(IUSG) iShares Core S&P U.S. Growth - Ratings and Ratios

Exchange: NASDAQ • Country: USA • Currency: USD • Type: Etf • ISIN: US4642876712 • Large Growth

IUSG: Stocks, Futures, Options, Swaps, Cash, Equivalents

The iShares Core S&P U.S. Growth ETF (NASDAQ: IUSG) is a large-cap growth exchange-traded fund (ETF) designed to track the performance of the S&P U.S. Growth Index. The fund invests at least 80% of its assets in the component securities of its underlying index, which focuses on U.S. companies exhibiting growth characteristics. It may also allocate up to 20% of its assets to certain derivatives, such as futures, options, and swap contracts, as well as cash and cash equivalents, to manage risk or enhance returns.

As a non-diversified fund, the ETF can have a higher concentration in its top holdings compared to diversified funds. This may lead to higher volatility but also allows for more targeted exposure to growth-oriented companies. The fund is domiciled in the United States and is part of the iShares family of ETFs, a well-established provider of index-based investment products. For more information, investors can visit the funds website at http://www.ishares.com.

Ticker Symbol: IUSG | Exchange: NASDAQ | Type: ETF | Country Origin: USA | ETF Category: Large Growth. With an AUM of approximately $21.67 billion, the fund is one of the larger ETFs in its category. However, it does not report P/E, P/B, or P/S ratios, which may limit certain types of fundamental analysis. Investors should consider these factors when evaluating the fund for their portfolios.

The S&P U.S. Growth Index, which the fund tracks, is a market-cap-weighted index that includes companies from the S&P 500® that are deemed to exhibit growth characteristics, such as higher earnings growth and higher valuations. The funds expense ratio is relatively low at 0.04%, making it a cost-effective option for investors seeking exposure to large-cap U.S. growth equities.

Additional Sources for IUSG ETF

IUSG ETF Overview

Market Cap in USD 19,048m
Category Large Growth
TER 0.04%
IPO / Inception 2000-07-24

IUSG ETF Ratings

Growth 5y 84.5%
Fundamental -
Dividend 39.7%
Rel. Strength Industry 2.94
Analysts -
Fair Price Momentum 129.03 USD
Fair Price DCF -

IUSG Dividends

Dividend Yield 12m 0.64%
Yield on Cost 5y 1.63%
Annual Growth 5y -0.15%
Payout Consistency 96.0%

IUSG Growth Ratios

Growth Correlation 3m -28.4%
Growth Correlation 12m 89.5%
Growth Correlation 5y 73.3%
CAGR 5y 20.42%
CAGR/Max DD 5y 0.63
Sharpe Ratio 12m 1.72
Alpha 0.61
Beta 1.32
Volatility 31.81%
Current Volume 1389k
Average Volume 20d 522.4k
What is the price of IUSG stocks?
As of March 14, 2025, the stock is trading at USD 126.86 with a total of 1,388,957 shares traded.
Over the past week, the price has changed by -3.82%, over one month by -13.00%, over three months by -11.40% and over the past year by +10.16%.
Is iShares Core S&P U.S. Growth a good stock to buy?
Yes. Based on ValueRay Analyses, iShares Core S&P U.S. Growth (NASDAQ:IUSG) is currently (March 2025) a good stock to buy. It has a ValueRay Growth Rating of 84.53 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IUSG as of March 2025 is 129.03. This means that IUSG is currently overvalued and has a potential downside of 1.71%.
Is IUSG a buy, sell or hold?
iShares Core S&P U.S. Growth has no consensus analysts rating.
What are the forecast for IUSG stock price target?
According to ValueRays Forecast Model, IUSG iShares Core S&P U.S. Growth will be worth about 145.5 in March 2026. The stock is currently trading at 126.86. This means that the stock has a potential upside of +14.68%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 145.5 14.7%