | +1.5 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 41.1 | 30 | -11 | 5.1 | +1.7 |
QRFT | Qraft Ai-Enhanced U.S. Large Cap ETF | 41.0 | 75 | -56 | 2.0 | -1.4 |
JQUA | JPMorgan U.S. Quality Factor ETF | 40.8 | 12 | 7 | 5.1 | +1.7 |
1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.
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RESULTS & ESTIMATES
2015 | 2016 | 2017 | 2018 | 2019 | 2020E | 2021E | |
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Sales per share | ** | ** | ** | ** | ** | ** | ** |
Earnings per share | ** | ** | ** | ** | ** | ** | ** |
Dividends per share ![]() |
** | ** | ** | ** | ** | ** | ** |
Book value per share | ** | ** | ** | ** | ** | ** | ** |
Sales per share growth | **% | **% | **% | **% | **% | **% | |
EPS growth | **% | **% | **% | **% | **% | **% |
Sales per share growth | **% | **% | **% | **% | **% | **% | |
EPS growth | **% | **% | **% | **% | **% | **% |
OTHER FUNDAMENTAL METRICS
Long term EPS growth est. | **% | Debt-to-equity | **x | |
Asset turnover | **% | Assets-to-equity | **x |
*Six months ago = 100 |
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VALUATION METRICS
2019 | 2020E | 2021E | |
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Price-to-sales | ** | ** | ** |
Price-to-earnings | ** | ** | ** |
Price-to-cash flow | ** | ** | ** |
Price-to-growth | ** | ** | ** |
Price-to-book value | ** | ** | ** |
Yield | ** | ** | ** |
Historical valuation trends
Forward multiple: |
iShares Russell 1000 Growth ETF | |||
Relative to: |
S&P500 | MSCI EAFE | MSCI Emg. Mkts. | Other ETF: |
UNDERWEIGHT |
Below average appreciation potential. A rating of UNDERWEIGHT is assigned to ETFs with ALTAR Scores in the 2nd quintile (ranking higher than only 20%-40%) of their category. Typically, funds in this category consist of stocks trading at relatively expensive valuations and/or having below-average fundamentals. |
ALTAR Score™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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