iShares S&P 500 Growth ETF (IVW)
$138.93−1.93%close of Oct 16, 2026
iShares S&P 500 Growth ETF (IVW) is an exchange-traded fund (ETF) run by iShares (BlackRock). This fund owns the companies in the S&P 500 that are growing the fastest. It charges 0.18% a year. From May 2000 to October 2026 it returned about 8.9% a year, and its worst drop was −57.3%.
Written by the Tactfolio research team. Fund facts checked October 17, 2026. Prices through October 16, 2026.
- Yearly fee
- 0.18%
- about $18 on $10,000
- 1-year return
- 16.4%
- to Oct 16, 2026
- Return per year
- 8.9%
- since May 2000
- Worst drop
- −57.3%
- since 2000
- Below its high
- −4.9%
- now
- Volatility
- 20.0%
- yearly swings
- Issuer
- iShares (BlackRock)
- Tracks
- S&P 500 Growth Index
- Started trading
- May 22, 2000
- Type
- US stocks, ETF
- Holdings
- 152 holdings as of October 15, 2026
- Expense ratio
- 0.18% a year
How has IVW done since 2000?#
From May 2000 to October 2026, IVW returned about 8.9% a year. The S&P 500 returned about 8.6% a year over the same dates. Say you put in $10,000 at the start. It would have been worth about $94,213 at the end, with every dividend reinvested.
| Period | IVW | S&P 500 (SPY) |
|---|---|---|
| 1 month | 1.2% | 1.5% |
| 3 months | 2.1% | 1.9% |
| 6 months | 10.0% | 9.3% |
| Year to date | 13.0% | 12.8% |
| 1 year | 16.4% | 16.8% |
| 3 years per year | 26.0% | 22.0% |
| 5 years per year | 13.3% | 12.8% |
| 10 years per year | 17.7% | 15.4% |
| Since 2000 per year | 8.9% | 8.6% |
Periods longer than a year show the return per year (CAGR). Prices through October 16, 2026. Figures use daily closing prices adjusted for splits, with dividends reinvested. They do not include taxes or the cost of buying and selling. Past results do not tell you what will happen next.
IVW returns by month and year#
IVW rose in 194 of its 318 months (61%). Its best month was April 2026, at 14.8%. Its worst was October 2008, at −16.5%.
| Year | Total | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 13.0% | 0.5 | −3.5 | −5.3 | 14.8 | 8.1 | −1.9 | −1.7 | 3.2 | 2.0 | −2.3 | ||
| 2025 | 21.9% | 2.6 | −2.9 | −8.1 | 2.0 | 9.4 | 6.4 | 3.5 | 0.9 | 5.2 | 3.4 | −0.9 | −0.2 |
| 2024 | 35.8% | 2.9 | 7.2 | 2.1 | −3.8 | 6.6 | 7.0 | −1.3 | 2.2 | 2.8 | −0.7 | 6.2 | 0.7 |
| 2023 | 29.8% | 5.6 | −2.0 | 5.8 | 1.5 | 2.5 | 6.3 | 3.1 | −0.7 | −4.9 | −2.4 | 8.7 | 3.8 |
| 2022 | −29.5% | −8.4 | −4.4 | 4.5 | −12.6 | −1.3 | −8.3 | 12.8 | −5.4 | −9.9 | 4.4 | 5.1 | −7.6 |
| 2021 | 31.8% | −0.5 | −0.1 | 2.8 | 6.8 | −0.9 | 5.6 | 3.8 | 4.1 | −5.8 | 9.1 | 1.3 | 2.5 |
| 2020 | 33.2% | 2.3 | −6.8 | −10.3 | 14.3 | 6.0 | 4.1 | 7.1 | 9.4 | −4.8 | −2.8 | 9.5 | 4.0 |
| 2019 | 30.8% | 7.4 | 4.1 | 2.7 | 4.0 | −5.3 | 6.1 | 1.2 | −0.8 | 0.4 | 1.7 | 3.4 | 2.9 |
| 2018 | −0.2% | 7.1 | −2.1 | −3.0 | 0.3 | 4.3 | 0.6 | 3.4 | 4.8 | 0.8 | −8.1 | 1.4 | −8.5 |
| 2017 | 27.2% | 2.9 | 4.1 | 1.2 | 2.0 | 2.8 | −0.4 | 2.6 | 1.4 | 1.1 | 3.3 | 2.8 | 0.7 |
| 2016 | 6.8% | −5.2 | −0.7 | 6.7 | −1.2 | 2.6 | −0.3 | 4.6 | −0.3 | 0.4 | −2.1 | 1.2 | 1.5 |
| 2015 | 5.4% | −1.7 | 6.0 | −1.7 | 0.5 | 1.8 | −2.0 | 3.7 | −6.1 | −2.3 | 9.5 | 0.2 | −1.6 |
| 2014 | 14.6% | −2.9 | 5.2 | −0.7 | 0.2 | 3.3 | 2.2 | −1.3 | 4.3 | −1.0 | 2.8 | 3.1 | −1.0 |
| 2013 | 32.5% | 4.0 | 1.2 | 3.8 | 2.0 | 2.3 | −1.9 | 5.3 | −2.3 | 3.9 | 4.7 | 2.7 | 3.2 |
| 2012 | 14.4% | 4.1 | 4.3 | 3.3 | 0.0 | −5.4 | 3.6 | 1.8 | 2.4 | 2.1 | −2.8 | 0.9 | −0.1 |
| 2011 | 4.4% | 1.5 | 3.2 | 0.3 | 3.3 | −0.5 | −1.3 | −0.5 | −4.8 | −6.5 | 10.5 | −0.2 | 0.4 |
| 2010 | 14.9% | −5.3 | 3.5 | 5.8 | 1.4 | −8.0 | −4.9 | 6.9 | −4.3 | 10.1 | 5.0 | 0.3 | 5.4 |
| 2009 | 31.1% | −4.9 | −8.7 | 7.8 | 8.4 | 5.1 | 0.6 | 6.8 | 2.1 | 4.0 | −0.3 | 5.9 | 2.2 |
| 2008 | −34.8% | −8.5 | −1.1 | −0.4 | 5.8 | 2.5 | −5.9 | −2.8 | 1.8 | −9.8 | −16.5 | −6.1 | 1.4 |
| 2007 | 8.8% | 1.4 | −2.3 | 0.8 | 4.9 | 3.0 | −1.3 | −2.2 | 1.6 | 4.6 | 2.0 | −3.6 | 0.1 |
| 2006 | 10.9% | 2.1 | 0.0 | 0.9 | −0.2 | −3.5 | −0.1 | 0.2 | 3.3 | 2.4 | 3.3 | 1.9 | 0.3 |
| 2005 | 4.0% | −2.2 | 2.4 | −1.9 | −1.6 | 3.2 | −1.3 | 4.4 | −0.8 | 0.5 | −2.0 | 3.9 | −0.2 |
| 2004 | 5.7% | 2.1 | 0.6 | −2.5 | −0.7 | 1.9 | 1.5 | −4.9 | −0.2 | 0.2 | 1.6 | 3.3 | 3.1 |
| 2003 | 25.3% | −2.8 | −0.4 | 2.1 | 7.0 | 3.4 | 1.5 | 1.3 | 1.8 | −0.2 | 4.3 | 1.0 | 4.1 |
| 2002 | −23.5% | −0.1 | −2.7 | 2.4 | −7.3 | −2.1 | −7.2 | −5.9 | 0.8 | −10.5 | 9.7 | 4.5 | −6.4 |
| 2001 | −12.5% | 3.4 | −11.9 | −9.0 | 8.9 | 0.6 | −0.8 | −0.9 | −7.0 | −6.6 | 3.5 | 8.7 | 0.2 |
| 2000 | −15.4% | 3.9 | 6.2 | −3.1 | 5.9 | −9.4 | −3.0 | −10.7 | −4.8 |
Each month runs from the last close of the month before. The first month counts from the first close.
How risky is IVW compared with the S&P 500?#
Measured from October 2021 to October 2026, on the days both traded.
- Beta 1.21. When the S&P 500 moved 1% in a day, IVW tended to move about 1.21%.
- Correlation 0.97. IVW mostly moved with the S&P 500.
- Up and down months. In months the S&P 500 rose, IVW rose 109% as much on average. In months it fell, IVW fell 111% as much.
| Measure | IVW | S&P 500 (SPY) |
|---|---|---|
| Return per year | 13.1% | 12.8% |
| Volatility | 21.5% | 17.1% |
| Worst drop | −32.7% | −24.5% |
| Sharpe ratio | 0.68 | 0.79 |
| Sortino ratio | 0.98 | 1.15 |
| Calmar ratio | 0.40 | 0.52 |
Volatility is how much the price swings in a year. The Sharpe ratio is return per unit of volatility, the Sortino ratio counts only the falls, and the Calmar ratio is the return per year over the worst drop. Higher ratios mean more return for the risk taken.
Is IVW above its 200-day average?#
IVW closed 6.0% above its 200-day average on October 16, 2026. A rule that holds IVW only above that average would hold it today.
- vs 200-day average
- +6.0%
- above it
- 50-day vs 200-day
- +7.7%
- trend rising
- vs 52-week high
- −4.9%
- high of $146.12
A moving average is the average close over the last so many days. Trend rules such as the 10-month moving average strategy hold a fund only while it is above one. You can build that rule for IVW and backtest it in a minute.
What was IVW’s worst drop?#
A drawdown is how far a fund falls from its last high point. IVW’s worst fall was −57.3%, from July 17, 2000 to March 9, 2009. It got back to that high on February 8, 2013. On October 16, 2026 it was 4.9% below its highest close.
| Drop | From the high | To the bottom | Back to the high |
|---|---|---|---|
| −57.3% | Jul 17, 2000 | Mar 9, 20098.6 years | Feb 8, 20133.9 years |
| −32.7% | Dec 27, 2021 | Oct 14, 202210 months | Mar 1, 202417 months |
| −31.4% | Feb 19, 2020 | Mar 23, 202033 days | Jun 10, 20203 months |
| −22.1% | Feb 19, 2025 | Apr 8, 20252 months | Jun 24, 20253 months |
| −20.6% | Oct 1, 2018 | Dec 24, 20183 months | Apr 23, 20194 months |
Big drops are normal for some funds. They matter because selling during a drop locks in the loss.
What does IVW hold?#
This fund owns the companies in the S&P 500 that are growing the fastest. Many of them are big technology companies. A few very large companies make up a big part of the fund.
It tracks the S&P 500 Growth Index. It had 152 holdings as of October 15, 2026, according to iShares (BlackRock).
What is the IVW expense ratio?#
IVW charges 0.18% a year. An expense ratio is the yearly fee a fund takes to run itself. On $10,000, a 0.18% fee comes to about $18 a year. Of the 162 ETFs on Tactfolio, 34% charge more.
You never get a bill for it. The fund takes the fee out of its own value a little each day.
Which Tactfolio strategies hold IVW?#
No classic strategy holds IVW yet. You can add it to your own rules in the builder and see how they would have done.
How does IVW compare with similar ETFs?#
Funds that can stand in for IVW:
- SPYG: State Street SPDR Portfolio S&P 500 Growth ETF, 0.04% a year
- VOOG: Vanguard S&P 500 Growth ETF, 0.07% a year
- VUG: Vanguard Morningstar Growth ETF, 0.03% a year
- SCHG: Schwab U.S. Large-Cap Growth ETF, 0.04% a year
See all 8 IVW alternatives, compared on the same dates as IVW.
Test IVW in your own rules#
Tactfolio is a platform where you build rules-based investing strategies, backtest them on decades of real prices, share them, and run them automatically in your own Alpaca account. Open the builder, add IVW, and see how a rule such as “hold it only above its 200-day average” would have done. Strategies run on daily prices and hold US stocks and ETFs only.
The details#
Prices come from Tactfolio’s stored daily prices for IVW and SPY. Each close is adjusted for splits, and dividends are reinvested on the day the fund pays them out. CAGR is the steady yearly return that turns the starting value into the ending value. Volatility is the yearly standard deviation of daily returns. Beta and correlation compare daily returns with the S&P 500 over the same dates.
Fund facts come from iShares (BlackRock). We checked them on October 17, 2026. Read what a backtest simulates and how to read drawdown and CAGR for more on these measures.
Common questions#
What is the expense ratio of IVW?#
IVW charges 0.18% a year, according to iShares (BlackRock) as of October 17, 2026. That is about $18 a year for every $10,000 you hold.
When did IVW start trading?#
IVW started trading on May 22, 2000. It is run by iShares (BlackRock).
What does IVW track?#
IVW tracks the S&P 500 Growth Index. This fund owns the companies in the S&P 500 that are growing the fastest.
How much has IVW returned per year?#
From May 2000 to October 2026, IVW returned about 8.9% a year with dividends reinvested. Its worst drop was −57.3%. Past returns do not tell you what it will do next.
Is IVW above its 200-day moving average?#
On October 16, 2026, IVW closed 6.0% above its 200-day moving average. This page updates after each US market close.
Which strategies use IVW?#
None of Tactfolio’s classic strategies hold IVW yet. You can test it in your own rules in the builder.