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  • Vanguard Real Estate ETF VNQ traded at a paltry 0.75 price/fair value ratio—after it notched a 12.1% return in November.
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  • Investors seeking greater performance than SPYG may be more satisfied with SCHG, which has seen a 5-year CAGR of 14.58%.

Certain iShares funds may use derivatives, details of which will be set out in the relevant prospectuses. The use of derivatives involves special risks and the iShares funds may be exposed to credit risk with regard to parties with whom it trades. Additionally you may contact BAUL by phone, post or email () for further information about the iShares Products.

IShares Russell 1000 Value ETF has $51.76 billion in assets, Vanguard Value ETF has $101.19 billion. WisdomTree U.S. High Dividend ETF is an excellent option for investors seeking to outperform the Style Box – Large Cap Value segment of the market. The ETF has a beta of 0.81 and standard deviation of 14.60% for the trailing three-year period, making it a medium risk choice in the space.


Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. The Parent Pillar is our rating of IWF’s parent organization’s priorities and whether they’re in line with investors’ interests. The People Pillar is our evaluation of the IWF management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

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  • Unlike the iShares funds domiciled in Ireland which issue shares, the securities of all iShares Physical ETCs are issued in the form of debt securities which are listed and traded as non-equity securities.
  • SPYG has an extremely low expense ratio at 0.04%, compared to the median of all ETFs at 0.48%.

The companies/securities may not be acquired or owned by, or acquired with the assets of, an ERISA Plan. This website indicates in which countries the iShares products are registered or authorised for public distribution and on which principal European stock exchanges the iShares products domiciled in Europe are also listed. The iShares funds domiciled in the US are registered and listed on stock exchanges in the USA only. While ETFs offer diversified exposure, which minimizes single stock risk, a deep look into a fund’s holdings is a valuable exercise.

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The ETF has achieved greater returns than the market due to its greater weight on mega-cap, big tech companies. Although SPYG has multiple advantages in the growth ETF category, it is not the highest performing growth ETF, even among the ones compared in this article. Investors seeking greater performance than SPYG may be more satisfied with SCHG, which has seen a 5-year CAGR of 14.58%. For more concentrated investors, no sector looked as cheap as real estate when November concluded.

IShares Trust – iShares Russell 1000 Growth ETF was formed on May 22, 2000 and is domiciled in the United States. AAPL has once again claimed its spot as a $3-trillion company, reinstating its position as a titan in the global tech industry. This resurgence marks the first return to the $3-trillion milestone since August, showcasing the company’s robust recovery and investor confidence.Investors seeking to tap the opportune moment could invest in ETFs having the largest allocation to the tech titan.

Because of these strengths, META will therefore likely propel ETFs that have it as a holding. A strong month in the markets was all investors needed to reload on stock ETFs. U.S. equity funds led the charge, where all nine Morningstar Categories in that cohort finished November with inflows. Led by the irrepressible Invesco QQQ Trust QQQ, the category hauled in $14 billion—its second-largest monthly intake ever. Large-value funds have navigated a difficult year, but even they joined the action with a $6 billion haul, their best month since last December. Foreign stocks trailed the U.S. in November, but Vanguard Total International Stock ETF’s VXUS 8.2% gain is nothing to sneeze at.

Private Companies

Dividing an ETF’s market price by this value yields its price/fair value ratio. This ratio can point to potential bargains and areas of the market where valuations are stretched. IShares funds are not sponsored, endorsed, or promoted by MSCI, and MSCI bears no liability with respect to any such funds or any index on which such funds are based. The Prospectus contains a more detailed description of the limited relationship that MSCI has with BlackRock Advisors (UK) Limited and any related funds. ‘FTSE®’ is a trade mark jointly owned by the London Stock Exchange (‘Exchange’) and the Financial Times Limited (‘FT’), ‘Macquarie™’ is a trade mark of Macquarie Bank Limited and its related entities and both marks are used by FTSE International Limited (‘FTSE’) under licence. None of FTSE, Macquarie, the Exchange nor the FT shall be liable (whether in negligence or otherwise) to any person for any error in the Index and none of FTSE, Macquarie, the Exchange nor FT shall be under any obligation to advise any person of any error therein.

IWF Performance

Get a snapshot of where the flows are in exchange traded products worldwide. Please note that the above summary is provided for information purposes only. If you are uncertain as to whether you can both be classified as a professional client under the Markets in Financial Instruments Directive and classed as a qualified investor under the Prospectus Directive then you should seek independent advice.

growth stocks that are trading at bargain prices, including Delta and Cheniere Energy

They pulled in $11.2 billion in November—their best month of absolute flows on record. Corporate bond funds collected more last month ($4.5 billion) than they did over the 10 months prior ($2.2 billion). The international-equity segment pulled in $6 billion—a respectable sum, but a far cry from their domestic counterparts, even when scaled for assets. Their $476 million November haul doesn’t jump off the page, but it marked the category’s first month of inflows since January. The Morningstar China Index has pulled back 8.7% over the first 11 months of 2023—about 18 percentage points behind the Morningstar Global Markets Index. Markit iBoxx is a registered trade mark of Markit Indices Limited and has been licensed for use by BlackRock Advisors (UK) Limited.

Top Wall Street Analyst Warns Of ‘Proper Bust’ In 2023: Stocks Are Trading In ‘High Risk Zone’

While Microsoft’s valuation is not currently quite as attractive as META, Microsoft has proven itself as a bastion of mega-cap growth. Furthermore, the company is continuously innovating and remaining at the forefront of relevancy. One example is its cloud computing platform, Azure, which has done well in recent quarters.